The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the ...

It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their client experience. Welcome to On the Air with ...

Ultimately, a five-star customer experience should be the goal of all business processes. When a leader thinks about the customer, they typically think about the product or service their company ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

In a new episode of the Financial Planning Podcast, an ex-advisor who launched a consulting service for planners explains an increasingly important concept — the client experience. Charesse Spiller is ...

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

The pandemic has reshaped Americans’ lives in lots of different ways—from how people shop for groceries to where they perform their jobs. It has also changed the ways many clients interact with their ...

ATLANTA, Feb. 12, 2019 /PRNewswire/ -- Aptos, Inc., a recognized market leader in retail technology solutions, today announced Books-A-Million has selected the Aptos CRM solution to provide a ...

LOS ANGELES--(BUSINESS WIRE)--Boulevard (www.joinblvd.com), provider of the client experience platform purpose-built for appointment-based, self-care businesses, today announced a trio of new ...