SmartAsset on MSN

Client management software for financial advisors

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...
Business Wire

Application Management Services Market Gets Driven by the Rising Focus on Real-time Decision Making | Technavio

LONDON--(BUSINESS WIRE)--The application management services market is expected to grow by USD 47.56 billion during 2020-2024, according to Technavio. The report offers a detailed analysis of the ...
Finextra

Client onboarding an everlasting priority for wealth firms

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...
Computer Weekly

Five tips to bridge application management service gaps

The ITIL 4 Foundation guide describes one of the most significant challenges with IT support as the “watermelon SLA effect”. It refers to a mismatch between the service provider’s perception of its ...
Special Events

Customer Service vs. Client Management: Which One Rules?

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...
Geeky Gadgets

Application Inventory Management Use these templates

Effective application inventory management is a cornerstone for businesses aiming to maintain robust security, ensure compliance, and optimize operational workflows. Keeping track of all the software ...