In today’s digital business landscape, automation plays an increasingly important role in enhancing customer experience (CX). Leading organizations are counting on customer experience automation ...

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The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Gregory & Appel Insurance (G&A), a nationally recognized independent insurance and risk advisory firm, announced a strategic evolution of its service model by implementing new vertical practices, each ...

A CX dashboard is a vital ingredient of any CX program. Adopting a CX dashboard can vastly improve engagement of staff and executive sponsorship. Identify your audience. Knowing what customer ...

TROY, Mich.: 15 July 2024 — J.D. Power, a global leader in data analytics, today announced the J.D. Power Mobile App Platform Certification—Banking SM to recognize mobile app technology platform ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...

Hightower Advisors, one of the nation’s largest independent wealth management firms, today announced the expansion of its Hightower Signature Wealth (HTSW) brand with the addition of five advisory ...