Business client – Membership Client Pro http://www.membershipclientpro.com/ Tue, 19 Oct 2021 01:39:05 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 https://www.membershipclientpro.com/wp-content/uploads/2021/10/membership.png Business client – Membership Client Pro http://www.membershipclientpro.com/ 32 32 Open law practice management APIs https://www.membershipclientpro.com/open-law-practice-management-apis/ https://www.membershipclientpro.com/open-law-practice-management-apis/#respond Mon, 18 Oct 2021 23:13:17 +0000 https://www.membershipclientpro.com/open-law-practice-management-apis/ As the legal industry moves into the digital space, the ability to automate and streamline business processes is needed to stay efficient and competitive (and profitable!). One of the ways that firms can do this is by implementing law firm management software. While it’s important to select one that can meet the needs of a […]]]>

As the legal industry moves into the digital space, the ability to automate and streamline business processes is needed to stay efficient and competitive (and profitable!). One of the ways that firms can do this is by implementing law firm management software.

While it’s important to select one that can meet the needs of a business and the burden of customers, there is one key thing that shouldn’t be overlooked: open API integrations. Open APIs are a necessity for businesses that want to successfully manage their cases, automate tasks, and maintain effective communication with customers and colleagues.

What is an open API?

API stands for Application Programming Interface, and it is the connection that allows different software programs to communicate with each other. When APIs are integrated into law firm management software systems, they give external entities the ability to communicate with that system as if it were their own.

Having an open API means the software is publicly available to connect. When an API is closed, it means that it can only be used with a specific type of software.

APIs can be used by a variety of tools such as customer portals, accounting software, and email marketing services. In addition to saving time and increasing connectivity, API integrations also allow businesses to access aggregate data from all of these tools.

Uses and Benefits of the Law Firm Management Open API

While many law firm management software companies can integrate with popular systems such as email, calendar, and document automation, open APIs can connect to other systems as well. to further streamline business processes.

Automating

Open APIs make it possible to perform tasks automatically, without human interaction. API integrations can allow and deny employee access to customer portals and case information, and also automate billing processes such as ticketing, time management, and expense.

APIs ensure that tools work together for maximum efficiency. By enabling API integrations, businesses can perform tasks within single platforms without having to switch between multiple systems.

Customer portals

Time is money, and APIs save time by streamlining customers’ access to their own information. APIs help create user-friendly portals that can provide clients with real-time case updates, court documents, and other important documents. API integrations also allow external entities to have secure access to customer portal data without logging into a specific system.

Business intelligence

API data aggregated from multiple sources can be used to achieve many business goals. Putting API data in the hands of marketing teams allows them to strategically target new customers using customer information gleaned from API integrations with systems such as email marketing platforms, sales management software. contacts and accounting solutions.

APIs allow businesses to analyze trends in the performance, efficiency, and utilization of their existing workforce so you can make informed decisions about how best to meet customer demands.

Data managment

Law firm management open API integrations allow teams that manage client data to effectively monitor, track, and share information between applications. APIs make it easier to manage access and permissions for clients and co-advisers by enabling API integration with documents and files stored in external repositories such as Dropbox or Google Drive.

For example, if a customer uploads a new document to their shared folder in Dropbox or Google Drive, API integrations can ensure the file is shared with all team members who need to see it. API integrations eliminate the time spent shuffling files from one location to another and ensure legal staff have access to the most recent client information at all times.

Case management

When law firms track and manage client data with API integration, they can easily and quickly access that information from anywhere. API integrations allow staff to monitor the progress of cases from different devices, including smartphones or tablets. This ensures that team members have the ability to respond quickly to last minute customer inquiries at any time.

By tracking tasks, time spent on cases, and adding notes to files in the API system, businesses can see at a glance who is working on which case, what their status is and how much time has been spent. . API integrations make it easy for staff to collaborate with each other, even when away from the office.

Why Firms Should Choose Law Firm Management With Open APIs

The legal industry is going through a period of unprecedented change and API integrations are essential for law firms looking to succeed in the new digital space.

API integrations can help lawyers better serve their clients by seamlessly providing them with the information they need on any device, anywhere. API integrations also improve communication and efficiency across the enterprise by allowing information to flow easily from one system to another.

Choosing a law firm management software that uses open APIs allows businesses to access API integrations that work with the legacy systems they rely on on a daily basis.

Open APIs allow law firms to take full advantage of API integrations without having to make expensive investments in new software, which means more time and money for lawyers and staff who can better serve their customers through API integration functionality.

In addition, having software that enables open APIs makes it possible to use future innovative applications that have not yet been released. Being at the forefront of API integrations can increase a company’s value proposition and keep it in peak condition.


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People on the move: The 55 best events in the North West not to be missed https://www.membershipclientpro.com/people-on-the-move-the-55-best-events-in-the-north-west-not-to-be-missed/ https://www.membershipclientpro.com/people-on-the-move-the-55-best-events-in-the-north-west-not-to-be-missed/#respond Mon, 18 Oct 2021 03:00:00 +0000 https://www.membershipclientpro.com/people-on-the-move-the-55-best-events-in-the-north-west-not-to-be-missed/ Companies across the Northwest have announced a slew of appointments over the past week. Since our last BusinessLive roundup, companies in the cloud data, law and accounting industries have taken a series of steps as the region’s economy continues to rebound from the pandemic. If you have a new or recent appointment or promotion that […]]]>

Companies across the Northwest have announced a slew of appointments over the past week.

