Finding ways to automate basic processes and tasks has become a core business need for advisors, and most firms are responding. In Investment Executive’s (IE) 2025 Brokerage Report Card, most advisors ...

Acknowledge the receipt of a customer’s email or phone call within one (1) business day. If the customer inquiry cannot be answered immediately, the Professional Development Team will provide an ...

Before seeking assistance from the Service Feedback Program, an individual should either contact the program with which they are dealing or the Client Contact Centre to discuss their issue. If their ...

Customer experience tools for business feedback. Salesforce describes its service platform as a "time-saving, joy-boosting, relationship-building machine”. It’s not far off the mark - its CX ...

Discover the best customer engagement software for 2024 with our comprehensive guide. Explore top platforms like Storyly, Salesforce, and HubSpot, and learn how they can enhance your customer ...

Cloud, AI and software-as-a-service form path to modernized HR. Human resources applications, which touch everyone in the agency, provide a great use case for getting good with cloud, ... “Not even ...

Dovel & Luner alleged that Ventura, California-based Patagonia employed AI technology from a third-party data intelligence company, Talkdesk, to intercept, record, evaluate and mine data from ...

Know your customer software (KYC software) is a critical tool used by businesses, particularly in the financial sector, to comply with regulations designed to prevent identity theft, financial ...

The Biden administration’s secure software development attestation form comes following “extensive stakeholder and industry engagement” intended to ensure that “the software producers who partner with ...