Moxo, which claims to be the industry’s “leading” client interaction workflow solution, has announced a partnership with Kasisto, creators of KAI, the financial services digital experience platform, ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach.

This approach helps clients see beyond the immediate cost to the long-term benefits of your partnership. And best practices for client communications involve a process or playbook illustrated below.

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Sitting at the heart of Treehouse Wealth Advisors' philosophy is the desire to transcend traditional financial practices. Speaking to InvestmentNews, founder Julie Meissner makes it clear that this ...

In an era of rapid change and increasing client expectations, fostering authentic relationships and prioritizing effective communication are essential for sustainable growth. Lawyers who strive to ...

According to a recent legal industry study, 1 85% of United States lawyers report that client satisfaction is critical to success, yet only 37% of those surveyed are formally measuring client ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For those in the wealth management industry, the Covid-19 ...

Commercial law firm Brabners, has selected Lexis ® InterAction ® as its customer relationship management (CRM) solution of choice from LexisNexis ® Enterprise Solutions, a technology provider who ...

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

I recently took my seven-year-old daughter to the Nutcracker ballet for the first time. About 20 minutes into the performance, she asked me: "Dad. Why is no one saying anything?" I explained that ...

When your clients make your life miserable, you have to decide if it’s worth redirecting the relationship or just cutting ties and moving on. Not all clients are worth keeping. That said, to salvage a ...