Artificial Intelligence is changing Customer Service

No matter how much technology has changed our day to day lives, both at home and at work, what remains essential to running a successful business is customers—how you treat them, how they feel about your product or service, and whether they share those good (or bad) feelings.

In decades past, interacting with customers and […]

Enabling Sales for New Growth Opportunities

On April 6, 2016, the Department of Labor released a 1000-page document known as the Fiduciary Duty rule (DOL fiduciary) requiring financial advisors to always act in the best interest of the client, expanding the meaning of “investment advice fiduciary” originally defined under the Employee Retirement Income Security Act of 1974 to also include […]