Customer Retention – Referrals and connections made simple – CardTapp

Category: Customer Retention

Success Story: Kelcey Myers, Fidelity National Title Group

Kelcey Myers: Title and Escrow, Fidelity National Financial Watch Kelcey Myers’ video testimonial! Kelcey Myers has been the Title and Escrow business partner to hundreds of Loan Officers and Agents for over fifteen years. She’s known for her enthusiasm, accountability, and a commitment to all of her clients. She thrives off having the best customer service. “The…

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5 Point Roadmap to Eliminating Every Bad Customer Experience

4 Point Roadmap to Eliminating Every Bad Customer Experience

For anybody whose business depends on referrals, avoiding a bad customer experience is essential. If I am providing a service through my business — whether it’s a consultation for a vehicle purchase, home loan, or an electrical rewiring job — I absolutely need to make sure that I don’t create a bad customer experience. That is necessary, but…

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Senior Investment Counselor Integrates New Tech, Sees Results

Chris Englebert: Senior Investment Counselor, Beirnie Wealth Consulting Chris started his career in finance in 1984 and noticed that many in the industry have been slow to adapt to modern ways of connecting and communicating. Chris was eager to find a way to stay ahead of the curve and innovate went out seeking marketing and…

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