B2B Clients

B2B Clients

Brendan Lippman shares a post and invitation to a guide designed to help your team understand the root causes of customer churn.  Do you want to better understand the root causes behind why your B2B SaaS customers are leaving?  This is the first step in building an effective action plan to retain and grow more […]

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 […]

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 […]