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 ...

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

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 ...

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 ...

Customer retention refers to the percentage of customer relationships that, once established, a business is able to maintain on a long-term basis. Customer retention is a simple concept—happy ...

The first year of an advisors' relationship with a client is the easy part. It's the second, third and fourth years that are much more critical to achieve long-term retention, a new study finds. Other ...

Independent advisors are proving to be incredibly effective at keeping clients, as Charles Schwab’s latest RIA Benchmarking Study says client retention has remained at 97% for participating firms over ...

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% ...

The strange thing about working in the home comfort industry is that you are never able to get too comfortable. This is an industry of unavoidable weather-driven peaks and valleys where extremes can ...

You finally land that big client—the one you have been after for months. Or your most loyal client sends a handful of referrals your way, and you want to build a genuine relationship with them. Or ...