In today’s data-driven world, we have access to more business metrics than ever before. From AUM growth to revenue per client to net promoter scores, the sheer volume of data can feel overwhelming.

Key performance indicators (KPI) are a valuable tool for any business looking to ensure that efficiency is being prioritized at the company. They allow you to effectively measure the success of ...

What if a firm could tap into expertise from all divisions to inform the all-important KPI of customer lifetime value? Going a step further, imagine a CLV-focussed conversation among direct marketing ...