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 ...

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 ...

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 ...

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 ...

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 ...

At its core, customer relationship management (CRM) is all of the activities, strategies and technologies that companies use to manage their interactions with their current and potential customers. A ...