The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

OMAHA, Neb., Oct. 29, 2019 /PRNewswire/ -- Carson, one of the fastest-growing financial services firms in the country, today announced several updates to its technology stack—the Carson CX (Client ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Netsmart announced it has been recognized as the top overall client-rated post-acute technology platform by Black Book Market Research (Black Book) for the ninth ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

For buy side and sell side firms, alike, enhancing the customer experience (CX) is one of the top priorities driving IT strategies. Meeting—or exceeding—client expectations is central to good business ...

The volume and detail of data demanded by investors from their asset managers has grown steadily over the past two decades, allowing them to generate/receive more immediate and transparent views of ...

HP is unveiling its first mobile thin client and dramatically increasing investments in thin client technology. HP unveiled its first mobile thin client and two additional desktop thin client products ...

NEW YORK--(BUSINESS WIRE)-- Accenture (NYSE: ACN) has agreed to acquire Maryville Consulting Group, a US-based technology consultancy with core capabilities in product-driven growth strategy, digital ...