Traditional CRM systems are a significant advantage, but wealth managers must embrace next-generation platforms designed specifically for private banking and wealth advisory. These systems should ...

HubSpot faces strong competition from Salesforce, Microsoft, Oracle, SAP, and others both large and small. We believe the legacy providers are most at risk for market share loss, but we also believe ...

HubSpot reported strong quarterly earnings, outpacing both management's guidance and analyst estimates. It was driven by ...

From AI to ROI via EX - Freshworks priorities for 2025 take shape as revenues rise, losses narrow in 2024 Employee Experience ...