Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

With over 1.6 million contributions, FeaturedCustomers provides authenticated customer references to help digital leaders make the right purchasing decisions White Paper How to Outsmart the AI Bot ...

Customer relationship management software leader Salesforce ($CRM) is stumbling toward the end of 2025, down roughly 20% and ...

Customer-relationship-management startups are finding niches to compete with giants like Salesforce. Analysts see a growing demand for industry-specific firms that target small-to-midsize companies.