Since our last BusinessLive roundup, companies in the cloud data, law and accounting industries have taken a series of steps as the region’s economy continues to rebound from the pandemic.

If you have a new or recent appointment or promotion that you would like to see featured in our next roundup, please email jon.robinson@reachplc.com.

READ MORE: Tech unicorn Matillion creates nearly 180 jobs as it plans further global expansion

Here, BusinessLive browses the 55 North West events announced last week not to be missed:

Million



Matillion appoints Naggi Asmar as technical director

Greater Manchester-based cloud data company Matillion has hired Naggi Asmar as its first director of engineering.

In this role, Mr. Asmar will lead and evolve Matillion’s engineering team as the company enters its next phase of growth.

Mr. Asmar is a Silicon Valley engineering leader with over 25 years of experience leading development organizations in companies of all sizes.

He has spent most of his career building and growing global engineering teams and providing services to corporate clients, most recently as Senior Vice President of Engineering at Medallia, where he multiplied the size of the engineering team by 10 and helped lead this global team as a company. became public.

Kyma Media



Hannah Anderson, Managing Director of Kyma Media
Hannah Anderson, Managing Director of Kyma Media

Kyma Media has promoted Hannah Anderson to Managing Director.

Previously, she joined Kyma Media in May 2021 as Director of Social and Creative Services, she led the agency to double its team size and revenue in the past four months.

In her new role at the Manchester company, she will be responsible for taking the business to the next level, as well as taking charge of building the existing team and ensuring that Kyma “provides exceptional service to its clients and creators “.

She said: “Joining Kyma has been one of the best decisions of my career. I feel so supported and trusted, this is how I thrive.

“The business is growing rapidly and it’s amazing to be a part of it, especially within the Kairos Group, which is one of the most exciting companies in the gaming media space.”

Browne Jacobson



Ragene Raithatha by Browne Jacobson
Ragene Raithatha by Browne Jacobson

Browne Jacobson has appointed Ragene Raithatha as General Counsel for his new construction firm in Manchester.

A specialist in contentious and non-contentious construction matters, she brings with her many years of experience in large-scale construction and infrastructure projects across the UK.

She was previously the Director of the Real Estate, Construction and Infrastructure team at Manchester law firm DWF.

She will join a growing national construction firm that advises national and international companies, contractors, subcontractors, developers, lenders, suppliers, end users and occupants on a range of construction issues. contentious and non-contentious local, national and international.

First Internet



New hires at Altrincham digital marketing agency, First Internet
New hires at Altrincham digital marketing agency, First Internet

Altrincham Digital Marketing Agency First Internet has made a series of new recruits.

Kieran Wilson was recruited as Technical SEO Specialist, Jon Cole-Dalton as Content Marketing Specialist and SEO Specialist.

Harriet Waters joined the group as Head of Digital Marketing, Jonathan Griffiths as UX Designer and Ben William-Harrison as Account Manager and Social Media Manager.

The new hires were hired by the agency as they got new and repeated briefs, working with clients across the UK to provide website design and development, UX design, SEO, management social media and content marketing.

First Internet recently celebrated 23 years in business as its clients include PZ Cussons, Peak ai, Citation, Metro Rod and Sew Direct.

Breathe in the technologies



Adam Hughes of Breathe Technologies
Adam Hughes of Breathe Technologies

Warrington-based smart warehouse technology provider Breathe Technologies has strengthened its team with the appointment of a new COO.

Adam Hughes joins over 20 years of mechanical engineering experience.

His experience includes a long stint with the turnkey engineering specialist DRB Group and brings with him a vast knowledge of managing end-to-end custom mechanical designs for a wide range of systems and components.

With experience in various industries including Food & Beverage, Automotive, Rail and Pharmaceuticals, he will be responsible for overseeing all Breathe business processes, project delivery and relationships with customers.

DSW companies



Eleanor Boardman of DSW Ventures
Eleanor Boardman of DSW Ventures

DSW Ventures, the venture capital investment firm of the Dow Schofield Watts group, has promoted Daresbury-based Eleanor Boardman to investment manager.

She first joined DSW Ventures from KPMG in 2019 and helped grow the business from a start-up to a major venture capital provider across the UK.

During this period, the company more than tripled its funds under management, successfully implemented its £ 10million funding partnership with British Business Investments under the Regional Angels program and increased the monthly number companies applying for more than 100 start-ups per month.

Champion Accountants



New recruits at Champion Accountants
New recruits at Champion Accountants

An accounting group in the Northwest added 11 new hires after demand for its services increased during the lockdown.

Champion Accountants has bolstered its client portfolio over the past 18 months as companies requested professional accountant and advisory support in response to the coronavirus pandemic. The practice has expanded its team to ensure they can continue their promise of providing exceptional service to businesses of all sizes and industries.

