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

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Revegy

FEBRUARY 4, 2020

In this blog series, we’re going to take a look at building stronger client relationships through Revegy’s Customer Revenue Optimization Framework – not only how to build stronger executive relationships, but also how to find the next set of growth opportunities to pursue within your strategic account.

Finance 64

Finance Investors Financial Services Account Management 64

SmartKarrot

OCTOBER 12, 2022

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom Organization: Bynder As a Customer Success Manager, you will be working with the strategic customers across sectors such as Non-Profit, Higher Education, Financial Services and Governments. Lead and facilitate client meetings.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

NOVEMBER 18, 2022

This includes knowing what clients need, as well as being able to articulate this information back to the team so that they can better understand how to help their clients succeed. The role of a client success manager is varied and constantly evolving.

Management 10

Management Computers and Electronics Manufacturing Retail 10

SmartKarrot

NOVEMBER 17, 2022

This includes knowing what clients need, as well as being able to articulate this information back to the team so that they can better understand how to help their clients succeed. The role of a client success manager is varied and constantly evolving.

Management 10

Management Computers and Electronics Manufacturing Retail 10

ACT

SEPTEMBER 20, 2021

Of course, every business must strive to earn a customer’s trust, but it’s even more important for professional services businesses, where customers place their confidence in something that is oftentimes intangible and future-focused. will help you build client relationships. to capture leads generated from a web form.

Financial Services 52

Financial Services CRM Customer Experience Client Relationships 52

ACT

SEPTEMBER 21, 2021

Of course, every business must strive to earn a customer’s trust, but it’s even more important for professional services businesses, where customers place their confidence in something that is oftentimes intangible and future-focused. CRM will help you build client relationships. to capture leads generated from a web form.

Financial Services 52

Financial Services CRM Customer Experience Client Relationships 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

JANUARY 13, 2023

With an ever-increasing number of options available, customers have no shortage of places to go to for their desired financial services. The quality of your products and services matters. What to look for in the best financial CRM for finance companies Finding the right CRM for your financial business is vital to your success.

CRM 52

CRM Financial Services Finance Onboarding 52

Zendesk

FEBRUARY 3, 2023

Here are trends and best practices to help guide your CX strategy—and drive customer relationships that last. Customer experience (CX) in banking is how customers feel about every interaction with your financial service, at all stages of the customer lifecycle. Use self-service to scale Zendesk benchmark data revealed a 5.4x

Banking 52

Banking Customer Experience Digitalization Financial Services 52

Insightly

MARCH 25, 2022

Here’s what we’ll cover: Why you need a CRM for your financial organization. How to improve customer relationships with a financial services CRM. Why Insightly is the best financial services CRM. How to grow your financial business with Insightly. Why you need a CRM for your financial organization.

CRM 52

CRM Organization Financial Services Finance 52

ACT

MARCH 21, 2023

Growing competition As more professional services organisations enter the market, the industry will become saturated with service providers. From IT and engineering to accounting, financial services , and legal services , firms in every sector will have to compete for market share with new and established players.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

ClearPoint Strategy

JULY 29, 2021

Think of two financial services companies: Goldman Sachs and E*TRADE. Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships.

Innovation 98

Innovation e-Learning Healthcare Government 98