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September 08, 2022 09:00 ET | Source: Javelin Strategy & Research

The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment

SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...
October 07, 2021 12:25 ET | Source: Zoe Financial

Zoe Financial Announces Partnership with Wealthbox

NEW YORK, Oct. 07, 2021 (GLOBE NEWSWIRE) -- Zoe Financial announced today a new partnership with Wealthbox, a CRM platform that helps advisors manage and track their relationships with clients in a...