What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.
The initiative, which uses predictive analytics to help the firm broaden its relationships with existing clients, is now out of its pilot stage. Marketing experts have long pressed lawyers to ...
Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...
Finding ways to deepen relationships with clients is more important than ever. How you go about that in a way that is unique, relevant and impactful is the burning question. Two ways to approach ...
CHARLOTTE, N.C.--(BUSINESS WIRE)--Bank of America’s Client Assistance Program will continue to offer personalized assistance to clients as the shutdown ends and the federal government reopens. On ...
Bank of America's wealth management arm is expanding the scope of its training programs, opening up development resources to its 6,500 client associates. The changes around client associates' training ...
Fidelity Investments on Monday said it has rolled out a new program aimed at improving customer service for its affiliated advisors. The Boston-based company's new Client Experience organization is ...
The rhythm of a non-profit is entirely subject to capacity. Staff often wear multiple hats; jobs that could be done by several people are many times done by one. The International Rescue Committee in ...
Alternative investments, once rarely found outside the investment portfolios of the ultra-wealthy, family offices, pensions, endowments and sovereign wealth funds, have become more mainstream as ...
FitBudd, an all-in-one fitness coaching and business platform built for personal trainers, gyms, studios, and fitness ...
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