Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

Posted on: June 19, 2019 Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

In April, the delegates at the Client Experience Management (CEM) workshop at Professional Marketing Forum https://www.pmforum.co.uk/training.aspx  identified the following nine takeaways: 1. Adopt the client’s perspective Whilst it is easy to see the business benefits of a Client Experience Management programme in terms of consistency of quality and care, it is critical to adopt the […]

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Intapp leads the way with client lifecycle management (CLM) solution

Posted on: June 5, 2019 Intapp leads the way with client lifecycle management (CLM) solution

In May I went along to the Intapp conference in London. I’ve written about the Intapp Professional Services Cloud before – it spans intelligent client development, unified business acceptance (conflict checking during client on-boarding) and client delivery (especially its support for pricing). But what struck me most at the recent conference was the way that Intapp is revolutionising […]

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How technology drives marketing intelligence and efficiency

Posted on: May 4, 2019

This article “How technology drives marketing intelligence and efficiency” was published by Intapp on April 29, 2019 https://www.intapp.com/blog_posts/how-technology-drives-marketing-intelligence/ Intapp recently connected with industry influencer, Kim Tasso, to discuss how technology is impacting and improving marketing. Tasso, the managing director of RedStarKim Ltd., is an independent management consultant specializing in the professional services sector. This is […]

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Driving successful marketing programs for professional services

Posted on: April 1, 2019 Intapp integrates technology and information across the client life cycle

This article “Driving successful marketing programs for professional services” was published by Intapp on March 29th 2019 https://www.intapp.com/blog_posts/successful-marketing-for-professional-services/ We recently connected with professional services expert and influencer, Kim Tasso to talk about marketing. Tasso, the managing director of RedStarKim Ltd, is an independent management consultant specializing in the professional services sector. In this conversation, Tasso […]

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Effective marketing – a discussion with managing partners

Posted on: January 11, 2019

At the end of 2018 I was invited to facilitate a Managing Partners’ Forum (http://www.mpfglobal.com/) breakfast roundtable titled: Effective marketing – a discussion with managing partners. There were managing partners of law, accountancy and management consulting firms present – and the session was chaired by Richard Thorby. Here’s a summary of the key points I […]

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