White Paper

The Smarter Working Group:
Exceeding Client Expectations and Outpacing Competitors

Selected Highlights:

  • Challenges and opportunities facing client service professionals in the "new normal"
  • An assessment of which organizations are likely to excel, and how
  • The bad first impression most client service professionals make, and how you can avoid it
  • Candid (and surprising) responses to our survey of professionals at leading banks, law firms and consultancies
  • A checklist for organizations considering a digital working group list

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