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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). Telephones in the client journey and client experience mapping Firms often have processes, procedures and protocols for managing telephone calls – both inbound and outbound.

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20 Innovative CRM Trends to Pay Attention to in 2022

Hubspot Sales

In recent years, the CRM (Customer Relationship Management system) has evolved far beyond being just a tool for contact management. From smart home devices to wearable health monitors and cybersecurity scanners, there are expected to be more than 64 billion IoT devices worldwide by 2025, says TechJury. These include: Healthcare.

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5 Ways FinTech Will Disrupt Your Company

Planview

Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers. As the name suggests, FinTech represents a modern fusion of finance and technology. Improving Cybersecurity. The FinTech Revolution.

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How to increase customer engagement by communicating clearly, with linguist Eloise Leeson

Account Management Skills

If you don’t want to miss an episode of this podcast and want to receive tips for improving your agency account management skills, then please sign up for my newsletter and make sure to connect with me on LinkedIn. And then in September 2019, I founded Olim. I thought that’d be great. I’ll do that.