The firm recruited Craig Anderson, Bradley Wade, James Page, Angie Frangenheim and Ben Wilkinson to its payroll team, while Shan Syed joined the audit team alongside audit and accounting intern Elle Millington.

Keeley Roscoe and Jack Holt joined the management accounts division, while Callum Foster also joined as IT manager, alongside Amy Lees who took on the role of apprentice administrator.

Champion Accountants – which also has offices in Chester, Preston and Blackpool – was established in 1971.

Sunset Solutions



Matthew Griffiths of Sundown Solutions
Matthew Griffiths of Sundown Solutions

Lancashire-based Sundown Solutions has bolstered its leadership team with the appointment of Matthew Griffiths as Head of Client Services.

The continued growth of Sundown Solutions has led to the creation of this new role, with Mr. Griffiths being responsible for the delivery of technology projects and services alongside the project management organization and Sundowns service teams for his ensure that they meet the organizational and performance objectives of the client.

He brings over 25 years of experience to join UKCloud’s cloud technology and transformation consulting firm.

Prior to UKCloud, he worked for consulting firms and global systems integrators with a focus on regulated industries in UK, Europe and US and efficient use of data.

Zymurgorium



James Firminger of Zymurgorium
James Firminger of Zymurgorium

Manchester-based spirits maker Zymurgorium has recruited three new hires to its growing team.

The appointments follow growth throughout the third quarter of 2021 for the Irlam-based distillery, with the company securing major retail listings, a plethora of new products and increased manufacturing capacity.

James Santangeli, Adam Morris and James Firminger will join the team with 40 years of combined experience to help grow the business through 2022 and beyond.

The business was started by Aaron Darke in 2013 with a multi-million pound investment in the development of a new distillery and bottling line.

Recycling lives



Phil McDonald of Recycling Lives
Phil McDonald of Recycling Lives

Recycling Lives, headquartered in Preston, has appointed Phil McDonald to lead purchasing.

He is responsible for developing and delivering a more sustainable supply chain to drive the evolution of the waste recycling business to become a leader in the circular economy sector in the UK.

He will work closely with the sustainability team within the company to ensure alignment of the procurement function and suppliers with the strategic objectives of the company in areas such as facility maintenance and machinery, machinery purchases, transport and energy.

Recycling Lives employs over 500 people across the UK and has 18 locations across the country.

UHY Hacker Young

The Manchester office of UHY Hacker Young, the national accounting group, has strengthened its team with more than 30 new hires in 2021.

The team has seen a 25% growth in membership this year and is focused on retaining staff and updating its compensation offering.

The expansion of UHY Hacker Young’s Manchester office aims to support the group’s overall growth strategy.

Over the past year, local practice has accepted a number of larger audit clients, resulting in the need for additional qualified auditors as well as more trainees.

UHY Hacker Young also celebrated a series of internal promotions with over 10% of staff promoted in the past 12 months.

Company city

David Levine, Startup CEO, Business Advisor and Former Global Head of Connected Cars at Vodafone, joins Enterprise City in Manchester to share knowledge and support the tech startup community.

The experienced tech entrepreneur will be the entrepreneur in residence for the Exchange Startup Assistance program.

As part of this new role, he will be present to offer a fresh perspective to the ambitious start-ups selected for the device and prepare them to become ready to invest.

Mr. Levine is the founder and former CEO of DigitalBridge; a guided design platform for bathroom and kitchen retailers.

He is also a senior non-executive director and advisor to a number of exciting technology start-ups in the Northwest.

He was previously the Global Head of Connected Cars at Vodafone and worked for seven years in the CTO office of Hewlett-Packard.


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Business Intel: Former South Roanoke Hair Salon and Spa to Home to Law Firm | Local company https://www.membershipclientpro.com/business-intel-former-south-roanoke-hair-salon-and-spa-to-home-to-law-firm-local-company/ https://www.membershipclientpro.com/business-intel-former-south-roanoke-hair-salon-and-spa-to-home-to-law-firm-local-company/#respond Sun, 17 Oct 2021 02:00:00 +0000 https://www.membershipclientpro.com/business-intel-former-south-roanoke-hair-salon-and-spa-to-home-to-law-firm-local-company/ Steidle Law Firm is considering moving into a building that previously housed a salon and spa in South Roanoke. David Steidle and his wife Samantha purchased the building at the intersection of McClanahan Street and Broadway Avenue with the intention of using part of the space for Steidle Law Firm and renting the rest. A […]]]>

A building in South Roanoke that previously housed a salon and spa will soon house a law firm.

David Steidle said he and his wife Samantha purchased the building at the intersection of McClanahan Street and Broadway Avenue with the intention of using approximately 3,500 square feet for its Steidle Law Firm and rent the remaining office space.

Steidle said he was interested in a customer-based tenant with lots of people coming in and out because that foot traffic would also benefit the law firm, which is focused on personal injury, estate, family relationships. and criminal law.

The law firm is expanding, with plans to add another named partner and bring in additional lawyers, which required more space, Steidle said. The location and style of the building met his needs.

“I just imagined right away what our business would look like in there,” said Steidle.

Renovations will be made to the space, which previously housed Hair Salon and Belle Santé day spa. The latter moved to Oak Grove in Roanoke County in 2019, at the same time abandoning the Hairdressing brand and salon services.


