With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools.

Long before the advent of the digital age, law firms viewed providing clients with tools such as resource guides, books of legal forms and crisply produced regulation updates as smart marketing. It ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, ...

Proptech firm Street has introduced Cortex, an AI-powered customer interface that automates client communications for estate agencies. The tool can send personalised emails to entire client databases, ...

Clients need to know and understand the many facets of your engagement. Managing a client involves a lot more than just giving the correct legal advice. Giving good advice is a prerequisite to keeping ...

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...