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Quantifying Investments in Customer Success and Retention

The SaaS CFO

So when it comes to the Customer Success function, how do we quantify this investment? In […] The post Quantifying Investments in Customer Success and Retention appeared first on The SaaS CFO. We are known for saying “no” a lot, but really, we want to enable. Or general investments in retention programs?

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Tech Evolution: Q&A With Edwina Fitzmaurice, EY’s Global Chief Customer Success Officer

Global Finance

Global Finance Magazine - Edwina Fitzmaurice, EY’s global chief customer success officer, speaks with Global Finance about technology, innovation and customer success.

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Limelight Software Named Rising Star in the Summer 2021 Financial Planning & Analysis Customer Success Report

Lime Light

Toronto, Ontario, August 4, 2021: Limelight Software has been named a Rising Star in the Financial Planning & Analysis category for the Summer 2021 Customer Success Report published by FeaturedCustomers.

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#FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake

Nerd's Eye View

Welcome to the 379th episode of the Financial Advisor Success Podcast ! And so, with that introduction, I hope you enjoy this episode of the Financial Advisor Success podcast, with Hans Blake. Welcome everyone! My guest on today's podcast is Hans Blake. Read More.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. During an era of evolving consumer preferences, the banking sector is undergoing a profound shift.

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Leading with Customer Success: Why Nucleus Research Named Planful a Value Matrix Leader

Planful

We’re focused on giving our customers exactly those capabilities: great usability across broad FP&A functionality that quickly returns significant value. Planful’s leadership placement in the Nucleus Research CPM Value Matrix reflects our continued investment in our products and our customerssuccess. Stay tuned!

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Navigator Business Solutions Receives SAP® North America Partner Excellence Award 2023

Navigator SAP

Navigator Business Solutions Receives SAP® North America Partner Excellence Award 2023 for Cloud Renewal Excellence Award Presented at Customer Success Kick-off 2023

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Everything You Need to Know About Crypto

Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy

Join this exclusive webinar with Ryan McInerny to learn: Cryptocurrency asset market trends How to manage risk and compliance to serve customers safely Best practices for identifying crypto transactions and companies Revenue opportunities with custody arrangements, brokerage fees, account maintenance fees, and lending The roadmap needed for successful (..)