Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

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 ...

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 ...

Stanley Huang is cofounder and CTO at Moxo. Previously, he was a Principal Architect at Cisco and a Senior Manager at WebEx. Paradoxically, adopting digital transformation solutions meant streamlining ...

Discover how a service-oriented approach and attention to detail can drive long-term success in real estate and other industries. Adopting a customer-centric approach is essential for cultivating ...

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 ...