Veterinary practices are increasingly adopting AI to streamline client communication, automate documentation, and enhance diagnostic workflows. Tools such as AI scribes, chatbots, and imaging analysis ...

With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools.

Long before the advent of the digital age, law firms viewed providing clients with tools such as resource guides, books of legal forms and crisply produced regulation updates as smart marketing. It ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, ...

Veterinary practices are rapidly integrating digital communication platforms, telemedicine, and client engagement apps to streamline operations, improve compliance, and enhance pet health outcomes.

Out-of-home media agency Project X is rolling out a new suite of client tools that coincides with a brand makeover and a new partnership with first-party mobile data platform MFour. The rollout began ...

Clients need to know and understand the many facets of your engagement. Managing a client involves a lot more than just giving the correct legal advice. Giving good advice is a prerequisite to keeping ...

Travel Leaders Franchise Group has revealed details of its proprietary Client Travel Policy Assessment Process that allows members to provide analysis of their clients’ company travel policies.

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...