Los Angeles, California September 24, 2025 – PRESSADVANTAGE – Rocket CRM announced today the launch of a partnership designed to provide integrated marketing automation and seamless CRM ...

In today's digital age, conversation archiving (social customer relationship management) systems have become essential tools ...

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 ...

Rocket CRM has introduced a new series of platform enhancements focused on strengthening customer relationship management while integrating social media marketing automation into its core framework.

Successful leadership demonstrates that prioritizing people—whether in sports or business—is crucial for long-term growth and client loyalty. Business owners aren't wired to push customers away, but ...

In public relations, it`s easy to think that success is measured by meeting the business needs of our clients, but the truth ...

Picture this: your sales team is working harder than ever, but customers keep slipping away. Sound familiar? Most businesses find themselves trapped in disconnected sales processes that make customers ...

Customer expectations are here, and it’s now up to wealth management firms to rise to those expectations. While many fintech startups implement one or more of these capabilities in their products and ...

We frequently observe that accounting firm owners care a lot for their clients. Still, many individuals who change firms believe they didn’t receive the appropriate care from their previous accountant ...

"Amrit's proven ability to elevate client experience while driving operational excellence makes her a powerful addition to our team," said Anne Jablonski, head of CRE. "Her track record speaks for ...

Sandra Penner joins ICCU in Boise as senior officer in private client wealth management, bringing 20+ years of private ...