Client-Management Tool Breach Leaked Millions' Data, Suit Says
Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them ...
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Strengthening Client Bonds: How Efficient Contract Management Boosts Satisfaction and Retention
Effective contract management is often the foundation of strong client relationships. It ensures that agreements are honored, ...
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The future of CRM: The next evolution in customer relationship management
CRMs in use today have the same frameworks and tech from the last 20-30 years. The future of CRM requires companies to ...
CRMs For Home Care Agencies: Supporting A Seamless Customer Journey
For home care agencies, CRMs are the future of marketing. These tools allow you to streamline the journey from lead to client ...
Think Advisor9 天
5 Strategies for Capturing Wealthy Clients
Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
The $55 Billion Customer Exodus Rocking Franklin Templeton
Clients have pulled about $55 billion from Wamco, as the division is known, since mid-August, representing about 15% of its ...
Accounting Today4 天
Rho offers portal for client management, onboarding
Finance platform Rho announced the launch of the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.