The Key is a complete client management system which enables finance organisations to handle their entire business in real time throughout the world. Combining all Microsoft Office applications with ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

The advice industry is seeing a “decisive” shift towards data-driven client management, according to a recent Netwealth ...

NAPLES, FL / ACCESSWIRE / April 26, 2024 / Barbershop Brotherhood, a tech-driven platform created to support barbers and barbershops alike, has introduced a new client management system with the ...

Brewin Dolphin’s client management system will go live next week after the firm has completed dress rehearsals to ensure a “smooth switch over”. The system aims to improve the client experience from ...

We require a highly reliable client management system, and Unisys has been a longstanding partner that truly understands the importance of the services we provide to our varied client base,' said ...

Bankhall says 29 per cent of the 330 advisers it surveyed do not use a CMS and of those who do use such a system, many do not use all the functionality on offer. The survey found that 40 per cent of ...

For more network managers, security is becoming a must-have feature in many operations products. The two IT disciplines have been coming together over the years in the areas of security event or ...

Clients’ attitude to technology is changing, according to the latest research from the CFA Institute. The organisation runs an annual survey among clients of professional advisers and wealth managers ...