News Topic: Client relations

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce. ... Read full article

Customers are sprinkling symbols into their texts, and it's a challenge for banks to fine-tune systems to support the use of the cartoon code in communications. ... Read full article

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved. ... Read full article

An unprecedented, industry-wide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing ... Read full article

Digital alerts for clients aren't new, but they can still provide small banks a platform to reach new markets and appeal to younger clients. ... Read full article

Wells Fargo joins the list of banks recently hobbled by tech outages. Is there a better response than "Sorry for the inconvenience"? ... Read full article

Banks have strictly controlled adviser-client text communications due to regulatory concerns. ... Read full article