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Meet the Life Insurance Case Manager https://www.membershipclientpro.com/meet-the-life-insurance-case-manager/ https://www.membershipclientpro.com/meet-the-life-insurance-case-manager/#respond Fri, 15 Oct 2021 19:53:32 +0000 https://www.membershipclientpro.com/meet-the-life-insurance-case-manager/ What would you like to know A case manager can help an agent or counselor introduce a client to carriers. One of the tasks of the case manager is to understand how different case design and type scenarios can affect the underwriting process. Another job is how to avoid issues that could slow down the […]]]>

What would you like to know

  • A case manager can help an agent or counselor introduce a client to carriers.
  • One of the tasks of the case manager is to understand how different case design and type scenarios can affect the underwriting process.
  • Another job is how to avoid issues that could slow down the process.

When asked about the experience they want to provide to their clients, most financial advisors will tell you that they want to meet their clients’ needs through comprehensive planning, personal relationships, and respect for their fiduciary role. Protecting a client’s lifestyle, assets and legacy is an important part of this process.

Serving the risk management needs of clients, the life insurance case manager is an essential partner of financial advisors.

Case managers, whether employed in a local independent practice or in a home office, help counselors gain efficiency, scalability and guidance in the risk management process.

Case managers help financial advisors shop around objectively in the insurance market and direct a client’s needs to the most beneficial underwriting offer or carrier.

Why use a case manager?

While some financial and professional advisers may go directly to an insurer to do business, many choose to work with a general brokerage agency (BGA). In collaboration with a BGA, advisers become more efficient by relying on the objective and impartial expertise and brokerage consulting firms. BGAs have no ownership obligations to any particular insurer; instead, they represent the market. Like other insurance operations, BGA’s case managers oversee all aspects of the case and navigate the different requirements of different carriers to ensure a case is placed.

As the essential link between financial advisors, clients, insurance companies and other parties involved in the case management process, the life insurance case manager is essential. With client applications requiring more data and engagement in recent years, advisors need knowledgeable professionals to turn to.

While marketing and business development may be what initially encourages financial advisors to engage with a brokerage firm, the case manager and operations team keep advisors happy and push things beyond the limit. finish line to realize the advisor’s value proposition.

The case management team ensures that the business brought in is escalated to the carrier level as quickly as possible. The faster a BGA can deal with business, the more likely advisers and finance professionals will turn to that business again. In addition, case management is essential to the continued process of building relationships between counselors and their clients.

To process and place life insurance cases in the most effective, accurate and efficient manner possible, case managers must ensure that life insurance claims are submitted in order with a thorough risk assessment. initial subscriptions in the field. By sorting out and directing a case at each step, the case manager can spot potential submission issues early and reduce unnecessary obstacles down the road.


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Timeshare termination team files Chapter 7 bankruptcy https://www.membershipclientpro.com/timeshare-termination-team-files-chapter-7-bankruptcy/ https://www.membershipclientpro.com/timeshare-termination-team-files-chapter-7-bankruptcy/#respond Fri, 15 Oct 2021 00:27:00 +0000 https://www.membershipclientpro.com/timeshare-termination-team-files-chapter-7-bankruptcy/ Editor’s Note: Denver7 seeks advice and feedback from the public to help those in need, solve problems, and empower the powerful. If you know of a community need that our call center could address, or if you have a story idea for our investigation team to pursue, please email us at contact7@thedenverchannel.com or call ( […]]]>

Editor’s Note: Denver7 seeks advice and feedback from the public to help those in need, solve problems, and empower the powerful. If you know of a community need that our call center could address, or if you have a story idea for our investigation team to pursue, please email us at contact7@thedenverchannel.com or call ( 720) 462-7777. Find more stories from Contact Denver7 here.

DENVER – A Colorado company that promised to help customers get out of their timeshare and offered a money back guarantee has filed for Chapter 7 bankruptcy.

The timeshare termination team filed for bankruptcy in late September, saying the company owned around $ 10,000 in assets, including desks and office chairs. Bankruptcy documents filed with the court show that the company has an estimated liability of $ 25 million, this also shows that the company generated $ 2.2 million in gross revenue from January 1 to the date of filing.

A letter sent to former clients states: “No property appears to be available to pay creditors. Therefore, please do not file a proof of claim now.”

Company owners Brian and Holly Wilbur have also filed for Chapter 11 bankruptcy.

“Any hope of getting funds from them, no matter how small, was virtually lost,” said Rob Dines, a former client.

Dinges said he hired the timeshare termination team in January of this year in hopes of ending his timeshare in Playa del Carmen, Mexico. He said the company even softened the deal by offering it a discount. He signed a contract and ended up paying $ 2,995, then he waited.

“I think it was August, I decided, well, maybe I better check it out again, see what happens,” Dinges said. “All the phone numbers I had, when I called, they were all offline, were no longer in service. So I went online and Google searched for them.”

During his online research, he found stories from Contact Denver7 showing that the business had closed. He realized that he wasn’t the only one wondering what had happened to his money.

