Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Service Cloud Voice : AWS et Salesforce s'associent Stéphanie Le Faucheur (Salesforce) et Valérie Coscas (AWS) Les nouveaux modèles d'organisation des centres de contact et les évolutions du comportement des clients poussent le Service Client à s'adapter et à i... 3 days ago | 38 mins Having the Longevity and Caregiving Conversation with Clients Amanda Stahl, Director, Longevity Planning, Raymond James Implementing longevity in your practice is an opportunity to build stronger client relationships, create loyalty with families and differentiate your ... 3 days ago | 30 mins People and Property: underwriting hints and tips Malcolm Tyrrell It's easy to assume a property is an obvious candidate for equity release lending only to discover a vital aspect has been overlooked. Join Equity Re... 1 day ago | 62 mins The amazing power of questions John Dashfield, Client-Centred Advisers Would you like to instantly improve any client relationship? Join John Dashfield from Client-Centred Advisers as he takes a powerful and informative ... 3 days ago | 47 mins Comment Bergerat-Monnoyeur a réussi à délivrer une expérience client innovante Stéphane Bellec, Journaliste Spécialisé - Infopro Digital Stories Présent dans plusieurs secteurs d’activités comme les travaux publics, les mines, les carrières, les routes, les voiries, l’industrie, le paysagisme, ... June 2, 2022 9:00am All in the Family: Meet a Three Generation Advisory Practice Steve Gresham, Marybeth Emson, Brian Kelly, Sr., Brian Kelly, Jr. and David Emson The Kelly Group has been leading the way for client service and solutions for more than four decades. Now with three generations of Kellys including t... 2 days ago | 29 mins Welcome to the Future of Wealth Management Bronswe Cheung - Principal and Eilert Hinrichs - Partner, L.E.K. Consulting. Host: Heidi Bryant - Marketing Director As clients behaviours and priorities evolve, it’s time to recast the UK wealth management service model. Now is the time for the UK wealth management... 3 days ago | 47 mins 2022 CIO Study Reveals Business Impacts of IT Talent Shortage Brian Slepko (EVP, Global Service Delivery, Rimini Street) Tom Schmidt (Digital Content Director, CIO Marketing Services) Attend this webinar to learn more on how technology leaders from multiple industries are adopting specific strategies to fill the technology resource ... May 31, 2022 1:00am Solving Business Problems with Identity Andrea Castillo, Host and VP, Channels & Alliances / John Milburn, CEO / TJ Gryziec, Co-founder & CTO Clear Skye’s CEO John Milburn and co-founder TJ Gryziec share their approach to identity security and governance, and why it’s important in all vertic... 1 day ago | 17 mins SA Talks - Re-platforming and the adviser journey in South Africa Georgina Smith, Head of Distribution and Client Services for INN8 and Stanlib Some of the topics covered in this webinar include: - The experience of re-platforming: changes and the adviser' journey - The use of microservices ... 1 week ago | 33 mins Load more
