by Jamie Pollenz | May 25, 2023
During this presentation, we will cover the outcomes of hosting a client listening workshop. We’ll discuss the challenges of putting together a workshop for clients, the “right” questions to ask, and how to best engage with your clients and provide a space for them to...
by Jamie Pollenz | Oct 5, 2022
Eddie Staley, Chief Client Experience & Innovation Officer at WithersRavenel, discusses his firm’s CX-cellence 2022 submittal “Client Communication in the Age of COVID.” Hear from Eddie how the firm improved communications with their clients and continued to...
by Jamie Pollenz | Sep 10, 2022
By leveraging the visualization and data slicing capabilities of Power BI, new insights into the relationship of client satisfaction and revenue opportunities are realized. The visualization of the data identifies potential revenue growth opportunities and classifies...
