If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

Most CRMs now claim AI capabilities. Fewer deliver it where it actually counts, in shorter response times, with more details ...

SINCE the pandemic’s onset, there have been significant changes in how most businesses operate. The need for social distancing, among other containment measures, has forced many business owners, ...

LONDON and NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Alternative assets have moved from a niche allocation to a core pillar of institutional and wealth portfolios, stretching managers across more ...

LONDON and NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Navatar today announced the launch of an AI-powered CRM operating model designed specifically for private equity firms, enabling deal teams to ...

We design systems that get smarter and more valuable over time, so teams are not starting from zero every few months.” — Boris Tsibelman, Founder & CEO of AXIS ...

A security model is aligned with user interaction An agile and secure CRM model brings security specialists into the process early on, using their expertise to shape the architecture process, ...

Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output ...