Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them ...

Effective contract management is often the foundation of strong client relationships. It ensures that agreements are honored, ...

CRMs in use today have the same frameworks and tech from the last 20-30 years. The future of CRM requires companies to ...

For home care agencies, CRMs are the future of marketing. These tools allow you to streamline the journey from lead to client ...

Finance platform Rho announced the launch of the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Clients have pulled about $55 billion from Wamco, as the division is known, since mid-August, representing about 15% of its ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.