Client relations

The digital customer experience is getting better. Firms should take notice.

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

Customers are sprinkling symbols into their texts, and it's a challenge for banks to fine-tune systems to support the use of the cartoon code in communications.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Digital alerts for clients aren't new, but they can still provide small banks a platform to reach new markets and appeal to younger clients.

Wells Fargo joins the list of banks recently hobbled by tech outages. Is there a better response than "Sorry for the inconvenience"?

Banks have strictly controlled adviser-client text communications due to regulatory concerns.

Tech startups differ from a bank’s typical commercial clients; many want a trusted financial adviser.