Analyst Coverage

As an active player in the CRM space, we have strong business relationships with leading technology and industry analyst firms.

We are committed to strengthening these relationships every year, as demonstrated by our continuous exchange of insights, our inclusion in their published reports, as well as our active participation in their hosted events.

 

Report Title Report Author Report Download
Next-Era Wealth Management CRM: Technologies to Acquire and Engage Isabella Fonseca View Report
Report Title Report Author Report Download
2018 CRM Solutions for Banking - A Global Vendor Spectrum Luis Chipana View Report
The Next Generation Desktop: Reigniting Advice Delivery Will Trout View Report
Onboarding in Corporate Transaction Banking: Prioritizing Investments for Reducing Friction Susan Feinberg View Report
Ranking the CRM Technology Vendors for Wealth Management: An Overview of the North American Market Ashley Globerman View Report
Ranking the CRM Technology Vendors for Wealth Management: An Overview of the European Market Ashley Globerman View Report
2015 CRM Solutions: A Vendor Spectrum Karlyn Carnahan View Report
Multichannel Analytics in Wealth Management Bill Fearnly Jr. View Report
Report Title Report Author Report Download
Best Practices For Privacy And GDPR In Financial Services Enza Iannopollo View Report
Vendor Landscape: SFA Solutions For the Evovled Sales Force John Bruno View Report
Vendor Landscape: The Growing Demand For Vertical CRM Solutions Kate Leggett View Report
Vendor Landscape: Insights Platforms, Q3 2016 Brian Hopkins View Report
Insight Platforms Accelerate Digital Transformation Brian Hopkins View Report
Follow Best Practices To Encourage Mobile Insurance Use Ellen Carney, Oliwia Berdak View Report
Trends 2015: North American Digital Insurance Ellen Carney, Oliwia Berdak View Report
Market Overview: Enterprise Sales Force Automation Solutions Fraser Tibbetts, Kate Leggett View Report
Choosing Between Specialist Solutions And Dynamic Case Management Platforms Craig Le Clair View Report
TechRadar™: Software-As-A-Service, Q1 2014 Liz Herbert, Paul D. Hamerman View Report
Report Title Report Author Report Download
Banker’s Guide to Wealth Management Front-Office Systems Chuck Thomas View Report
Banker’s Guide to Wealth Management Mid- And Back-Office Systems Chuck Thomas View Report
The Gartner CRM Vendor Guide, 2017 Company Report View Report
Hype Cycle for Life Insurance, 2016 Kimberly Harris-Ferrante View Report
Hype Cycle for P&C Insurance, 2016 Kimberly Harris-Ferrante View Report
The Gartner CRM Vendor Guide, 2016 Michael Maoz View Report
Hype Cycle for CRM Customer Service and Customer Engagement, 2015 Michael Maoz, Jenny Sussin View Report
Hype Cycle for CRM Marketing Applications, 2015 Kimberly Collins View Report
Hype Cycle for P&C Insurance, 2015 Kimberly Harris-Ferrante View Report
MarketScope for User Experience Platforms Gene Phifer View Report
Hype Cycle for Big Data, 2013 Michael Maoz View Report
Report Title Report Author Report Download
CRM Solutions for US Insurers Frank Petersmark, Martina Conlon View Report
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CRM Technology Value Matrix 2H2017 Rebecca Wettemann View Report
CRM Technology Value Matrix 2H2016 Rebecca Wettemann View Report
CRM Technology Value Matrix 1H2016 Rebecca Wettemann View Report
CRM Technology Value Matrix 2H2015 Rebecca Wettemann View Report
CRM Technology Value Matrix 1H2015 Rebecca Wettemann View Report
CRM Technology Value Matrix 2H2014 Rebecca Wettemann View Report
CRM Technology Value Matrix 1H2014 Rebecca Wettemann View Report