Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Birgitta Böckeler, Distinguished Engineer at ...

It seems likely that 2020 will be remembered, in part, as the year when digital communications became the norm. The rapid shift to remote work and restrictions on in-person meetings brought on by the ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

The attorney-client privilege applies only to confidential communications between attorneys and clients that are made for the purpose of obtaining or rendering legal advice in the course of a ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...