CRM systems

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

These tools could save months of time — are they worth the investment?

Firms take notice: older generations are adopting new technology at a quickening pace.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

Private Ocean – Mosaic combination brings software expertise to financial advice battleground

The customer relationship management platform will now pull all accessible client information into a single dashboard.

Early adopters of machine learning technology are more likely to expect business increases this year.

The firm will move over to Salesforce’s CRM tool starting next year as part of an effort to boost efficiency with new technology.