This member - driven video series features REALTORS ® across the country giving you their best advice on a myriad of aspects of real estate, from
client relationships to technology and managing transactions.
Not exact matches
Fidelity's news comes as advisors grapple with how
to harness diverse
technologies, including those for financial planning, portfolio analysis and
client relationship management, InvestmentNews points out.
With its unique combination of investment industry expertise, unbiased research, and
technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value
to the money management process while strengthening
client relationships.
«As Wall Street firms offer increasingly complex electronic trading services, they can not use new
technology to exploit their
clients in service of their business
relationships with large industry players, like Bank of America Merrill Lynch did here.»
In addition, the firm's long - term view towards
client relationships as well as its cutting edge approach
to technology further supported our decision
to partner.»
But having said that, we are very proud of the
relationships and quality of customers that we do deal with in this market —
clients that invest billions of dollars
to create jobs and create
technologies that will ensure responsible development.
These
relationships contribute
to the state - of - the - art
technology, high - quality content, and responsive professional assistance provided
to Galileo
clients.
And therefore devices such as the following are used by law societies: (1) methods
to control an alleged over-supply of lawyers; (2) «alternative legal services,» which are charity, simplistic services, and without the benefit of the solicitor -
client relationship (pro bono services being but a very small exception, and possibly targeted legal services); and, (3) the sponsoring of «apps,» (the application of electronic
technology to legal services), the effect of which upon the problem is unknown and unanalyzed, and can not solve any such access
to justice problem.
Business Development Premier is more than a traditional
client relationship management (CRM) system; it combines enterprise
relationship management (ERM)
technology, marketing automation, and experience management
to drive more successful marketing and business development initiatives.
I think that
technology is going
to change the role of the professional — there will be less processing paperwork, and more of
client relationship building and supervision of teams by lawyers.
With
clients looking
to take advantage of savings offered by
technology, lawyers need
to refocus on the irreplaceable human aspects of lawyering —
client relationships, understand of complex issues attached
to cases and providing a source of knowledge, emotional intelligence and understanding that
technology is unlikely
to ever replicate.
Those responsibilities permeate
relationships with
clients and extend
to every aspect of lawyers» professional lives — including the
technology they use.
If law firms can provide digital services that genuinely add value
to in - house lawyers, not only will it help strengthen
client relationships but it will also help those firms build the case for investment in their own digital
technologies and training.
Enterprise Search, a method of organizing information derived from multiple sources, went well beyond keyword searches of Word and PDF documents; this
technology searches multiple sources of information — documents, email, time entries, matter intake databases, and
client relationship management systems — and applies sophisticated algorithms
to create a Google - like search experience inside of law firms and departments.
For example, if you are looking at the new
client process and decisions around customer
relationship management, calendaring, or search - engine optimization and website analytics
technology, it's critical
to capture the data when the
clients first contact the firm.
Furthermore, by licensing out their
technology to clients (as some already do), law firms can offer more «sticky propositions» that mean their
relationship goes far deeper than one piece of legal advice.
Our valued
relationships with many of the
technology companies and contacts in all of the major
technology hubs around the world allow us
to provide strategic advice
to our
clients as they look
to build, develop or restructure their legal departments.
Many are investigating how they can best leverage the latest
technology to enhance their marketing efforts and develop an effective content strategy that will assist in maintaining and developing the long - term
relationships they work
to establish with current and prospective
clients.
Team selling, alternative pricing structures,
client relationship management, and
technology and LPM adoption all require the business side
to be involved in lawyer engagements.
While there is a strong focus at the firm on using
technology to streamline its services and provide better value, joint managing partner Stephan Eilers tells us: «Moving the firm into areas such as information services that do not generate a
client relationship and which offer an isolated legal product is not the space where we should compete.»
Client demands are also changing and putting pressure on law firms
to be innovative with the ways they use
technology and manage their
relationships.
He enjoys combining law, social media, and
technology to disrupt, hack, and improve his
clients» companies, causes, and professional
relationships.
So I encourage looking at
technology as a tool for helping your business development but
to continue
to stay focused on building those solid
client relationships.
And so we are able
to use
technology, we use an online survey tool
to survey vast numbers of our
clients on a regular basis, and then we use that data
to tell us both how
to improve a specific individual
client relationship as well as how the firm, how the enterprise, can enhance its own skills and create new ways
to feed our
clients» expectations.
