First Rate Regards Customer Service as the Market Differentiator for Financial Services Industry

Show Me My Money, Now” Requires Technology, Personalization and the Human Touch Financial Management Software and Service Provider Converges Technology with the Human TouchArlington, TX.  May 4, 2011   The “Starbucks Way” has transformed the world of customer service for many industries, including financial services.  Today’s consumers are more actively involved in their portfolios and have higher expectations from those who manage their nest eggs.  In a data rich world, consumers want information, analytics and graphics that will show them how their assets are performing.   This means