James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...
Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...
One part of the business that's often helpful to automate is your customer service, especially for simple, general questions your customers may have. Below, we've rounded up some of the best AI ...
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 ...
Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...
Which Biglaw firms are most beloved by general counsel for their superior client service? In 2024, with few rough waters for firms, it was generally smooth sailing until early 2025, when Trump came ...
Discover what Know Your Client (KYC) means for financial services, including essential compliance requirements and how it ...
A customer service manager executes the organizational strategy to support and resolve customer issues and questions. In addition to addressing customer inquiries, the customer service manager also ...
The pandemic threw customer service into the spotlight, even as the industry faced challenges alongside the rest of the world. But as the pandemic starts to subside and the dust starts to settle, ...
IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...
CORA Loyalty, the loyalty portfolio arm of CORA Group (“CORA”), has appointed Maegan O’Neill as Vice President, Client Services.
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