Product Innovation & Updates

Maximizer CRM vs Laylah CRM: Which CRM is Best for Canadian Financial Advisors in 2026?

Choosing a CRM isn’t just a tech decision for financial advisors—it’s a business decision. In 2026, Canadian advisors...

In Canada, financial advisors face unique challenges: strict privacy laws, complex portfolios, and the need for...

On-premise CRM vs Cloud CRM: Quick overview The fundamental distinction between cloud-based CRM and on-premise CRM is...

Modern sales success depends on understanding customers well enough to anticipate their next needs. Cross selling in...

What makes a CRM simple, user friendly, & efficient? A simple, user-friendly, and efficient CRM is designed to...

At a high level, the difference between CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning)...

Some advisors imagine succession as a straight line: a well-earned exit, a trusted successor, and a book of business...

There was a time when choosing Salesforce was the safest move a CTO could make. It was established CRM technology and...

Why look for a Wealthbox CRM alternative in 2026? Advisors reassess their CRM needs as client expectations, compliance...