Slackbot is gaining 30 new features, with many of them set to roll out in the coming months. The update comes after Slackbot ...

RIA Edge 100 firms pushed back on the idea that AI might boost client loads, with the technology helping advisors to go ...

Nutshell reports that CRM customization is crucial for aligning tools with business processes, enhancing user experience, and ...

The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain ...

The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Zach Stauber’s day begins before the first customer support ticket even lands in the queue. Stauber, a support agent manager at Salesforce, a global company that provides businesses with a customer ...

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated ...

Nahda Nabiilah is a writer and editor from Indonesia. She has always loved writing and playing games, so one day she decided to combine the two. Most of the time, writing gaming guides is a blast for ...

If you love providing guests with exceptional experiences, there are few more impactful positions you can have than restaurant manager. It’s an exciting and well-paid leadership role that varies ...

Most of the relationship advice we get these days, online and offline, coalesces around two main relationship skills: visibility and vocabulary. So, we decode our attachment styles, learn to label our ...