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 ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

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 ...

CUPERTINO, Calif., Sept. 16, 2021 /PRNewswire/ -- Moxtra, a platform powering OneStop Client Apps for modernizing client service management, is a proud winner of a 2021 Bank Customer Experience Award.

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

Ryan Rampersaud will join alternative investment manager AQR Capital Management as managing director and head of client solutions on Feb. 25. Mr. Rampersaud will work with AQR's current clients and ...