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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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% ...

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 ...

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 ...

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 ...