Practices are built on meaningful relationships—not spreadsheets
In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Michael Chasin, the General Manager of Clio Grow, as they discuss the most common client intake issues law firms face, and how implementing the right client intake and legal CRM software can transform the way you grow your firm.
In this free, 1-hour webinar you will learn how to:
Identify any pitfalls in your current client intake process
Transform your client intake process
Better manage clients at every touchpoint
Integrate Clio Grow with Clio Manage to create an end-to-end solution
WalletHub is a website that provides personal finance news, tips, and reviews through a social network. It enables users to make smarter financial decisions regarding home, auto, life, and business. The site connects users to trusted advisors such as bankers, insurance agents, and mortgage brokers. WalletHub offers premium profile pages and advertising opportunities for insurance carriers, agencies, and brokers to engage customers, drive new business, and strengthen relationships through social media marketing.
1. The document discusses challenges and opportunities in the digital evolution of the mortgage industry. It notes rising production costs for lenders and the importance of high producing loan officers. 2. Technology spending is increasing for lenders but top barriers to digital adoption are internal to lenders, not consumer issues. 3. The presentation provides tips for a successful digital strategy including having a clear business case, ensuring technology works for top producers, making tools easy to use, focusing on borrower value, and considering people, processes, and products together.
The document discusses an interview with Joe Dahleen, Vice President of Consumer at Axia Home Loans, about how lenders can succeed in the current mortgage market. Dahleen believes that lenders need to lower costs by streamlining processes like verifying income and assets at the point of sale using technology. He also thinks adopting electronic notes and integrating title and appraisal quoting will reduce costs. Dahleen predicts the customer experience will increasingly determine lenders' success, so they must make the process as simple as possible for borrowers.
This document discusses optimizing e-lending for Gen Y consumers. It recommends providing an interactive online application, automatically populating member data, and offering automated approvals. Over 50% of one company's loan applications are online. Optimizing the online experience increases revenue, improves loan officer productivity and closing rates, and reduces costs. The document outlines features like online decisioning, system integration, web chat closings, and following up with applicants to approve more loans and cross-sell products.
Did you know that firms using online payment solutions saw up to 6% year-over-year revenue growth in 2020 and collected nearly 40% more revenue per lawyer, according to the 2021 Legal Trends Report?
Offering the option to pay online makes it easy for your clients to pay—and that enables your firm to collect more revenue each month with less effort.
The best part is, securely automating billing and collections at your law firm is much simpler than you think—it’s all about choosing the right tools and having a proper system in place.
Join Joshua Lenon, Lawyer in Residence at Clio, to find out how you can leverage legal technology to maintain cash flow and improve revenue at your firm.
In this free webinar, you’ll learn:
- The benefits of offering online payment options and more ways to pay at your law firm
- How to comply with your ethical obligations and IOLTA trust accounting requirements
- Steps for creating an automated billing and payment process at your firm
This document discusses how lenders can attract more borrowers through faster pre-qualifications and closing times. It notes that while digital loan applications are rising, customer satisfaction is declining. The document recommends that lenders offer fully digital experiences, thoughtfully integrate technology, and enable faster pre-qualifications. It presents solutions like digital asset and income verification from companies like Plaid that can drive efficiencies for borrowers and lenders by reducing paperwork and verification times. Best practices for lenders include verifying all consumer data upfront, asking for data only once, minimizing documents needed, providing transparency on data sharing, and maintaining a convenient process for consumers.
Practices are built on meaningful relationships—not spreadsheets
In a time when clients expect you to be more available, communicative, and understanding, it’s become even more important to find ways to make the client intake process more efficient—and personal.
Join Joshua Lenon, Clio’s Lawyer in Residence, and Michael Chasin, the General Manager of Clio Grow, as they discuss the most common client intake issues law firms face, and how implementing the right client intake and legal CRM software can transform the way you grow your firm.
In this free, 1-hour webinar you will learn how to:
Identify any pitfalls in your current client intake process
Transform your client intake process
Better manage clients at every touchpoint
Integrate Clio Grow with Clio Manage to create an end-to-end solution
WalletHub is a website that provides personal finance news, tips, and reviews through a social network. It enables users to make smarter financial decisions regarding home, auto, life, and business. The site connects users to trusted advisors such as bankers, insurance agents, and mortgage brokers. WalletHub offers premium profile pages and advertising opportunities for insurance carriers, agencies, and brokers to engage customers, drive new business, and strengthen relationships through social media marketing.
