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Data Debt: The Hidden Cost of Fragmented Distribution Tech

by Jim Nichols | Oct 23, 2025 | Research, Uncategorized

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The ROI of AI in Financial Services

by Jim Nichols | Dec 19, 2024 | Research, Uncategorized

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Client Segmentation – A Journey to Strategic Selling

by Jim Nichols | Apr 7, 2023 | Uncategorized

Client Segmentation – A Journey to Strategic Selling   An effective client segmentation strategy will enable sales and marketing teams to provide the most valuable clients with an optimal client experience while improving sales results and lowering costs....

Latent Leverage: 2022 Spring Forum April 2022

by Jim Nichols | May 7, 2022 | Events, Forum, Uncategorized

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