Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up account ...

In freelancing, one-off projects can be exciting — and sometimes even career-changing. They let you explore new industries, meet different clients and flex your creative muscles. But when all your ...

Delivering the kind of automated service customers want requires a digital strategy that encompasses technological and people-oriented changes. Most organizations recognize the importance of giving ...

Perseus has connected several existing internal systems and built a client interface into its own database "so clients can see the same data as us," says Vinko Grskovic, vice president of automation ...

The partnership with Mistral AI builds on HSBC’s broader AI strategy. The bank already operates more than 600 AI use cases ...

Funding round led by JMI Equity enables Boulevard to accelerate delivery of enterprise capabilities and boost investment in AI research and development to help businesses create more personalized ...

Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client ...

Forbes contributors publish independent expert analyses and insights. Shep Hyken is a customer service/CX expert, author & keynote speaker. There are two reasons your customer service is unforgettable ...

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...