Relationship building is key to being a successful mortgage loan originator (LO). That also holds true for real estate agents, insurance agents, financial planners and anyone else who has a ...

Manan Shah is the Founder and CEO of Avalance Global Solutions, a California-based web3 cybersecurity and information security company. Data is at the core of the ongoing technological revolution.

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

A successful installation of client relationship management software is a multiyear project. That certainly was the case at Walnut Creek, Calif.-based Archer Norris, a 57-attorney, 128-person ...