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Top News In Client Relations Today - Breaking & Trending Today

How to welcome new account holders to create retention, adoption, and a deeper banking relationship

Published: August 11, 2022

The first 30 days of a depositor's relationship with a financial institution are crucial to the depth of the banking relationship afterwards. Banks and credit unions must build trust and establish in customers' or members' minds that they made the right decision.

Source: americanbanker.com

5 advantages of customizable accounting software

Published: August 4, 2022

There are many options for CPAs looking to utilize technology to assist their firm and clients.

Source: accountingtoday.com

URA targets landlord with new tax-tracking system

Published: August 3, 2022

Tax

Source: observer.ug

The Future of Health Care for Businesses

Published: August 2, 2022

At the 9th Annual Health Summit, business and healthcare leaders discussed the future of providing healthcare for employees while minimizing costs for businesses.

Source: uschamber.com

Art of Accounting: 6 types of referral sources, positive and negative

Published: July 18, 2022

The best referral sources are existing clients, unless they aren't pleased.

Source: accountingtoday.com