Unlocking Operational Efficiencies with Private Client Portals
Owning the Outcome
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How to Navigate a Change Management Process With Existing Clients
How do you navigate that change with your existing client base? Yeah. There were so many moving pieces there, first having to get this thing built out and then making sure we had all of our lists in place for clients. So it was sort of a carrot in the stick message, right, where we kind of had to help clients help themselves by deciding the urgency of that because what we discovered is we were treating email as urgent.
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