Practifi today introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, wealth-focused intelligence. Available for ...

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Accounting automation allows accounting firms to offer real-time insights to clients by reducing the time spent on manual processes. It creates space for ...

Link CRM streamlines sales tracking, bridal management, and the buyer journey, raising the bar for efficiency and engagement.

Veeva Systems' migration to Vault CRM is progressing well, with new clients offsetting top-20 customer departures. Read why ...

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

Discover the top agentic AI tools to automate daily tasks, streamline routines, and bring more focus and ease into your life ...

As LeanIX explains, “Composable ERP, built on modular and interoperable components, allows organizations to respond faster to ...

The progress in Brazil is part of broader gains across Latin America, where Optimove continues to add clients, refine product offerings, and expand its operational footprint. The region has been a ...

The dumpster rental industry is changing fast — and Bin Boss is helping haulers, brokers, and small business owners stay ...

Providing clarity on expectations, emphasizing partnership with the business, and establishing effective project ...