According to a recent legal industry study, 1 85% of United States lawyers report that client satisfaction is critical to success, yet only 37% of those surveyed are formally measuring client ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

This sample job description outlines the core job qualifications and responsibilities for an Engagement Manager, including acting as the customer’s point of contact as it relates to technology and ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

How much does a Client Engagement Manager make in New York, NY? The average salary for a Client Engagement Manager is $133,745 per year nationwide. Ladders estimates are based on our calculations Find ...

We are a leading bank dedicated to empowering corporate clients through innovative, bespoke financial solutions. Our approach is rooted in entrepreneurial skill, service excellence, and integrity, ...

It is fair to say that asset and wealth managers have had a pretty rough ride in the last 24 months. There’s been intense competition led by industry-wide M&A, blending asset managers into a ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Jaime de Piniés Bianchi is the Client Engagement Manager of the World Bank’s Global RAS Unit. In previous positions, de Piniés has served as a Lead Economist working in the Macroeconomic, Trade & ...