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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

MAY 21, 2024

This blog post covers everything you need to know about building your financial service tech stack, including the core software categories, top options per category, and how to get started. Explore Nutshell’s Features Cybersecurity Investing in cybersecurity software is a must to protect your business assets and those of your clients.

Financial Services 71
Financial Services Software Software Cybersecurity 71
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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

APRIL 24, 2023

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). Only 21% of clients report a high-quality ongoing dialogue with their main partner outside of a matter-related discussion. This can be of equal importance for consumer (e.g.

Emotional Intelligence 26
Emotional Intelligence Financial Services Decision-making Digitalization 26
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