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CFPB reverses course on marketing services agreements

American Banker

The agency had raised concerns in the Obama administration about kickbacks in the marketing pacts between mortgage lenders and other providers, but the agency's recent guidance says the deals are legally viable.

Course 45
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What are analytical procedures and their benefits?

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Technology Can Help Today, technology can help with something called technology enabled analytics.

Analytics 150
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A Referred Customer Is A Better Customer

PYMNTS

Advocate marketing is the most reliable and effective method of digital and social marketing for retailers today,” Roche said in a statement. With Extole’s premium retail package, marketers can provide a more efficient sharing experience for their customers, while improving tracking through the customer’s journey. Roche said.

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Beware of Charging Unicorns: SoFi’s Vision of a “Bankless World”

ForwardBanker

Of course you’d better have a viable business model. Super Bowl ad season is again upon us, and according to the Wall Street Journal these high-priced TV spots can generate eye-popping increases in site traffic for little-known brands. The post Beware of Charging Unicorns: SoFi’s Vision of a “Bankless World” appeared first on Deluxe FI.

Course 28
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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

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist.

Tools 78