Digital Strategies Exercises Taxes Technology 
Gonzobanker
MAY 31, 2019
When it comes to their digital lending capabilities, community banks and credit unions are coming up short in three key areas: 1. Technology Utilization. Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. Distinguishing Between Small Business and Commercial Loans.
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.
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