Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

Over recent years the legal client has rapidly evolved. Law firms are now expected to provide the complete customer experience. Technological advances, more competitive firms, and new entrants to the ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

With over 20 years of experience across institutions including Goldman Sachs, Deutsche Bank, and now Head of FX Sales at U.S. Bank, Paula Comings aims to bring a thoughtful and client-focused approach ...