Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up account ...

Citigroup has automated the process its corporate clients go through when something goes awry with a global payment. The New York company announced last week that it had added a self-service layer to ...

SS&C GlobeOp has extended its app availability from just SS&C fund administration clients, to all clients on the GlobeOp platform. GlobeOp Financial Services was acquired by SS&C Technologies in June ...

Rick Watkin is President & CEO of KUBRA, a leading provider of customer experience management solutions for utilities and other industries. Customer experience used to rely heavily on face-to-face—or ...

It's tough to overstate the effect of mobility on the unified communications and contact center markets, but contact center specialist Interactive Intelligence is among vendors looking to tackle the ...