This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...
Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...
This archived news story is available only for your personal, non-commercial use. Information in the story may be outdated or superseded by additional information. Reading or replaying the story in ...
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 ...
Tailored specifically to SMB business needs, Aurora Payments’ new industry-first POS system enables service-based businesses to handle payments, appointment bookings, client management and customer ...
Hi I’m Billy Tan, Technical consultant from Hewlett Packard. Today I’m going to share with you how you can actually ‘Simplify your PC Client Management’ Let’s look at a typical set of tasks an IT ...
Bank profitability has taken a significant hit since the global financial crisis, forcing many banks to focus on reducing costs. They have made less headway, though, on realizing the full potential of ...
Queensland's Department of Child Safety has tapped Deloitte Australia to audit its Unify client management system. The audit into the Unify system “will begin immediately”, a department spokesperson ...
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