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 ...

TROY, Mich.: 21 Nov. 2024 — As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

Mobilizer, from Interactive Intelligence, is a platform intended to bridge gaps between easy deployment of mobile applications and contact center agent assistance.

Commbox has launched the WhatsApp Bot-Squad, a digital customer service tool for the insurance industry. The wide variety of WhatsApp bots will automate self-service client interactions via WhatsApp.