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3 Ways CPAs can leverage technology for meaningful practice growth

Abrigo

Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Better communication with less effort and fewer bottlenecks that slow the completion of an engagement.

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Technology can handle these 5 accounting tasks for you

Abrigo

Instead of being afraid of the changes that artificial intelligence and machine learning will have on accounting, accounting professionals should be excited, argued Marr, author of Data Strategy: How to Profit from a World of Big Data, Analytics and the Internet of Things and Key Performance Indicators for Dummies.

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UK Consumers Won't Tolerate Financial Crime At Their Bank

FICO

You can read more about all the UK survey results in our Digital Consumer Banking and Fraud Survey – UK Results Ebook . This suggests there could actually be a strong marketing opportunity for those institutions that want to highlight how well they look after fraud victims. Millennials are the least impressed. by Matt Cox.

eBook 52
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Performing business valuations with optimal efficiency

Abrigo

This is because technology leaders benefit from new markets, the ability to scale and collaborate, as well as the opportunity to innovate. Some technology allows valuation work to be annotated and color-coded by users for better workflow trails and improved project management. Learn More ».

eBook 150
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Corporate Finance’s Interest In AI Doesn’t Lead To Adoption: Oracle

PYMNTS

Last year was the year of artificial intelligence (AI), declared Brighterion CEO Dr. Akli Adjaoute for PYMNTS’ 2018 year-end eBook. The technology is proliferating financial markets, particularly for some of the world’s largest financial institutions in need of enhanced compliance solutions. Turning Interest Into Adoption.

eBook 192
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Accounting firm clients want these services from you

Abrigo

Market research in the U.S. is a $20 billion industry, according to industry-market researcher IBISWorld , indicating that U.S. The good news is that even if your firm isn’t spending substantial amounts on market research, there is a significant amount of information in the marketplace about what business clients want from their CPA.

Taxes 150
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Top 5 Customer Development Posts of 2022: Digital Banking and Pricing Opti

FICO

His insights on humanizing interactions come from his larger piece on digital banking called The 11 Commandments of Digital Banking eBook. Analytics-powered digital solutions enable intelligent personalization based on context (i.e., what’s happening in the moment). Use location data to say “Good Morning!” or “Good Afternoon!”