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3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. And are you specifically measuring what matters to the client? Referrals Per Client: 2.68

Clients 101
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Fundamental Analysis Of CE Info Systems (Map My India) – Future Plans & More

Trade Brains

In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. There are products for the B2C segment, which are MAPPLS and Kogo App, which create business opportunities for the travel commerce segment of the company.

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Yatra Online IPO Review – GMP, Price, Details & More

Trade Brains

The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.

B2C 59
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How to Build a High-Performing Website with Andy Crestodina

Steve Sanduski

” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. Build around your “moment of truth.” Clear the info hurdle.

B2B 52
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Arabian Petroleum IPO Review – GMP, Details, Price & More

Trade Brains

It also manufactures and packages lubricants on a private label basis for some of the customers for B2B as well as B2C verticals. Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co.

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Top Stocks Under Rs 8000 to Add to Your Watchlist – Trade Brains

Trade Brains

It focuses on the affluent category of clients. Tata Elxsi caters to leading clients from automotive, communications, healthcare, rail, semiconductor, pharmaceutical, biotechnology, and other industries. . Later in 2010, its name was changed from Bajaj Auto Finance to Bajaj Finance.

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ECOS India Mobility & Hospitality IPO – GMP, Financials And More

Trade Brains

For CCR, it serves corporate clients while end-users are employees or guests. The cab segment includes corporate (B2B) and retail (B2C) categories, offering various services like employee transportation and car rentals. The company operates in 109 Indian cities and has a fleet of over 12,000 vehicles. billion by 2030.