Client Retention Strategy Session Email Format

BankingCalifornia, United States1 Employees

Client Retention Strategy Session is a banking industry company based in Beverly Hills, California, operating from 9465 Wilshire Boulevard Suite 300, Beverly Hills, CA 90212, United States. The company has a reported size of 0-1 employees. It offers 15-minute discovery calls to discuss the feasibility of offering concierge mortgage services to clients and employees. The sessions are targeted at divorce attorneys, business managers, and CPAs, and are intended to determine whether a business relationship should be pursued and what the next steps would be. The description states that its strategies are proven results-based methods used to secure favorable mortgage financing for the founder and clients, and the company lists rate.com as its website.

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