1. Creating A Warm Handoff. Too often, after a client makes a software purchase, the sales team hands them off to the onboarding team without ensuring continuity.

In the fast-paced world of B2B sales and enterprise communications, creating winning proposals quickly and efficiently is no ...

Commentary Four Best Practices for Collecting Client Intake Data in Mass Torts By implementing an intake process that takes a structured, standardized, and streamlined approach to collecting ...

Best Practices for Client Data Gathering in the Digital Age. ... integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, ...

Let’s explore what the data says about three high-potential tech areas in 2025—artificial intelligence (AI), software development, and cloud and edge computing—and why you may want to ...

Limesh Parekh, MD & CEO of Enjay IT Solutions, shared the importance of good client management software for MFDs during a ...

Financial services firms use the award-winning Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance ...

As first reported in the MarkUp, a number of software solutions associated with TaxAct, TaxSlayer, Intuit and H&R Block were found to have been leaking data due to the presence of trackers associated ...

Many cyberattacks use vulnerable or "unpatched" software to enter networks and access sensitive data. Implementing thorough software maintenance, otherwise known as a scheduled patch management ...

Austrialia-based technology company Iress has assured client data is safe following an access breach. On Saturday (May 11) the firm detected unauthorised access to its user space GitHub, the third ...

Understanding where innovation is driving growth can help you build resilient, high-performing client portfolios. Here are three tech areas to consider.