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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

RingCentral, Inc. (NYSE: RNG), a global leader in AI-powered customer engagement, today announced new capabilities for its AI Receptionist (AIR), an AI agent businesses can deploy in minutes to never ...

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 ...

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 ...

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 ...

As one of the biggest names in the food and beverage industry, PepsiCo Inc.’s snacks and drinks are enjoyed over one billion times each day across 200 countries. The complexity of running a business ...

As advisory firms adopt more AI-powered tools, the real differentiator is no longer back-office efficiency but what happens in the client meeting itself. Nick Harding, SVP of Customer Success at ...