2014, Examples and Referral Marketing - Community Banking Brief

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2014

Examples

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

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. The Credit Score Simulator, for example, lets you run through a wide variety of situations and how they might change your credit score. Let’s dive into some examples.

Tools

Tools Millennials US Maine

Webinars

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

Webinars

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