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Financial Planning January 1, 2013 Donald Jay Korn |
Top Custodians: Battling for Custody Custodians try different strategies for growth as advisors break away to join RIA firms.  |
On Wall Street January 1, 2013 Todd Colbeck |
Establishing an Annual Client Service Model Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort.  |
CRM January 2013 David Myron |
Remove Avoidable Customer Obstacles CRM cloud vendors are trying to eliminate one of their prospects' biggest obstacles -- concerns about data security. These vendors have recently improved their security efforts with more public and private cloud options.  |
CRM January 2013 Denis Pombriant |
The Pros and Cons of Gamification What works within companies might call for caution with customers.  |
CRM January 2013 Woody Driggs |
Add Customer Satisfaction Through Analytics Companies need to improve customer value to boost profitable growth, gain insights into customers' profitability and lifetime value, and monitor customer behavior across multiple channels and social media  |
CRM January 2013 Donna Fluss |
Why Contact Centers Are Moving to the Cloud Low cost and flexibility make this a win-win solution for many enterprises.  |
CRM January 2013 Judith Aquino |
Pricing Gets Personal Businesses experiment with prices based on consumer demographics and behavior.  |
CRM December 28, 2012 Justin Gray |
Applying B2C Principles to B2B Campaigns Thinking of your clients as individuals, not industries, is key.  |
HBS Working Knowledge December 31, 2012 |
Most Popular Stories of 2012 This year readers' favorite articles examined topics such as breaking the smartphone addiction, CEO's and their strategies, and how to brand a next-generation product.  |
CRM December 28, 2012 Atri Chatterjee |
The 21st-Century Small Business Maven Five digital marketing strategies that will help you take your business to the next level.  |
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