Remove B2C Remove Clients Remove Numbers
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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, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? The numbers are pretty bad. This is 1976.

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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

B2C 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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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.

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Transcript: Dave Nadig

The Big Picture

Are your clients, the advisors, or are your clients, the institutional asset managers or both? I think the way to think about this is we’re a business-to-business organization in terms of if you’re going to look at the revenue lines, but with B2C responsibilities, right? It’s still a fairly small number.

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Transcript: Annie Lamont, Oak HC/FT

The Big Picture

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. 00:06:39 [Speaker Changed] So clients, the LPs who come to Oak, were they just giving them cash to be allocated across all these different sectors? They’re a number of technologists that are now interested in healthcare.