The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic integration that is fundamentally reshaping how law is practiced. For ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Netsmart announced it has been recognized as the top overall client-rated post-acute technology platform by Black Book Market Research (Black Book) for the ninth ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...