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When clients reach out to a financial advisor, it’s often with a time-sensitive need, whether it’s getting clarification on a pending trade, asking questions about portfolio perfor...
Client communication rarely happens within standard business hours for professional services firms. Law firms often hear from prospective clients who reach out after hours for imme...
Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...
Clients Want to Feel Heard - One of the most common frustrations clients have with lawyers and legal professionals is feeling ignored. Clients often send emails, texts, or porta...
Master the strategy, tools, and workflows that turn fragmented customer communications into a consistent, measurable competitive advantage. Your customers receive a promotional ema...
In recent conversations with business development and marketing professionals across law firms of all sizes, one recurring challenge has been consistently expressed: internal commu...
In a firm where client-centricity is everyone's job, clients don't just get great advice; they get it faster, with less friction, and in a form that's easier to act on. That's the...
Table of Contents: Introduction Customized communication has become embedded in regulated industries through routine practice... The post Customized Communications: Balancing Perso...
Firms that make proactive communication and transparency a cultural expectation—not just an individual trait—position themselves to earn lasting trust. Jon Mattson explains....By:...
"First, focus on producing consistently strong work. That's non-negotiable. Second, prioritize clear and timely communication. Clients regularly comment on responsiveness, and it's...
Live coverage from the Employee Communications & Culture Conference. For internal communicators to make an impact, they need to speak the language of their business. During a p...
Are you reaching every frontline worker effectively — or are important updates getting lost across shifts, roles and devices? The post Welcome to Your Frontline Comms Toolkit appea...
Modernizing Customer Communication: A Roadmap to Successful Migration Organizations need to update ...
In March this year, a software error in a Lloyds Banking Group mobile app update allowed 447,936 cu...
Sales and customer support teams don’t rely on a single communication channel. The usual workflow involves CRM platforms for storing customer records and sales activity, but SMS co...
Are you reaching every frontline worker effectively — or are important updates getting lost across shifts, roles and devices? The post Welcome to Your Frontline Comms Toolkit appea...
In ASEAN’s fast-growing digital economy, many startups and B2B technology companies operate with lean teams and tight budgets. And their communications are often fragmented: PR on...
Messages stop landing when personal impact is missing. Organizational change is forcing comms teams to rethink how they guide employees through acquisitions, leadership shifts and...
Spring is the perfect time to refresh your processes, tidy up your workflows, and make sure your customer communication is working as hard as you are. That was the focus of our rec...
In this FinextraTV Interview from the Communify Intelligence Experience, Lisa Salvi, Managing Director, Business Consulting and Education, Charles Schwab, explored the position of...
The consultation is supposed to be the easy part. The client reaches out, you meet (in person, by phone, or over video), you discuss what they want, you explain what you offer, and...
Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most rudimentary financial planning.
In March 2025 a startup founder filled out my contact form to ask about a six-month consulting engagement. I never got the email. He moved on. Four months later I bumped into him...
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