Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

The professional services industry thrives on relationships. Whether you’re a financial advisor, consultant, law firm, or marketing agency, your success depends on maintaining strong client engagement ...

Moxo, which claims to be the industry’s “leading” client interaction workflow solution, has announced a partnership with Kasisto, creators of KAI, the financial services digital experience platform, ...

Your ability to serve the best interest of your clients greatly depends on the amount of time you have to spend engaging with them and managing their accounts. The regulatory obligations for financial ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.