Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

In B2B organizations, clients increasingly expect a seamless, personalized and efficient experience. An elevated customer experience (CX) is no longer just a “nice-to-have” — it’s essential for ...

Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

Kerry Gross, director of research intelligence at American Banker, moderated a panel with Brianna Elsass, head of U.S. digital servicing at BMO; Erin Holloway, executive industry advisor at SAP; and ...

Only 3% of businesses put their clients at the center of their operations. This is an alarming statistic, considering that businesses that see themselves as “client-obsessed” report 49% faster profit ...

From left, John O'Connell, CEO and founder of The Oasis Group; Sharon Rodriguez, CEO of HighPeak AI; and Michael Batnick, managing partner at Ritholtz Wealth Management, speak during a panel Monday, ...

Lewisville, TX, June 12, 2025 (GLOBE NEWSWIRE) -- EZLynx, an Applied company, today announced that Louisville Kentucky Insurance has selected its all-in-one platform to improve visibility into the ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Customers aren’t ‘buying’ companies’ improved customer ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

Here’s a practical, no-fluff guide for founders who need to sell but don’t see themselves as “salespeople.” Founders need to shift their mindset and focus on solving rather than selling. They can do ...