Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
IDC - The premier global market intelligence firm.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Stripe Atlas - The best way to start an internet business
InsightsCRM - Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
Microsoft Office Excel - Microsoft Office Excel is a commercial spreadsheet application.