customer relationships

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Image for The art of pipeline management: essential tips to boost sales
Business

The art of pipeline management: essential tips to boost sales

By John Cheney, CEO, Workbooks Sector, product, or service aside, succeeding in today’s challenging...

11th March, 2022

Image for Fintech apps are an advisor’s ally, not a foe
Technology

Fintech apps are an advisor’s ally, not a foe

By Pat Spencer, managing director for Moneytree Software The rising popularity of fintech apps in 20...

4th March, 2022

Image for What Financial Services can learn from Building Societies and their “Customer First” philosophy
Top Stories

What Financial Services can learn from Building Societies and their “Customer First” philosophy

Tom Huxtable, Director, Thunderhead  Historically, building societies are seen as the epitome of tru...

9th February, 2019

Image for Unsustainable profits, increasing market share from financial intermediaries and poor market valuations puts UK and European banks at risk, warns new study
Banking

Unsustainable profits, increasing market share from financial intermediaries and poor market valuations puts UK and European banks at risk, warns new study

A new study of the 50 largest banking groups in the UK and Europe has revealed that although profits...

26th September, 2018