This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Available via desktop and mobile app, Kingswood Go will allow clients to: ...

Are you ready to take control of your online reputation? In today’s digital world, your image is everything, and finding the right company to safeguard it is essential. This list of the top online ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Selecting the appropriate online reputation management company is vital for upholding a positive online image. From suppressing negative reviews to boosting brand credibility, these ORM services offer ...

Cruise Planners/American Express, the largest home-based travel agent franchise, has launched eREZSM, the company's first web-based customer relations management program that allows agents to organize ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...