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 ...

PCS Retirement, a leading independent provider of retirement plan solutions, today announced the appointments of Brandy Blum as Head of Relationship Management and John McCarthy as Head of Client ...

TORONTO, Aug. 5, 2020 /CNW/ - CIBC (TSX: CM) (NYSE: CM) today announced it has selected Salesforce as its enterprise platform for customer relationship management (CRM) as it continues to transform ...

St. Paul Business Journal held a recent panel discussion about navigating volatile markets when managing wealth, the ...

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' ...

CommentaryAttorney Analysis from Westlaw Today, a part of Thomson Reuters. April 22, 2024 - Law firms differ from traditional corporations in several ways, not least of which their revenue and ...

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

AI tools improve meeting efficiency but often fail to address broader productivity needs, leaving advisors to fill the gaps ...

The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value ...

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...