2014 and Referral Marketing - Community Banking Brief

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2014

Referral Marketing

Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

APRIL 16, 2015

Referrals ? Marketing ? These firms, according to the Wolters Kluwer 2014 Accounting Firm Preparedness Survey , “view technology as a utility, a mechanism for greater day-to-day efficiency,” and they quantify the investment returns mostly in terms of “back-office” benefits, such as improved productivity and work quality.

Technology

Technology Referral Marketing Survey Michigan

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

OCTOBER 10, 2017

Mobile bill pay usage volume spiked, hitting well over $1M a day by the time Check was acquired by Intuit in June 2014. Too many companies just tack referral on, assuming that their incentives will do the work of motivating users to actually pull the trigger. The original Pageonce was a prototypical Web 2.0 account aggregator.

Tools

Tools Millennials US Maine

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Live Demo: How to Achieve Reconciliation Zen

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Beyond efficiency: Using technology to ramp up a valuation business

We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

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