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 ...

Confidentiality is a key consideration in any commercial endeavour. To retain a competitive edge in the market, a business will often do its utmost to maintain the confidentiality of client ...

Is your client dodging your emails and calls? It might be time to move forward. Here's how to handle the situation.

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 ...

Few things are more important to client retention in today’s upside-down world than consistent and relevant communication coupled with the frequency of contact. We refer to these as positive points of ...

With customer experience at the top of the agenda for all brands, agencies are also learning just how important the client experience has become in a business context. With no in-person contact for ...

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 ...

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 ...