If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” Processing Content ...

Financial advisers need CRM to do more than store client detailsIssued by Camsoft CRM SolutionsJohannesburg, 31 Aug 2026 Financial advisers must understand their customers. (Image source: 123RF) ...

Practifi today announced the launch of Practifi Sentir ("Sentir"), an intelligent CRM that is AI-native by design and built on the same enterprise-grade foundation firms already trust. With Sentir, ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Sakshi Udavant covers small business finance, entrepreneurship, and startup topics for Investopedia. For over a decade, she has been a freelance journalist and marketing writer specializing in ...

Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.

Salesforce CRM and Automatic Data Processing ADP have announced an ambitious collaboration to reshape the landscape of client experiences. Leveraging Salesforce's Customer 360 platform, ADP aims to ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

I'm proud to be a certified public accountant. My profession is highly regarded. We are known to be financial experts. We are trusted and respected. We are relied upon as advisors, counselors and ...