With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Advisor CRM, an all-in-one AI-native CRM platform built exclusively for the financial services industry, announced today the launch of Ember, an AI-powered client experience solution designed to help ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input from ...

Genesys®, a global cloud leader in AI-Powered Experience Orchestration, today announced it has acquired Pinkfish, a leading ...

The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a ...

This article is authored by Shradha Thapa, regional OTT head, India, Infobip.

As brands invest further in seamless journeys, artificial intelligence (AI)-powered personalisation and omnichannel ...

Has the B2C engagement model changed? Yes — the calendar-driven, more-contact-equals-more-conversion model has been replaced ...

Available directly through the Errante client area, Pulse has been created to simplify access to key resources while ...

In the constantly evolving world of digital engagement, a strong focus has been placed on the interconnectedness of customer experience (CX) and employee experience (EX). As more businesses move their ...

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor ...