While managing customer engagement avtivities can be a challenging, fulfilling — and even fun — endeavor for marketing professionals, many may be wondering how such activities (and ideally successes) ...

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 ...

Customer engagement remains a top challenge for businesses in today's technological landscape. The explosion of AI and the commercialization of space, the rise of quantum computing and the ongoing ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

Small businesses work tirelessly to attract new customers, but putting in the effort to retain those customers is just as important. However, it can be hard to keep track of all of your customers and ...

While pandemic disruption continues to present a myriad of challenges, there are also many opportunities — including the opportunity to become laser-focused on improving the customer experience to ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Braze Customer Engagement Review shows how top brands are embracing AI, new channels, and data agility NEW YORK--(BUSINESS WIRE)-- Braze (Nasdaq: BRZE), the leading customer engagement platform that ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Narula brings a wealth of leadership experience from a career spanning ...

How engaged is your client base? How engaged is your client base? Mapping client engagement to trending topics Conversations that personalize client experiences Advisors can leverage this index by ...

ARLINGTON, Va.--(BUSINESS WIRE)--Higher Logic, the industry-leading community engagement company, announced a new integration within its Higher Logic Vanilla platform with SlapFive, the leading ...