Remove Course Remove Management Remove Regional Remove Taxes
article thumbnail

How tax accountants can provide valuation services

Abrigo

For some accountants, tax and audit services are attractive for the recurring revenue streams and steady client base they provide. But those referrals can be risky, according to Paul Wapner, CPA/ABV, CGMA, who is manager of forensic and valuation services for the AICPA.

Taxes 170
article thumbnail

Relationship Pricing is Key to Performance

South State Correspondent

Approximately 90% of all community banks believe that they provide an above-average level of customer service (of course, the math cannot work that way, as half of all banks should be providing a below-average level of customer service). How should management go about measuring relationship pricing?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Recency Trap and Building Deposit Balances

South State Correspondent

Most national and regional banks allocate marketing resources to recently acquired customers to get them to build deposit balances and purchase other products, while most community banks do not. Recency Trap Experiment Of course, please don’t take our word for it. Many banks fall into the “recency trap.”

Marketing 195
article thumbnail

Lending Is Failing To Live Up To 2018’s Great Expectations

PYMNTS

regional bank executives were gearing up for a bumper year, according to Bloomberg. Crediting lower taxes, thanks to the end of the year tax reform bill passed by Congress, regional bank executives saw a sudden and notable pick up in both commercial loan demand and a big jump in spending on credit and debit cards.

Lending 100
article thumbnail

Getting Past ‘Standard’ To ‘Fair’: Tech Brings Efficiency To Mileage Reimbursements

PYMNTS

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. Mileage Misconceptions. Different Programs.

Taxes 128
article thumbnail

Banks, Build Vs Buy And The Great Digital Shift

PYMNTS

We’ve noted that the stage has been set for M&A to ramp up, due in part to lower corporate taxes, which gives firms higher profits, which in turn gives them more money to both extend loans (building up customer bases) and have money in hand to pursue deals. PNC sold its stake in Blackrock for $15 billion, adding to its dealmaking ability.

Google 189
article thumbnail

The Geopolitics of PSD2

Bank Innovation

It’s fair to assume then that PSD2 would be a direct continuation of PSD1, correcting the course and setting mistakes right, but it’s not. Of course we are. What do you mean, why not? PSD1 was formulated and signed off on prior to the financial crash. A lot has changed since then. That’s quite the coincidence.