One national catalog marketer recently conducted an evaluation to determine how often to mail to its prospects and customers. Great idea — but how the cataloger conducted the evaluation wasn’t so ...
Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...
Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...
In January, about two years after it acquired client relationship management software Junxure, AdvisorEngine announced it was retiring the Junxure brand name in favor of its successor, AdvisorEngine ...
SCOTTSDALE, Ariz. — Back in the pre-World War II era, store owners had ready means of gaining detailed knowledge of their customers and their buying habits. Although the growth of mass marketing and ...
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