Mutual fund and ETF companies are always looking for more effective ways to communicate with current and prospective clients. The most valuable way is face-to-face communication. Gestures, words and ...

Landmark integration combines Intelligence Engine with patent-pending AI video platform transforming how financial ...

In a 2019 survey, 85% of respondents said they would consider a financial advisor’s communication style when deciding whether to retain their services or not. What client communication tools for ...

Video can be very effective when you have a relatively complex topic and you want to save time and eliminate lots of back and forth. Video allows you to show your face, which builds trust with the ...

This post was authored by Rachel Cossar and Joe Navarro. COVID-19 has done a number on person-to-person contact. Presently, and for the foreseeable future, many companies have sanctioned working from ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--Communify Fincentric, a leader in unifying market and client data through best-in-class digital solutions for the financial sector, today announces the launch of ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...