In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more likely to foster lasting relationships ...

Let’s face it: in today’s market, being an excellent lawyer isn’t enough. Your clients aren’t just seeking legal acumen – they’re craving an experience that makes them feel understood, valued, and ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

Alexandra Chauvel, co-head of coverage, marketing and solutions at Societe Generale Securities Services, unpacks the firm’s new and improved approach to identifying and optimising “pivotal moments” to ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

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For many financial advisors, their website is a critical tool for attracting new clients and building lasting relationships. Yet, reports show that nearly 50% of visitors to financial services ...