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 ...

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 ...

Corporate leaders have advanced their global organizations by leaps and bounds by ushering in the era of Client Experience. Client Experience is the regular practice of bringing the client’s voice to ...

A good client experience can be the dividing line between success and failure. In client service, building transparency and rapport with clients, who, for their part, want to work with a team that ...

First, a major antitrust win by Mike Murray, Craig Lee and Ryan Phair, who represented CWT, a business travel management ...

Much has been written about creating a compelling client experience and its importance to firm growth. With that, consciously designed client experiences lead to much more than happier clients, client ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

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 ...

On the flip side, when was the last time you encountered a fiduciary whose files were a blend of trade secrets, inexplicably saved URL links and documents buried deep within email communications? It’s ...

SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”), a leading provider of risk management, insurance brokerage, and employee benefits consulting, has appointed James Enelow ...

She's a speaker and client experience expert and she says luxury principles can transform any business, or even your everyday ...