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How to Build a Banking Customer for Life

Banking 2020

As a financial institution, guiding your clients through personal finance, money management, and budgeting goals can help you stand out. One of the biggest financial stresses your clients might face is wedding costs. Client services are an integral part of any business. So, where do you fit in?

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Branding your accounting firm online

Abrigo

A local wedding photographer looking for a new accountant will probably look for recommendations from colleagues and acquaintances before choosing their new provider. Blog Accountant' Creating a positive brand experience for an accounting firm is, more often than not, about reputation. Image courtesy of Dreamstime.com.

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Tips to Strengthen Your Finances During the COVID-19 Pandemic

PopularBank

Create a Budget. Everyone needs a budget. No matter what the situation — natural disaster, college tuition, a wedding or retirement — you need to be aware of where your money is going. Here are the essential steps to take with a new COVID-19 budget: Cut out the nonessentials. It goes without saying.

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Monetary and fiscal policy in interwar Britain

BankUnderground

I find that monetary and fiscal policy played a central role in macroeconomic developments – and that outcomes could have been better had policymakers been less wedded to the traditional policy consensus, and especially the Gold Standard. In a new working paper , I apply modern empirical techniques to look at the period with fresh eyes.

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Top 5 Debt Collection Posts of 2022: Crisis and Opportunity

FICO

Wed, 01/18/2023 - 15:50. Wed, 01/18/2023 - 15:50. The continuing effects of the pandemic, rising costs of living and skyrocketing energy costs put sharp pressure on household budgets in 2022. Regulation also continues to pose demands on already stretched back-offices juggling limited budgets, manpower and bandwidth challenges.

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Profitability and Customer Financial Health in Retail Banking

FICO

Wed, 11/30/2022 - 19:00. Let’s say your bank is budgeted to implement a new payment fraud monitoring system, a project that usually requires hundreds, if not thousands, of payment attributes. chevron_left Blog Home. Profitability and Customer Financial Health in Retail Banking. FICO Admin. Tue, 02/18/2020 - 14:57. by Bill Waid.

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Savings Goals Top Millennial Resolutions – 3 Steps for Successful Savings Follow-Through

Banking 2020

With gen Y aging into new life stages where major first time purchases, like vehicles and homes, and life events, like weddings and childbirth, demand significant monetary investment, savings are taking center stage with increased urgency. You can contact her through her blog.