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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

Most banks will target around 6% of revenues next year for their marketing budget, and banks with strong brands and marketing programs target above 7%. Bank Marketing Lesson 9: Goal Setting – A Common Theme. Every bank product manager should be clear on what their product is, what it is used for, and who will use it.

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FinovateSpring 2017 Live Blog – Day 2

William Mills

BeSmartee is based in Huntington Beach, CA. From their web site: We create, design and develop innovative applications, combining talent and technology to achieve high impact creative solutions for our clients’ needs. Seems like a pretty straightforward application of marketing automation and predictive marketing.

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Finovate Spring 2018 – Day 2

William Mills

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today. one solves the low accuracy level of automated conversational applications with its Conversational Data Management Platform. oneconvers.

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How CPAs Can Help Loan Officers Assess Business’ Risks, Valuations

NCR

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. Hall is the Managing Director of Hall & Company, CPAs & Consultants in Irvine, CA. We review financial assumptions being made for reasonableness.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Visualizing data for trends and market projection, visualize data in different ways. Help customers manage their finances.

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