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 ...

401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules. Retaining plan sponsor clients requires understanding what those sponsors ...

Grant Ellis first ran his advisory practices solely as qualified retirement plan advisement shops. Ellis, who now works out of his office in the Memphis, Tennessee, metropolitan area, had experience ...

The work of an agency is to plan and execute its clients’ strategies—but once a client’s initial goals have been reached, what comes next? It is a perennial challenge for agencies: the crucial task of ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

Your business needs to attract new clients and keep on top of current ones if you want them to stick with you for a long time. Luckily, there are several strategies to boost client retention and help ...

“Customer retention” refers to any effort to keep a customer satisfied enough with your product or service to continue using it. Customer retention is an important aspect of business strategy and, ...

At its core, it uses advanced machine learning algorithms to improve financial customer data collection, transaction pattern recognition, and predictive modeling. By automating complex analytical ...

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Loyal customers are a beautiful thing. As they grow to trust your brand, they’ll buy more, and more expensive, products over time. This enduring loyalty positively impacts your customer retention rate ...