If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

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 a national telephone ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

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 ...

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 ...

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 ...

Before call tracking and digital marketing tools were commonplace, businesses relied on customers to track ad effectiveness. When the phone rang, they’d ask, “How did you hear about us?” and hope the ...

While election day has passed, the 2020 cycle has been wrought with uncertainty and continues to dominate the headlines. Set against the backdrop of a global pandemic, concerns with racial injustice ...

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 a national telephone ...