In the dynamic landscape of business and office technology, the concept of customer experience (CX) has been receiving significant attention. While CX is often associated with consumer-facing ...

We saw the value in pairing incoming clients with advisors based on skillsets, commonalities, and shared experience—and saw tremendous impact on client outcomes. Today, we’ve expanded our ...

Focus on client experience. Client experience, also known as customer experience (or CX), is the sum of a client's interactions with your firm and their perceptions based on those interactions.

The same idea applies to accounting firms. Client experience is something every accounting firm must work on. Why? An experience that clients enjoy leads to: Brand loyalty; Deeper client relationships ...