Firms Must Use Client Feedback Strategically, Not as Report Card

Opinion: Well-designed feedback programs are more than instruments for measuring performance; they’re platforms for exploring ...
Nasdaq

Aon Unveils Client Trends Report Highlighting Interconnected Risk and People Issues

Comprehensive analysis of the megatrends across Trade, Technology, Weather and Workforce driving increased volatility and complexity Report provides actionable insights to enable clients to make ...
Crowdfund Insider

Fenergo Report: Arduous Client Onboarding, KYC Costing Banks Millions

Financial institutions are spending millions of dollars every year inefficiently onboarding and maintaining clients, according to research from Fenergo, the provider of Know Your Customer (KYC) and ...
Business Wire

Suralink’s New ‘Inside the Client Experience’ Industry Report Finds Disconnect Between Client Expectations and Reality

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for accountants, today released its Inside the Client Experience report, an industry study examining how clients ...
Nasdaq

Creative Circle Unveils 2024 Client Pulse Report: Navigating AI in the Creative and Marketing Industry

LOS ANGELES--(BUSINESS WIRE)-- Creative Circle, a leading marketing and creative services firm and ASGN (NYSE: ASGN) brand, today released its 2024 Client Pulse Report, offering a comprehensive ...
The Law Society Gazette

2026 Private Client industry report: What to expect

Estate planning in the UK is becoming more complex, strategic and relevant earlier in life, according to a new 2026 Private ...