Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

In-house counsel are taking a hard look at how outside law firms are leveraging AI. Maintaining existing relationships ensures sustained revenue, is imperative to long-term collaborations and enhances ...

Family feuds, divorce and stress management aren't often the first things that come to mind when discussing financial advising. But as clients' lives become more complicated, advisors are finding ...

Alex Williams is a full-stack developer and technology writer in the United Kingdom specializing in web development and data management. Small businesses face many challenges when managing customer ...

Lee Davis is a tech analyst who has been covering the document imaging industry for over five years. Currently, Lee is the Associate Director of Software and Scanners at Keypoint Intelligence, where ...

I'm just impressed with Morningstar overall. You've continued to deliver and provide really good support for questions and making sure I’m being as efficient as possible. For Maryann Ruck, President ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

How to Measure and Improve Customer Service for Growth High-quality customer service is often a defining factor in a company’s success. At its core, customer service is about meeting the expectations ...

It’s easy to say things like “I want to work with someone I trust,” or “I need someone trustworthy to handle my investments.” But sometimes we can use a word so often that we don’t think about what it ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...