If you are an appointment-based business, online scheduling and client management are two important (and deeply related) areas you need to pay attention to if you want to get ahead this year. I ...

Managing your schedule and booking clients can take up a lot of time that you could otherwise spend serving those clients, or eating lunch. We examined three online booking services that make it easy ...

Cruise Planners/American Express, the largest home-based travel agent franchise, has launched eREZSM, the company's first web-based customer relations management program that allows agents to organize ...

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 ...

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