Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...

Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry's first-of-its-kind AI-native ...

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision The white paper reframes CRM decisions for financial ...

Vancouver-based CRM provider Maximizer today announced the launch of IQ Boost, an AI-powered feature designed specifically for financial services professionals.

AI reshapes how wealth firms operate by augmenting human advisors rather than replacing them in the next era of client service ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Two powerhouse technology companies — Envestnet and Salesforce — have partnered to offer advisors a much broader, more streamlined platform on the cloud. Processing Content Envestnet, a large ...

Bilingual software boosts compliance efforts Vancouver-based customer relationship management (CRM) software Maximizer launched the French edition of its financial services edition this month.