Abrigo
FEBRUARY 1, 2023
You might also like this on-demand webinar, "Deposit strategies for funding challenges" WATCH Takeaway 1 Many financial institutions are questioning where rates are headed and how to structure their ALM strategies accordingly. Markets move in unpredictable ways when least expected. 2 yrs) rise more than longer-dated (e.g.,
Abrigo
OCTOBER 4, 2022
You might also like this webinar, "Deposit strategies for the 2022 funding challenge." While loan rates in previous rising-rate environments priced up with the market close to 1:1, institutions are often finding that in this rate cycle, perhaps they price up only 75-80% of market rates, reducing their spread. keep me informed.
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Abrigo
DECEMBER 23, 2022
Takeaway 1 Changing economic landscapes, investment markets, interest rates, customer demand, mergers, and acquisitions affect ALM decisions. For more analysis of core deposits for risk management and loan growth, stream this webinar. ALM 101 eBook: Introduction to asset/liability management. Learn More. Whitepaper. Learn More.
Abrigo
JULY 18, 2017
In a recent Sageworks webinar, “ Why Business Owners Don’t Buy Coaching From Their Accountant (And What To Do About It) ,” John Warrillow , author of “Built to Sell: Turn Your Business into One You Can Sell,” discussed a major hurdle for accounting firms that are making the transition from compliance work to value add and advisory services.
Abrigo
OCTOBER 4, 2017
One of the biggest ways that technology can help accountants is to create deeper, better relationships with clients,” said marketing and practice management consultant Charles Hylan in the eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising.
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.
Abrigo
SEPTEMBER 19, 2016
Market research in the U.S. is a $20 billion industry, according to industry-market researcher IBISWorld , indicating that U.S. The good news is that even if your firm isn’t spending substantial amounts on market research, there is a significant amount of information in the marketplace about what business clients want from their CPA.
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