The Briefing Room | Insights by Author

Greg Bloor

Client Services Director at Distinction. Placeholder bio summary.
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Guide
Making the case internally
How to align partners who agree in principle but block in practice
Strategy that delivers
Guide
Making the case internally
Trend
Choosing the right technology
What next for membership organisations?
Strategy that delivers
Trend
Choosing the right technology
Client retention
Membership organisations
Benchmark
Winning new business
How some membership organisations are winning at member experience
Experiences that convert
Benchmark
Winning new business
Client retention
Membership organisations
Guide
Winning new business
The onboarding experience most professional services firms ignore
Experiences that convert
Guide
Winning new business
Client retention
Opinion
Client retention
Why your best clients leave quietly (and what digital signals you missed)
Experiences that convert
Opinion
Client retention
Guide
Choosing the right technology
How self-service portals improve client retention (when done properly)
Products that perform
Guide
Choosing the right technology
Client retention
Framework
Client retention
What your client satisfaction survey isn't telling you
Experiences that convert
Framework
Client retention
Opinion
Client retention
The experience gap: what happens between winning a client and keeping them
Experiences that convert
Opinion
Client retention
Guide
Making the case internally
How to get partners in a professional services firm to actually use the new website
Strategy that delivers
Guide
Making the case internally
Client retention
Framework
Client retention
Your client portal has a 14% adoption rate. Here's why
Products that perform
Framework
Client retention
Reducing cost and risk
Guide
Choosing the right technology
The new role of data in client experience
Experiences that convert
Guide
Choosing the right technology
Client retention
Opinion
Client retention
Automate carefully: where human judgment still matters
Free up time for valuable work
Opinion
Client retention
Reducing cost and risk
Guide
Choosing the right technology
What 'using AI' in your business actually means
Impactful AI, safely applied
Guide
Choosing the right technology
Opinion
Winning new business
What accountancy firms can learn from SaaS companies
Experiences that convert
Opinion
Winning new business
Client retention
Audit and accountancy
Guide
Client retention
From transactions to relationships: the shift in B2B financial experience
Experiences that convert
Guide
Client retention
Financial services
Opinion
Winning new business
How digital can make advisory firms more human, not less
Experiences that convert
Opinion
Winning new business
Client retention
Legal services
Consulting
B2B Professional Services
Audit and accountancy
Guide
Client retention
How to make your membership site 'member-centric'
Experiences that convert
Guide
Client retention
Membership organisations
Guide
Choosing the right technology
Using AI to improve client communication (without losing the personal touch)
Impactful AI, safely applied
Guide
Choosing the right technology
Client retention
Opinion
Making the case internally
When to stop experimenting with AI and start committing
Impactful AI, safely applied
Opinion
Making the case internally
Choosing the right technology
Framework
Making the case internally
How to write a brief for a digital partner
Strategy that delivers
Framework
Making the case internally
Reducing cost and risk
Opinion
Winning new business
Your partners think it's a relationship business. Your clients think it's a website.
Experiences that convert
Opinion
Winning new business
Opinion
Winning new business
What your clients are comparing you against (and it's not who you think)
Experiences that convert
Opinion
Winning new business
Framework
Making the case internally
Outsource, hire, or both? How to decide what to build internally
Strategy that delivers
Framework
Making the case internally
Reducing cost and risk
Framework
Making the case internally
How to run a steering committee that actually steers
Strategy that delivers
Framework
Making the case internally
Reducing cost and risk
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