Browsing: financial

CRM

Toronto, ON, October 13, 2026 –Ipsos is pleased to announce the honourees of its 2026 Financial Service Excellence Awards, an annual program recognizing Canadian financial institutions for excellence in customer experience. The 2026 edition includes data collected weekly from November 2025 to September 2026, providing Canadian financial institutions an ongoing view into customer perceptions of…

SPILLVILLE—An Iowa state audit identified seven findings involving financial oversight and accounting practices in Spillville, including spending that exceeded budgeted amounts, a check that was not turned over to the state as required and a lack of documented independent reviews of key financial records. The report, released Tuesday morning by Iowa Auditor of State Rob…

CRM

Fragasso Financial Advisors Inc cut its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 27.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,381 shares of the CRM provider’s stock after selling 3,120 shares during…