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How to survey clients of your accounting firm

Abrigo

Surveys of clients not only can help shape your firm’s strategy but also can provide insight into the client, their business and their industry so that you can more effectively promote your existing services to them. Indeed, your survey may reveal that clients have been wanting the services you already offer.

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How to Use RFM Customer Segmentation Analysis in Banking

South State Correspondent

How to Implement RFM Customer Segmentation Let’s demonstrate how RFM works by considering a sample dataset of customer transactions: After bankers have a customer dataset of RFM values, they next score them by ranking each RFM category separately. Which customers should receive deposit rate increases to keep them from defecting?

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How to Win Small Business Loans This Year

Abrigo

A recent survey by Abrigo found that 87 percent of banks surveyed are working to win more small business loans in 2022. Learn more about how to recover market share with small business lending. How to Win Small Business Loans This Year. The post How to Win Small Business Loans This Year appeared first on Abrigo.

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Great expectations: Loan review system regulations and how to adhere to them

Abrigo

WATCH Takeaway 1 Loan review officers must figure out how to adhere to the FDIC’s guidance on loan review and credit risk review systems. Read more for specific objectives every loan review system should meet. You might also like this webinar, "Return to basics: Asking the right credit risk questions."

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The State of Automation in Financial Services 2024 Report

In this report, you’ll find a comprehensive analysis of survey responses from executives at banks, credit unions, and insurance companies concerning their organization’s current and future use of automation.

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Smishing: Text messaging fraud and how to avoid it

Abrigo

Preventing SMS phishing, or "smishing: A financial institution's guide to smishing scams, why they work, and how to avoid them. Double check texts from your employer: A report by the cybersecurity company Proofpoint found that 81 percent of organizations surveyed faced smishing attacks.

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Your SMB Banking Strategy How-To Guide

Jack Henry

Everything You Need to Know About Growing Small Business Banking If expanding your services to the small- to midsize-business niche is on your horizon, you’re in good company: 65% of CEOs surveyed in Jack Henry’s 2023 Strategic Priorities Benchmark Study said they plan to expand SBM services in the coming years.