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
Guide
Client retention
How to make your membership site member-centric
Experiences that convert
Guide
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
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
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
Guide
Reducing cost and risk
What to do when your agency relationship isn't working
Strategy that delivers
Guide
Reducing cost and risk
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
Trend
Choosing the right technology
How AI is changing what clients expect from their service providers
Impactful AI, safely applied
Trend
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
Client retention
Your client portal has low adoption. Diagnose the task before the interface
Products that perform
Framework
Client retention
Reducing cost and risk
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
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
Law firms are investing in technology and disappointing their clients
Experiences that convert
Opinion
Winning new business
Client retention
Legal services
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
Why digital trust is now a competitive advantage in financial services
Experiences that convert
Opinion
Winning new business
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
Why your best client relationships need digital reinforcement
Experiences that convert
Guide
Client retention
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