We make use of both
technology and our professional
relationships with various subject experts
to analyze complex legal and factual issues for our
clients.
Many law firms have come
to the realization that by employing efficient and cost - effective
technologies and processes, they show their
clients that the firm truly cares about providing value, which leads
to a solid ongoing
relationship and additional work.
CLE - approved programs focus on both fundamental principals and emerging trends related
to building and enhancing
client relationships; office management and supervisory issues; effective use of legal
technology; billing and accounting practices; and professionalism.
Getting lawyers
to understand the
technology and embrace how it can enhance their practices and
client relationships has been one of the key tenants of Evolve Law, and it was the focus of our Denver panel.
Our
relationship with ROSS Intelligence not only allows us
to continue
to provide excellent
client service in the ever - changing business of law, but also ensures that as a firm we are fully leveraging the transformative artificial intelligence
technology that is rapidly changing the knowledge economy.»
«Too often
clients are forced
to choose between managed service providers they have great
relationships with and software providers that offer choice
technology,» said Dean Hager, president and CEO, Kroll Ontrack.
By re-aligning
relationships and promoting value - based fee arrangements and other management tactics, such as project management, process improvement, efficient use of
technology and knowledge management tools, the market for the delivery of legal services benefits from the same insights and wisdom upon which every other service industry relies
to provide world - class value
to their
clients.
I predict that 2016 will be one of the most innovative years for lawyers in general who apply
technology and this may be the year that CRM software gains popularity
to foster business
relationships and retain satisfied
clients.
It's worth repeating what I said two days ago, after LexThink: «I am all for modernizing the law firm and the lawyer -
client relationship — so long as it is a tool for better serving the
client's interests, rather than one that merely uses modern selling techniques and
technology to artificially increase lawyer fees and profits and
to stave off the democratizing effects in the legal services marketplace of the digital revolution.»
At the same time, factors like rising risk and regulation, adoption of in - house
technologies, financial pressures, and changing
client demands also contribute
to difficulty in creation and maintenance of
client relationships.
This
technology, coupled with our strong
relationships with our
clients and
technology partners are key components
to our unique approach
to implementation.
An Accenture DayNine Consultant builds
relationships with clientele
to optimize their brand presence and ROI with management or
technology consulting services, helping
clients design targeted products and services
to yield new business models in a fast - paced and growing industry of tech solutions.
* Bachelors» Degree in business administration or
technology related field preferred, or equivalent experience * Concrete examples of sales experiences as a «hunter», within the target solution and
client group * Demonstrated ability
to build and manage executive level
relationships * 8 or more years direct business development or sales experience * 3 Years of experience selling professional services and / or licenses in partnership with SalesForce.com.
Through this strategic
relationship, HireRight's industry - leading web - based employment background screening, drug screening, I - 9 and E-Verify services are delivered
to Incentives Advisors»
clients as part of Incentives Advisors»
technology - driven, streamlined tax credit services.
Adept at develop
client ideas into marketing plans, utilizing
technology resources
to accomplish goals and maintaining a strong
relationship with all
clients.
Accomplished and dynamic software and
technology sales and management professional, consistently recognized for effective operations and
client relationship management and ability
to develop sales strategies, including international markets, delivering profitable solutions
to attract and maintain accounts and customers, and propel company growth.
Business Development Manager — Microsort, Redmond, WA — 9/2009 -6 / 2011 • Led SaaS sales and business development for the PNW region • Conducted market research
to identify prospective targets and potential influencers • Coordinated a team of 19 in securing and managing new customer accounts • Became key point of contact for customer
relationship management and development • Liaised with technical teams
to ensure implementation according
to customer goals • Proposed new product concepts
to meet market demand • Delivered a 39 percent boost in revenue within a single year through skillful customer targeting • Reduced the sales cycle from two weeks
to eight days by bringing in additional support staff • Landed multiple major branded
client accounts in the
technology sector
To attain an executive management level position in Information
Technology utilizing extensive experience overseeing large complex Business Application and ERP (SAP) projects and excellent track record of
client interface and
relationship building at all levels of management.
Seasoned financial professional with in - depth experience delivering superior results as an equity trader serving both institutional and retail
clients; industry specialization in transportation, healthcare and
technology sectors; in - depth expertise understanding intricacies of trading platforms and software systems; proven ability
to attract, retain and grow
client relationships; long - standing ability
to successfully operat...
