by Jamie Pollenz | Nov 27, 2022
Today’s firms are reporting that the talent war is their top challenge. There’s work to be won, but not enough staff to deliver it. In this workshop, we’ll collaborate and apply the tools of CX to design the most compelling recruiting journey for...
by Jamie Pollenz | Nov 27, 2022
Client Lifetime Value (CLV) calculations form a critical part of understanding how to invest and where to invest in your client experience efforts. Too often, firms look at short-term indicators to quantify how valuable a client is (such as trailing 12-month profit...
by Jamie Pollenz | Nov 27, 2022
This workshop will focus on how to build and execute modern client experience programs. We will zero in on how executives need to think about the impacts of a firm-wide CX program and what sponsorship of a CX program really means. You’ll learn how successful CX...
by Jamie Pollenz | Nov 27, 2022
Client Journey Mapping allows your team to identify the potential friction points (from your client’s perspective) of working with your firm. This program sets the stage for why this tool increases trust with your clients and then walks you through a sample Journey...
by Jamie Pollenz | Nov 27, 2022
Creating a culture focused on client experience that actually delivers positive ROI requires a clear focus. In this session, we’ll share how Client Experience can 1) identify business processes needed for each project that will deliver the most value to the client, 2)...
