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 ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

Walt Disney once said about movies, "Do what you do so well that they will want to see it again and bring their friends." The famed animator's quote can also be applied to customer service. If a ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s client ...

Employee Benefit Management Corp has announced the hiring of Greg Hubbell as Vice President of Sales, Marketing and Client Management Services Employee Benefit Management Corp (EBMC), one of the ...

A good customer experience is the result of good knowledge management. Don't believe me? Here are three arguments why. To state the obvious: A good knowledge experience is one that is efficient, ...

The legal profession has always had a duty of care with regard to managing funds held on behalf of its clients, whether held on a separate, designated client account or in a general client account. In ...