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Implementing a voice of customer (VoC) program can help your firm avoid incomplete, indirect, and garbled communication with your clients.

When overwhelmed by too many choices, decision-making can stall, resulting in “User Pause.” This affected a client’s feedback program, causing paralysis and missed opportunities. Streamlining options helped them re-energize their team and enhance their client experience strategy.

Although cross-selling can be an easy way to increase revenue, lower marketing costs, and extend your firm’s relationships with your clients, getting buy-in from your team members is often challenging. Do any of these statements sound familiar? “We’re leaving revenue on the table.” “Do your clients even know we offer other services?” “The more services […]