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Articles tagged 'Client Relationship Management (CRM)'

1-10 of 35 results

News

Over two-third of advisers want to change CRM systems, Twenty7tec finds

Over two-third of advisers want to change CRM systems, Twenty7tec finds

June 17, 2025

News

Finova Broker integrates with UnderwriteMe

Finova Broker integrates with UnderwriteMe

April 4, 2025

News

Finance Family migrates to Acre CRM as it prepares to scale

Finance Family migrates to Acre CRM as it prepares to scale

March 19, 2025

News

a person on a laptop to denote an inquiry into artificial intelligence (AI) in financial services

Later life advisers should ‘open their eyes’ to the technology available to them, says Hale

December 23, 2024

News

EKeeper relaunches as Finova Broker

EKeeper relaunches as Finova Broker

November 20, 2024

News

Ifthikar Mohamed of WIS Mortgages and MortgagX

Adviser develops ‘pioneering’ AI-powered CRM app for mortgage brokers

September 5, 2024

News

Neal Jannels of One Mortgage System (OMS), which saw record application and completion submissions in July

OMS sees record application and completion submissions in July

August 14, 2024

Better Business

Rosemount’s Bawa says FOS is ‘draining confidence’ of advice firms

Technology and the advice process: what customers really want – Bawa

July 8, 2024

News

Acre upgrades Nationwide integrated platform

Iress and Acre extend partnership to bolster mortgage lending

June 24, 2024

News

hand holding a computer mouse to denote a story about brokers using CRMs

Brokers mix and match CRMs as none ‘do a great job’ – analysis

April 24, 2024
1-10 of 35 results