Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Moxo, which claims to be the industry’s “leading” client interaction workflow solution, has announced a partnership with Kasisto, creators of KAI, the financial services digital experience platform, ...

NEW YORK, June 9, 2026 /PRNewswire/ -- TaxDome announced the launch of TaxDome Kiosk, the first modern practice management platform to bring the full in-office client visit — signatures, payments, ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

According to a recent legal industry study, 1 85% of United States lawyers report that client satisfaction is critical to success, yet only 37% of those surveyed are formally measuring client ...

Commercial law firm Brabners, has selected Lexis ® InterAction ® as its customer relationship management (CRM) solution of choice from LexisNexis ® Enterprise Solutions, a technology provider who ...

Sitting at the heart of Treehouse Wealth Advisors' philosophy is the desire to transcend traditional financial practices. Speaking to InvestmentNews, founder Julie Meissner makes it clear that this ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For those in the wealth management industry, the Covid-19 ...

A first impression is made in a millisecond and quickly becomes cemented in a potential client’s mind. A stellar first impression increases the likelihood that a new client will join your firm, trust ...

I recently took my seven-year-old daughter to the Nutcracker ballet for the first time. About 20 minutes into the performance, she asked me: "Dad. Why is no one saying anything?" I explained that ...

Understand who you want to attract so you make the appropriate first impression for that group of potential clients. Initial impressions are formed before a client ever meets you in person. Your ...