Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

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 ...

Tampa, FL, February 23, 2012 – eAgent, an online insurance agency and document management system, has partnered with Voice over Internet Protocol provider Vocalocity to provide enhanced VoIP services ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Client lifecycle management software has become a staple for global businesses looking to improve productivity. This ...

July 9, 2020 — Building on the success of Oracle’s Exadata Cloud@Customer service over the last three years, Oracle announced the availability of Oracle Autonomous Database on Exadata Cloud@Customer.

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

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 ...

Vocalocity, the fastest-growing provider of VoIP for small business, today announced that it has partnered with eAgent, an online insurance agency and document management system, to provide enhanced ...