CRM Archives

Most businesses pursue new customers as if there’s a prize waiting at the finish line. But the real win is in hanging on to the ones who already chose you. At a trusted digital marketing hub, the conversation often centers on leveraging technology to establish trust that lasts longer than a single campaign. That’s where […]

With a very competitive financial environment, advisors are progressively relying on data to make their decision and provide better results to their clients. An information-informed advisory practice enables financial practitioners to rely solely on their intuition and experience, and rather employ information to inform investment policies, dealings with clients and business development. This is based […]