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

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

Chime CRM is designed specifically for the real estate industry, providing a robust set of tools for managing leads, automating marketing tasks, and enhancing client communication. It integrates ...

Shares of CRM software giant Salesforce (NYSE:CRM) jumped 4.4% in the morning session after the company reported better-than-expected third-quarter earnings and provided an optimistic financial ...

Building effective agentic solutions requries an ontology-based single source of truth. Ontology is a business definition of concepts, their hierarchy and relationships. It defines terms with respect ...

At the MarTechAI Summit 2025, marketers unpacked how agentic AI is shifting the industry from event-triggered automation to ...

Zocks, Practifi, Paychex and Milemarker launch AI features to automate document processing and boost advisor productivity ...

AI-powered fintech startup, Prodigal, automates loan servicing and debt collection conversations across voice, SMS, and email ...

For many companies, one of the most challenging aspects of growth is dealing with the increased demand for customer support.

Zeplyn unveils Agent Nexus agentic AI platform enabling wealth advisors to query CRM data and documents for deeper client ...