Inbound phone support is an undervalued customer service tool. Here is how to turn phone support into a source of customer ...

As technology and competition disrupt industries, service is starting to separate winners from losers and ushering in what some have called the “age of the customer.” Across industries, research shows ...

The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...

Client accounting services have been experiencing a boom in recent years, but the service is not a new concept. Firms have been providing what was often simply called “outsourced accounting” to their ...

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry ...

Client services are a faster way to generate revenue, but it comes with downsides for nomadic founders who are building ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Gartner predicts half of firms that cut customer service staff due to AI will rehire by 2027 as enterprises rebalance ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...