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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

Last week, the American Banking Association (ABA) held its annual Bank Marketing Conference in Denver, receiving rave reviews. The theme was – developing your marketing superpowers. Amid the brewery networking, superhero costumes, and fun, some fantastic bank marketing lessons were had, and not just for bank marketers.

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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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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 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. HQ: Sunnyvale, CA. In today’s world there is uncertainty around many things, your finances don’t have to be one of them. Key Executives.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Visualizing data for trends and market projection, visualize data in different ways. Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA. Marketing is headed by Stephanie Barrueto and Product Engineering by Linda Yang. Who is the target market? With GoodData can productize the data and more.

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