Redefining Client Intelligence in the Modern Era

Sponsored by: LMA Client Value and Competitive Intelligence SIGs
Domains: Client Services, Technology Management
BoK Competencies: Process Improvement, Experience Management

Join the LMA Client Value and Competitive/Market Intelligence SIGs for a high-energy, practical walk-through of how modern client intelligence (CI) should flow—from raw client signals to real partner action. We’ll reframe CI as more than “CRM + research” and instead focus on the relationship indicators that predict where a client relationship is headed. Using a simple journey map, we’ll show how CI connects to client value and continuously improves the client experience. Participants will learn how to identify and interpret the client signals that matter most, anticipate relationship growth opportunities and risks, and apply a practical framework for turning insights into action that drives client value, strengthens service delivery, and continuously enhances the client experience.

Learning Outcomes:

• Differentiate modern Client Intelligence from “CRM + research.” 
• Map the end-to-end CI journey from signals to partner action. 
• Connect CI to client value and continuous improvement of the client experience.
  
  

Presenters:
Nat Slavin, Founder & CEO, ClientSignal
Neil Barbieri, Director, Client Intelligence, Venable LLP


Price: 
Members: Complimentary
Prospective Members: $79