Nutshell reports that integrating AI into CRM systems boosts sales by 29%, enabling teams to streamline tasks like data entry, outreach, and lead intelligence.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

As a growing number of the Am Law 200 finally begin to invest seriously in their client relationship management strategy, the focus falls all too often on technology at the expense of real client ...

Customer relations are the foundation of any business. The more impact a client has on your business, the more you should invest in client relations and account management itself. The B2B IT service ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question 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 ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

In today's world, building strong relationships with clients is more critical than ever, especially for CPAs and accounting firm owners who want to improve client retention. Surveys show that clients ...