James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Quiq reports nine key customer service challenges, emphasizing setting clear expectations, training for empathy, and ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Meetings are crucial to business success. Meetings are also crucial to the development of good client relations and customer service. Although loathed by many, well-organized meetings can provide ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

If you work in a service industry, sooner or later you will have to deal with an angry, disgruntled client who will resist your best efforts to solve his problem. Although service providers may set ...

Explore generative AI in financial services: how it works, top use cases, customer experience gains, key risks, and ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...