Contact Denver7 has received messages from around 30 viewers who say they also signed contracts with Timeshare Termination Team and paid the company thousands of dollars. The combined amount of money lost from all those who contacted is over $ 130,000.

“In this case, unfortunately, that doesn’t look very good. There’s unlikely to be a significant return. If you’re talking about hundreds of thousands of dollars for claims and maybe $ 10,000 in assets, if you’re lucky people will see 10 cents on the dollar, in which case probably even less than that, ”said Jamie Buechler, a bankruptcy attorney who is not affiliated with this case.

Dinges said he’s trying to dispute the charges with his credit card company, but isn’t expecting much. He’s also still wondering if Timeshare Termination Team was ever a legitimate business or if it was a scam from the start.

“It frustrates me knowing that a business like this, whether legitimate or not, can just file for bankruptcy and go and leave everyone behind,” Dinges said.

There will be a meeting for creditors on October 28 at 10 a.m. They can call by dialing 888-395-7928 and entering the access code 4268596.


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Singapore-based point-of-sale startup turns to Napier for AML checks https://www.membershipclientpro.com/singapore-based-point-of-sale-startup-turns-to-napier-for-aml-checks/ https://www.membershipclientpro.com/singapore-based-point-of-sale-startup-turns-to-napier-for-aml-checks/#respond Wed, 13 Oct 2021 01:00:00 +0000 https://www.membershipclientpro.com/singapore-based-point-of-sale-startup-turns-to-napier-for-aml-checks/ SINGAPORE–(COMMERCIAL THREAD) – RegTech Company, Napier, a provider of advanced financial crime compliance solutions, announced that Qashier, an integrated point-of-sale and payment solutions start-up, is the latest to adopt its program Anti-Money Laundering (AML) Technology. Having recently applied for the major payment institution license under the Singapore Payment Services Act (PSA), Qashier will use the […]]]>

SINGAPORE–(COMMERCIAL THREAD) – RegTech Company, Napier, a provider of advanced financial crime compliance solutions, announced that Qashier, an integrated point-of-sale and payment solutions start-up, is the latest to adopt its program Anti-Money Laundering (AML) Technology.

Having recently applied for the major payment institution license under the Singapore Payment Services Act (PSA), Qashier will use the tools of transaction monitoring, customer screening, risk-based scorecard and review of Napier customer activity to help identify suspicious activity as it occurs, and to comply with Monetary Authority of Singapore (MAS) Regulations.

Founded by Christopher Choo and Frank Zhao in February 2019, Qashier’s advanced platform powers small and medium-sized retail and restaurant businesses by combining a smart point of sale system, integrated payment acceptance and software solutions. advances that include table management, online ordering and customer loyalty.

Eric Peh, Head of Compliance at Qashier, said: “The Singapore government is aiming for a cashless economy by 2025, but many small businesses are still grappling with the cost and complexity of standard point of sale systems. . At Qashier we are seeing increased interest from a variety of companies in our technology and as we continue to grow it is crucial to have an AML offering that will evolve and grow with us, and allow us to play our role in preventing financial crime. . Napier’s solution not only meets this need, but the platform is also customized to our requirements, which we couldn’t find from other vendors.

Named Best AML / CTF Solution at the Regulation Asia Awards for Excellence last year, Napier works with financial organizations around the world to deliver a smart AI-enhanced compliance platform. Its presence in APAC was further strengthened earlier this year with the opening of a new base in Kuala Lumpur, adding to its offices in Singapore, London, North America, Australia and Dubai.

Robin Lee, APAC Manager at Napier, said: “As we move more and more towards a cashless society, we recognize that this also opens up new opportunities for criminals. It is imperative that financial service providers can leverage the best available technology to stay ahead of the threat with robust compliance systems. Using our AI-enhanced technology, organizations can make validated decisions with speed and accuracy, rapidly strengthening their AML defenses and compliance capabilities.


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New Accenture CEO Peter Burns has been recommended by PwC clients https://www.membershipclientpro.com/new-accenture-ceo-peter-burns-has-been-recommended-by-pwc-clients/ https://www.membershipclientpro.com/new-accenture-ceo-peter-burns-has-been-recommended-by-pwc-clients/#respond Tue, 12 Oct 2021 00:43:00 +0000 https://www.membershipclientpro.com/new-accenture-ceo-peter-burns-has-been-recommended-by-pwc-clients/ The Big Four consulting firms – PwC, Deloitte, EY and KPMG – are more limited in the types of work they can do for many clients, Burns said. “One of the natural constraints of any partnership, especially partnerships involved in auditing, is that they have a very good reason for having strong limits on independence. […]]]>

The Big Four consulting firms – PwC, Deloitte, EY and KPMG – are more limited in the types of work they can do for many clients, Burns said.

“One of the natural constraints of any partnership, especially partnerships involved in auditing, is that they have a very good reason for having strong limits on independence. And that prevents you in many ways from providing services, ”he said.

“It’s very different at Accenture where you can take the risk of making this complex change. It is also a global public company, it has real financial support and real capacity which is very, very rare in the arena we are in.

Burn a strategy veteran

“And if I look at some of the work we’ve done since I’ve been here, it’s about helping businesses get back on their feet. We are currently working with a global private equity firm to effectively build a business from scratch. ”

This work involves Accenture helping Angle Finance, a company owned by private equity firm Cerberus Capital Management, integrate its purchase of Westpac’s auto finance business.

