Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Customer relationship management (CRM) providers have tailored their offerings for the small business market, providing software-as-a-service options, integration with other technologies, and an ...

From efficient scheduling capabilities and appointment confirmations to the ability to carefully track client preferences and update ever-evolving business services and pricing, contact management ...

For many personal-service entrepreneurs, the struggle to achieve small business success starts at the front desk. The friendly face behind the front desk at the local yoga studio or fitness center ...

In the U.S. it’s common for companies that have both physical branches and online services to use customer relationship management (CRM) software that tracks all of their interactions with customers ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

TEL AVIV (Reuters) - Glassbox, an Israeli provider of customer management technology, said on Thursday it raised $25 million in a round of financing led by Updata Partners, a software-focused growth ...

Devon IT Echo® drives simplified management of hosted and virtual desktop solutions, included with all Acer thin clients at no additional cost KING OF PRUSSIA, Pa.--(BUSINESS WIRE)--Devon IT, Inc. and ...