by Jamie Pollenz | May 25, 2023
Incorporating your CX investments and hallmarks into the sales process involves using customer insights and feedback to create a more personalized, customer-centric approach to selling. By demonstrating your organization’s commitment to creating a positive CX, you can...
by Jamie Pollenz | Sep 10, 2022
Pricing, budgeting, fees and billing are arguably the most critical components of Client Experience (CX) – yet they’re the most underdeveloped and evaded, often misunderstood as a back-office problem. However, herein lies an opportunity to engender loyalty, develop...
by Jamie Pollenz | Sep 10, 2022
On Day 2 of our CXps 2021 Virtual Conference, Andrea Mac from Prequal discusses “Winning Hearts”, and how the power of storytelling impacts your Client Experience culture within your firm. What’s the story you use to spread awareness among your...