Mr. Burns has strategy in his blood. He spent 23 and a half years at the strategy consulting firm Booz & Company where he became principal partner and member of the board of directors. He joined PwC in 2015 when the Big Four bought Booz and created the PwC strategy.& division.

Tara Brady, outgoing CEO of Accenture. Janie Barrett

At PwC Strategy&Mr. Burns was the Company’s Global Head of Banking and Capital Markets and the Company’s Regional Head of Financial Services.

The former PwC partner is one of a dozen senior executive appointments made by Brady during his tenure as CEO. Other former PwC partners recruited include Anthony James, Matthew Coates, Jonathan Taylor and Kylee Anastasi.

Mr. Brady’s method of recruiting senior executives was simply to pressure CEOs and client executives to identify the best consultants in the industry.

“I would ask executives what they thought of other consulting firms and push them to give me names. So the people I followed were referenced before I even spoke to them, ”Mr. Brady said.

“With Pierre [Burns], the constant point of view of bank executives was that he understood the business, that he provided solutions, original ideas that they had not thought of, that he demonstrated great integrity and that he was ingenious.

Mr. Brady would then call the potential recruit directly to let them know about his intention to move to Accenture.

“I also had to understand their situation because there is always a bit of what’s wrong with a PwC or a Deloitte. So there is always a story behind why they might want to leave, ”he said.

“Then when I spoke to them, I explained to them, ‘this is the company that we are going to be, do you want to be a part of it? “”


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East Midlands businesses say demand continues to grow after Covid, amid heavy truck driver crisis https://www.membershipclientpro.com/east-midlands-businesses-say-demand-continues-to-grow-after-covid-amid-heavy-truck-driver-crisis/ https://www.membershipclientpro.com/east-midlands-businesses-say-demand-continues-to-grow-after-covid-amid-heavy-truck-driver-crisis/#respond Mon, 11 Oct 2021 02:00:00 +0000 https://www.membershipclientpro.com/east-midlands-businesses-say-demand-continues-to-grow-after-covid-amid-heavy-truck-driver-crisis/ New industry figures from NatWest Bank suggest new orders continue to grow, but at a slower pace than at any time in the past seven months. As economy tries to adjust to life after lockdown amid heavy truck driver crisis, bank tracker suggests raw material costs rise sharply as rate of job creation has slowed […]]]>

New industry figures from NatWest Bank suggest new orders continue to grow, but at a slower pace than at any time in the past seven months.

As economy tries to adjust to life after lockdown amid heavy truck driver crisis, bank tracker suggests raw material costs rise sharply as rate of job creation has slowed at the slowest level since April.

NatWest East Midlands seasonally adjusted business activity for September signaled a moderate expansion in production at the end of the third quarter.

Anecdotal evidence given to the bank’s researchers suggests that the resumption of activity is due to a sustained increase in customer demand.

That said, growth was reportedly hampered by labor and material shortages.

Private sector companies in the East Midlands reported further expansion of new orders in September, NatWest said.

When an increase in new business was noted, companies linked it to higher customer demand.

The growth rate slowed again, however, to its lowest in seven months.

The pace of the recovery has also been slower than the UK average.

NatWest said private sector companies in the East Midlands reported a high degree of optimism in September, although slightly weaker than in August.

Business confidence has been largely attributed to hopes of increased customer demand and further progress towards recovery from the Covid-19 pandemic.

Production expectations were higher than the UK average.

Private sector companies in the East Midlands reported another monthly increase in headcount in September.

Companies generally attribute the increase in employment to greater business needs.

That said, the rate of job creation has been the slowest in five months and lower than the UK average due to labor shortages.

The level of outstanding business increased further at the end of the third quarter.

The increase in backlogs has been one of the fastest among the 12 UK regions monitored. Labor and material shortages have reportedly exacerbated the pressure on capacity.

The growth rate for incomplete cases was the second fastest on record, down slightly from the peak reached in August.

The average cost burden rose sharply at the end of the third quarter, with the rate of input price inflation accelerating to second highest on record.

The rate of increase has also been faster than that observed in the UK as a whole.

Anecdotal evidence suggested that the rise in costs was due to higher prices for labor and materials, with transportation, metal and plastic costs particularly mentioned.

Private sector companies in the East Midlands reported a sharp increase in production costs in September.

The increase in selling prices was attributed to the passing on of the higher costs to customers, to the extent possible.

The royalty inflation rate accelerated compared to the previous investigation period and was the second fastest since August 2008.

John Maude, Regional Managing Director of Natwest Business Banking across the Midlands and East of England, said: “Private sector companies in the East Midlands reported a new trend of recovery in September, as the commercial activity was increasing modestly.

“That said, customer demand has eased as new orders grew at the slowest pace in seven months.

“Companies have also said that capacity pressures from labor and material shortages are exacerbating barriers to production growth.

“At the same time, supply chain disruptions have driven up commodity prices, with the rate of cost inflation accelerating to second in series history.

