2014, Management and 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

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. Use pre-launch marketing to build both trust and hype. In aggregate, they command $1.3

Tools

Tools Millennials US Maine

Community Banking Brief

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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