Growing demand for centralized case management systems is reshaping how nonprofits, social workers, and healthcare ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

At Annex Wealth Management, we view our in-house team as our biggest difference maker and richest asset. Working together in an interdisciplinary fashion fosters better innovation, creativity and ...

First impressions matter — particularly when it comes to prospective clients. From the moment they arrive at your facility, they remain alert to every touch point. Understandably, they want a positive ...

For more network managers, security is becoming a must-have feature in many operations products. The two IT disciplines have been coming together over the years in the areas of security event or ...

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 ...

LONDON, Nov. 26, 2020 /PRNewswire/ -- Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading ...