Build Business Connections That Last


You know that maintaining positive, mutually beneficial relationships with your clients (or customers) is essential to long-term business success. But sometimes that’s easier said than done. Here you’ll find the resources you need to navigate the complexities of client relationships — from finding new leads and onboarding clients to writing effective contracts, setting clear expectations and handling difficult conversations.

Improving the Client Experience

Seven Elements of a Great Customer Experience Strategy

Clients learn quickly that there is a big difference between good and great. But how do you bridge that gap?

  • Truly listen
  • Be responsive
  • Be proactive
  • Empower your employees
  • Show gratitude
  • Establish personal relationships
  • Never stop innovating
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Recent Blog Entries

Client On-Boarding

7 Elements of Client Onboarding

An easy on-boarding process matters

  • Make the client feel welcome
  • Introduce, even if virtually, the manager or employee who will be handling the account
  • Verify that all agreements, contracts, and associated collateral are current and meet legal requirements
  • Get client requirements and preferences in writing
  • Follow up with the client
  • Perform a background check on the client
  • Have policies in place to reject a client if it is not a good fit
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Background Reports for Business Transactions

A handshake is never enough

Performing due diligence in connection with a business transaction is now routine, whether the transaction involves commercial lending, private equity or venture capital funding, merger or acquisition, setting up a partnership, or evaluating a non-profit.

“Due diligence,” in a broad sense, refers to the level of judgement, care, prudence, determination, and activity that a person would reasonably be expected to do under particular circumstances. Depending on the risk involved, the process will often include some level of background screening on the company and/or its principals to obtain the intelligence necessary for an informed business decision.

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Benefits for Background Screening Reports