Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

To orient a company with the client experience means putting clients at the center of everything. “That goes beyond your sales team,” says Michael J. Toth, Executive Vice President and Chief ...

Where a CAB recommends a securities transaction to an eligible employee who qualifies as a retail customer under Regulation Best Interest or a retail investor for Form CRS, the CAB must comply with ...

Some things can only be taught through example — and that’s where Jack Elliott steps in. The president and CEO of Cohen & Grigsby PC does train new employees as they come into the law firm, using ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Research provides insights into company-client interaction DICIA, a joint project of the University of Helsinki, Aalto University and the Haaga-Helia University of Applied Sciences, studies the impact ...

Case Status is launching a new client interaction analysis tool. The tool is designed to improve client satisfaction through proactive outreach.

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news. Ryan ...