Managing client relationships shouldn't be a scramble. Courtney Baker and NordLight CEO Pete Buer reveal how AI-driven commercial management systems streamline client success for professional services - turning scattered data into clear, actionable insights in minutes. From operating system fundamentals to practical AI applications, this conversation shows how to level up client retention and growth.
Plus, get the team's live reaction to breaking news: OpenAI’s surprising decision to retain nonprofit control and what it means for the future of AI.
Register for the May 22nd webinar at Knownwell.com/masterclientsuccess to dive deeper into building your AI-powered client success system.
Watch this episode on YouTube: https://youtu.be/aF9AN4KYCJo