“Production costs have also increased at an almost record rate as companies seek to recoup some of the higher cost charges. “


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Harold Hines obituary (1923 – 2021) – Lowell, MA https://www.membershipclientpro.com/harold-hines-obituary-1923-2021-lowell-ma/ https://www.membershipclientpro.com/harold-hines-obituary-1923-2021-lowell-ma/#respond Sat, 09 Oct 2021 01:33:43 +0000 https://www.membershipclientpro.com/harold-hines-obituary-1923-2021-lowell-ma/ Loving husband, father and grandfather, trusted business advisor and Gentleman’s Gentleman; Harold Francis Hines, 98, of Tewksbury, Massachusetts but formerly of Lowell, MA and Nashua, NH, passed away peacefully on Tuesday, October 5, 2021, surrounded by his loving family. Born in Lowell, Massachusetts on April 21, 1923, the son of the late James E. Hines […]]]>
Loving husband, father and grandfather, trusted business advisor

and Gentleman’s Gentleman;

Harold Francis Hines, 98, of Tewksbury, Massachusetts but formerly of Lowell, MA and Nashua, NH, passed away peacefully on Tuesday, October 5, 2021, surrounded by his loving family.

Born in Lowell, Massachusetts on April 21, 1923, the son of the late James E. Hines and the late Mary J. (Whelan) Hines, he lived in Lowell most of his life before moving to Nashua in 1995.

He was the beloved husband of Doris M. (Paradis) Hines with whom he had celebrated 64 years of marriage until his recent passing on December 21, 2020. Harold was at his happiest spending time with his family, playing a round of golf with his longtime friends, capture family memories in his more than 100 photo albums or simply enjoy a cocktail in the evening.

He graduated from Keith Academy in 1941 and, while at Keith, played college basketball and tennis. After graduation he attended the Wentworth Institute and became a tool maker and went to work for Remington Arms. After a serious car accident in 1943 which disqualified him from military service, he was employed by the Boston & Maine Railroad in the office of the Auditor of Freight Receipts. While working for the railroad, he attended and graduated from Bentley University.

After graduating from Bentley in 1948, he embarked on a forty-year career in public accountancy. He has been employed by regional and international accounting firms and was a founding partner and managing partner of Sullivan Bille & Company, Certified Public Accountants. He retired from Sullivan Bille in 1988 and became CFO and a member of the board of directors of Northeast Offset, a commercial printing company, in Chelmsford, Massachusetts. He retired in 2002.

During his career as a public accountant, he served on the Small Business Management Advisory Board of the America Institute of Certified Public Accountants. He has contributed to several of their accounting publications, including Assisting Small Business Clients in Obtaining Funds, Identification Client Problems: A Diagnostic Review Technique and Assisting Clients in Maximizing Profits.

Harold was a life member of the Massachusetts and New Hampshire Chartered Accountants Societies. He has served as state chairman of the practice review committee of the Massachusetts Society of CPA and past chairman of the Greater Lowell United Fund.

He often said “you must give back to the community” and has served on many organizations including: University of Massachusetts – Lowell Business Advisory Committee, Greater Lowell Chamber of Commerce as vice president and member of the executive committee and from the administration board. directors, the Greater Lowell Boy Scouts as treasurer and member of the executive committee and board, the Kiwanis Club of Lowell as treasurer and member of the board, the Lowell Boys Club as trustee and member of the finance advisory committee, the Central Saving Bank of Lowell as a board member and founder, Community Teamwork, Inc. as treasurer and board member and Vesper Country Club as treasurer and member of the executive committee.

A former member of the Yorick Club of Lowell, the Vesper Country Club of Tyngsboro and the Abenaqui Country Club of Rye Beach, NH, he was also a life member of the Lowell Chapters of the Lodge of the Elks and the Knights of Columbus.

Harold attended and was an active member of Saint Joseph the Worker Church in Nashua and a longtime parishioner of St. Margaret’s Church in Lowell.

He is survived by four children: a daughter, Louise Hines-Ike and her husband, Richard J. Ike, Jr. of Littleton, Colorado, a son, James Hines of Chicago, Illinois, a daughter, Constance McCarthy and her husband, Timothy McCarthy of Leawood, Kansas, and a son, Daniel Hines and his wife, Elizabeth Hines of Lowell, Massachusetts; nine grandchildren and four great grandchildren: Ian Hines-Ike, Brendan Hines-Ike and his fiancee Monique Todora, Kira Hines-Ike, Ryan McCarthy and his wife, Sara McCarthy, Devin McCarthy and his wife, Katelyn McCarthy, Molly Bressler and her husband, Kai Bressler, Shawn Hines, Samuel Hines, Daniel Hines, Pierce McCarthy, Deacon McCarthy, Hadley McCarthy and Mia Hines-Ike. He is also survived by several nieces, nephews, great-nieces and grand-nephews.

Harold was predeceased by his brother, David K. Hines, in 2003.

Hines

Parents and friends are invited to attend his funeral mass which will be celebrated on Wednesday morning, October 13, 2021, at the IMMACULATE CONCEPTION CHURCH in LOWELL at 10:30 am followed by his burial in Sainte-Marie cemetery. Electronic condolences / directions on www.odonnellfuneralhome.com. In lieu of flowers, donations can be made at www.catholiccharitiesusa.org. Arrangements by HOUSE OF O’DONNELLFUNERAL – LOWELL – MA – (978) 458-8768.

