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3 Lessons from A Founder of 2 Million-Dollar Companies

Hubspot Sales

Most of these companies focus on the Spanish-dominant immigrants and their pain points, such as the distrust of banks or the struggle with English. Source: SUMA Wealth pitch deck SUMA also helps young Latinos navigate the stressful finances of dating , through a partnership with Latino dating app Chispa (part of Match.com).

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Bank Customer Acquisition: 6 Proven Tactics You Can Implement Right Now

ReviewTrackers

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? 6 Banking Customer Acquisition Strategies.

Banking 49
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How to prioritize your CX budget

Zendesk

Below, we break down high priority touchpoints by industry paired with a free deeper dive into the solutions, so that you can deliver great CX without breaking the bank. The finance world’s shift to digital has been a long time coming, but its speed accelerated during the pandemic, which means we have a lot to look forward to.

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Design Thinking Driven Problem Solving and Innovation

Flevy

Banking and Finance: Design thinking can be used to create better banking experiences, develop new financial products and services, and improve the user experience of financial apps and websites. Encourage collaboration : Work together with others to create solutions. Iterate and refine : Continually test and refine solutions.

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31 Funding Resources for Black-Owned Businesses

Hubspot Sales

Less access to banking in Black communities and a history of discriminatory lending practices have made it harder for Black founders to secure loans or financial assistance. Accion International is a global, non-profit micro-lender that provides financing to disadvantaged populations. Union Bank. Accion International.

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Customer Acquisition in Banking: 6 Tactics You Can Implement Right Now

ReviewTrackers

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? 6 Banking Customer Acquisition Strategies.

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6 Ways to Get Your Business "Investor Ready"

Hubspot Sales

Luckily, a bank loan isn't your only option these days. Since they're in high demand, they can be picky in where they choose to invest — which usually means prioritizing established businesses over startups. Debt crowdfunding: With this type of crowdfunding, you borrow money from other individuals instead of a bank.