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THE FUTURE OF CUSTOMER SUCCESS: 2025 & BEYOND

The Future of Customer Success: 2025 & Beyond brings together industry leaders and innovators to explore how data, AI, and cross-functional collaboration can elevate customer experience and scale success. From building agile CS teams to creating hyper-personalized journeys, this summit offers a forward-thinking space to share insights, foster connections, and shape the future of customer [...]

Behind the Strategy: The Tech Ecosystem Powering Scaled CX

When people talk about tech stacks, the conversation usually stops at a list of tools. But here’s the reality: the stack is not the strategy. It’s the support behind it. In today’s world of blurred lines between customer education, community, in-app guidance, and digital success, the pressure is on: AI tools are hitting the market daily Execs [...]

Quality isn’t an Option; It’s the Key to Unlocking Long-Term Success

About this talk In light of recent high-profile network disruptions, the urgency for robust quality management to protect critical infrastructure systems and services has never been clearer. As Information and Communications Technology (ICT) becomes the backbone of our modern society, the industry is at a crucial crossroads to elevate Quality Management to the forefront. Transitioning [...]

Kicking Off Client Conversations with Confidence in Direct Advisory Suite

About this talk Join this session to kickoff our new Client-Centric Webinar series- workshops dedicated to showcasing a typical client interaction and how you can succeed using Morningstar Direct Advisory Suite. Discover how to transform a first-time client meeting into a success story. Learn to import, analyze, and compare client data efficiently using Morningstar Direct [...]