The firms that win will not just run better meetings, they will connect every advice moment into one intelligent story.

Many advisors try to prove their value by talking about themselves. Joy Lere argues that true value is demonstrated by ...

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 ...

PARIS — Social distancing may be the new norm, but so, too, is getting up close and personal. While shopkeepers diligently apply bright, new floor markings to regulate store traffic, brands are also ...

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' ...

For decades, it seemed like the sky was the limit for Salesforce (CRM), the cloud-based enterprise software and customer ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

What is the ideal frequency with which advisors and clients should meet? Quarterly? Semi-Annually? Annually? And how often should advisors call clients? What about texting? Jennifer White, director of ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...