Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry's first-of-its-kind AI-native ...

Vancouver-based CRM provider Maximizer today announced the launch of IQ Boost, an AI-powered feature designed specifically for financial services professionals.

The MarketWatch News Department was not involved in the creation of this content. New CRM integration eliminates data silos and keeps advisors' CRM and marketing aligned--driving faster follow-up, ...

Bilingual software boosts compliance efforts Vancouver-based customer relationship management (CRM) software Maximizer launched the French edition of its financial services edition this month.

Jump is an advisor-specific AI meeting assistant that automates notes, tasks, CRM updates, and follow-up emails. Integrations with CRMs, planning tools, and meeting platforms make it easy to plug into ...