1. The document discusses challenges and opportunities in the digital evolution of the mortgage industry. It notes rising production costs for lenders and the importance of high producing loan officers. 2. Technology spending is increasing for lenders but top barriers to digital adoption are internal to lenders, not consumer issues. 3. The presentation provides tips for a successful digital strategy including having a clear business case, ensuring technology works for top producers, making tools easy to use, focusing on borrower value, and considering people, processes, and products together.
The document discusses an interview with Joe Dahleen, Vice President of Consumer at Axia Home Loans, about how lenders can succeed in the current mortgage market. Dahleen believes that lenders need to lower costs by streamlining processes like verifying income and assets at the point of sale using technology. He also thinks adopting electronic notes and integrating title and appraisal quoting will reduce costs. Dahleen predicts the customer experience will increasingly determine lenders' success, so they must make the process as simple as possible for borrowers.
This document discusses optimizing e-lending for Gen Y consumers. It recommends providing an interactive online application, automatically populating member data, and offering automated approvals. Over 50% of one company's loan applications are online. Optimizing the online experience increases revenue, improves loan officer productivity and closing rates, and reduces costs. The document outlines features like online decisioning, system integration, web chat closings, and following up with applicants to approve more loans and cross-sell products.
Did you know that firms using online payment solutions saw up to 6% year-over-year revenue growth in 2020 and collected nearly 40% more revenue per lawyer, according to the 2021 Legal Trends Report?
Offering the option to pay online makes it easy for your clients to pay—and that enables your firm to collect more revenue each month with less effort.
The best part is, securely automating billing and collections at your law firm is much simpler than you think—it’s all about choosing the right tools and having a proper system in place.
Join Joshua Lenon, Lawyer in Residence at Clio, to find out how you can leverage legal technology to maintain cash flow and improve revenue at your firm.
In this free webinar, you’ll learn:
- The benefits of offering online payment options and more ways to pay at your law firm
- How to comply with your ethical obligations and IOLTA trust accounting requirements
- Steps for creating an automated billing and payment process at your firm
This document discusses how lenders can attract more borrowers through faster pre-qualifications and closing times. It notes that while digital loan applications are rising, customer satisfaction is declining. The document recommends that lenders offer fully digital experiences, thoughtfully integrate technology, and enable faster pre-qualifications. It presents solutions like digital asset and income verification from companies like Plaid that can drive efficiencies for borrowers and lenders by reducing paperwork and verification times. Best practices for lenders include verifying all consumer data upfront, asking for data only once, minimizing documents needed, providing transparency on data sharing, and maintaining a convenient process for consumers.
W.J. Bradley Mortgage Capital Corp. recruits only experienced and talented loan officers to join their team. They have invested in infrastructure like their proprietary origination technology and centralized operations center to ensure high quality support for loan officers. Their business model aims to attract and support the best mortgage professionals through pillars like sales leadership, an economic model that reinvests profits, and technology that allows loan officers to efficiently process and track loans. Partnering with W.J. Bradley provides stability and opportunities for loan officers to capitalize on the current mortgage market through the company's high-quality platform and support system.
This document summarizes FinXpert.ca, a platform that connects individuals facing financial hardship with various financial experts and services. It provides a one-stop solution for issues like debt management, credit counseling, bankruptcy, and more. The platform uses a dynamic questionnaire to assess users' financial situations and match them with suitable experts. Experts in the network pay per qualified lead generated. The document outlines FinXpert.ca's value proposition, operations, marketing strategy, target customers, and financial projections. It aims to simplify the process of exploring debt solutions and connecting people with help from trusted organizations.
Graydon International is a global credit information company that provides business credit reports and web services to help companies manage credit risk when expanding internationally or working with new partners. It has a network of local credit data sources around the world and aims to give clients access to high-quality, real-time credit information through an integrated global system. Graydon offers online credit reports, web services, and credit monitoring solutions to help lower clients' risks and support business growth. Client testimonials praise Graydon's services, value, and customer support.
Allianz Indonesia - 11th MR Microinsurance Conference - Upselling on Credit L...Yoga Prasetyo
Allianz Indonesia has piloted an upselling program with microfinance partners to offer voluntary insurance products like personal accident and hospital cash plans to existing credit life customers. A study found that 45% of credit life customers were unaware of their insurance coverage. The pilot program saw a 5% conversion rate on average across 4 partners reaching over 12,000 customers. Successful partners integrated insurance explanations and sales into their standard operating procedures, while unsuccessful partners lacked clear rules and staff awareness. Moving forward, Allianz plans to scale up the approach, improve renewals, conduct awareness campaigns tied to sales, and develop more attractive product offerings.
