Model Context Protocol (MCP), a new open standard that defines how AI systems connect to data and tools, helps solve the ...

Automating underwriting, servicing and routine tasks frees banks and lenders to focus on real conversations with customers.

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for accountants, today released its Inside the Client Experience report, an industry study examining how clients ...

With the ubiquity of algorithmic interfaces across information, retail, and social media platforms, younger generations increasingly value—and expect—customized experiences. Research finds that 71% of ...

In the fast-paced world of wealth management, RIAs are constantly seeking ways to streamline their operations and maximize their time with clients. RIA firms especially, like all other businesses, ...

In 1999 Joseph Pine II wrote the book, The Experience Economy, which explained the transfer from customer service to customer experience. Since then practically most enterprises have embraced what is ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Over 2 million people use the Greater Cleveland RTA, and the transportation group is determined to hear the thoughts and ...

Let’s face it: in today’s market, being an excellent lawyer isn’t enough. Your clients aren’t just seeking legal acumen – they’re craving an experience that makes them feel understood, valued, and ...

Customer experience is no longer just a part of your business—it is your business. In a world where expectations are higher than ever, overlooking the importance of delivering excellent service can be ...

We are often asked for examples of top advisor service models. How often do they meet with clients? What perks do they offer? When we share these examples, people often marvel at the structure and ...

According to research from BTI Consulting, just over one in four corporate counsel would recommend their primary law firm to a peer. That’s a dramatic drop from 69% in 2020. The reason? It’s not a ...