ACT

AUGUST 24, 2022

No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.

CRM 52

CRM Financial Services Client Relationships Media 52

ACT

MARCH 21, 2023

That, in turn, implies further struggles for the professional services industry. In this blog, we’ll delve deeper into the current professional services market and discuss a few noteworthy industry trends. This could minimise its dependence on professional website development and digital marketing companies.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. 50% legal, 25% financial services and 25% other.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

OCTOBER 16, 2023

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. This had been exacerbated by Covid and working from home practices.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, there are some general strategies by industry/vertical that we will examine in this blog post. An efficient e-marketing and customer relationship management strategy is practically a necessity for nearly any kind of modern business. CRM enables these firms to manage and nurture these relationships effectively.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Red Star Kim

APRIL 24, 2023

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26