With the right signals, teams can see how strategies are working, where client relationships need to be strengthened and what operational adjustments may be needed.

Tracking Clients, Part I Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted ...

Always-On Feedback Loops and Longitudinal Client Tracking Black Book is piloting continuous and longitudinal survey models that follow provider and payer client journeys over time. These tools offer a ...

A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...

Uncertain times make it hard to plan for the future. And few of us have lived through times as uncertain as these. Between the COVID-19 pandemic, social unrest and economic volatility, it’s no wonder ...

DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...