You may have read my last blog, “11 Reasons CX programs are doomed to fail”, but if not, I highlighted the number of reasons why CX programs are failing across the professional services industry. I decided it may be a clever idea to follow up with this blog as a good place to start next… […]

Studies show that 87% of marketers believe they create engaging customer experiences. However, research also indicates the following: In the realm of customer experience, there is often a disconnect between the experience business owners believe they are creating and what customers perceive their experience to be. While this disparity may initially appear as an unfortunate […]

While traditionally associated with retail, understanding share of wallet is also crucial for maximizing the profitability of professional services firms. Clients have preferences, and your firm should ideally be their go-to choice. However, repeat business and client satisfaction alone don’t tell the whole story. If clients are turning to competitors for a significant (or any) […]

Okay, I know what you are thinking or at least must be pondering: “Why are the thought leaders of Customer Experience Management in Professional Services saying our CX program is doomed to fail?” Or perhaps it’s: “Great! I just stared my customer experience management initiative as well as hired a CX professional in my firm […]

Introduction In today’s highly competitive business landscape, delivering exceptional customer experiences has become a strategic necessity for organizations. To achieve this, businesses need to understand their customers on a deeper level and cater to their unique needs and preferences. We at Client Savvy have found one of the most powerful tools in this endeavor is […]

When a firm considers how to create client strategy through permissive feedback programs, but without a real purpose or a solid plan, other than “finding problems”, it’s lackluster. The result – increased workload for your team, and a minimal chance of anything beneficial being done with the data collected. This leaves both your team and […]

So you’re a professional services firm providing an inconsistent client experience (CX). The inconsistency is across employees as well as offices. You may also provide an inconsistent employee experience (EX). Wondering how this affects the organization’s bottom line and cross-selling abilities?  The most significant factor impacting your clients’ experience and loyalty is not the behavior […]