In their new roles, Ms. Hayes and Mr. Otto will lead client engagement efforts, partnering closely with underwriting, risk consulting, and service teams to deliver AXA XL's full value proposition.

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

LONDON & OVERLAND PARK, Kan.--(BUSINESS WIRE)--Mount Street Group (Mount Street), a leading global provider of third-party loan servicing and credit asset management services, has appointed Deborah ...

CHICAGO--(BUSINESS WIRE)--PPM America, Inc. (“PPM”) today welcomes Melissa FitzGerald as the new Vice President, Private Equity Investor Relations in the firm’s Business Development and Client ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

On the outset, supply chain management (SCM) and customer relationship management (CRM) seem like two very different departments, but they actually rely on each other for success. Customer ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Broadway Technology, an established provider of high-performance front-office services, reveals that it has hired Dan Romanelli to serve as Head of Relationships. In his new role, Romanelli will be ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

As a small-business owner, you work hard to get new customers, and once they visit your website or walk in the door, you should do everything you can to make sure they stay a happy customer and return ...