(“the Company” or “NewtekOne”) (NASDAQ: NEWT) announced the continued expansion of its client service platform with Glia, combining NewtekOne’s highly rated 24/7/365 client support model with advanced ...

For FX and CFD brokers, automation now affects many of the moments that shape a client’s confidence in a firm. It verifies identities, classifies clients, ...

Paul Ryplewski shares smart, actionable CRM/data management takeaways from an 'Office Hours' client webinar with Meghan Van Dalinda.

When a chatbot becomes a person's confidant, therapists face a new rival: a machine that sounds caring, but does not care.

In clinical settings, we therapists often fall into the illusion that 'two independent individuals are facing each other.' However, the perspective of 'Interaction First' proposed by Eugene Gendlin ...

Key insight: Citi's services unit, which reported a 17% increase in revenue in the first quarter, is reaping efficiency gains through its use of AI. Expert quote: AI should "drive greater client ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach. On Thursday, client engagement platform Case Status ...

Memory isn’t just a mechanism for storing all of the information you encounter. Instead, it helps you to hold onto information that is likely to be useful for reducing effort in the future. That is ...