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 ...
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...
ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing ...
Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...
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 ...
Hewlett-Packard and systems management software vendor Altiris have strengthened their long-standing partnership with the release of two co-developed client management software bundles. Although the ...
Microsoft offered further guidance late last month on opting between its two client management solutions. There are plenty of mobile device management choices out there. Analyst and consulting firm ...
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