Emilie Totten May 8, 2021 The dream of many investment management marketers is to efficiently use data to create content that drives engagement and generate insights that support strategic decision-making. While those are both possible in theory, often reality looks very different. Most firms struggle with data that is unwieldy, overwhelming and underutilized. In fact, … Continue reading Overwhelmed by Data? 6 Steps to an Easier Financial Marketing Future
Tag Archives: Financial
Consolidating Your Financial Tech Stack? Look for These 4 Features
Chen Amit May 7, 2021 The right technology stack can supercharge the infrastructure that powers a business. As the co-founder and CEO of a payment automation software company, I’ve seen firsthand how the best tech stacks can drive significant business value and financial health for organizations — but I also know that reaching that end … Continue reading Consolidating Your Financial Tech Stack? Look for These 4 Features
4 Financial Tips for Professionals Starting Their Career
Cynthia Joyce April 27, 2021 QuinceCreative / Pixabay The pandemic impacted everyone and the ensuing economic fallout has been widespread. Consequences from broad-based shutdowns and significant financial blows across a variety of market sectors hit young professionals especially hard. This group, often in the first few years of their career or just entering the workforce, … Continue reading 4 Financial Tips for Professionals Starting Their Career
How SaaS Drives Transformation in Financial Services in 2021
Robert Jackson March 23, 2021 The revolutionary SaaS (Software-as-a-Service) concept can transform various industry sectors, and the finance sector is no exception! As a cloud-based technology, SaaS can benefit fintech companies and banks alike especially in meeting regulatory demands and providing security to their customers. Let’s understand the SaaS model before digging deep into its … Continue reading How SaaS Drives Transformation in Financial Services in 2021
How to Balance Personal and Business Financial Goals
Cynthia Joyce March 5, 2021 geralt / Pixabay Tax time is here and with it often comes reflection. For business owners, working on or reviewing business and personal tax returns offers an opportunity to assess the previous year. Whether 2020 was a year to forget or your business adjusted and thrived during the pandemic, analyzing … Continue reading How to Balance Personal and Business Financial Goals
Innovation as the Escape Route from Financial Slowdowns
Anthony Gaenzle February 26, 2021 qimono / Pixabay It is too soon to say that humanity has the upper hand on the Coronavirus, but data coming in recently is undoubtedly encouraging. The United States, for example, recently saw a 19% decline in cases of COVID-19. This has been the case in multiple countries, even those … Continue reading Innovation as the Escape Route from Financial Slowdowns
Best Practices for Building Great Financial Models
Michael Zimmel February 9, 2021 Financial models are crucial to the business but building them in Excel can be both complicated and frustrating. Setting up formulas and stipulating conditions takes time. And just when you think your model is water-tight, there is another error. Although errors are unfortunately very common in Excel models, it is … Continue reading Best Practices for Building Great Financial Models
Cheating On Your Financial Goals? Here’s What You Can Do
Todd Kunsman February 8, 2021 If you are working towards bettering your personal finances, you probably have set up specific financial goals tailored for you. Typically these will change and maybe even grow over the years, but either way, it’s a great way to keep you accountable. However, you may find yourself cheating on your … Continue reading Cheating On Your Financial Goals? Here’s What You Can Do
How Freelancers Can Catch FIRE (Financial Independence Retire Early)
Stefan Palios January 27, 2021 Millennials around the world are facing bleak job prospects and a world economy in near shambles from the COVID-19 pandemic. Naturally, the idea of living off investments sounds pretty good right now. Personal finance has long talked about the idea of becoming financially independent, meaning not owing debt and having … Continue reading How Freelancers Can Catch FIRE (Financial Independence Retire Early)
How to Start Planning for Your Financial Future Right Now
Ryan Ayers September 29, 2020 The COVID-19 pandemic hasn’t done too many people favors, financially, but it has led to a little more “me time” for most people outside of the healthcare community due to stay-at-home orders and similar restrictions aimed at flattening the curve of the virus. Regardless of how your finances may or … Continue reading How to Start Planning for Your Financial Future Right Now
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