Abrigo

DECEMBER 18, 2023

WATCH Takeaway 1 Banks and credit unions are critical sources of capital for businesses in their communities, so how institutions assess CRE credits matters. But that might not be the best move for your financial institution or your community. But Kirby recommended examining data and surveys used to support this idea.

Risk Management 222

Risk Management Management Lending Capital 222

Abrigo

JULY 3, 2017

These are among the findings of a recent survey of 1,000 business owners by business payments network Bill.com. The survey found that all age groups of business owners – but particularly those younger than age 55 -- prefer their accountants to handle all or most of their accounting work paperlessly.

Mobile 150

Mobile Millennials Survey eBook 150

Independent Banker

MARCH 31, 2022

We asked community banks how they’re dealing with the resulting shifts in their employment models. Before remote work was an emergency measure to keep employees safe from a devastating virus, it was a perk some community banks offered to retain and attract talent. is among the community banks carefully navigating the new landscape.

Missouri 142

Missouri Community Bank Community Management 142

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice.

Management 150

Management Resources Capital Taxes 150

PYMNTS

JUNE 27, 2019

Last week, small business accounting company ScaleFactor released a new survey on how SMBs access capital. Exploring the importance of the small business through the lens of its immediate community is a critical component of promoting education among entrepreneurs. Localizing Capital. This is beneficial in more ways than one, he noted.

Capital 145

Capital Community Oklahoma Maine 145

Abrigo

OCTOBER 21, 2019

It sounds like the beginning of a joke, but for many community financial institutions, a spectrum of different customers and banking needs is something that they see every day. A farmer, a university student, and a business owner walk into a bank. However, they’re probably seeing fewer of these customers walking into a physical branch.

Oklahoma 218

Oklahoma Millennials Innovation Technology 218

PYMNTS

DECEMBER 11, 2019

Recent reports in Accountancy Age said SMBs are largely unaware of open banking, with Intuit Quickbooks finding in a survey of U.K. The company emphasized the opportunity open banking presents to promote automation for the SMB community. SMBs that nearly half (48 percent) said they don’t believe technology will impact their business.

Fintech 132

Fintech Groups Data Strategy 132