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Our thought leadership on financial & health technology solution. Read the latest on industry trends, newest product featured, and how to optimize your workflows for results.

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BLOGS. October 29, 2021

Client Reporting: One Size Doesn’t Fit All

When it comes to client communications, we’re often asked “what are your other clients doing?” It’s a fair question that reflects a natural interest in peer activity and one that has a variety of responses—all of them valid.


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