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 ...

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 ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

Sastry Durvasula has an unusual title and remit at TIAA. As Chief Information and Client Services Officer of the Fortune 100 company, with more than $1.2 trillion in assets under management, he ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

What is ITSM (IT service management)? Your email has been sent This ITSM guide covers how IT service management evolved from ITIL, along with an overview of the ITIL life cycle and the many IT service ...