Remove B2C Remove Clients Remove Investing
article thumbnail

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. So it was very, very amicable.

article thumbnail

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

B2C
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Diamond stock jumps 5% after receiving ₹17 Cr order from Dia Globe Singapore PTE

Trade Brains

Crores) for the supply of lab-grown diamonds to a prominent overseas client from Singapore. They operate a technologically advanced facility in Mumbai, India, and have a strong presence in both B2B and B2C segments in India and internationally. Investing in equities poses a risk of financial losses.

B2C
article thumbnail

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. 2020-21 0 32.21

article thumbnail

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
article thumbnail

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
article thumbnail

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. Cr Fresh Issue ₹20.24 Written by Bharath K.S

B2C