Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

Client strategies AT Think Better client management strategies for accounting firms By Jason Schow and Jason Blumer March 09, 2021, 11:35 a.m. EST 6 Min Read ...

Effective client management does not only include your knowledge of the law. It includes how you communicate with your client, helping to set reasonable expectations, and gaining your client's trust.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to ...

Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate. QuickBooks has introduced the Customer Agent, an ...

The post 3 Arts Entertainment Adds Shey Olaoshebikan as EVP of Sports, Client Manager appeared first on TheWrap. Less than ...

‘This is about moving MSPs from service providers to strategic growth partners,’ says ScalePad CEO Chris Day. ‘The MSP space ...