Prepare for your internal auditor interview with common questions and expert answers to stand out and land the job. Learn what employers ask and how to impress them.

The Singapore insurer has begun rolling out Salesforce Agentforce to assist customer service teams, with plans to extend the use of the technology to financial advisers and direct customer interaction ...

Executives ​say they still believe generative AI will eventually transform their businesses, but they are reconsidering how ...

The Client Experience Manager (CEM) leads a high-performing team of Client Experience Account Managers and a Digital Solutions Planner to drive client satisfaction, retention, and revenue growth. The ...

People often talk about going digital and digitisation and digitalisation initiatives, but technology is only half the story. As Thomas Bodé, chief digital transformation officer at European energy ...

The discovery meeting is one of the most critical interactions financial advisors have with clients. It's the first chance to uncover the client’s financial concerns, goals, and values while building ...

In the world of financial planning, building a strong connection with clients is crucial. Advisors often emphasize the importance of listening, but equally vital is knowing how to ask the right ...

Aon has announced four new appointments within its reinsurance solutions client services function, naming Steve Clark (pictured above) as global head of claims and client services advocacy. Ann Field ...

Aon has announced new appointments within Reinsurance Solutions’ Client Services function to strengthen its client advocacy services amid increasing economic uncertainty. The new appointments, Steve ...

Three AI service agents for Dynamics 365 Customer Service and Contact Center are now available in public preview: Case Management, Customer Intent, and Customer Knowledge Management agents.

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI platform for business transformation, has been named a Leader in the 2024 Gartner Magic Quadrant for CRM Customer Engagement Center ...

It’s time for wealth management to rethink the role of client-service associate.