For more network managers, security is becoming a must-have feature in many operations products. The two IT disciplines have been coming together over the years in the areas of security event or ...

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 ...

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 ...

Delivering a consistent client experience across multiple office locations is one of the most difficult operational ch ...

If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...

Forrester Research survey data shows that Microsoft currently leads in client management software among those polled, and the vendor’s latest operating system could continue to drive adoption.

Customer relationship management (CRM) is a technology-driven approach to managing a company's interactions with its potential customers. A CRM system generally helps businesses organize customer data ...

Registered Rep: Technology that's had the greatest impact on your business? Paula Dorian Gray: Pareto Client Management System, which allows us to provide high-touch service and be proactive. RR: ...