Data Security: Q&A with our CTO

Amy McIIwain, President, Financial Social Media

ByAllAccounts deals with sensitive account information every day, so it comes as no surprise that we get a lot of questions regarding how we keep that information secure and ensure your clients’ privacy. I had an opportunity to sit down with our Chief Technology Officer, Martin Dickau, to discuss some of the questions he hears most frequently. Here are the top 4 questions that Martin is asked, and the answers he provides.....Read More »

Are you Giving your Clients What They Want? 4 Tips for Writing an Effective Client Satisfaction Survey

As you know, gauging customer satisfaction, measuring to what extent your firm has met customer expectations, and using feedback for improvements are all essential to growing your practice. One of the most effective ways to determine what you are doing right and where you can improve is by surveying your clients. Through surveys you can seek to answer a variety of questions – Are you providing them with the information they want? Are your clients satisfied with your customer service? What additional services can you provide to meet their needs? To get you started, here are some tips for writing an effective client satisfaction survey.....Read More »