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Finance firms often struggle with customer service, which suggests that it’s not as easy as it sounds. Different types of clients have different preferences, and it’s difficult to provide the right mix of advanced technology and person-to-person service. Clients also place tremendous value on trust, due to the sensitivity of the information at hand.

In this new piece for Forbes, United Capital Source CEO Jared Weitz explains why finance firms struggle with customer service and how they can better serve their clients’ needs!

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