We frequently observe that accounting firm owners care a lot for their clients. Still, many individuals who change firms believe they didn’t receive the appropriate care from their previous accountant ...

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 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 ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

The Client Experience Manager (CEM) leads a high-performing team of Client Experience Account Managers and a Digital Solutions Planner to drive client satisfaction, retention, and revenue growth. The ...

Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

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, ...

We are a leading bank dedicated to empowering corporate clients through innovative, bespoke financial solutions. Our approach is rooted in entrepreneurial skill, service excellence, and integrity, ...