Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...

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 ...

A customer relationship management (CRM) strategy is a detailed, data-driven plan that is designed to help business owners ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

As a growing number of the Am Law 200 finally begin to invest seriously in their client relationship management strategy, the focus falls all too often on technology at the expense of real client ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

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' ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

Customer relations are the foundation of any business. The more impact a client has on your business, the more you should invest in client relations and account management itself. The B2B IT service ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...