Meeting with clients is an essential component of maintaining a strong relationship and level of service in any financial advisory business. For many advisors, client meetings may be the primary way ...

The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of increasing staff.

Over the years, the ways we make schedules have changed a lot, but they are still essential to the success of any business. What the Executives used to keep in handwritten calendars is now digital in ...

Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been ...

In the busy world of financial advisors, where juggling clients, meetings and administrative tasks is the norm, there’s one activity that outweighs them all: scheduling. It’s the heartbeat of an ...

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...

Confronted with spending millions of dollars persuading nurses to work overtime, an Indianapolis hospital administrator had a novel thought: Could a computer program let nurses “bid” on which shifts ...

CONCORD, Calif., Jan. 16, 2025 /PRNewswire/ -- Center for Social Dynamics (CSD) is thrilled to announce the successful launch of CSD Connect, a trio of groundbreaking scheduling apps developed ...

TORONTO--(BUSINESS WIRE)--Humi, Canada’s leading all-in-one HR platform, today announced the acquisition of Ameego, Canada’s leading scheduling and time clock software. With this acquisition, the two ...

This acquisition enables Humi customers to manage all HR functions including HR, payroll, insurance, benefits and now scheduling through one platform TORONTO — Humi, Canada’s leading all-in-one HR ...