It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

Firms offering client advisory services (CAS) project their CAS-related revenue to double over the next three years, according to a biennial CPA.com report. Median annual CAS revenue rose 61% since ...

Edward Jones, “investing significantly” to enhance its services for high-net-worth clients, announced the firm’s first private client services offering for U.S. high-net-worth clients, Edward Jones ...

"Cisco is proud to partner with GDT to bring the power of Webex Contact Center to more organizations," said Tim Sisneros, Account Executive for Collaboration at Cisco. "Together, we are transforming ...

For tech service companies, an effective onboarding process isn’t just about setting up accounts and briefing new clients on features. From establishing clear communication channels to outlining ...

Apollo and Motive led a $20 million Series A investment in Vega to scale its alternative asset manager client service technology platform – Vega AltOS – building on Vega’s $8 million seed investment ...

CHICAGO--(BUSINESS WIRE)--Kinzie Capital Partners LP (“Kinzie”), a Chicago-based private equity firm, announces several key additions to its growing team, reinforcing its commitment to operational ...

At the heart of State Street’s FX offering is an emphasis on partnership and a commitment to service across all client segments. With more than $46.6 trillion in assets under custody and ...