This document provides information about Quicken Loans, a large mortgage lender. It details that Quicken Loans has over 10,000 employees across 4 offices, is the largest FHA direct underwriter operating in all 50 states, and funded over $83 billion in mortgages in 2013. The document also highlights several awards and rankings Quicken Loans has received for high customer satisfaction, being a best company to work for, and top workplace. It describes Quicken Loans' client-focused culture and emphasizes getting clients the right mortgage product to meet their goals.
This document summarizes a panel discussion on digital trust. The panel discussed how digital trust relates to their roles and organizations, with digital trust drivers including transparency, security, reliability, and closeness of relationships. They also discussed current solutions for building digital trust and potential future challenges around customer expectations and industry opportunities. The panel event concluded by requesting feedback from attendees.
This is a rough draft of our pre-seed pitch deck. We received a lot of great feedback on it, and in hindsight, would have included many more screens of our early product in the deck. Regardless, we were successful in raising $1M in Seed funding and hopefully it's useful to other entrepreneurs as a reference point!
The document discusses the need for a future-ready collections model that utilizes digital technologies like analytics, automation, artificial intelligence, and machine learning to improve interactions with customers. Traditional collection methods are no longer effective due to issues like high volumes of unanswered calls. A future-ready model could streamline operations, strengthen customer segmentation, and transform the collections experience through more positive engagement using these new digital levers. This would allow for stronger returns through happier customers and realization of greater value.
Neil Deakin, Future Route - Credit EnabledCeramics 2011
There is a gap between how businesses want to be assessed for credit and how credit providers make credit decisions. Businesses want to be judged on their current individual circumstances and provide trusted internal information, while credit providers rely on general past performance data. CreditPal helps address this gap by connecting businesses' accounting software to generate up-to-date encrypted management accounts and financial information. This allows businesses to demonstrate their creditworthiness to preferred providers and maintain control over what information is shared.
Graydon International is a global credit information company that provides business credit reports and monitoring services to help companies assess and manage credit risk from business partners around the world. It has a network of local credit data sources in many countries, and integrates the data into standardized reports available online through a single interface. Customers praise Graydon for its high quality credit information, ongoing customer support, and competitive pricing that helps lower their risk exposure when expanding business relationships globally.
Engagement Banking: Building Relationships Through Online and MobileMichael McEvoy
This document discusses customer expectations for digital banking and how banks can build customer relationships through online and mobile channels. It finds that online and mobile banking are increasingly core to customer relationships. Many customers would switch banks based on the quality of digital offerings. The document also examines how to optimize the customer experience across different devices by tailoring features and design to each platform. It emphasizes aligning digital channels with how customers use their devices to build loyalty and engagement.
This document outlines Wesurance's vision to create an affordable, digital-first insurance solution using a mobile app. Their goals are to make insurance purchase and claims fast and easy through an AI chatbot and fully digital process. The current problems they aim to solve are high premiums, complex claims, and lack of trusted online options. Their proposed app will offer travel, life, and accident insurance purchased and managed entirely on mobile. Key features include linear pricing, geo-aware coverage, and automated "Claimatic" claims payments. The target market is technology-savvy individuals in Hong Kong, with plans to expand to other regions.
Digital transformation in financial services: a roundtable May 2014NixonMcInnes
The financial services industry in the UK has a long and illustrious history, its practices and business imperatives developed over hundreds of years. It’s little surprise, then, that at our recent roundtable we heard from decision-makers from across the industry that the sector is stuck in a quagmire of legacy systems that hinder change.
Then there’s the volume of demands on the sector to meet expanding regulatory requirements. Some banks live simply to stay out of jail, we heard. And that effort is exhausting them. So banks are focusing on keeping the ship afloat rather than creating amazing new touch points for customers.
Just think what could be done to improve the customer experience with just a fraction of the budget spent on stopping out-of-date systems falling over, pondered one delegate. And it’s an interesting question when you look at the amount of innovation going on in fintech start ups. The opportunities are there for the picking, but not the cash or focus it seems.
