Tag:
customer relationship management
Customer Success
Software Suites, AI Reshaping Customer Experience, ISG Says
The increasing integration of applications for managing customer experience (CX) is changing how enterprises monitor, understand and improve interactions and relationships with their customers,...
Investment and Budget Allocation
Advisor360° Launches Tandem™: A CRM+ Solution for Independent Financial Advisors
Advisor360°, a leading provider of integrated wealth management technology, has unveiled its first customer relationship management (CRM) solution designed specifically for independent registered investment...
