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CHICAGO: NORTHERN TRUST CORPORATION has issued the following news release: Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of [...]

CHICAGO -- Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of September 30, 2024, announced today that Robert Eaton [...]

USAA Ranks Highest in Individual Annuity Satisfaction TROY, Mich. -- Financial advisors and insurance agents offering individual annuity products are confronting a particularly challenging set of dynamics in the current [...]

FALLS CHURCH, Va. -- The following information was released by the National Association of Insurance and Financial Advisors (NAIFA): By Emily Cabbage on 10/15/24 5:21 PM Topics: Member Spotlight Loyal [...]

Riga: Luminor Bank, AS has issued the following news release: On October 1st, the new Luminor customer service center 'Stacija' in Riga, Marijas street 2a, starts work. In the new [...]

Managing expectations and collaborating with colleagues can create peace of mind while advisors are away, https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters for the Globe Advisor weekly newsletter for professional financial advisors. For more from Globe Advisor, visit our https://www.theglobeandmail.com/investing/globe-advisor/. As summer approaches, financial advisors face the challenge of ensuring seamless [...]

In June 2024, the UK's Institute for Customer Service produced its UK Customer Satisfaction Index (UKCSI) for the first six months of 2024. This is the most authoritative study of [...]

FORT WORTH: Clarus has issued the following news release: Clarus expands its leadership with the addition of Laurie Pearson as VP of Customer Experience and Yvonne Montes as VP of [...]

Karen DeBaker found Ameriprise to have the resources and capabilities she needs to serve clients more comprehensively MINNEAPOLIS -- Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisor Karen [...]

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology [...]

M2 PRESSWIRE-August 2, 2024-: GlobalCIM.com Improves Customer Service for Clients' Satisfaction (C)1994-2024 M2 COMMUNICATIONS RDATE:01082024 GlobalCIM.com, a company known for providing wide financial services, has announced significant improvements in its [...]

Byline: Kenneth Kazibwe Ugandans using Airtel Money will have an opportunity to walk away with prizes including a new Toyota RAV 4 Hybrid sports utility vehicle (SUV), motorbikes and e-money [...]

Australia: National Australia Bank Limited has issued the following news release: In the latest episode of NAB Digital Next, guest host Alysia Abeyratne, NAB's senior manager in Digital Policy speaks [...]

WINDSOR, Conn., July 9, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4207170-1&h=3846789175&u=https%3A%2F%2Fwww.ssctech.com%2F%3Futm_campaign%3DSSC2024-Enterprise-Press-Release-0724%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DGlobal-Contact-Center-SSNC&a=SS%26C+Technologies+Holdings%2C+Inc.(Nasdaq: SSNC) today announced its new Contact Center platform to help asset management, life and pensions and retirement sectors modernize and elevate the [...]

Byline: By, Ben Hurst A consumer group has issued an alert about energy companies including Scottish Power, Ovo Energy and British Gas after it investigated customer services. Which carried out [...]

Byline: By, Ben Hurst A consumer group has issued an alert about energy companies including Scottish Power, Ovo Energy and British Gas after it investigated customer services. Which carried out [...]

Tanzania, March 22 -- Dar es Salaam. Palingo Mwigeka, a branch manager at Liaison Insurance Broker, credits her success to her ability to work under pressure, address customer problems, make [...]

2024 JUL 27 (VerticalNews) -- By a News Reporter-Staff News Editor at Marketing Weekly News -- Investigators publish new report on marketing. According to news reporting originating from Tamil Nadu, [...]

London: HSBC Holdings PLC has issued the following press release: HSBC Holdings PLC has been fined about GBP6.3 million for failures over the treatment of customers who were in arrears [...]

London: Financial Conduct Authority (UK) has issued the following news release: The FCA has fined HSBC UK Bank plc, HSBC Bank plc and Marks and Spencer Financial Services plc (HSBC) [...]

