looking up account values, changing addresses or completing questionnaires, the more time advisors can spend with them discussing the emotions related to the data, says Mark Schoenbeck, a CFP and the ...

• Enhanced client self-service portal user interface: Applied CSR24 2016 delivers a completely redesigned and modern user interface with improved navigation for a simpler, connected insured user ...

In freelancing, one-off projects can be exciting — and sometimes even career-changing. They let you explore new industries, meet different clients and flex your creative muscles. But when all your ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Customers today are passionate fans of properly designed self-service. In response, I've developed specific, reliable rules, based on customer experience design principles, customer service best ...

Perseus has connected several existing internal systems and built a client interface into its own database "so clients can see the same data as us," says Vinko Grskovic, vice president of automation ...

Many businesses are using self-serve customer service options that make their customers more happy and feel empowered enough to keep returning to those businesses. The self-serve option helps ...

Microsoft is betting heavily on the cloud for delivering self-service BI capabilities. Power BI builds on existing Microsoft Excel building blocks, including Power Query and Power View, to provide a ...

Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client ...

TORONTO--(BUSINESS WIRE)--Even before the COVID-19 pandemic triggered a spike in trading volume and an influx of new investors in Canada to open do-it-yourself (DIY) investment accounts, investors ...

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...