Abrigo

APRIL 7, 2017

Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm. A post from the AICPA, The New Realities of Referral Marketing for CPAs , identified how the process of client referrals has grown more complex through time with the surfacing of the consumer decision journey.

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

PYMNTS

DECEMBER 23, 2019

Seeff saw there were a few options on the market, and he subscribed to them. Today, the company allows consumers to sign up for its subscription offering through its eCommerce website. The company, Seeff noted, also has built in a “whole gifting functionality.” At the end of each month, the company sends out a survey.

Referral Marketing 131

Referral Marketing Company Marketing Online 131

PYMNTS

AUGUST 30, 2016

That’s an axiom that Extole , a San Francisco-based company that offers a refer-a-friend platform for mobile and web devices, has built an entire company around. And with a list of clients that includes Petco, Microsoft, Starbucks and many more, the company certainly seems like it is onto something.

Case Study 104

Case Study San Francisco Referral Marketing Retail 104

Abrigo

APRIL 20, 2017

Some experts even predict that companies ignoring data analytics may be forced out of business in the long run.” Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network.

Analytics 150

Analytics Referral Marketing eBook Data 150

Abrigo

APRIL 16, 2015

Referrals ? Marketing ? They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. How about technology?

Technology 150

Technology Referral Marketing Survey Michigan 150

Fintech Labs Insights

SEPTEMBER 1, 2015

To whet your appetite for two days of fintech innovation, we’re releasing the full and final lineup of presenting companies for FinovateFall 2015. Market segments include insurance, banks, telecom, utilities, and property management. AcceptEmail serves today’s consumers with online, real-time email payments. Blockstack.io

Company 12

Company Software Analytics Mobile 12

Fintech Labs Insights

AUGUST 18, 2015

RMS is an engagement solution provider focused on acquisition, cross-sell, rewards and referral marketing solutions for financial institutions. Our featured referral solution is presently YAP. Previously, he spent over 20 years working with financial services companies in self-service channels and payments.

Referral Marketing 12

Referral Marketing New York Conference Strategy 12