Enterprise Relationship Management

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28 May: Break Through the Five Barriers to Insurance Brokerage Success with Enterprise Relationship Management

The climate within the insurance brokerage business is undergoing a significant transformation. And those who don’t evolve risk being left behind. Experts predict that brokers at the forefront of technology will have the greatest success, and I am inclined to agree.
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Read on to learn more about today’s top five barriers between insurance brokerages and success in this shifting marketplace. And find out how a new wave of innovative technology, enterprise relationship management (ERM), can help your firm break through.

1. Speed of technological change, digital disruption

Machine learning and artificial intelligence, once science fiction, are…

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21 May: Investing in digital transformation: Why high-quality data is do or die

Is your organisation contemplating investing in digital transformation? Or already in the thick of it? If so, you’re not alone. By the end of this year, enterprises will have spent more than $2 trillion on digital transformation efforts.

But while 87 percent of organisations believe digital technologies will disrupt their industries, only 44 percent feel adequately prepared for that disruption. To help bridge this gap, I was honored to share Introhive’s take on how we help shepherd our customers through their digital transformation journey with Briefing Magazine this month.

Briefing is business management publication focused solely on the…

14 May: How to Find an ERM Solution You Can Count On

Enterprise relationship management (ERM) platforms are changing the game for organizations of all types and sizes. Indeed, businesses around the world are realizing the value—including monetary gains—of understanding and using relationship maps and intelligence to tap into their relationship capital.

With the instant visibility today’s ERM tools provide, companies are using their broader networks to move they needle farther and faster. These tools not only help garner warm introductions, fast track sales, and identify cross-sell and upsell opportunities, they also reduce churn and improve marketing and technology adoption and ROI.

But today’s relationship intelligence industry is also in…

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07 May: Case Study: How to use relationship intelligence to deliver superior client experiences

If you’re trying to use technology and change management to innovate and set your firm apart, you know that the hardest part can be knowing where to begin.

Often, it helps to have a trusted and respected brand to look to. One that has already paved the way to success. And if you want to help your firm enhance client experiences, look no farther than the success story of long-time innovator, law firm Osler, Hoskin & Harcourt.

The firm wanted to integrate their business technology stack to break down data silos, streamline and enhance their client experience and turn their…

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17 Oct: The Big List of Professional Services Business Development Resources

In an increasingly competitive and digital landscape, professional services firms and their business development teams need every tool available at their disposal to attract and retain clients. Without them, your firm may struggle to grow.

To help your business development or marketing teams nurture their client relationships and attract more clients, we gathered the ultimate list of business development resources for professional services firms. Check out all 17 of them below.

On the Go Resources

Forecast [Podcast]

Forecast is a leading podcast for professional services B2B marketing. Through this podcast you will take a crash course in lead generation, nurturing,…