Abrigo

APRIL 16, 2015

Referrals ? Marketing ? More than three-quarters of accounting firms that described themselves as “very prepared” to address the most significant trends of the future believe technology will have a major impact on their ability to market the firm, prospect and win new clients, according to the survey. How about technology?

Technology 150

Technology Referral Marketing Survey Michigan 150

Fintech Labs Insights

AUGUST 18, 2015

RMS is an engagement solution provider focused on acquisition, cross-sell, rewards and referral marketing solutions for financial institutions. Our featured referral solution is presently YAP. Matt Domanico, SVP, Marketing. Domanico heads up marketing, program management, and product design.

Referral Marketing 12

Referral Marketing New York Conference Strategy 12

CB Insights

OCTOBER 10, 2017

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. Below, we’ll show you: How to use pre-launch marketing to build trust and hype.

Tools 78

Tools Millennials US Maine 78

Fintech Labs Insights

SEPTEMBER 1, 2015

Market segments include insurance, banks, telecom, utilities, and property management. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises. AcceptEmail serves today’s consumers with online, real-time email payments.

Company 12

Company Software Analytics Mobile 12