Browsing: Client

UK-based accountancy practice Saffery has made two new additions to its client development team as part of its efforts to support growth across the company’s national offices.

Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey.

Organic search expertise is the latest in-demand skillset among ad agencies. Media agencies are competing with brands and each other to fill senior roles intended to burnish their capabilities in search engine optimization, AI discoverability and organic search.

The two growth-focused RIAs have named new client experience executives as scaling RIAs across the industry pursue ambitions with investments in talent. SEP 02, 2026 By Leo Almazora

Commercial real estate services firm RSQUARE said on the 1st that its data analytics platform, RSQUARE Analytics (RA), has surpassed 150 cumulative client companies. The platform is broadening its reach beyond finance and investment into a practical sales and strategy tool for industrial clients.

Neal Jannels discusses whether brokers’ CRM systems are doing enough to support client retention and capture remortgage opportunity.

SAN FRANCISCO, Aug. 19, 2026 (GLOBE NEWSWIRE) — The new integration connects customer relationship information, scheduling, communications and accounts to AI assistants, bringing order to the chaos of fragmented business data.

annualized retail take ratefinancial The annualized retail take rate is the percentage of retail sales value that a marketplace or retail platform keeps as revenue (fees, commissions, or services) expressed on a yearly basis. Think of it as the slice of every dollar of merchandise sold through the platform that the platform pockets over a…