Discover why the first moments of customer contact can have an outsized impact on trust, conversions and business growth.

For over 20 years, I’ve assisted clients in navigating market fluctuations, tax changes and life transitions. Recently, I’ve encountered a new challenge: helping clients who don’t have a trusted ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

The No. 1 reason clients leave is lack of contact. And clients don't want to be called only because you're selling something. People like to hear market updates and your views on what's happening, of ...

CPAs who want to survive in a turbulent business environment and grow their firms must emphasize maintaining a relationship with existing and potential clients—that means contacting them more than ...

The person in an organization contacted by a current or potential customer instantly becomes an important representative of the organization as a whole. The person you hire to be a point of contact ...

Professionals underestimate the importance of frequent contact with clients and prospective clients. "Frequent contact" does of course mean being in touch often. How often is often enough though? For ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

For more than a decade, CSD Access has been expanding the use of its innovative DVC solution through partnerships with many ...

WINDSOR, Conn., July 9, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced its new Contact Center platform to help asset management, life and pensions and retirement ...