We’ve made it our mission to ensure that businesses can access fast and affordable loans, even if you’ve had difficulty accessing capital in the past. With the SmartLoan, you’ll benefit from the speed of an online process and the reliability of a nonprofit community lender.
Insuritas: Boost Income and Expand Wallet Share by Engaging the Digitally Dis...NAFCU Services Corporation
This document discusses how financial institutions can engage website visitors and members through digital marketing strategies. It begins by noting that digital spaces are dynamic and outpace marketers' ability to predict what will resonate. It then provides examples of how testing and optimization led to significant increases in traffic and conversions for credit unions. The rest of the document outlines strategies for personalizing the member experience online, nurturing conversations, and creating a "digital exchange" where members can complete multiple financial transactions in one place. The goal is to transform the website from basic information to an engaging sales and service channel.
Realtors - Leverage the Money Merge AccountKwikDebtPayoff
A briefing for real estate agents on how to use the Money Merge Account mortgage acceleration system to solidify their professional reputation with existing clients, develop a brushfire of referrals and earn extra commissions.
El Samsung S5 es el nuevo teléfono inteligente de Samsung. Tiene una pantalla de 5 pulgadas con resolución Quad HD, cámara de 16 megapíxeles, procesador Snapdragon 801 y sistema operativo Android 4.4.2 KitKat. El S5 también incluye características como lector de huellas dactilares, resistencia al agua y polvo, y batería removible de 2.800 mAh.
Orcavie is a live communications specialist that designs and delivers effective event experiences. They offer strategic opportunities through an integrated live communications approach to organizations seeking holistic marketing. Their services include consultancy, marketing strategy, market research, artist agent/tour production, and talent management.
El documento habla sobre la evolución del tratamiento de los enfermos mentales en España. Explica que enfermedades como la depresión y el trastorno bipolar afectan a millones de personas en España y causarán una gran discapacidad. También describe su experiencia trabajando en hospitales psiquiátricos y su objetivo de normalizar la vida de los pacientes y dignificarlos, a pesar de los estigmas y la falta de apoyo político. Finalmente, reconoce el papel de los psicofármacos en mejorar el tratamiento de los trastorn
W.J. Bradley Mortgage Capital Corp. recruits only experienced and talented loan officers to join their team. They have invested in infrastructure like their proprietary origination technology and centralized operations center to ensure high quality support for loan officers. Their business model aims to attract and support the best mortgage professionals through pillars like sales leadership, an economic model that reinvests profits, and technology that allows loan officers to efficiently process and track loans. Partnering with W.J. Bradley provides stability and opportunities for loan officers to capitalize on the current mortgage market through the company's high-quality platform and support system.
This document summarizes FinXpert.ca, a platform that connects individuals facing financial hardship with various financial experts and services. It provides a one-stop solution for issues like debt management, credit counseling, bankruptcy, and more. The platform uses a dynamic questionnaire to assess users' financial situations and match them with suitable experts. Experts in the network pay per qualified lead generated. The document outlines FinXpert.ca's value proposition, operations, marketing strategy, target customers, and financial projections. It aims to simplify the process of exploring debt solutions and connecting people with help from trusted organizations.
Graydon International is a global credit information company that provides business credit reports and web services to help companies manage credit risk when expanding internationally or working with new partners. It has a network of local credit data sources around the world and aims to give clients access to high-quality, real-time credit information through an integrated global system. Graydon offers online credit reports, web services, and credit monitoring solutions to help lower clients' risks and support business growth. Client testimonials praise Graydon's services, value, and customer support.
Allianz Indonesia - 11th MR Microinsurance Conference - Upselling on Credit L...Yoga Prasetyo
Allianz Indonesia has piloted an upselling program with microfinance partners to offer voluntary insurance products like personal accident and hospital cash plans to existing credit life customers. A study found that 45% of credit life customers were unaware of their insurance coverage. The pilot program saw a 5% conversion rate on average across 4 partners reaching over 12,000 customers. Successful partners integrated insurance explanations and sales into their standard operating procedures, while unsuccessful partners lacked clear rules and staff awareness. Moving forward, Allianz plans to scale up the approach, improve renewals, conduct awareness campaigns tied to sales, and develop more attractive product offerings.
This document provides information about Quicken Loans, a large mortgage lender. It details that Quicken Loans has over 10,000 employees across 4 offices, is the largest FHA direct underwriter operating in all 50 states, and funded over $83 billion in mortgages in 2013. The document also highlights several awards and rankings Quicken Loans has received for high customer satisfaction, being a best company to work for, and top workplace. It describes Quicken Loans' client-focused culture and emphasizes getting clients the right mortgage product to meet their goals.
