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 TitleReport AuthorReport Download
Next-Era Wealth Management CRM: Technologies to Acquire and EngageIsabella FonsecaView Report
Report TitleReport AuthorReport Download
2018 CRM Solutions for Banking - A Global Vendor SpectrumLuis ChipanaView Report
The Next Generation Desktop: Reigniting Advice DeliveryWill TroutView Report
Onboarding in Corporate Transaction Banking: Prioritizing Investments for Reducing FrictionSusan FeinbergView Report
Ranking the CRM Technology Vendors for Wealth Management: An Overview of the North American MarketAshley GlobermanView Report
Ranking the CRM Technology Vendors for Wealth Management: An Overview of the European MarketAshley GlobermanView Report
2015 CRM Solutions: A Vendor SpectrumKarlyn CarnahanView Report
Multichannel Analytics in Wealth ManagementBill Fearnly Jr.View Report
Report TitleReport AuthorReport Download
Best Practices For Privacy And GDPR In Financial ServicesEnza IannopolloView Report
Vendor Landscape: SFA Solutions For the Evovled Sales ForceJohn BrunoView Report
Vendor Landscape: The Growing Demand For Vertical CRM SolutionsKate LeggettView Report
Vendor Landscape: Insights Platforms, Q3 2016Brian HopkinsView Report
Insight Platforms Accelerate Digital TransformationBrian HopkinsView Report
Follow Best Practices To Encourage Mobile Insurance UseEllen Carney, Oliwia BerdakView Report
Trends 2015: North American Digital InsuranceEllen Carney, Oliwia BerdakView Report
Market Overview: Enterprise Sales Force Automation SolutionsFraser Tibbetts, Kate LeggettView Report
Choosing Between Specialist Solutions And Dynamic Case Management PlatformsCraig Le ClairView Report
TechRadar™: Software-As-A-Service, Q1 2014Liz Herbert, Paul D. HamermanView Report
Report TitleReport AuthorReport Download
Banker’s Guide to Wealth Management Front-Office SystemsChuck ThomasView Report
Banker’s Guide to Wealth Management Mid- And Back-Office SystemsChuck ThomasView Report
The Gartner CRM Vendor Guide, 2017Company ReportView Report
Hype Cycle for Life Insurance, 2016Kimberly Harris-FerranteView Report
Hype Cycle for P&C Insurance, 2016Kimberly Harris-FerranteView Report
The Gartner CRM Vendor Guide, 2016Michael MaozView Report
Hype Cycle for CRM Customer Service and Customer Engagement, 2015Michael Maoz, Jenny SussinView Report
Hype Cycle for CRM Marketing Applications, 2015Kimberly CollinsView Report
Hype Cycle for P&C Insurance, 2015Kimberly Harris-FerranteView Report
MarketScope for User Experience PlatformsGene PhiferView Report
Hype Cycle for Big Data, 2013Michael MaozView Report
Report TitleReport AuthorReport Download
CRM Solutions for US InsurersFrank Petersmark, Martina ConlonView Report
Report TitleReport AuthorReport Download
CRM Technology Value Matrix 2H2017Rebecca WettemannView Report
CRM Technology Value Matrix 2H2016Rebecca WettemannView Report
CRM Technology Value Matrix 1H2016Rebecca WettemannView Report
CRM Technology Value Matrix 2H2015Rebecca WettemannView Report
CRM Technology Value Matrix 1H2015Rebecca WettemannView Report
CRM Technology Value Matrix 2H2014Rebecca WettemannView Report
CRM Technology Value Matrix 1H2014Rebecca WettemannView Report