The agency-client relationship can be complicated – but it needn’t be. Like any healthy partnership, it relies on good two-way communication, clear directives, honest feedback and mutual respect.

Global Head of Reporting of a Tier-1 US based asset manager: “We have been on a journey for the last two years or so to re-imagine the client experience. Some of this is technology investment, some of ...

Banks often struggle to get a unified voice of the customer across channels, including feedback from call centers, chatbot messages, social media and branches. Much of the data they collect is siloed ...

The Charlotte, North Carolina-based super-regional, which now has 7.3 million digital banking clients, has said enhancing client experience and growing digital capabilities are key parts of its ...

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to introduce CLIC® Advisor, an extension of its digital workstation for independent financial professionals, and CLIC® Client, an investor ...

Here’s a reality check that might sting a little: the last thing a referred client does before contacting you isn’t pick up ...

Drawing on customer feedback, financial life management firm evolves its client experience offering with new client tools, upgrades, and cleaner pricing model In less than two years, FinLife ...