Relationship Intelligence

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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,…

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16 Mar: 4 Ways CRM Automation Technology Helps Banks Cultivate Client Loyalty

A recent retail banking industry study by Gallup shows that when banks demonstrate that they are looking out for their clientele’s financial well-being, 84% of their clients become fully engaged with them. Even better, none are actively disengaged.

But here’s the rub: A mere 25% agree that their bank is looking after their financial well-being.

This indicates that there is opportunity in the banking marketplace. If you prove to your clients that you sincerely care about their financial health, you’re going to nurture intense loyalty in a fickle financial marketplace. This will pay off handsomely, considering it costs as much…

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14 Mar: Attention Financial Institutions: Use CRM Automation Technology to Cross Sell Wisely

Cross-selling is almost a dirty word in the financial industry, thanks to the recent cross-selling controversy. Now, more than ever, banks are under intense scrutiny. However, cross selling is also the holy grail of business growth; it’s common knowledge that it’s far easier to retain and grow clients than win new ones. But proposals must be highly targeted.

CRM technology enhanced with CRM automation can help by providing rigorous client detail virtually anytime, anywhere with:

1. Data that is accurate, complete and up to the second. With CRM automation, data is automatically updated through both internal and external sources. There’s…

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28 Sep: Behold as We Enter the Age of Relationship Intelligence Automation

Learn how your sales team can close more deals – fast – with RIA: An Interview with CRM Expert Brent Leary

Can you honestly say that your CRM is a revenue generator? Most of us cannot.

If you are part of “most of us” then it’s time to become aware of the new age of Relationship Intelligence Automation. RIA is calling for enterprises to transform their CRMs. So don’t even think about throwing them out or consider replacing them.

The focus of RIA, as Brent Leary of CRM Essentials says is to:

build more efficient relationships help increase opportunities, and…