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Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

Referrals ? Marketing ? The report said “very prepared” firms “are fixed in their belief that technology is the key to managing change and driving better business results. By Brad Spence, Director of Sageworks Valuation Solution What drives new business for your valuation practice? Cross-selling current accounting clients?

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FinovateFall Sneak Peek: RMS

Fintech Labs Insights

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.

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We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

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. Use pre-launch marketing to build both trust and hype. In aggregate, they command $1.3

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Fall In! FinovateFall 2015 Presenting Companies Revealed

Fintech Labs Insights

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. Adobe is changing the world through digital experiences.

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