This document summarizes a panel discussion on digital trust. The panel discussed how digital trust relates to their roles and organizations, with digital trust drivers including transparency, security, reliability, and closeness of relationships. They also discussed current solutions for building digital trust and potential future challenges around customer expectations and industry opportunities. The panel event concluded by requesting feedback from attendees.
This is a rough draft of our pre-seed pitch deck. We received a lot of great feedback on it, and in hindsight, would have included many more screens of our early product in the deck. Regardless, we were successful in raising $1M in Seed funding and hopefully it's useful to other entrepreneurs as a reference point!
The document discusses the need for a future-ready collections model that utilizes digital technologies like analytics, automation, artificial intelligence, and machine learning to improve interactions with customers. Traditional collection methods are no longer effective due to issues like high volumes of unanswered calls. A future-ready model could streamline operations, strengthen customer segmentation, and transform the collections experience through more positive engagement using these new digital levers. This would allow for stronger returns through happier customers and realization of greater value.
Neil Deakin, Future Route - Credit EnabledCeramics 2011
There is a gap between how businesses want to be assessed for credit and how credit providers make credit decisions. Businesses want to be judged on their current individual circumstances and provide trusted internal information, while credit providers rely on general past performance data. CreditPal helps address this gap by connecting businesses' accounting software to generate up-to-date encrypted management accounts and financial information. This allows businesses to demonstrate their creditworthiness to preferred providers and maintain control over what information is shared.
Graydon International is a global credit information company that provides business credit reports and monitoring services to help companies assess and manage credit risk from business partners around the world. It has a network of local credit data sources in many countries, and integrates the data into standardized reports available online through a single interface. Customers praise Graydon for its high quality credit information, ongoing customer support, and competitive pricing that helps lower their risk exposure when expanding business relationships globally.
Engagement Banking: Building Relationships Through Online and MobileMichael McEvoy
This document discusses customer expectations for digital banking and how banks can build customer relationships through online and mobile channels. It finds that online and mobile banking are increasingly core to customer relationships. Many customers would switch banks based on the quality of digital offerings. The document also examines how to optimize the customer experience across different devices by tailoring features and design to each platform. It emphasizes aligning digital channels with how customers use their devices to build loyalty and engagement.
This document outlines Wesurance's vision to create an affordable, digital-first insurance solution using a mobile app. Their goals are to make insurance purchase and claims fast and easy through an AI chatbot and fully digital process. The current problems they aim to solve are high premiums, complex claims, and lack of trusted online options. Their proposed app will offer travel, life, and accident insurance purchased and managed entirely on mobile. Key features include linear pricing, geo-aware coverage, and automated "Claimatic" claims payments. The target market is technology-savvy individuals in Hong Kong, with plans to expand to other regions.
Digital transformation in financial services: a roundtable May 2014NixonMcInnes
The financial services industry in the UK has a long and illustrious history, its practices and business imperatives developed over hundreds of years. It’s little surprise, then, that at our recent roundtable we heard from decision-makers from across the industry that the sector is stuck in a quagmire of legacy systems that hinder change.
Then there’s the volume of demands on the sector to meet expanding regulatory requirements. Some banks live simply to stay out of jail, we heard. And that effort is exhausting them. So banks are focusing on keeping the ship afloat rather than creating amazing new touch points for customers.
Just think what could be done to improve the customer experience with just a fraction of the budget spent on stopping out-of-date systems falling over, pondered one delegate. And it’s an interesting question when you look at the amount of innovation going on in fintech start ups. The opportunities are there for the picking, but not the cash or focus it seems.
We’ve made it our mission to ensure that businesses can access fast and affordable loans, even if you’ve had difficulty accessing capital in the past. With the SmartLoan, you’ll benefit from the speed of an online process and the reliability of a nonprofit community lender.
Insuritas: Boost Income and Expand Wallet Share by Engaging the Digitally Dis...NAFCU Services Corporation
This document discusses how financial institutions can engage website visitors and members through digital marketing strategies. It begins by noting that digital spaces are dynamic and outpace marketers' ability to predict what will resonate. It then provides examples of how testing and optimization led to significant increases in traffic and conversions for credit unions. The rest of the document outlines strategies for personalizing the member experience online, nurturing conversations, and creating a "digital exchange" where members can complete multiple financial transactions in one place. The goal is to transform the website from basic information to an engaging sales and service channel.
