Gregory & Appel Insurance (G&A), a nationally recognized independent insurance and risk advisory firm, announced a strategic evolution of its service model by implementing new vertical practices, each ...

After two years of development and eight months in beta, Digital Empathy today announced the official launch of Spotlight, its first proprietary technology product. The debut, which took place at the ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

Bartlesville-based Legacy Capital Private Wealth Management Group of Wells Fargo Advisors has been recognized by Forbes as a ...

TROY, Mich.: 15 July 2024 — J.D. Power, a global leader in data analytics, today announced the J.D. Power Mobile App Platform Certification—Banking SM to recognize mobile app technology platform ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Digital identity has transformed retail banking. With a driver’s license and few supporting documents, individuals can typically open an account in minutes. But with corporate clients, the onboarding ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Microloan lending can promote financial inclusion and empowerment for underserved populations. However, navigating the complexities of the process and ensuring successful implementation can be ...

Learn as you listen to this special podcast produced specifically for Patient Experience Week! HealthLeaders wraps up Patient Experience Week, Dec. 11-15, with a special podcast on patient experience ...

BEDMINSTER, N.J., Jan. 16, 2026 /PRNewswire/ -- Gladstone Wealth Partners, an independent wealth management firm, today announced that three of its partner firms The Fox Alliance, Maverick Partners ...