Modak Fahad shares an article on delivering a differentiated client experience in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in sales and marketing at these firms are pressured from all sides to be more relevant and valuable to their clients. Not only are they competing…

In this article, Anastasia Ksenofontova explains why studying both the relationship and transactional insights of your B2B customers is the first step in establishing customer success.  In the B2B world, salespeople are traditionally the only reliable source of information about customers. Conversely, salespeople consider the marketing function to be out of touch with reality. Product specialists are seen as too technical to communicate directly with key customer decision-makers. The customer success function is either absent or spread out among various…