Client management software describes a tool that monitors ... It’s easy to access important customer data, such as their communication history, so you can gain a complete picture of every ...

The accounting world isn't static. Tax laws, client expectations and technology change rapidly. Firms that rely on outdated IT systems will struggle to keep up.

Wealth tech providers unveil stand-alone platform, AI strategy, and integration partnership to support demand for ...

Delivra offers tailored automation services that allow professional service firms to personalize communications by making it timely, relevant, and effortless.

Austin Lavigne is a Business Development Manager for J.D. Power, supporting the full suite of ChromeData automotive data solutions for the non-OEM reseller channel. Austin’s role with J.D. Power ...