New resource helps restaurant CMOs transform first-time guests into loyal regulars through data-driven loyalty programs ...

LISLE, Ill., Nov. 7, 2019 /PRNewswire/ -- Technology innovator Stikkum, a leading vendor in the mortgage client retention space, has launched a new platform to help experts in this space turn ...

There have been numerous studies done on client retention over the years, and while the exact figures vary, most suggest that it can be anywhere from five to 25 times more expensive to acquire a new ...

Please note: This item is from our archives and was published in 2021. It is provided for historical reference. The content may be out of date and links may no longer function. Greg Lockhart is the ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

With each passing year, new challenges for tax preparers present themselves. One thing that hasn’t changed is that you need to start preparing long before your busy season begins. Whether you’re ...

Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that ...

Zehra Cataltepe is the CEO of TAZI.AI, an adaptive, explainable AI and GenAI platform for business users. She has 100+ AI papers & patents. As of 2022, financial institutions have, on average, a 3.65% ...

Amid the relentless pandemic, client experience has taken on new meaning. Organizations across all industries are reinventing themselves repeatedly and reorienting their customer service and ...

In most cases, business owners must strike a careful balance between client acquisition and client retention. Client acquisition refers to activities that help you attract new customers to the ...

What makes you unforgettable? The famous saying “People will forget what you said, people will forget what you did, but people will never forget how you made them feel" resonates with people who focus ...