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  2. Why Most Financial Advisors Are Doing More Client Outreach - AOL

    www.aol.com/why-most-financial-advisors-doing...

    Like most client-facing businesses, financial advisory firms tend to have a strong focus on marketing. Those promotional strategies often serve to both engage current clients and expand their ...

  3. Customer lifecycle management - Wikipedia

    en.wikipedia.org/wiki/Customer_lifecycle_management

    Customer lifecycle management (CLM) is the measurement of multiple customer-related metrics, which, when analyzed for a period of time, indicate performance of a business.

  4. Client (business) - Wikipedia

    en.wikipedia.org/wiki/Client_(business)

    In business, commerce, and economics, a client is a person who receives advice or services from a professional, such as a lawyer or a health care provider. Clients differ from customers in that customers are thought of as "one-time buyers" while clients can be seen as "long-term recipients", [ 1 ] and customers buy goods as well as services.

  5. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    Customer relationship management (CRM) is a process in which a business or another organization administers its interactions with customers, typically using data analysis to study large amounts of information. [1]

  6. Customer interaction management - Wikipedia

    en.wikipedia.org/.../Customer_interaction_management

    Customer Interaction Management (CIM) refers to a type of Enterprise Software Application which is responsible for managing the interaction between an organisation and its customers. [1] Normally, a CIM application will be deployed in a contact centre and used by the agents while communicating with clients customers of the organisation.

  7. Why Most Financial Advisors Are Doing More Client Outreach - AOL

    www.aol.com/news/why-most-financial-advisors...

    Like most client-facing businesses, financial advisory firms tend to have a strong focus on marketing. Those promotional strategies often serve to both engage current clients and expand their ...

  8. Business relationship management - Wikipedia

    en.wikipedia.org/wiki/Business_relationship...

    Business Relationship Management (BRM) is viewed as a philosophy, capability, discipline, and role to evolve culture, build partnerships, drive value, and satisfy purpose. [ 1 ] BRM is distinct from enterprise relationship management and customer relationship management although it is related.

  9. Outline of business management - Wikipedia

    en.wikipedia.org/wiki/Outline_of_business_management

    Business managementmanagement of a business – includes all aspects of overseeing and supervising business operations. Management is the act of allocating resources to accomplish desired goals and objectives efficiently and effectively; it comprises planning, organizing, staffing, leading or directing, and controlling an organization (a ...