This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

Businesses of all sizes need effective ways to manage relationships with customers. Small-business owners, however, have an exceptionally keen interest in customer management, because effective ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...

Children and adults in crises rely on social workers to help them solve problems and cope with everyday living situations. Social workers create a case for each new client and develop a plan of ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

Wealth management is evolving, expanding beyond traditional financial planning to a more comprehensive approach that integrates lifestyle services with investment strategies. This shift, embodied in ...