Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

You need a contact management program. Should you go with your firm's system, an outside product designed for the brokerage industry, or an off-the-shelf generic program? Let's first look at outside ...

Contact details are the most crucial part of any business, but a business can only reach its goal if all the required information about prospects are in a single place. Contact management software ...

Reliable contact information is the key to success for professional services organizations. But the lack of a standardized, automated contact management system can lead to missed business ...

One of the advantages of using a CRM is the ability to easily manage and organize contacts to maximize leads. Salesforce.com and the many other companies that offer CRMs have well-established contact ...

Relatrix has released an update to its EZCommunicator online contact management platform aimed at facilitating communication between school district community members, extending the reach of ...