Marsh, a trusted insurance broker for over 165,000 UK SMEs, achieved the 'Gold' award from Investor in Customers (IIC) for exceptional client service. The assessment evaluated 16 aspects of client [...]

Evolving consumer expectations and the increasing focus on financial inclusion have opened the possibilities of fintech to deliver seamless, secure digital payment and financial experiences that customers prefer. Fintech has [...]

SAN FRANCISCO: Talkdesk(r), Inc., a global AI-powered contact center leader for enterprises of all sizes, is making it easier and faster for companies to take advantage of generative artificial intelligence [...]

MINNEAPOLIS: Financial advisors Jim Guthrie CFP(r), CRPCtm, MBA, and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. from Merrill Lynch with $320 million in client assets in [...]

The team looks forward to 'deepening client relationships and driving efficiencies in our practice with the programs, tools and support of Ameriprise' MINNEAPOLIS -- Financial advisors Jim Guthrie CFP([R]), CRPC[TM], [...]

MARLBOROUGH: DALBAR, INC has issued the following news release: DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly continues to unveil the distinguished recipients of [...]

HONG KONG: Capital Focus Limited has issued the following news release: Throughout the world of finance and financial services, being ahead of the curve is critical. Capital Focus Limited, a [...]

MARLBOROUGH, Mass. -- DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly continues to unveil the distinguished recipients of the 2023 DALBAR Service Award. This [...]

HONG KONG, Feb. 6, 2024 /PRNewswire/ -- Throughout the world of finance and financial services, being ahead of the curve is critical. Capital Focus Limited, a respected organization known for [...]

MINNEAPOLIS: Financial advisor Lance Lively, AAMStm, MBA recently joined the independent channel of Ameriprise Financial, Inc., from Edward Jones in Sand Springs, Oklahoma with nearly $130 million in client assets. [...]

MINNEAPOLIS--(BUSINESS WIRE)--Jan 29, 2024-- Financial advisor Lance Lively, AAMS™, MBA recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from Edward Jones in Sand Springs, Oklahoma with nearly [...]

A FICO survey revealed that 69% of consumers say fraud protection is one of their top three considerations when selecting a financial service provider. In addition, 65% of customers say [...]

As part of the Wisconsin Department of Workforce Developments (DWD) continued efforts to modernize its Unemployment Insurance services, the agency is launching a project to upgrade the Unemployment Insurance employer [...]

MARLBOROUGH: DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly unveils the distinguished recipients of the 2023 DALBAR Service Award. The recipients, heralded for their [...]

Industry Leaders Earn DALBAR Service Award for Elevating Customer Care to a Pinnacle Priority MARLBOROUGH, Mass. -- DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, [...]

TROY: It's not just Millennials1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel has become central to [...]

TROY, Mich.--(BUSINESS WIRE)--Nov 21, 2023-- It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital [...]

Minneapolis: Ameriprise Financial, Inc. (AMP) has issued the following press release: Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from [...]

MINNEAPOLIS -- For the fifth year in a row, Ameriprise Financial (NYSE: AMP) has received a J.D. Power certification for delivering an 'outstanding customer service experience' to its financial advisors [...]

SALT LAKE CITY: Elements has issued the following news release: Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements [...]

Advisors with prospects or clients that have the potential to be good fits but generate little revenue today can now offer a new service through a trusted partner SALT LAKE [...]

NEW YORK: Charge Enterprises, Inc. (Nasdaq: CRGE) (Charge or the Company), has retained Gateway Group, a leading strategic communications and capital markets advisory firm, as its agency of record to [...]

NEW YORK -- Charge Enterprises, Inc. (Nasdaq: CRGE) ('Charge' or the 'Company'), has retained Gateway Group, a leading strategic communications and capital markets advisory firm, as its agency of record [...]

New Delhi, Sept. 13 -- Hosted concurrently with AIM, Anglepoint will gather the company's Client Advisory Board (CAB) for the second year in a row. CAB members are executive leaders [...]