Younger advisors may be well positioned to handle difficult situations, such as couples who fight or clients who won’t follow ...

ChatGPT prompts to turn your skills into a profitable side hustle this week — from idea generation to outreach and branding, ...

The department is on the hunt for customer relationship management system and contact centre as a service suppliers, following criticism of its customer service.

Historically, banks in Ghana have placed heavy emphasis on relationship officers - personal bankers whose role is to retain and grow customer accounts through interpersonal connections.

Have you ever wondered what the customer relationship management process is? Ever heard CRM and wondered what it meant? Well here we go through what CRM means and specifically the CRM process ...

ServiceNow Inc. today introduced a new customer relationship management platform and two tools that will make it easier for customers to use artificial intelligence agents. The software maker ...

Alexis Vitiello has officially joined Maximus as a Business Development Manager supporting Department of Homeland Security (DHS) initiatives, announcing the exciting career move recently on LinkedIn.

Learn which technical skills employers look for, how to improve yours, and how to list them on your resume.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to ...

As firms seek to drive business development, client engagement and revenue growth, customer relationship management needs to evolve into a strategic growth platform.

Maria Duhart, Head of Client Distribution, East, said, “Russell is a valuable addition to the East Zone. His expertise in bringing cross product and functional teams together to find innovative ...

That’s where generative AI changes the game. For sales—and the customer relationship management (CRM) systems or platforms that drive them today—forgoing AI is not an option anymore. Implementing AI ...