The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Reuben Yonatan Customer ...
Whether you’re operating in a service-driven industry like matchmaking or selling physical products, customer experience defines the success of your brand. As co-founder and president of a premium ...
Agentic AI works like a behind-the-scenes service partner—anticipating needs, surfacing context and routing issues ...
Attracting new clients is hugely important for accounting firms, but the development of the firm-client relationship after the engagement letter is signed is arguably even more important. Firms often ...
Stephen Covey’s 7 Habits offer a surprisingly practical blueprint for CX teams navigating AI, alignment and rising customer ...
When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...
It's not about answering their calls and doing what you promised you would: Sarah Dobek of Inovautus Consulting explains why firms should elevate their client experience. Welcome to On the Air with ...
When asked why it’s important for financial advisors to continually invest in their customer experience, most people would point to the advisor’s ability to retain client relationships over time by ...
Much has been written about creating a compelling client experience and its importance to firm growth. With that, consciously designed client experiences lead to much more than happier clients, client ...
Sobot ranked in 252 reports and earned 32 badges in G2 reports for Winter 2026, including 7 leader badges. The strong ...
Digital transformation in the financial sector is not merely about adopting new technologies; it's about a fundamental shift in how financial institutions engage with their clients. At the forefront ...
ROSEMONT, Ill.--(BUSINESS WIRE)--New data provides a clear message for businesses. Today’s consumers are unforgiving when it comes to poor customer experience. In fact, 72% of consumers report they ...