Although popular right now, AI is not always the answer to building products that result in customer success. In the world of software and apps, I believe that understanding client feedback is more ...

We list the best client management software, to make it simple and easy to organize your sales, quickly come to professional resolutions with clients and better manage your customer base. Client ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Note: The following article shares insights from the LMA Solo/Small Team SIG’s February roundtable, which focused on conducting client surveys and implementing a client feedback program.

Ask the right questions, track the information and link it to targeted activities. With the final article in this three-part series on client feedback, it's time to get tactical. Specifically, how can ...

As a management consultancy, we help our clients move past “business as usual” by leveraging organizational transformation to create breakthrough performance. Even our name is inspired by our belief ...

Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...

Whether it is a brick-and-mortar traditional establishment, or an online e-commerce platform, customer reviews and feedback, without a doubt, are integral to business success. Many top-of-the-line ...

Do you know what clients think about the service you provide? Too often, advisers respond to this question by citing their zero complaints with pride. While having no/low numbers of complaints is a ...