Realtors - Leverage the Money Merge AccountKwikDebtPayoff
A briefing for real estate agents on how to use the Money Merge Account mortgage acceleration system to solidify their professional reputation with existing clients, develop a brushfire of referrals and earn extra commissions.
El Samsung S5 es el nuevo teléfono inteligente de Samsung. Tiene una pantalla de 5 pulgadas con resolución Quad HD, cámara de 16 megapíxeles, procesador Snapdragon 801 y sistema operativo Android 4.4.2 KitKat. El S5 también incluye características como lector de huellas dactilares, resistencia al agua y polvo, y batería removible de 2.800 mAh.
Orcavie is a live communications specialist that designs and delivers effective event experiences. They offer strategic opportunities through an integrated live communications approach to organizations seeking holistic marketing. Their services include consultancy, marketing strategy, market research, artist agent/tour production, and talent management.
El documento habla sobre la evolución del tratamiento de los enfermos mentales en España. Explica que enfermedades como la depresión y el trastorno bipolar afectan a millones de personas en España y causarán una gran discapacidad. También describe su experiencia trabajando en hospitales psiquiátricos y su objetivo de normalizar la vida de los pacientes y dignificarlos, a pesar de los estigmas y la falta de apoyo político. Finalmente, reconoce el papel de los psicofármacos en mejorar el tratamiento de los trastorn
This document contains a summary of a person's professional experience and qualifications. It includes information about their education background, work experience as an English-Chinese interpreter since 1999 with experience interpreting for government and business leaders, areas of interpretation including finance, trade, IT, energy, and medical/pharmaceutical, as well as a list of past interpretation projects.
Enterprise Applications, Analytics and Knowledge Management Trends 2013Einat Shimoni
The document discusses trends in open source and cloud adoption. It notes that open source adoption is growing worldwide but remains low in Israel. Open source provides quality and cost benefits but commercial support is still preferred over community support. Cloud adoption is also increasing, with many Israeli organizations planning to use software-as-a-service. Keeping up with technology trends is a major advantage of open source and cloud solutions.
Luis Desangles fue un pintor dominicano nacido en 1861 que se considera el iniciador del costumbrismo en la pintura dominicana. Tuvo como maestro a León Cordero y entre sus discípulos se destacaron Abelardo Rodríguez Urdaneta, Antonio Fiallo y Leopoldo Navarro. Su obra describe la psicología y preocupaciones de la época a través de un estilo realista e impresionista que captura la vitalidad de la sociedad dominicana.
Este documento proporciona una guía de inicio para el uso del software de gestión de aula Classroom Management para Linux. Explica cómo configurar la red, conectarse inalámbricamente, validar el registro del equipo, iniciar sesión como profesor, editar la clase, permitir el registro de estudiantes, realizar funciones interactivas como difusión de pantalla y voz, control remoto, configurar políticas, evaluaciones como exámenes y encuestas, funciones adicionales como chats grupales y grabación de pantalla, y funciones para estudiant
1) El documento presenta el primer reporte de una brigada de estudiantes de arquitectura sobre las actividades realizadas en la Casa Hogar Ortigosa, incluyendo descimbrado, limpieza, nivelación, extracción de materiales y colocación de ladrillos y adoquines.
2) Explica los procesos y medidas de seguridad para cada actividad como el uso de equipo de protección personal.
3) Describe los procesos teóricos de colocación de ladrillos, mortero y adoquines de granito para pav
Kent provides a summary of his first month marketing Empower Network, noting several key lessons. He found that getting results takes longer than anticipated, with people typically needing 5-7 exposures over 2-3 weeks to decide to join. Thanksgiving also slowed responses. While his click-to-opt-in rate was originally 25%, it fell to 20% due to some underperforming marketing sources. He achieved his click goal but fell short of his opt-in target, and has 3 sales so far. For December, he has committed to ads guaranteeing 4,400 clicks at a cost of $1,810, hoping for 1,100 opt-ins and sales in the 2-3% range.
Este documento describe la red social LinkedIn, incluyendo su historia, características y proceso de afiliación. Fue fundada en 2002 como una red profesional y ahora permite a los usuarios mostrar sus logros laborales, conectarse con otros profesionales, y encontrar nuevas oportunidades de trabajo. El documento también destaca algunos errores comunes al crear un perfil en LinkedIn y formas de aprovechar mejor sus funciones.
