Digital Strategies, Exercises and Taxes

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Gonzobanker

MAY 31, 2019

Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. This exercise will reveal not only the number of times the same element is rekeyed in disparate systems, but also the number of times these elements may actually increase.

Lending

Lending Community Bank Community Data

Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

MAY 3, 2019

The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients.

Management

Management Data Meeting Branding

Community Banking Brief

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Reinventing the client advisor interaction model is the future of wealth management

Webinars

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