Intermediary-only lender Accord Mortgages has launched a new interactive online toolkit designed to support brokers during their discussions with clients.

Hub to connect clients with consumers, marketing solutions and technology Campaign Event Screen in Hub, LeadingResponse's client portal.

7. Salesforce One of the best FINRA-compliant client management software solutions for RIAs, Salesforce provides firms with a centralized hub to store and manage client information.

A client database should store contact information, including mailing addresses, home phone and cell phone numbers, e-mail addresses, fax numbers and client website information.

Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, announced today the launch of HUB Private Client Equine Risk Advisory Services. The new offering ...

BearingPoint is supporting BMW Group in establishing a central data hub to create a high-quality data foundation for the electrical/electronics (E/E) development process to enable cross ...

HUB International has launched HUB Private Client Small Business Solutions, a new insurance offering designed for high-net-worth individuals who are small business owners.

"HUB has experienced fivefold growth over the last 10 years, driven by both organic growth and broadened client relationships as well as our active M&A strategy," said Marc Cohen, President and ...