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Tech hardware for accountants & advisors: A primer

Abrigo

Is it reasonable to expect a chef to prepare a gourmet meal when her only resources are dull knives, expired food and an oven that does not heat properly? Even the most qualified accounting or advisory professionals cannot reasonably be expected to create a market-leading practice without these basic tools and quality ingredients.

eBook 186
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Content Marketing 101: Creating a Strategy for Your Financial Brand

Social Assurance

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. If you missed it, we broke down what content marketing is here. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals.

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Building A Base Of True Capital

PYMNTS

Noting that customer loyalty was a critical factor for restaurants that survived the 2008 market crash, Paytronix CEO Andrew Robbins told PYMNTS, “When the current black swan finally departs and restaurants begin to reopen, we hope those that truly invested in developing strong relationships will survive.”

Capital 150
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Accountants: Are you a cost center or a growth partner?

Abrigo

She will provide simple ideas that accountants can share with their clients: low-cost options to market their products and services so they can grow the top line and end up with more on the bottom line, too. Accountants can recommend this approach to their business clients and help them see how it can help grow their business.

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Maximizing Your Website to Generate Quality Leads

William Mills

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

eBook 41
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Leveraging LinkedIn for Social Selling

Social Assurance

We are only about 60 days away from Spring and as we head into the spring of 2022, lending is a primary focus for financial brands. Our current environment leaves financial brands flush with deposits, heading into the start of the seasonal uptick in home buying, while inventory remains a challenge.

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Proactive Customer Communication for Fraud Prevention

FICO

Get it right and your customer feels protected; get it wrong and it’s a negative experience that requires significant resources to put right and can ruin customer relationships. With all the diversity of preferences in the market, banks working to communicate with customers in their preferred channels clearly have their work cut out for them.

Fraud 52