Registered Representative magazine's second annual Sales Assistant Study surveyed 329 sales assistant subscribers (and assistants of broker-subscribers) in July and August to uncover key information ...

NEW YORK--(BUSINESS WIRE)--Pipedrive, the easy and effective sales CRM for small businesses, introduced its new AI-powered Sales Assistant today. Now in beta, it provides sales professionals with ...

After speaking with scores and scores of licensed sales assistants, and the advisors they support in the wirehouse, independent and RIA channels, Registered Rep. has a pretty good idea of what would ...

Developed in partnership with WINN.AI, the new tool leverages the power of Force Management’s selling methodologies with the precision of WINN’s intelligent automation. CHARLOTTE, N.C.--(BUSINESS WIRE ...