The kind of customer service, or "client service," if you prefer, required for high net worth individuals (HNWIs) is broadly similar to what's required to provide customer service and support to the ...

As technology and competition disrupt industries, service is starting to separate winners from losers and ushering in what some have called the “age of the customer.” Across industries, research shows ...

As consumers, we’ve all seen how technology helps improve our everyday lives, making it simple for us to handle mundane tasks like buying an airline ticket or ordering from a restaurant. But what ...

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 ...

Gen II Fund Services announced the promotion of six client service professionals to Principal, in support of exceptional ...

Withum, a leading advisory, tax and accounting firm, and Aiwyn, a professional services technology innovator, announced the launch of Aiwyn Experience, a unified, custom-branded client portal designed ...

The office will be led by the firm's first-ever chief transformation officer, Joanna Penn, a former managing director who has ...

The legal industry—Big Law, in particular—is having a moment in the media spotlight. The glare is starting to feel like an interrogation light shining directly into our eyes. Then there’s the economy.

The Symantec Management Client Service controls many of the low-level drivers and other functions needed to run the service. Sometimes the SMC service shuts down and requires a manual restart. If you ...