Mastering client engagement: Creating effective touchpoints

Client relationships are built between people, and the way clients want to engage keeps changing. With more competition and demands on their time, clients notice firms that bring them something useful and stay in touch in a way that fits how they work.

Join Kate Stoddard, Chief Marketing Officer at Kelley Drye & Warren, Calvin Cheong, Director of Client Development for Emerging Companies and Venture Capital at Holland & Knight, and Jeff Goldberg, Director of Business Development at Ropes & Gray, for a panel discussion on how firms create client touch points that clients value. The session is moderated by Jason Broomfield, Director of Business Development, North America, at Nexl.

In the session, our speakers will discuss:

• Why client engagement matters more now, as competition and client demands rise
• The kinds of touchpoints clients find useful, with examples from the panel
• Using data and CRM to make outreach timely and well-coordinated across the firm
• What gets in the way, from lapsed relationships to lawyers' discomfort with selling
• How to prioritize with limited resources and build a collaborative culture

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