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 ...

ConvergeHub Offers Merchant Cash Advance CRM with Sales, Marketing, Support and Billing in One Platform Dublin, United ...

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' ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

The future of advice may be more AI-powered, but the advisor-client relationship remains at the center of how firms deliver ...

As a growing number of the Am Law 200 finally begin to invest seriously in their client relationship management strategy, the focus falls all too often on technology at the expense of real client ...

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 ...

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 ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

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 ...

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 ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...