View the online memorial for Harold F. Hines

Posted by Lowell Sun on October 10, 2021.


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4 expert tips for dealing with bulky customers https://www.membershipclientpro.com/4-expert-tips-for-dealing-with-bulky-customers/ https://www.membershipclientpro.com/4-expert-tips-for-dealing-with-bulky-customers/#respond Wed, 06 Oct 2021 21:23:50 +0000 https://www.membershipclientpro.com/4-expert-tips-for-dealing-with-bulky-customers/ CUSTOMER FROM HELL STEVE WASTERVAL When you are a solopreneur, you deal with a range of clients. Sometimes that’s what’s great about this type of job. Other times, not a lot. At some point, everyone will meet this client. It’s the customer who is so difficult that they stress you out every time you have […]]]>

When you are a solopreneur, you deal with a range of clients. Sometimes that’s what’s great about this type of job. Other times, not a lot.

At some point, everyone will meet this client. It’s the customer who is so difficult that they stress you out every time you have to answer their emails or phone calls. Maybe this client is keeping you awake at night and making you wonder if you are really in the right career. Well, don’t give up yet!

Before you let yourself waste all of your energy stressing about these annoying customers, remember that there are ways to deal with these people. While they might never become your favorite people to work with, you can at least have a pleasant and professional relationship with a few key tips in mind:

1. Be curious about complaints

When a customer complains frequently and makes your life more difficult, it’s very easy to get frustrated and think of them as just a cranky person. Maybe they woke up on the wrong side of the bed… All of them. Alone. Day.

But the truth is, sometimes you can learn from those customers who complain quickly. Customer feedback is incredibly valuable, and these customers give you feedback in high doses. Maybe they’re just bad at communicating it clearly and effectively – that’s why you need to be curious.

Think about the causes of your difficult customers’ anger. While they might not express their frustration to you in a professional manner, that doesn’t mean they don’t have any valid complaints. Try asking the customer questions to help them give more actionable feedback.

Learn more about what they feel is missing from your service. Even though these requests are unreasonable, sometimes the craziest ideas can inspire creative strategies to make your service better than all of your competition.

2. Clear communication is essential

You need to have strong communication skills in your toolbox when working with difficult clients. When you know how to communicate clearly, you will be able to explain your position confidently and you will be able to integrate comments – both negative and positive – without difficulty.

Dr Karyn Gordon, author of “The three chairs: how great leaders stimulate communication, performance and commitment” shot me in a recent email exchange: “People with high emotional intelligence give continuous feedback – formal and informal – and increase their ability to influence others with every interaction. They are also eager for feedback and are able to receive it with an attitude of humility rather than defensiveness.

Dr Gordon continued, “They have a thirst for self-improvement and they value the contribution of others. They try to create a safe environment for others so that issues can be discussed. They don’t shy away from conflict, but rather lean into it and focus on solving problems quickly, without blaming others or avoiding problems.

The first thing that is essential to communicate is the scope of your work. If a client complains that your services are not up to par, you can refer to your description of the scope of your work and explain that you did what you agreed to do.

You can also set goals with your client and give updates on the progress you’ve made towards the goals. It helps you have something concrete to refer to if your customer is unhappy.

If your client is continually unprofessional, despite your explanations of the scope of your work and the goals of a project, you can also set expectations for the client’s behavior. This keeps you professional, while setting boundaries to make sure you don’t have to work with people who are trying to take advantage of you.

3. Remember, it’s all about relationships

Sometimes you’re going to start off on the wrong foot with a client. Whatever the cause, building a good relationship with that client can help smooth things out. To do this, you need to find common ground. Relationships with customers work the same way as most other relationships. Ask questions about their family, hobbies, goals, or anything else the client likes to talk about.

Often times, clients will be more willing to talk about themselves if you show that you are willing to share things about your own life. Mention the sports game you watched the night before or are planning a camping trip over the weekend. Sometimes these things will get your customer talking. Just see what catches their interest.

As with any other type of relationship, sometimes you need to explicitly address a conflict before you can move forward and mend the customer relationship. Address the tension if it exists and ask if there is anything you can do to resolve the problem.

When you build genuine relationships with your customers, you are more likely to handle difficult conversations. Sometimes your most difficult customers can even become friends.

4. Don’t take it personally …

You can get curious, communicate effectively, and try to build a relationship, but sometimes there is nothing you can do to please a difficult customer. It can be a stressful part of doing business, but it’s important to remember that it’s only business.

When a customer can’t be happy, you just might not be meant to work together, and that’s okay. There are plenty of other potential customers. Don’t let the stress of a difficult person use up all of your energy.

Sometimes a difficult customer can try to make things personal. If someone is trying to criticize you personally, you know it’s time to cut your losses. Don’t waste your time with people who cannot live up to high standards of professionalism. Losing a difficult customer can open up your availability for other customers who are going to do things the right way, so if it’s time to let a customer go – although it usually happens the other way around – don’t be. not afraid to pull the trigger.


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