Customer success - particularly in a B2B or financial advisory context - often depends on the financial health of their business. Here are the most important financial statements and how they directly influence a customer's...

✅ 1. Active listening and personalization Why do we do this? Customers want to feel understood and considered. How? Use their first names, remember their preferences, and ask open-ended questions to pinpoint their needs. ✅...

keeping accounts is more than just an administrative obligation: it's a strategic lever, especially in a CAS-oriented approach.