by David Benskin | Aug 18, 2022 | Advisor Experience, Client Experience
There’s a lot of talk these days about CX, or Client Experience, which can be used to refer to pretty much any interaction a client has with a company, and it...
by David Benskin | Aug 5, 2022 | Client Experience
One of the biggest challenges of a banking budget? Not allocating enough resources for your client experience (CX). Your CX involves every single interaction...
by David Benskin | Aug 1, 2022 | Practice Management, Realizing Revenues
In this episode, we chat with Linda Gu, the Executive Vice President of Sales and Marketing from Supernova Technology. Listen in to hear Linda discuss the...
by David Benskin | Jul 7, 2022 | Client Experience, Technology
When it’s time to build anything new, whether it’s a skyscraper or a website – or your bank’s CX (customer experience) – it’s never as simple as you’d hope it...
by David Benskin | Jul 5, 2022 | Practice Management, Realizing Revenues
In this episode, Sal Marone, the EVP and Chief Administrative Officer of Fulton Private Bank chats with us about the ins and outs of private banking. Listen...