Page 5 - Client Retention News Today

A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.

We discuss some steps that commercial and business banks can take to counteract this, such as, multi-channel onboarding​, having an integrated regulatory rules engine and integrations with third party entities, screening, and counterparty data providers, and automating perpetual KYC​.

Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.

Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.

Just like the ballet, every interaction with a client is a performance.

Every single person at your firm has an opportunity to change the experience your client is having with your organization.

As an accounting firm, you have many opportunities throughout the day to build trust with your clients.

Putting the firm logo on clothes, bags, blankets and just about anything else makes a great giveaway that has long-term value.

The accountant's love affair with the humble spreadsheet is a long and storied one, but Ane Ohm, co-founder and CEO of LeaseCrunch, said in today's age they can carry hidden costs.

It can be better to know what you don’t want to do with your marketing plan than to know exactly what you want. It’s about understanding what you need and there are 7 big questions you need to answer in order to determine a realistic marketing budget and plan.