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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Book review – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney

Posted on: May 29, 2019 Book review – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney

I read and review a lot of books but this was one – Advanced Marketing Management: Principles, skills and tools by Nikolaos Dimitriadis, Neda Jovanovic Dimitriadis and Jillian Ney – is one of the best I have come across for a while. I have sung its praises to many people already. It offers insight and […]

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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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Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®

Posted on: April 19, 2019 Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®

This post is based on an article in Professional Marketing magazine (March 2019) https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which looked at a legal marketing case study for Royds Withy King private client wealth proposition. It was written by Robert Pinheiro, the firm’s Senior Marketing and CRM Manager. I was particularly pleased to see the firm’s success having worked with […]

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