What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

The initiative, which uses predictive analytics to help the firm broaden its relationships with existing clients, is now out of its pilot stage. Marketing experts have long pressed lawyers to ...

Finding ways to deepen relationships with clients is more important than ever. How you go about that in a way that is unique, relevant and impactful is the burning question. Two ways to approach ...

NEW YORK--(BUSINESS WIRE)--SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced the official ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners announced today that they will be implementing an End Client Referral Program called Dynasty Connect in the near future. Through the ...

Bank of America's wealth management arm is expanding the scope of its training programs, opening up development resources to its 6,500 client associates. The changes around client associates' training ...

Whenever you use an ATM to check your balance or withdraw some money, you are actually participating in a client-server interaction with a computer on your bank's network. A client-server network ...

Bank of America is in the process of rolling out a client referral program for its global wealth management division, which includes Merrill Lynch and the bank’s former Banking & Investments division ...

The rhythm of a non-profit is entirely subject to capacity. Staff often wear multiple hats; jobs that could be done by several people are many times done by one. The International Rescue Committee in ...

Alternative investments, once rarely found outside the investment portfolios of the ultra-wealthy, family offices, pensions, endowments and sovereign wealth funds, have become more mainstream as ...

The Small Business Administration’s (SBA) 8(a) Business Development Program, aimed to help socially and economically disadvantaged small business owners access federal contracting opportunities, has ...

VICTORIA, Seychelles, Aug. 18, 2025 /PRNewswire/ -- Technology-driven trading platform, SquaredFinancial, has launched its referral program, to accelerate client growth, drive trading volume, and ...