Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up account ...

Customers today are passionate fans of properly designed self-service. In response, I've developed specific, reliable rules, based on customer experience design principles, customer service best ...

Delivering the kind of automated service customers want requires a digital strategy that encompasses technological and people-oriented changes. Most organizations recognize the importance of giving ...

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 ...

Citigroup has automated the process its corporate clients go through when something goes awry with a global payment. The New York company announced last week that it had added a self-service layer to ...

Applied Systems today announced the immediate availability of Applied CSR24 2016, the latest release of the leading online self-service solution, to Canadian, U.K. and U.S. independent insurance ...

Perseus has connected several existing internal systems and built a client interface into its own database "so clients can see the same data as us," says Vinko Grskovic, vice president of automation ...