Category Archives: Financial Services

Where is Your Business Located? The Answer Could Affect Your Loan Options

Meredith Wood — May 9, 2017 Follow @fundera— May 9, 2017 You’ve done hours of online research, compared dozens of options, and finally, you’ve found it—the perfect loan for your small business. But then, as you finally go to apply, there is a problem. As it turns out, your perfect lender isn’t licensed to fund … Continue reading Where is Your Business Located? The Answer Could Affect Your Loan Options

5 Trends Impacting the Financial Services Industry in 2017

Nathan Ive — February 10, 2017 — February 10, 2017 5 Trends Impacting the Financial Services Industry in 2017 Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, … Continue reading 5 Trends Impacting the Financial Services Industry in 2017

What the Data Says About Financial Services and Referral Marketing [Report]

by Amity Kapadia June 17, 2016 Follow @amitykapadiaJune 17, 2016 Think about the last time that you took out a loan or used an accountant to prepare your taxes. Even if your experience was positive, was it exciting enough to inspire you to refer the company to your friends, family, or colleagues? Did you run … Continue reading What the Data Says About Financial Services and Referral Marketing [Report]

Social Media Promotion as an Effective Tool for Financial Services Marketing

by Judy Caroll January 5, 2016 Follow @www.twitter.com/judycaroll1January 5, 2016 Businesses today are seeking for savvy solutions to manage specific functions. In terms of managing their finances, merchant service companies and investment banking firms need low cost solutions in terms of processing and organizing a large amount of data. These activities can be properly handled … Continue reading Social Media Promotion as an Effective Tool for Financial Services Marketing

Subtly Tooting Your Own Horn to Get the Credit You Deserve

by Michelle Weidner November 29, 2015November 29, 2015 We all want to believe that hard work speaks for itself—but that isn’t always the case. Sometimes the hardest-working people in an organization unintentionally fly under the radar. If you often find yourself not getting credit for your achievements and successes, perhaps you need these tips to … Continue reading Subtly Tooting Your Own Horn to Get the Credit You Deserve

Why Financial Services Have to Embrace the Social Customer

Thomas MillerNovember 6, 2015 Winter Is Coming. And So Is Social Banking. Millennials are just about done being weaned off their parents’ bank accounts.  So what are they bringing to the bank? Social. Today, we are already seeing forms of what is to come next for financial services: social banking. It started with at home … Continue reading Why Financial Services Have to Embrace the Social Customer