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Management

Referral Marketing

Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

APRIL 16, 2015

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?

Technology

Technology Referral Marketing Survey Michigan

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

OCTOBER 10, 2017

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. Download the 17 key takeaways from the 7 fastest-growing personal finance apps.

Tools

Tools Millennials US Maine

Webinars

Back to Basics with Reconciliations

MORE WEBINARS

Community Banking Brief

Beyond efficiency: Using technology to ramp up a valuation business

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

Webinars

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