With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

An engagement letter is a written document. It is used to define the business relationship to be entered into by a client and ...

In the competitive landscape of law and professional service firms, client events, webinars and sponsorships are not just ancillary activities—they’re integral components of a firm’s growth and ...

As FinTech companies, robo-advisor and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of the financial services industry, some financial advisors ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

Capital Group is renowned for its emphasis on quality investment outcomes and client-centric strategies. Matt O’Connor, head of North America Client Group and chief executive officer of Capital Client ...

What are the core differentiators between a successful business and an unsuccessful business? There are the obvious metrics of sales, number of products, and the extent of product reach. In the ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

RingCentral, Inc. (NYSE: RNG), a global leader in AI-powered customer engagement, today announced that its flagship CCaaS product, RingCX™, has earned Metrigy’s 2026 MetriStar Top Provider Award ...

In the ever-evolving landscape of financial services, the integration of Artificial Intelligence (AI) is reshaping the way client engagement is approached. This paradigm shift goes beyond conventional ...

As COVID-19 restrictions disappear, business development and client engagement require a new level of listening, creativity, agility and courage. As we approach the end of the federal fiscal year, it ...