Solving Data Quality Management Complexities

Solving Data Quality Management Complexities

For professional services firms, there’s significant investment in practice management software and/or a Client Relationship Management (CRM) systems. Part of any digital strategy is the need for a review of data management processes and the quality of the data that...
How Relationship Intelligence Improves Client Retention

How Relationship Intelligence Improves Client Retention

Your clients are all on another firm’s prospects list. So, when a partner or key employee moves there too, you need to be sure that your firm is stepping up to manage the client relationships that could be affected. But, with the challenge of remote working and...