With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

As FinTech companies, robo-advisor and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of the financial services industry, some financial advisors ...

Report represents an introduction for clients to the capabilities of NGDATA, an intelligent engagement platform that enjoys distribution partnerships with FIS, Jack Henry, and Candescent ...

Kontota, one of America's fastest-growing mobile pet grooming franchise brands, today announced the launch of its new nationwide client engagement platform powered by Pet Connect Business. The ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

What are the core differentiators between a successful business and an unsuccessful business? There are the obvious metrics of sales, number of products, and the extent of product reach. In the ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

The path to growth for financial advisory firms is multifaceted. It requires a keen understanding of the shifting demographic landscape, a balanced focus on client acquisition and retention, and a ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

Advisors can leverage this index by examining the effect of these components across client groups and using these insights to personalize their individual conversations. For example, working with ...

For years, the financial advisory industry has been riding the wave of high client satisfaction metrics. And maybe it's caused some of us to get too complacent. From my vantage point, advisors are ...