We believe in the power of authentic purposeful relationships—
delivered by people who want to make a difference.
Meet the team helping you design and deliver incredible client experiences. Let’s get Savvy.
CHIEF EXPERIENCE OFFICER
“Problems cannot be solved by the same level of thinking that created them.” My strengths are focused in ideation and strategic – I get excited helping others look at problems in new ways, specifically to help them build and develop great relationships. I’m not content until I hear a success story that our work together was well worth the effort.
BUSINESS DEVELOPMENT MANAGER
I get a natural high when my clients say, “You’ve helped us in ways we never imagined were related to Client Experience”.
CLIENT SUCCESS MANAGER
I love working and chatting with our clients. Getting to know each one personally, as well as their firm and its needs. I can then customize my approach to best meet their unique needs. One of the best parts is that I also get to make some great friends along the way.
CLIENT SOLUTIONS MANAGER
I enjoy hearing clients say “Would it be possible to…” Those words spark my imagination and give me the chance to use my technological skills to imagine solutions to that question.
DIRECTOR OF CLIENT EXPERIENCE
I am encouraged when clients use the feedback they receive to promote a culture where their firm’s Client Experience initiatives facilitate long-term Client Relationships.
VP OF GROWTH & MARKETING
I thrive off of creating a win-win-win situation. Aligning strategic priorities with a client experience strategy not only enables our clients to achieve their goals, but it makes our Clients’, clients, happy!
Client SavvySM services include: Business and market research surveys; business management consulting/strategic planning/business advisory services, and related business management information services in client specific fields; and on-line computer services enabling registered users to gather, review, and respond to feedback from their clients.