In 2026, the financial world demands CRM systems that are secure, intelligent, compliance-ready, integration-friendly, and tailored to financial workflows — not just generic sales pipelines. Banks, wealth managers, insurance firms, and fintechs need platforms that go beyond contact lists to…
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Customer Relationship Management (CRM) is evolving… fast. Gone are the days when a CRM was just a digital Rolodex or a place to store names, emails, and notes. In 2026, CRM systems are becoming intelligent business engines — powered by…