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10 Big Bank Marketing Lessons from the ABA Bank Marketing Conference

South State Correspondent

Casey Christopher, Chief Empowerment Officer at Quontic Bank (NY, $835mm), and Brooke Ybarra, VP of Innovation Strategy at the ABA, provided bankers with a working knowledge of the current regulatory environment and how each technology works. He made an interesting point – “boring companies pay a premium.”

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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. 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.

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