Rodriguez joins HarbourVest from Goldman Sachs where he was most recently a managing director and head of RIA custody operations and client experience Prior to this role, he was head of the company’s ...

Operations excellence drives client satisfaction and referrals at RIA firms when sales and ops teams collaborate effectively ...

LISBON, Portugal, July 28, 2025 /PRNewswire/ - CGI (TSX: GIB.A) (NYSE: GIB), one of the largest independent IT and business consulting services firms in the world, announces the launch of CGI SpeedOps ...

With AI handling routine tasks, back-office professionals can also be freed up to enhance client relationships by providing personalized support and responsive service by staying current on ...

RESTON, Va.--(BUSINESS WIRE)--Intelligent Waves LLC (“IW”), a leading-edge trusted IT systems integrator that delivers high-impact transformational IT solutions to Government’s most mission-critical ...

Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

When it comes to the term "advisory business operations," there are probably a thousand ideas racing through financial advisors' minds. Does this include the front office and client-facing activities?

Workers across industries may be united in a common dread of meetings, but that's not necessarily the case for the growing class of business professionals within law firms, at least when it comes to ...

Leumi UK appoints Sidharth Mishra as head of client operations and services Sidharth Mishra has joined the London-based subsidiary of Israel’s leading international bank as Head of Client Operations ...