Top 100 firm BMSS announced an investment in Knuula, an engagement letter and client documents software provider. The ...

For most businesses, referring to clients as numbers or alphanumeric codes is standard. But it also strips the clients of their humanity.

That's where the letter of engagement comes in. Clients may receive a letter of engagement from a professional who's providing financial planning services or financial advice. The professional ...

"Engagement through virtual touchpoints is key for an increasingly connected, digitally native client base. With relationship managers remaining one of the most important channels for clients ...