The tax industry is undergoing a paradigm shift today that's driven by consolidation, private equity, AI, and evolving workforce expectations.| Thomson Reuters Institute
The pace of technological change in professional services is increasing, but a recent panel says a little critical thinking goes a long way.| Thomson Reuters Institute
Handling client complaints effectively is an opportunity for every business. Here is a complaint handling lesson for every firm.| Beaton
Learn how to measure customer lifetime value (CLV) in B2B professional services and use it to boost client retention, build lasting relationships, and drive long-term profitability. The post How to measure B2B customer lifetime value and boost client retention appeared first on Beaton.| Beaton
Understanding what a customer needs compared to what a customer wants can be two very different things. In the competitive landscape of B2B professional services, understanding client needs can be the difference that puts your firm ahead. Any of your competitors can offer a service. Truly understanding customer needs requires going beyond delivering a service… The post Understanding customer needs in B2B professional services appeared first on Beaton.| Beaton
Beaton shares how it is using AI to support its work. The AI policy governs how AI is used in data analysis.| Beaton
One thread running through a recent forum for legal marketing professionals involved question over how firms can best structure their data.| Thomson Reuters Institute