Where a CAB recommends a securities transaction to an eligible employee who qualifies as a retail customer under Regulation Best Interest or a retail investor for Form CRS, the CAB must comply with ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach.

Kasisto's digital banking assistant to be integrated within Moxo's OneStop Interaction Client Hub CUPERTINO, Calif., July 11, 2022 /PRNewswire/ -- Moxo, the industry's leading client interaction ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Commercial law firm Brabners, has selected Lexis ® InterAction ® as its customer relationship management (CRM) solution of choice from LexisNexis ® Enterprise Solutions, a technology provider who ...