Posts by Randy Lambert
How to Audit Your Service Team for Client Success in the New Year
A well-prepared service team is essential for meeting client needs and driving growth as you head into a new year. As you think about your client service goals for 2025, there are four aspects to consider as you continue building a client-centric culture. First, Set Clear Goals for the Coming Year If you don’t have…
Read MoreA COO’s Perspective: Five Ways to Increase Client Service Efficiency and Effectiveness
As a 30-year fintech COO, overseeing customer experience (CX), operations, and service has taught me countless lessons about what works—and what doesn’t—when striving to run a business that is client focused at scale. Efficiency and effectiveness in serving clients are the lifeblood of any successful firm, but achieving both simultaneously can be elusive without the…
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