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 ...

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 ...

Senior Vice President, Marketing General, Inc. To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When you ...

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 ...

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 ...

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 ...

What is the ideal number of times to be in touch with clients each year? It's probably higher than you think. A recent survey by Accenture Wealth and Asset Management Services told us something we ...

Cokinos Young, a midsize construction law firm based in Houston, sued its former marketing director Thursday, alleging she took confidential client contact information when she left the firm and has ...