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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Who is your customer? What does your customer value? Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment. What results do you seek? What is your plan?

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Customer Experience (CX): Frequently Asked Questions

SmartKarrot

Effectively train your customer-facing teams. Use Artificial Intelligence to your advantage (AI). Customer inputs/feedback should be taken seriously to improve CX. Helps understand customer behaviors better. Continuous engagement via multiple channels helps customer retention.