Tallyfy Blog

Jul 3, 2016 · Amit Kothari · Customer Success

How to reduce churn with better processes

Bain and Company research shows reducing churn by 5% can boost profits 25-95%. Most churn traces back to broken processes and human error, not pricing. Fix the process first.

Jul 3, 2016 · Amit Kothari · Workflow and BPM

Best client management solutions

Client management software must balance KYC compliance speed with relationship building. Financial services lead adoption at 17 percent of implementations. The best systems like Tallyfy use repeatable processes that handle conditional logic and are flexible enough to adapt to specific client needs and varying situations.