Creative Repute announces a new Client Pricing Portal designed to provide visibility into offerings, pricing, and engagement before the discovery conversations. This portal is designed to offer ...

Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up ...

The customer experience at the world’s biggest banks and fintech firms is undergoing a significant change. Because of technological advancements, account users may now not only transfer money online ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Most organizations are structured from top-to-bottom to support sales. Driving new business acquisition and revenue is paramount to business survival and growth, so of course, it’s natural that ...