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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

SEPTEMBER 20, 2022

Here, we discussed how if a bank is willing to comply with the intent of the CA Privacy Protection Act (CCPA), then we showed how we purchase some 3,000 data points on some of our customers and then take that data to form look alike audiences. We are not sure this should be in the Top 10, but since we gave this talk, we decided to include it.

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Conference Marketing social media Data 195
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How CPAs Can Help Loan Officers Assess Business’ Risks, Valuations

NCR

MARCH 15, 2016

We also scrutinize revenue projections based on a variety of business and market factors such as consumer demand and the entrepreneur’s go-to-market strategy. The CPA can provide the expertise necessary to maximize incentives that will increase the business’s working capital, which ultimately reduces the credit risk to the bank.

Taxes 40
Taxes CA Lending Strategy 40
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