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

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 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 ...

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 ...

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 ...

Customer relations are the foundation of any business. The more impact a client has on your business, the more you should invest in client relations and account management itself. The B2B IT service ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

One dominates with scale and profits, the other races ahead in growth and engagement. How do their risk profiles and ...

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 ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

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.