Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Standing out among the competition to secure a sale often comes down to the details. Driven ...

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Rocket CRM has introduced a new series of platform enhancements focused on strengthening customer relationship management while integrating social media marketing automation into its core framework.