The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the ...

While preparing for an upcoming conference on client experience, I found myself reflecting on a simple but powerful idea: ...

A client experience (CX) strategy should be an integral part of the overall marketing and growth strategy for your company. In a world where products and services are plentiful and companies are ...

Much has been written about creating a compelling client experience and its importance to firm growth. With that, consciously designed client experiences lead to much more than happier clients, client ...

What makes you unforgettable? The famous saying “People will forget what you said, people will forget what you did, but people will never forget how you made them feel" resonates with people who focus ...

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

The pandemic has reshaped Americans’ lives in lots of different ways—from how people shop for groceries to where they perform their jobs. It has also changed the ways many clients interact with their ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

The way you treat that client during the next 100 days may very well determine if you have a client for life who sends lots of new business your way — or one that jumps ship to a competitor sooner ...

According to research from BTI Consulting, just over one in four corporate counsel would recommend their primary law firm to a peer. That’s a dramatic drop from 69% in 2020. The reason? It’s not a ...