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Empowering Your Financial Advisors With Salesforce

Perficient

But financial advisors that work for larger wealth managers and are looking to be more targeted and personalized with client outreach are often burdened by the hoops put in place by corporate infrastructures that they must jump through in order to get new marketing content made or sales campaigns underway.

Taxes 294
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Plugging Expense Leaks With Spend Management Solutions

PYMNTS

When it comes to solutions, the latest Workforce Spend Playbook , a collaboration between PYMNTS and Bento for Business , is a compilation of the best spend management approaches currently available. Weddings and events are another sector experimenting with card-based spend management efforts. Tax Time, and Time as a Commodity.

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Use Our ERC Assist Program to Raise Deposits

South State Correspondent

The need for a known, reliable brand creates an excellent opportunity for community banks to help small business customers while building deposit balances. ERC gave eligible businesses a refundable tax credit of up to 50% of $10,000 for qualified wages paid per employee. In 2020, the U.S. Our average ERC is approximately $400k.

Taxes 195
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Green Dot Blows Past 1Q Earnings Estimates on Prepaid and Tax Businesses

PYMNTS

posted results Tuesday night that blew past Street estimates, boosted by strength in its card and tax refund-focused business lines. Those tax refund recipients in turn were able to get cash advances, said the executive, all evidence of what Green Dot has termed a synergistic approach to its business. Green Dot Corp.

Taxes 100
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VCs Back FinTechs That Help Other Firms Manage Money

PYMNTS

With more than $89 million raised, B2B FinTechs this week impressed venture capitalists (VCs) with a range of services, including small business accounting, financing, spend management and payroll. Focused on helping startups manage and analyze expenditure, U.S. PYMNTS breaks down the latest VC investments below. Tribal Credit.

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Genesis Molds Treasury Management For The Crypto World

PYMNTS

He is also CEO of his new venture Genesis , a company formed to provide consulting and asset management services in the context of cryptocurrencies. ” Furthermore, many of these projects raising funds lack the resources and internal staff to manage that pressure or other more typical challenges, like marketing and branding.

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Financial Brand Forum 2018: 7 Takeaways in 7 Minutes

Gonzobanker

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. What could possibly go wrong? As it turns out, a LOT can go right. Digital First Now! Expo Hall Surprises.

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