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How top fintechs like Stash, Ramp, and Zip make bank with exceptional CX

Zendesk

In 2021, venture capitalists nearly tripled their investment in online-only banks from the year before—to the tune of $133 billion. But implementing an exceptional customer experience (CX) strategy is one of the most effective ways for a fintech to differentiate its brand to drive higher customer acquisitions and improve retention rates.

Banking 52
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How to organize your virtual data room with a data room index

PandaDoc

Schedule your demo What to include in a data room index Your data room index should have a clear hierarchy and simplified structure — folder organization will affect how easily partners, team members and investors will locate needed data. This makes it easier for users to understand what each folder contains and find documents quickly.

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The Plain English Guide to Equity Financing

Hubspot Sales

Equity financing is a type of funding that allows you to sell shares of your company to investors. You receive the capital to grow your business and investors get partial ownership of your venture. In equity financing, investors might receive common shares, preferred shares, or the same voting rights and treatment as founders.

Finance 81
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Why Business Model Innovation Could Be The Key To Getting Better Results

Luminas Strategy

Microsoft CEO Satya Nadella said as much when he told investors, “We’ve seen two years’ worth of digital transformation in two months.” The company moved decisively through global panic: between March and June 2020 alone, it made five acquisitions to expand its cloud computing empire. So, should some supply chains be shorter?

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What Is Microlending & Is it Right for You?

Hubspot Sales

For entrepreneurs whose credit or circumstances make the risk of default high, crowdfunded or peer-to-peer financing, such as microlending, offers monetary opportunities that are not available elsewhere. These loans are available to businesses that are unable to obtain funding from banks or credit unions. But let’s dig in a bit more.

Finance 99
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A Step-by-Step Guide to Landing Your First Enterprise Client

SmartKarrot

In this write-up, I will first explain what makes enterprise clients different and then take you through the all-important enterprise sales terminology that every B2B SaaS company should know. What makes enterprise clients different? . Enterprise sales funnel: The steps taken or route taken to make a purchase. contact-form-7].

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Top 5 Solutions Used In SaaS Business Model

Apptivo

With the rise in competition and more people opting for services provided by SaaS companies, a SaaS company needs to make decisions that will help them become an industry leader. And the rising trends in IPOs, acquisitions, and growth rates indicate that they are nowhere near a declining phase.

Finance 111