While preparing for an upcoming conference on client experience, I found myself reflecting on a simple but powerful idea: ...

Jim Mellin shares how advisors can grow through client experience, team structures, and developing the next generation ...

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 ...

A client experience (CX) strategy should be an integral part of the overall marketing and growth strategy for your company. In a world where products and services are plentiful and companies are ...

Every information technology leader I talk to has an artificial intelligence story about customer experience. Almost none has ...

Claims AI, launched its next-generation client portal, and a full-featured, carrier-branded mobile app for iOS and Android, live at ITC Vegas. Guided by the company's core mantra of "future-proofing ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

Discover how developing a luxury mindset can elevate your business. Chris Pollinger explores simple, cost-effective strategies to create personalized, premium experiences for your clients. September ...

When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to ...

Three new categories recognize agentic AI, AI-powered customer service and self-service, and AI for customer data and ...

Sponsored content is content produced by an advertiser that is published on Inman and is promoted alongside Inman's own editorial content. The content will be identified as ‘sponsored content’ ...

Genesys®, a global leader in agentic orchestration for customer experience (CX), today announced that Riachuelo, one of Brazil’s leading fashion retailers, has increased customer satisfaction by 60% ...