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Being more strategic – Case studies and insights (Ireland May 2023)

Red Star Kim

The figures for this year’s survey show Republic of Ireland fee income rose by 12 per cent in 2021, compared with just 1% in 2020 Finance-Magazine.com – Ireland’s top accountancy firms roar back to double-digit growth in 2021 Accountancies and Tax Consultants revenue is expected to expand at a compound annual rate of 1.3%

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

Zendesk

Fintechs have quickly emerged as major players in the global financial services industry. Many of Stash’s customers are novice investors, and Meehan focuses on making sure they feel confident about being able to build wealth through the app. But Ramp, a finance automation platform, has taken a different approach with CX.

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OpenView Expands Leadership Team with Promotion of John McCullough to Partner and Addition of Kate Ramirez as CFO

Openview

With his promotion to Partner, McCullough will also join OpenView’s Investment Committee and take a leadership role in Investor Relations. OpenView also announced the addition of their new CFO, Kate Ramirez, to succeed Bonnie Lewis who is shifting into the newly formed role of Executive Finance & Audit Chair.

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Best CRM For Financial Services – Finance CRM

Apptivo

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

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How Well Do You Know Your Customers?

Revegy

The c-suite is going to have a very different perspective and set of metrics than the mid-level manager, and Marketing cares about different topics than Finance. A quick google search can help you with terms (often there is a top 10 list in role specific magazines, like Strategic Finance, CFO Magazine, CMO-The Drum).

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What does ‘seasonality’ really mean in sales?

Nutshell

Investors buy houses at the end of the year, and when summer rolls around they turn around and resell.” For some B2B businesses like financial services, the peaks and valleys can come a lot more frequently than once a year. Having a down-season game plan is absolutely essential, ” Chappell told Nutshell.

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What Is Microlending & Is it Right for You?

Hubspot Sales

billion people around the world are unbanked and can’t access the financial services they need. 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. CDC Small Business Finance.

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