During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Fact checked by Vikki Velasquez Key Takeaways Strong client retention rates in financial advisory firms are driven by systematized onboarding, communication, and transparency.Regular, proactive ...

It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Financial advisors can use AI tools to identify compliance risks in client communications early in the drafting process. AI can flag problematic language, such as promissory or overly definitive ...

In the digital age, effective client outreach is crucial for business success. Crafting the perfect message to engage clients requires a blend of personalization and automation. Android apps provide ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...