Cruise Planners/American Express, the largest home-based travel agent franchise, has launched eREZSM, the company's first web-based customer relations management program that allows agents to organize ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

QuickBooks Online Accountant (QBOA), the practice management platform from Intuit, now allows accountants to manage all clients, including non-QuickBooks users, within the product. This is part of ...

It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

Managing your schedule and booking clients can take up a lot of time that you could otherwise spend serving those clients, or eating lunch. We examined three online booking services that make it easy ...

You can never have too much desktop management. This time around, we’re reviewing the Altiris Express Client Management Suite. When it comes to hard disk imaging, Altiris stands out. While this could ...

For Martin Smith, the president of Wealthcare Financial Group, the best way to find new clients is still to pick up the phone and do the old smile and dial. Smith, who started his advisory firm in ...

NEW YORK--(BUSINESS WIRE)--Citi’s Treasury and Trade Solutions has enhanced the Citibank Online Investments (OLI) portal with new features that provide clients with more options in managing their ...