The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Wylie Wong is a freelance journalist who specializes in business, technology and sports. He is a regular contributor to the CDW family of technology magazines. The organization that operates the ...

Opinions expressed by Entrepreneur contributors are their own. Customers are the lifeblood of any successful startup, but if your startup doesn’t know how to properly handle customer relationships, ...

DUBLIN--(BUSINESS WIRE)--The "Growth Opportunities in Global Customer Relationship Management, 2024" report has been added to ResearchAndMarkets.com's offering. To deliver excellent customer ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Technology, and especially artificial intelligence (AI), is changing the way business gets done. In virtually every market worldwide, automation, business intelligence, and new systems are ...

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 ...