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“Just who is the customer here?”
In this article, the third in our series exploring the intermediated / broker relationships in Financial Services, we focus on the q… Read more
Account Management in the complex world of Financial Services
/in Sales and Account Management /by Alan Thompson“Expert salesmen or experts who can sell?”
How good are you at selling and managing relationships within an expert led industry?
In our first financial services ar… Read more
How Equitable are your Broker and Intermediary Relationships?
/in Customer Management /by Alan ThompsonBROKERS AND INTERMEDIARIES
“DEPENDENT or INTERDEPENDENT”
How Equitable are your Relationships?
The role of the broker / intermediary / agent within the financia… Read more
The Great Debate (5) – Building Trust
/in Trust Evaluation and Development /by Ellie LukTrust is the willingness to be vulnerable based upon positive expectations about another’s intentions or behaviours.
– Rousseau et al
Trust is one of the fundamental comp… Read more
Ten insights from the B2B sector about Building Trust
/in Trust Evaluation and Development /by Peter LaversIn the latest Great Debate at the magnificent Crystal Building in London we discussed the most fundamental component of B2B customer relationships: Trust. Three speakers from i… Read more
Would you like to increase your broker revenues by up to 37%?
/in Customer Management /by Benjamin TreshamThe Hidden Opportunity
Recent research into the relationships between brokers and insurance companies has revealed a significant opportunity to
increase the overall share… Read more
Rehabilitating the word ‘equitable’ in B2B customer relationships
/in Customer Management /by Peter LaversIn the history of the UK’s financial services industry the name The Equitable Life still stands out in infamy as a company whose public failure in 2000 had drastic consequen… Read more
Interdependence in B2B customer management – what do we mean?
/in Customer Management /by Chris HuddThe Oxford English Dictionary’s definition of interdependence is (unsurprisingly): “depend on each other”, yet until recently we saw little evidence of t… Read more
Building Interdependence in B2B Customer/Supplier Relationships
/in Customer Management /by Dr Mark HollyoakeWithin B2B, customers and suppliers are increasingly recognising levels of interdependence along the entire value chain as they come together to create a product or service.
Hi… Read more
The Trust Factor in B2B Client Relationship Management
/in Customer Management /by Dr Mark HollyoakeTrust an oft-quoted word related to many elements of the B2B relationship. Significant bodies of research point to its importance, yet skirt around it. We think it’s a core pillar… Read more