He published it not long after the first wave of AI chatbot products hit the market—tools that let users query large language ...

As firms seek to drive business development, client engagement and revenue growth, customer relationship management needs to ...

AI agents will offer integrated capabilities that allow consumers to control multi-process functions unlike existing AI that ...

There’s not much doubt that Salesforce (CRM) is the undisputed heavyweight champion of customer relationship management (CRM) ...

Creatio unveiled a new CRM paradigm that puts a prompt entry box front and center, allowing the user to simply type in what they need.

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth ... with new capabilities rolling out over time. Key AI-powered features planned for future releases include: These ...

Agentic AI's potential for improving customer satisfaction and streamlining workflows is bolstering its appeal in customer ...

AI technologies such as machine learning (ML), natural language processing (NLP), and generative AI are revolutionizing ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth ... with new capabilities rolling out over time. Key AI-powered features planned for future releases include: These ...

Upcoming AI-Powered Enhancements to Enable ... Practifi’s vision of providing a cutting-edge CRM solution that anticipates the future needs of the wealth management industry, positioning ...