This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

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 ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

The ability to communicate, sell, realize and expand the value your offering delivers to prospects and clients has become the basis of differentiation and competitive advantage in B2B. Why? Selling ...

If your business is struggling to manage customer profiles and customer master data across different departments, Customer Master Data Management (CMDM) solutions could be the answer. These tools ...

As we enter into what most people consider a forever-hybrid environment with clients, it’s time to commit to a new set of service models. I say commit because we’ve arrived at a point where ...

Employee Benefit Management Corp has announced the hiring of Greg Hubbell as Vice President of Sales, Marketing and Client Management Services Employee Benefit Management Corp (EBMC), one of the ...