Several organizations offer client experience training for financial advisors who want to improve their skills. Training options include online courses, seminars and webinars. Some are free, while ...

Homie, the app that turns Canadian first-time buyers' "someday" into a step-by-step plan, is now available on the App Store.

GlobalLogic Inc., a Hitachi Group Company and a pioneer in digital engineering, announced VelocityAI Testing. VelocityAI ...

With over 20 years of experience across institutions including Goldman Sachs, Deutsche Bank, and now Head of FX Sales at U.S.

"Our legacy fleet management service is a game-changer for companies looking to move suppliers efficiently and with minimal ...

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with Pre ...

Recent economic and technological trends threaten seasonal business owners with new cash flow management challenges, which are especially prevalent when business profits/revenues fund the owner's ...

Client onboarding is a critical yet challenging process for banks, particularly in the corporate banking sector where it remains a labour-intensive and costly exercise.

This article uses three client profiles and shows how to apply them in determining the right type of life insurance for the client.

Creating a seamless onboarding process provides clients with an awesome first experience and prevents last-minute floundering. Here are some ideas to refine this process.