To really build customer satisfaction, increase year-over-year growth and improve your brand, you need customer service and support that’s just as hyped as your products and services. If either of ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Client lifecycle management software has become a staple for global businesses looking to improve productivity. This ...

CHICAGO--(BUSINESS WIRE)--Staff Management | SMX, a TrueBlue company, received ClearlyRated’s 2020 Best of Staffing Client Diamond Award, which is awarded exclusively to companies once they have ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

The legal profession has always had a duty of care with regard to managing funds held on behalf of its clients, whether held on a separate, designated client account or in a general client account. In ...