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Inmoji has now had enough success with its clickable icons and stickers that the San Francisco and Boston-based company has launched a self-service platform to allow companies, businesses and even ...
Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up ...
With the new self-service portal, clients can see where a payment is, answer questions and provide more information, if needed. Citi built the self-service capability by developing APIs that connect ...