client relationships

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Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: Socialbakers     Published Date: Jan 26, 2015
In this exclusive report, you’ll find out how to use deep social media data to pursue new clients, perfect your data-driven pitches, and master the results with custom, easy-to-read reporting. It’s a data world, and agencies need to bring the best insights on the market to win new clients and keep existing business. This guide will get you started.
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benefits of using social media data, social media, advertising agencies, customer experience/engagement, social media marketing, data management/analytics
    
Socialbakers
Published By: Citrix ShareFile     Published Date: Feb 01, 2017
Learn how far modern tech can take you. Read the e-book to learn how you can: - Integrate new work routines - Improve client relationships - Eliminate barriers to collaboration
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Citrix ShareFile
Published By: Socialbakers     Published Date: Jan 20, 2015
In this exclusive report, you’ll find out how to use deep social media data to pursue new clients, perfect your data-driven pitches, and master the results with custom, easy-to-read reporting. It’s a data world, and agencies need to bring the best insights on the market to win new clients and keep existing business. This guide will get you started.
Tags : 
benefits of using social media data, social media, advertising agencies, customer experience/engagement, social media marketing, data management/analytics
    
Socialbakers
Published By: Citrix ShareFile     Published Date: Mar 31, 2017
The workplace is changing. Are you taking advantage of new technology to improve your productivity? Learn how far modern tech can take you. Read the e-book to learn how you can: • Integrate new work routines • Improve client relationships • Eliminate barriers to collaboration
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technology efficiency, cloud storage services, mobile devices, applications, online collaboration tools, client services, data encryption, remote access, workflow integration
    
Citrix ShareFile
Published By: Citrix ShareFile     Published Date: Apr 12, 2017
The workplace is changing. Are you taking advantage of new technology to improve your productivity? Learn how far modern tech can take you. Read the e-book to learn how you can: • Integrate new work routines • Improve client relationships • Eliminate barriers to collaboration
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productivity, evolving workplace, client relationships, collaboration, employee efficiency
    
Citrix ShareFile
Published By: Oracle Marketing Cloud     Published Date: Oct 06, 2017
Account-Based Marketing (ABM) is one of the truest ways to align your sales and marketing operations to drive holistic account interactions that yield higher returns. According to the Alterra Group, “84% of marketers find that ABM provides significant benefits for retaining and expanding existing client relationships, while 97% say that it delivers a higher ROI than other marketing methods.”able revenue.” Download this brief to discover how ABM can help guide sales strategies, improve prospecting, and increase conversions.
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Oracle Marketing Cloud
Published By: Diligent     Published Date: Jul 10, 2017
The Corporate Secretaries International Association (CSIA) is a Geneva-registered global organisation whose mission is ‘‘to develop and grow the study and practice of Secretaryship, to improve professional standards, the quality of governance practice and organisational performance.’’ CSIA was established in 2010 as a not-for-profit organisation committed to improving the recognition and understanding of the practice of corporate secretaryship and the role of the corporate secretary. Its structure as an international federation of professional bodies enables it to effectively represent those practitioners who work at the frontline of governance.
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communication, client-agency relationships, budgeting, digital marketing, personal relation improvement, resource management
    
Diligent
Published By: IBM     Published Date: Apr 20, 2016
Cloudy with a chance of mishap: How weather insights can help insurers manage risk and drive client value This executive report identifies opportunities for insurance companies to use weather data as an important asset in both managing operational and financial risks, as well as improving customer relationships. It also explores how companies can start using weather data in their day-to-day operations and considers future directions in the use of weather-related information for insurers.
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ibm, insurance, the weather company, ibm institute for business value
    
IBM
Published By: IBM     Published Date: Oct 10, 2013
Increasingly demanding IT requirements are necessitating change to the data center network (DCN). Like servers and storage, the network needs to evolve to deliver the flexibility and scalability required by a more virtualized IT environment. In this interview, Michele Girola, IBM network integration services product manager, explains how to enhance your DCN to support evolving technologies today and in the future. Listen to the full 12-minute interview or read the two-page abbreviated version to learn how IBM is working with clients to build a better data center network.
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data center network, new technologies, data center, supporting technology, dcn, flexibility and scalability, product manager, network integration, enhance technologies, client relationships, better data
    
IBM
Published By: Xero     Published Date: Feb 18, 2014
Find out how successful accountants are using Xero to grow their firm and form better client relationships. Sabrina Covington, CPA, CFE, of Covington+ Associates CPAs and Nick Pasquarosa of Bookkeeper360, lead this highly interactive session and answer questions.
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xero, accounting, business, smb, small business, investing, investment
    
Xero
Published By: IBM     Published Date: Aug 05, 2015
As the world becomes even more digital, capitalizing on the omnichannel opportunity could be the difference between those banks that flourish in the coming years and those that can no longer compete.
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omnichannel banking, ibm, retailers, product recommendations, shopping habits, client relationships
    
IBM
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