Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up account ...
Recently, I was reading a Salesforce white paper on the customer service expectations of millennials and Gen Z. The data mentioned how "67% of millennials have to re-explain their information while ...
Technologies that support digital-first service will overtake traditional channels like phone and email as the most valuable technologies for customer service and support leaders in the next two years ...
Shoppers across the country are facing a new reality at their local Walmart stores. The familiar self-checkout lanes that ...
Self-checkout machines can be more convenient for customers and cost saving for corporations. How are they linekd to safety ...
Oklahoma City upgrades its utilities customer portal and mobile app Oct. 28 with enhanced security, MFA and modern ...
Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client ...