The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

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 ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Nutshell reports that choosing a simple CRM involves matching industry needs, prioritizing core features, and testing user ...

An effective customer relationship management platform is increasingly becoming a key contributor to business success as we head into 2024, according to Joe Gallick, SVP of national accounts for ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...

Visa and passport service provider CIBT has hired former Amazon immigration advisor Elizabeth Kumbhari as VP for client relationship management for Americas immigration, the company announced.