Morgan Stanley's move is one of the earliest instances of a major Wall Street bank opening its platforms to external AI tools.

The MarketWatch News Department was not involved in the creation of this content. TAMPA, Fla., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Funnel, the proven agentic AI CRM platform, today announced its newest ...

Marketing agencies often work with clients whose customer acquisition strategies are faltering and who need significant updates to their sales funnel. For agency professionals tasked with such a ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Omnicom Group is strengthening its e-commerce arm with the launch of Transact, a practice dedicated to connected-commerce consulting and online retail services, according to a press release. The new ...

Morgan Stanley CEO Ted Pick thinks his firm's wealth management funnel opens up widest in many clients' places of employment. Processing Content Speaking on Monday at the Morgan Stanley Annual U.S.

One of the biggest challenges of running a business is learning how to leverage limited resources. Of all the resources needed for running a successful business, there is only one that can't be bought ...

Your business depends on customers and the relationships you build with them. You must understand how your marketing messages reach and impact customers and prospects to raise and maintain brand ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

TAMPA, Fla.--(BUSINESS WIRE)--Funnel Leasing, the only Renter Management Software platform, is powered by a renter-centric data architecture, that allows multifamily property management companies to ...

Morgan Stanley is pioneering direct AI access to its trillion-dollar wealth management systems for corporate clients. This ...