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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. Founded in 2015, Stash is a mobile banking and investment app that helps more than five million Americans save and invest for the future. Making a human connection. Clearly, good CX matters.

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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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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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 82
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Should You Start a Business in Uncertain Times? What Research & Real Business Owners Say

Hubspot Sales

Multiple income streams can provide security and a level of freedom that, in a way, make things more certain,” shared Hufford. Having a supportive spouse, both financially and emotionally, is underappreciated and under-recognized in providing the security to make big decisions like starting a business," Pedigo shared.

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2023’s 19 Best Sales Prospecting Tools

Hubspot Sales

Even in instances where salespeople can identify interested customers, 19% of salespeople struggle with getting in direct contact with decision-makers. This alerts you of job changes, funding news, and hiring decisions. Here you can filter prospects based on company, investor, and funding data. Prospect monitoring functionality.

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What is customer satisfaction score? (+ how to measure CSAT)

Zendesk

When you collect CSAT scores, you give buyers the opportunity to voice their opinions, making them feel heard. If you’re looking to become a customer-centric business, it’s important to understand how CSAT helps make that happen. CES makes it easy to spot weaknesses during support interactions or within a product. Here’s why.