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

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


Recent Blog Entries


Client On-Boarding

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


Background Reports for Business Transactions