According to the Harvard Business Review, it can be 25 times more expensive to onboard a new client than it is to retain one. The Review also stated just a five per cent increase in retention can grow ...

Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that ...

We too often treat client retention, loyalty, and internal business expansion as “soft” and something we assume will happen if we do everything else right. The long-held belief that satisfied clients ...

Businessolver®, a leader in benefits administration technology and artificial intelligence, closed 2025 with strong client loyalty and measurable service performance, including an 83 client Net ...

Dallas-based The Functionary wins a Bronze Stevie Award for Fastest Growing Company, boasting 98% client retention and expanding globally with over 300 new hires in 2025, showcasing its innovative ...

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 ...

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 ...

PHILADELPHIA--(BUSINESS WIRE)--Intention.ly, a leading growth consultancy and marketing firm offering a spectrum of services for growth-focused fintech and financial services companies, today ...