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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

On the outset, supply chain management (SCM) and customer relationship management (CRM) seem like two very different departments, but they actually rely on each other for success. Customer ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

Children and adults in crises rely on social workers to help them solve problems and cope with everyday living situations. Social workers create a case for each new client and develop a plan of ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s client ...