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Research and Analysis
20 April 2021

Skience: The Industry Is Rapidly Transforming

Skience delivers innovative digital strategies and solutions that transform businesses.
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Industry Overview
24 September 2020

AdviceTech.LIVE CRM Panel Flashback and Insights

by INSART

AdviceTech.LIVE CRM Panel Flashback and Insights

The biggest asset that businesses have is people and relationships. One of the greatest moments of the AdviceTech.LIVE showcase was the CRM roundtable with speakers from Redtail, Wealthbox, Junxure, and…
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Industry Overview
18 June 2020

Can Wealth Integrations Improve Advisors’ Productivity?

by INSART

Can Wealth Integrations Improve Advisors’ Productivity?

Financial advisors are using more and more digital tools for their everyday activities. But if these tools are not integrated into one platform, they don’t really increase advisors’ efficiency. We…
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Industry Overview
28 April 2020

Overview of Popular CRM Software for Financial Advisors. Part 2

by INSART

Overview of Popular CRM Software for Financial Advisors. Part 2

CRM is a business-management component that helps financial advisors and firms handle their day-to-day operations on the personal relationship front and see what factors lead to success and help advisors…
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Industry Overview
23 April 2020

Overview of the Most-Used CRM Software for Financial Advisors

by INSART

Overview of the Most-Used CRM Software for Financial Advisors

CRM software helps financial advisors streamline processes and stay connected with their clients while improving contact management and focusing on relationships with individual people. I’ve gathered information about the CRM…
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Technologies
21 November 2019

Problems that Waylay FinTech Platform Integration With Salesforce

by INSART

Problems that Waylay FinTech Platform Integration With Salesforce

CRMs enable FinTechs to systematize client information and allow clients to apply proper communication strategies. Salesforce is one of the most popular options out there. In the article, we go…
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Technologies
8 August 2019

When Salesforce Integration Becomes a Problem

by INSART

When Salesforce Integration Becomes a Problem

B2B WealthTech software providers integrate with Salesforce to make their own platforms more attractive for existing and potential users. In today's article, we look through pitfalls in the Salesforce integration…
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Research and Analysis
11 July 2019

Redtail: The Evolving CRM System Built for Financial Professionals

Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
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Research and Analysis
18 June 2019

Concenter Services’ XLR8: Salesforce on Steroids

XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
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Research and Analysis
11 June 2019

Advyzon: Scalable, All-in-One Wealth Management that Runs on the Cloud

Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
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