Zurich Insurance Group is using AI in its new customer relationship management system to help agents provide more tailored ...

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

In the construction industry, how well does your team do in the realm of customer service? Discover how to provide good ...

You may often hear that having any clients that make up more than 20 percent of your business is not ideal, as you become too dependent on them. But to be honest, small companies, particularly service ...

There is no conflict or breach of fiduciary duty unless the client can prove that the advisor or broker asserted undue influence on the customer, according to attorney Jenice Malecki, whose New ...

Technology is key to empathy, which is key to closing the life insurance coverage gap. Here's what carriers must know.

Strong customer relationships drive sales, sustainability, and growth, especially in today's economy. Companies that build and maintain excellent customer and client relationships lead the pack, ...

The right approach for businesses to handle tariff costs is to protect margin dollars, not the margin percentage.

Cheap or free CRM solutions help SMBs build relationships and boost sales. Discover affordable CRM software to improve ...

Three ex-wealth managers “aggressively pursued” former clients to follow them to a Royal Bank of Canada subsidiary, U.S. Bank ...