This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Walt Disney once said about movies, "Do what you do so well that they will want to see it again and bring their friends." The famed animator's quote can also be applied to customer service. If a ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Businesses of all sizes need effective ways to manage relationships with customers. Small-business owners, however, have an exceptionally keen interest in customer management, because effective ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news. Ryan ...