Recent research from organizations like Kennedy Information and SPI Research is providing insight into the impact of technology in client acquisition and retention for professional services firms. (For specific insights from these and other industry thought leaders, please visit our online summit.) These range from opportunity identification, to proposal development, service execution and expectations management.

FORBES: Practice Development In An Age Of Transformation: Part Two

In the process, CIOs will segment themselves into two groups: IT leaders who focus solely on the tech aspects of cloud deployments, and business leaders who ensure that cloud projects are conceived and executed in the service of customers, business execution, and engagement.

FORBES: Oracle Cloud Tops 10,000 Customers and 25 Million Users

While, in some instances, the customer-service goal may be commendable, unfortunately, the execution of this scenario often runs afoul of engaging in undisclosed settlements and guaranteeing against losses.

FORBES: FINRA Punishes Customer Loss Reimbursement By Stockbroker

While, in some instances, the customer-service goal may be commendable, unfortunately, the execution of this scenario often runs afoul of as basic a building block, a keystone as it were, of compliance and regulation as exists.

FORBES: Settled Stop Loss Order Is Loss For Stockbroker

While, in some instances, the customer-service goal may be commendable, unfortunately, the execution of this scenario often runs afoul of engaging in a violation of as basic a building block, a keystone as it were, of compliance and regulation as exists.

FORBES: Stockbroker Undone By Email Trail Of Undisclosed Customer Settlement