In order to provide customers with a more convenient and efficient client management service, FXTRADING.com launched a new client management portal in June 2021. The new platform maintains the concise ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s 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 ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

HORSHAM, Pennsylvania, Feb. 16, 2016 /PRNewswire/ -- Astea International Inc., a global provider of service management and mobility solutions, announces that Bytes Managed Solutions implemented the ...

Dallas, Texas, Sept. 08, 2020 (GLOBE NEWSWIRE) -- The “Field Service Management Market by Component (Solutions (Inventory Management, Customer Management, Service Contract Management, Work Order ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...