Technology

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 Read More

2019-06-05T10:38:02+01:00June 5, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management|

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 Read More

2019-05-29T12:46:27+01:00May 29, 2019|Kim's Blog, Marketing, Statistics and trends|

How technology drives marketing intelligence and efficiency

This article “How technology drives marketing intelligence and efficiency” was published by Intapp on April 29, 2019  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 Read More

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 Read More

2019-04-19T12:43:30+01:00April 19, 2019|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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