Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

A call center is a specialized facility that is used by organizations to handle customer interactions. All incoming and outgoing calls to customer support, telemarketing, and sales services are ...

AI-powered customer relationship management systems (CRMs) are creating a transformative shift for the sales industry, taking them from nice-to-have organizational tools to powerful growth and ...

Customer identity and access management (CIAM) is the basis to improve management and control of third parties’ access to a business. Here are the top seven CIAM tools currently in the market.