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 ...

The bank is pushing wealth managers to use artificial intelligence embedded in Salesforce and Zoom to plan, summarize and ...

CommentaryAttorney Analysis from Westlaw Today, a part of Thomson Reuters. April 22, 2024 - Law firms differ from traditional corporations in several ways, not least of which their revenue and ...

Holding on to existing clients is much more cost-effective than attracting new ones. Here’s how financial advisors know a ...

TORONTO, Aug. 5, 2020 /CNW/ - CIBC (TSX: CM) (NYSE: CM) today announced it has selected Salesforce as its enterprise platform for customer relationship management (CRM) as it continues to transform ...

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' ...

It's a dog-eat-dog world for financial advisors, at least when it comes to client retention and loyalty. Several advisors say conversations and regular guidance should always be top of mind when it ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

Fidelity Institutional has hired former Salesforce executive Rohit Mahna as the division’s new head of client growth. Mahna will succeed Sanjiv Mirchandani, who retired earlier this year, according to ...

Allison Batts formerly served as managing VP of client delivery for Mr. Cooper Inc. Cenlar FSB, a Ewing, N.J.-based mortgage loan subservicer, said Tuesday it has appointed Allison Batts as vice ...