Their specialism is IT recruitment.Through their in - depth understanding of the e-business sector and the
technologies used, they have developed
relationships with a wide variety of
clients from start - up companies
to blue chip organisations, covering positions from graduates, experienced designers and developers, project managers
to senior directors.
GE Harris Harmon
Technology, Jacksonville • FL 2000 — 2002 Credentialing Manager / Network Operations Managed overall network operations, facilitated customer
relationships and managed all projects from «cradle
to grave «ensuring project quality was maintained and that cost and scheduling were adhered
to ensure complete
client satisfaction.
Dependable, results - driven and detail - oriented
Technology Sales and Account Management Professional with a genuine dedication
to customer service,
client relationship management, and business development.
I have experience which I feel is highly relevant
to your position, not least my ability
to lead all aspects of a
client's
relationship across a wide range of business processes, applications and information
technology.
Business Development and Sales Management — Duties & Responsibilities Lead through example with consistent work ethic and professionalism, while performing sales and marketing presentations, overseeing business development functions, and managing / leveraging key business
relationships Perform needs - based analyses and situational assessments for
clients to position most appropriate product / service, generating increased revenue through improved close ratios as well as referral / repeat customer business Collaborate in all phases of strategic planning with senior - level management and customers, including cost budgeting, pricing strategies, vendor negotiations, revenue projections, and industry competition Provide continuous assessment of key markets and potential
clients, while furnishing oversight and guidance regarding effective business acquisition strategies, prospecting techniques,
client service, pricing, and market trends Identify and utilize talent among team members with focused training, targeted professional recruitment, and the promotion of a performance - based entrepreneurial environment that leverages individual talents for group benefit Install support staff
to aid in effective sales, marketing, and
client service operations, delegating important tasks and assignments while providing timely follow - up
to ensure task completion Address key
client queries and resolve them in an expedited manner, promoting sustained revenue growth through
client retention, word - of - mouth marketing, and the leveraging of cross-sales opportunities Create and implement marketing and sales strategies and promotional programs, while tracking progress versus established internal and external industry benchmarks with a focus on revenue generation, cost control, networking, and staff success Develop and maintain a strong working knowledge of respective products / services and related marketplaces, including pricing and regulatory trends, customer demands, competitor strategies, and industry developments Collaborate effectively with all relevant parties, conveying information in a clear and concise manner while listening effectively
to critical input, critiques, suggestions, and guidance Utilize knowledge of various
technology - based applications, including ACT, Genesis, Calyx Point, Encompass, DU / LP, and Assetwise Act as a liaison between
clients, vendors, sales and support staff, and other members of the executive management team
Hewlett Packard Corporation (City, ST) 1998 — 2003 Systems Analyst • Serve on a global team responsible for
technology solutions for 100,000 internal
client systems • Develop and implement custom applications
to update
client devices for year 2000 compliancy • Design and launch automated process
to upgrade global
client devices
to Windows 2000 Professional Edition prior
to Microsoft's official product launch • Author information migration application utilizing Visual Basic for use on 80,000 HP systems and countless
client devices worldwide • Lead worldwide
client desktop image management team cutting global process costs and time • Write and employ programs
to maintain remote access
to client devices • Automate internal business processes and reporting resulting in increased daily efficiency • Manage company applications including MS Office, Internet Explorer, SAPGUI, etc. • Direct worldwide system upgrades
to Internet Explorer prior
to official product launch through building of the Custom Standardized Explorer Kit and coordination with Microsoft personnel • Build and strengthen professional
relationships with Microsoft and other key
clients • Consistently recognized for excellence in management and software development
Zenum Technologies (City, ST) Date — Date Founder • Managed daily operations, personnel, marketing, and sales for
technology company • Directed sales and customer service representatives ensuring profitable operations • Created and implemented marketing and sales strategies
to expand company revenue • Developed and executed product presentations for manufacturers, partners, and
clients • Built strong
relationships with distributors, marketing associates, and end users • Attended industry networking events
to cultivate long - term
relationships with potential business partners and
clients resulting in substantial new business • Negotiated distributor contracts, product pricing, and product availability • Conducted
technology forecasts
to stay on the cutting edge of product development