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15 Personal Finance Hacks for a Thriving Financial Future

BankBazaar

Invest in Tax-Saving Instruments Take advantage of tax-saving instruments like Public Provident Fund (PPF), Employee Provident Fund (EPF), and Equity-Linked Savings Schemes (ELSS). These investments not only help you save on taxes but also provide long-term growth potential. 4.

Taxes 78
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Marketing tips to boost your valuation business

Abrigo

Unlike many traditional accounting services, such as tax preparation and auditing, valuation work is often a one-and-done kind of engagement. Or you could offer a lunch-time speech or mini-workshop on succession planning for the local chamber of commerce’s monthly meeting. Get a buzz going by getting out of the office.

Marketing 150
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Open banking APIs are open for business

Insights on Business

Open banking is often mentioned in relationship to compliance with regulatory standards, but in reality, the regulators are only catching up with what is happening in the market. This business can now serve a large network of distributors and has captured an even bigger market, particularly by expanding in other countries.

Fintech 181
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Finovate Fall 2016 Live Blog – Day 1

William Mills

With CRMnext, replacing a lost card or request a new pin is a one button process. Visualizing data for trends and market projection, visualize data in different ways. Demo: voice conversation with Alexa, able to ask bank account balance, block cards, pay bills, send money to friends. 20% of customer interactions are assisted.

Mobile 40
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Tracking The Trends That Shaped 2020’s The Digital-First Economy

PYMNTS

This tracker brought NCR Corporation together with Avidia Bank and was notable for the stat that showed that one-third of bank customers said they would visit physical branches more often if they could compete with the ease of mobile banking, and banks are deploying or workshopping a number of technologies to make this convenience a reality.

Trends 259
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Killing Strategy: The Disruption Of Management Consulting

CB Insights

The early consultants changed that by using market research and data analysis combined with niche expertise to help companies manage their supply chains, improve their product positioning, and enter new markets to beat their competitors. Consultants did this because clients weren’t. From the FAQ for BCG’s Gamma program.