Client relations

Why advisors need to fix clunky tech

12/07/18

The digital customer experience is getting better. Firms should take notice.

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Are your clients truly engaged, or just legacy?

07/10/18

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

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When it comes to emojis, banks just ¯\_(ツ)_/¯

03/29/18

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.

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From strip clubs to massages: When clients are sexually inappropriate

03/28/18

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

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10 key findings: Sexual harassment in the professional workplace

03/12/18

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 corrections. Fortunately, the data also lights a path forward.

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Community banks catching up to real-time messaging

01/25/18

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.

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Glitch, tweet, repeat: Modern banking’s rage cycle

01/19/18

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

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Merrill Lynch partners with fintech on texting service

01/11/18

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

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How banks can herd ‘unicorn’ clients

11/21/17

Tech startups differ from a bank’s typical commercial clients; many want a trusted financial adviser.

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