Abrigo

SEPTEMBER 26, 2017

Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Better communication with less effort and fewer bottlenecks that slow the completion of an engagement.

Technology 150

Technology eBook Taxes Meeting 150

Abrigo

JULY 22, 2016

Each of the three podcasts is about 15 minutes or less, topics tackled include pricing, improving client presentations, building better client relationships and reaching new markets. It is available in eBook form and in print.

eBook 150

eBook Resources Strategy How To 150

Abrigo

JUNE 14, 2017

This is because technology leaders benefit from new markets, the ability to scale and collaborate, as well as the opportunity to innovate. In fact, studies have shown that across a broad range of industries, small and midsize U.S. enterprises that are technology leaders produce faster revenue growth than technology laggards.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

JUNE 20, 2017

While budget performance and key internal ratios need to be included, your clients need to have a 360-degree view of what is happening within their market and industry. Additional Resources: eBook: Building Value: The 5 Keys for Achieving Success Checklist: How to Embrace Technology and Grow Your Firm.

How To 191

How To eBook Meeting Trends 191

Abrigo

DECEMBER 28, 2023

Here are the top resources. Papers, infographics on risk management Resources related to banking headlines were popular For banking risk and accounting staff, managing challenges tied to interest rates, liquidity, and credit portfolios will remain top-of-mind in 2024.

Resources 221

Resources Risk Management eBook Strategy 221

PYMNTS

JUNE 22, 2017

The company recently published a new eBook , Managing The Risk Of Fraud: The View From Corporate Finance, in which Vesta and CFO Research surveyed 155 senior-level finance executives in the U.S. There’s another way, though, in which the fear of fraud bears down on the enterprise. percent of total revenues, a 7.5

Fraud 108

Fraud Innovation Survey eBook 108

PYMNTS

JULY 14, 2020

We know from past data that a very high percentage of first-time buyers become repeat customers, so our customers likely have increased the overall market for their solutions. In contrast, the acceleration of growth can be explained almost entirely by an influx of first-time buyers.

Innovation 337

Innovation Online User Experience Resources 337

Abrigo

AUGUST 14, 2017

She will provide simple ideas that accountants can share with their clients: low-cost options to market their products and services so they can grow the top line and end up with more on the bottom line, too. Accountants can help them in these areas and add more value to their engagements in the process, she said.

social media 150

social media eBook Taxes Examples 150

Abrigo

APRIL 20, 2017

A post from the AICPA, The New Realities of Referral Marketing for CPAs , identified how the process of client referrals has grown more complex through time with the surfacing of the consumer decision journey. Technology Can Help Today, technology can help with something called technology enabled analytics.

Analytics 150

Analytics Referral Marketing eBook Data 150

PYMNTS

APRIL 10, 2020

This is true for the payments industry at large as well as for the vertical markets Flywire serves, including education, healthcare and travel. At Flywire, we are focused on both the digital technology and expert resources needed to ensure that our clients’ customers’ most important payments go through.

Payments 150

Payments Regional Resources US 150

PYMNTS

OCTOBER 23, 2020

While other firms scaled back their workplace and hiring activities with the onset of the pandemic, i2c took a different path, forging ahead with building its team and growing its resources to help its affected clients. Leaning Into Talent. As other businesses failed and struggled, we reached out to their best talent with offers.

Resources 179

Resources Payments Company Operations 179

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. If you missed it, we broke down what content marketing is here. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

William Mills

JANUARY 18, 2018

Marketing has evolved over the years from strictly brand awareness to include more lead generation and sales nurturing activities. A recent HubSpot report supports this, with 63 percent of marketers indicating that generating traffic and leads is their top challenge, essentially the Holy Grail for marketers.

eBook 41

eBook Marketing Automation Marketing social media 41

PYMNTS

APRIL 21, 2020

Noting that customer loyalty was a critical factor for restaurants that survived the 2008 market crash, Paytronix CEO Andrew Robbins told PYMNTS, “When the current black swan finally departs and restaurants begin to reopen, we hope those that truly invested in developing strong relationships will survive.”

Capital 150

Capital Branding Resources US 150

Abrigo

JULY 18, 2017

Warrillow’s analysis and research results on psychographics were first compiled via his own quantitative research and marketing business, where clients included IBM, GE, Microsoft and other large industry giants. For example, to be known as the best photographer in the market, best plumber or entertainment artist.

eBook 150

eBook Examples Analysis Apple 150

FICO

NOVEMBER 16, 2022

They also show the complexity of the fraud landscape around the globe, as well as differences in operational sizes and resource availability. Read the complete results from our survey in the eBook The Evolution of Fraud Management Solutions. All these different pain points showcase different levels of maturity and system efficacy.

Fraud 52

Fraud Data Survey Regional 52

FICO

MARCH 10, 2022

Get it right and your customer feels protected; get it wrong and it’s a negative experience that requires significant resources to put right and can ruin customer relationships. With all the diversity of preferences in the market, banks working to communicate with customers in their preferred channels clearly have their work cut out for them.

Fraud 52

Fraud Survey Cards Customer Experience 52

Abrigo

AUGUST 3, 2017

Is it reasonable to expect a chef to prepare a gourmet meal when her only resources are dull knives, expired food and an oven that does not heat properly? Even the most qualified accounting or advisory professionals cannot reasonably be expected to create a market-leading practice without these basic tools and quality ingredients.

eBook 186

eBook Resources Phoenix Taxes 186

Social Assurance

JANUARY 25, 2022

The market for mortgage lending is competitive. In this competitive market, you have an opportunity to differentiate yourself by your brand and social selling. Questions to consider: What professional resources do you have access to that can supply you with content ideas? Download our Social Selling eBook.

social media 15

social media Branding eBook Lending 15

PYMNTS

MARCH 19, 2018

There are fraud activities around KYC [Know Your Customer] in the application processes,” he said, adding that a recent eBook published by The ai Corporation highlighted various tactics by fraudsters in this area. The eBook highlights the importance of customer education in identifying and preventing these scenarios.

Fraud 153

Fraud Cards eBook Data 153

PYMNTS

APRIL 17, 2020

To be ready for the unexpected, “One approach is to branch out into new markets. This hedges against the risk of losses if a single market or region is heavily impacted,” Payoneer CEO Scott Galit told PYMNTS. One approach is to branch out into new markets. And, as always, having supply chain redundancy is critically important.

Regional 231

Regional Trends Online Marketing 231

FICO

MARCH 28, 2023

While most marketers were comfortable using data and had access to a wide variety of data types, there was an interesting disconnect. See an illustrated explanation in our Applied Intelligence ebook. Functional teams can save time and resources by piggybacking on each other’s analytic projects. This points to a bigger issue.

How To 52

How To Analytics Data Strategy 52

CB Insights

OCTOBER 31, 2017

Title: Juicero can’t “carry forward the Juicero mission” Product: The Juicero Cold-Press Juice “Platform” In order to fulfill our mission, we announced last month that we would shift our resources to focus on lowering the price of the Press and Produce Packs. Around 4 p.m., Product: Lily Robotics.

Company 78

Company US San Francisco Capital 78