What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

The initiative, which uses predictive analytics to help the firm broaden its relationships with existing clients, is now out of its pilot stage. Marketing experts have long pressed lawyers to ...

Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

Finding ways to deepen relationships with clients is more important than ever. How you go about that in a way that is unique, relevant and impactful is the burning question. Two ways to approach ...

CHARLOTTE, N.C.--(BUSINESS WIRE)--Bank of America’s Client Assistance Program will continue to offer personalized assistance to clients as the shutdown ends and the federal government reopens. On ...

Commercial lines producers looking to accelerate their readiness for client-facing work have a new option following the Risk ...

Bank of America's wealth management arm is expanding the scope of its training programs, opening up development resources to its 6,500 client associates. The changes around client associates' training ...

The rhythm of a non-profit is entirely subject to capacity. Staff often wear multiple hats; jobs that could be done by several people are many times done by one. The International Rescue Committee in ...

VICTORIA, Seychelles, Aug. 18, 2025 /PRNewswire/ -- Technology-driven trading platform, SquaredFinancial, has launched its referral program, to accelerate client growth, drive trading volume, and ...

Alternative investments, once rarely found outside the investment portfolios of the ultra-wealthy, family offices, pensions, endowments and sovereign wealth funds, have become more mainstream as ...