The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

As technology and competition disrupt industries, service is starting to separate winners from losers and ushering in what some have called the “age of the customer.” Across industries, research shows ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Quiq reports on the role of automation in customer service, highlighting tools like AI for questions, ticket classification, ...

There is a classic Saturday Night Live sketch where Roseanne Barr "helps" a customer by saying exactly what every representative is actually thinking. I’ve even seen that sketch used as a training ...

Be the face of an iconic name. Work directly with Bloomberg clients to help them see and act upon new opportunities for their business. Partner with product developers to improve and expand our ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

This morning, it was with great sadness that we learned of the transition of the Reverend Jesse Louis Jackson, Sr. Rev. Jackson was one of the most recognizable and consequential champions ... more ...