Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.

You need a contact management program. Should you go with your firm's system, an outside product designed for the brokerage industry, or an off-the-shelf generic program? Let's first look at outside ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Contact details are the most crucial part of any business, but a business can only reach its goal if all the required information about prospects are in a single place. Contact management software ...

Reliable contact information is the key to success for professional services organizations. But the lack of a standardized, automated contact management system can lead to missed business ...

One of the advantages of using a CRM is the ability to easily manage and organize contacts to maximize leads. Salesforce.com and the many other companies that offer CRMs have well-established contact ...

Anand Subramaniam is SVP Global Marketing for eGain Corp. eGain’s solution automates digital-first customer engagement for global brands. Working as a contact center agent was never for mere mortals.

Relatrix has released an update to its EZCommunicator online contact management platform aimed at facilitating communication between school district community members, extending the reach of ...