Tag Archives: Financial

Uncovering Your Company’s True Value With Normalized Financial Statements

Terry Lammers — September 30, 2019 Having a professional business valuation can be eye-opening for both the buyer and the seller of a company. In some cases, a seller might have a magic number in mind of what the business is worth only to eat a big spoonful of humble pie when the true valuation … Continue reading Uncovering Your Company’s True Value With Normalized Financial Statements

8 Financial KPIs to Help Improve Performance

  Jibran Qureshi — September 24, 2019   Small businesses encounter a variety of challenges, most of which have an impact on their finances. They have a higher vulnerability to the impact of poor decision making and inefficient financial management, than medium or large businesses. Poor decision making arises when decision-makers use inaccurate, irrelevant or … Continue reading 8 Financial KPIs to Help Improve Performance

Email marketing and customer retention in the financial services industry

Brands that leverage email marketing will continue to build lasting customer relationships while thwarting the new fintech players from capturing market share. Kyle Henderick on September 23, 2019 It was surprising to learn that more than two in five financial services customers say they rarely or never receive relevant marketing communications from financial services companies … Continue reading Email marketing and customer retention in the financial services industry

How Can Machine Learning Be Used in Financial Services?

Lanre Onibalusi — September 3, 2019 Follow @Onibalusi — September 3, 2019 Machine learning technology is making rapid gains in the financial services industry, and a growing number of companies are now using it to enhance the customer experience. Gartner even predicts that by 2020, 85% of customer relationships with an enterprise won’t involve interacting … Continue reading How Can Machine Learning Be Used in Financial Services?

More Money, More Problems: Issues a Business in the Financial Sector Can Have With Digital Marketing (And Solving Them)

Tommy Wyher — August 28, 2019 — August 28, 2019 The financial sector is highly competitive which makes the need for digital marketing paramount for companies wanting to stand out. Finance is serious business so a marketing approach that would work for a CBD product or video game might not be formal enough to work. … Continue reading More Money, More Problems: Issues a Business in the Financial Sector Can Have With Digital Marketing (And Solving Them)

7 Ways to Avoid Financial Stress When Running a Business

Robert Gloer — August 28, 2019 Follow @IOUFinancial — August 28, 2019 Running your own business requires careful thought and planning. But even with all that, it’s hard to avoid feeling financially stressed from time to time. Handling the stress productively can help your business succeed. But avoiding it in the first place can also … Continue reading 7 Ways to Avoid Financial Stress When Running a Business

Top 6 Financial Tips Every SaaS Founder Should Know

Eric Goldschein — July 24, 2019 — July 24, 2019 Starting your own software as a service (SaaS) business is an appealing way to become an entrepreneur. Just come up with your software solution, deploy it, and become indispensable to fellow business owners everywhere—right? Of course, it’s never that simple. Coming up with and creating … Continue reading Top 6 Financial Tips Every SaaS Founder Should Know

5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market

Barry David Moore — June 20, 2019 — June 20, 2019 A Robo Advisor is a digital application that offers clients financial advice created by algorithms, artificial intelligence, or mathematical formulas. The term Robo Advisor is short for robot advisor. However, the phrase Robo Advisor is inaccurate. To explain, a Robo Advisor is a digital … Continue reading 5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market