Relationship management has two areas of focus: clients and business partners. Relationship managers use data to look for trends and problems and analyze communications, contracts, and negotiations.

Have you ever wondered what the customer relationship management process is? Ever heard CRM and wondered what it meant? Well here we go through what CRM means and specifically the CRM process ...

Megan Skelly has rejoined Deloitte as a Client Relationship Executive. Skelly, who announced her return on LinkedIn, expressed her enthusiasm for rejoining Deloitte, a company she describes as valuing ...

In an investment management agreement, Bernstein highlighted, most should have spelled out what the expectations of the client are and what the expectations of the firm or the advisor are.