How real-time valuations and business health insights create valuable interactions that drive long-term success.
There’s a...
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Why Business Valuation Matters More Than Ever
SMBs are navigating a financial landscape filled with uncertainty—inflation,...
When calculating the value of a business, it’s easy to focus on the tangible and operational aspects—the equipment, the...
Using Data to Deliver Tailored Customer Experiences
Today’s clients expect more than one-size-fits-all solutions, they want...
In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic...
Over the years I’ve learned that the most successful firms don’t just deliver great service—they show clients how their efforts...
As seen in FinXTech
In an era where small and medium-sized businesses (SMBs) face dynamic challenges and rapid market changes,...
Your financial institution may be facing two common issues: Most SMBs don’t share their financial data, and there isn’t enough...
Banks and credit unions are discovering new ways to make the best use of automation. In this blog, we'll explore compelling...
Annual Client Reviews (ACR) provide an opportunity to showcase the expertise and value of your financial services — while...