Account managers these days are often juggling between different applications and digital tools. This leads to data and intelligence being stored in silos. When it comes to account planning, a lot of ...

Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo. Question: I am a registered investment adviser who provides advisory services ...

People.ai, a provider of revenue intelligence technology, today launched Engagement Dashboards, Account Planning, and People.ai for Oracle Sales Cloud to help sales and ops teams drive greater ...