Successful advisors establish themselves as “sticky hubs:” the go-to resources for their clients’ financial needs, questions and concerns. To do that effectively, they must relate to clients’ mindsets ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Kasisto's digital banking assistant to be integrated within Moxo's OneStop Interaction Client Hub CUPERTINO, Calif., July 11, 2022 /PRNewswire/ -- Moxo, the industry's leading client interaction ...

HUB International has launched HUB Private Client Small Business Solutions, a new insurance offering designed for high-net-worth individuals who are small business owners. The service offers ...

Streamlined client management: The new client hub (beta) provides a centralized view of client information, files, folders and projects—streamlining client management and simplifying day-to-day work.

A Specialized Offering Designed to Provide Consultative Guidance to Help Affluent Clients Secure Insurance Coverage for Luxury Yachts and High-Performance Watercrafts CHICAGO, Oct. 23, 2023 (HUB), a ...

Annual Family Wealth Report Awards Recognize the Most Innovative and Exceptional Firms, Teams and Individuals Serving the Family Office, Family Wealth and Trusted Advisor Communities in North America ...