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

Let's explore the nuances of the B2B telco sector, outlining a strategic blueprint for CVM vendors to empower telcos with ...

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 ...

This is the best thing to happen in AI this year, says Michael van Rooyen from Ideas + Outcomes. Finally, a way to bridge the ...

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, ...

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

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