InvestmentNews

Keeping clients on track in an era of uncertainty

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 ...
InvestmentNews

Keeping clients on track for retirement

For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...
Marketing

Customer Relationships - How to Keep Client Projects on Track [Infographic]

Overwhelmed by all the client projects you have to manage? Having a solid process can help you keep track of them. One process is to break up all tasks by days and weeks, suggests the following ...
Macworld

You can track when clients or recruiters open your emails with this $45 tool

While ghosting is typically associated with dating, that’s not to say it doesn’t exist elsewhere. Unfortunately, we’ve all been in a situation where an email to a client, recruiter, or prospective ...
Business Wire

YMCA of Greater Houston Launches ClientTrack Platform as Statewide Database for Refugee Resettlement

SALT LAKE CITY--(BUSINESS WIRE)--Eccovia Solutions announced today that the YMCA of Greater Houston launched ClientTrack – Eccovia Solutions’ industry-leading care coordination platform – to be the ...