The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

If AI can do customer service, it means it’s going to be the cheap customer service,” Klarna CEO Sebastian Siemiatkowski said. “We said the future of VIP experience will be the human connection, the ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. Within the last five years, Google searches for "remote ...

Quiq reports on the role of automation in customer service, highlighting tools like AI for questions, ticket classification, ...

Law firms are learning that offering great legal service is less of a differentiator and more just a standard expectation of clients today. Law is a quintessential relationship business, with law ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

Be the face of an iconic name. Work directly with Bloomberg clients to help them see and act upon new opportunities for their business. Partner with product developers to improve and expand our ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...