7 Powerful Ways to Evolve Your Accounting Processes
Because change can be difficult and seem risky. And because the hard-wired fear of the unknown is still more powerful than annoyance and frustration with the known.
But...
How to Automate High-Volume Reconciliations & Expedite the Month-End Close
Read this white paper to learn how:
An academic health science center defined a strategy for an automated reconciliation system
A restaurant company automated...
The Payment Management Strategies of Forward-Thinking Merchants
We know your customer’s experience is directly tied to your payment strategy. Better experiences will equal better conversions. Mobile, e-wallet, fraud prevention...
Overcoming Common Objections to Premium Financing
When bringing up premium financing as a way of funding IULs, you often get pushback because clients don’t have a full understanding of the strategy’s...
How Financial Advisors Can Differentiate Their Marketing
Stop blending in with your competitors and sending the same tired marketing to bored prospects. Use proven automated marketing and a new prospecting formula to build your...
Script: How to Start the Premium Financing Conversation with Clients
The hardest part of introducing a new opportunity to clients is starting the conversation in the first place. The wrong words can set you back, but the right words can...