El documento resume los nuevos pilares de la CONFIEP según su presidente Ricardo Briceño. La CONFIEP apuesta por consolidar a las cámaras del interior del país y por las federaciones de cámaras de comercio y agendas de desarrollo regional. Además, la CONFIEP busca impulsar el desarrollo del Perú con inversión privada y empleo durante la gestión de Ricardo Briceño.
The document discusses the results of a survey of small and medium businesses (SMBs) about their marketing habits. It found that the most successful SMBs emphasize online over offline marketing, focus on acquiring new customers and lifetime value rather than acquisition costs, and execute optimized multi-channel campaigns. They also carefully nurture leads over 1-3 months, collect metrics to optimize campaigns, encourage collaboration between sales and marketing, and maintain marketing budgets during economic downturns. These seven habits were found to help SMBs grow more than their peers.
Bureaustoel Intouch, past zich aan ieder lichaam aan, bij HAGELE bureaustoelen.HAGELE kantoormeubilair
De bureaustoel past zich naadloos aan elk lichaam aan en zorgt voor permanent contact met de zitting en de rugleuning, bij alle bewegingen. Op die manier wordt de fysieke harmonie tijdens het zitten hersteld en een verkeerde lichaamshouding voorkomen.
Este documento presenta un informe de gastos que incluye varias entradas de gastos del 7 de junio para artículos como una cama, escritorio, banco y mesa. También incluye una sección para eventos atendidos que lista el número de personas, título, motivo y lugar. El empleado debe firmar y fechar el formulario y un supervisor debe aprobarlo.
1. The MKTech IS1-19HD is a hybrid satellite and terrestrial PVR receiver that supports both DVB-S2 and ISDB-T.
2. It has a removable hard drive frame, fast channel changing, robust software, and strong support for networked features after connecting to the internet via ethernet or included WiFi dongle.
3. While the review praised most aspects of the receiver, it noted that the WiFi connection does not allow manual input of the SSID for hidden networks.
Este documento describe las etapas de un proyecto de construcción de viviendas, incluyendo la fabricación, el montaje de estructuras y el montaje de viviendas en San Juan Rioseco y Gachala.
Este documento describe cómo usar la herramienta Robocopy en Windows para sincronizar directorios automáticamente. Explica cómo crear un archivo batch que ejecute Robocopy periódicamente para replicar el contenido de un directorio a otro. También proporciona ejemplos de líneas de comando Robocopy y explica algunas de sus opciones más útiles.
Sesion 2- Calado (2010). Trastornos alimentarios: guías de psicoeducación y a...María Calado Otero
El documento describe los factores que contribuyen a los trastornos alimentarios como la insatisfacción con el peso y la figura, y explica los ciclos de restricción de alimentos, atracones y sus consecuencias psicológicas, emocionales, interpersonales y físicas. Además, analiza la gravedad de la enfermedad y los comportamientos alterados asociados con los trastornos alimentarios.
Strategic Capital Partners offers a multitude of funding options to small business owners across the nation. Speed, simplicity, and security are the driving factors behind everything we provide to our clients. Upon submitting your application, we review it with a dedicated funding advisor. We then search our vast network of lenders to find the best funding options available to perfectly meet the demands of your business. Small business is the backbone of America and Strategic Capital Partners is the backbone of small business.
The Art and Science of Implementing Faster DecisioningExperian
Living in a digital world means consumers expect rapid responses - in all facets of their lives. How are credit unions living up to this challenge? Are they utilizing technology to auto-decision more loans? This presentation reviews the current state and provides insights into how more financial companies can speed up their decisioning process to better service customers and become more efficient.
Financial inclusion is the main means for financial inclusion. I am working for that exostively. It is important for readers. Please make it online. It is useful for the university teacher and students and other practitioners. For bank professionals also highly useful.
Digital Lending Journy and Main Concerns .pptxetebarkhmichale
CRM 101: What is CRM?
This is a simple definition of CRM.
Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions.
A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Who is CRM for?
A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it.
With visibility and easy access to data, it's easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. CRM can help companies of all sizes drive business growth, and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.
Here’s why CRM matters to your business.
CRM is the largest and fastest-growing enterprise application software category, and worldwide spending on CRM is expected to reach USD $114.4 billion by the year 2027. If your business is going to last, you need a strategy for the future that’s centered around your customers, and enabled by the right technology. You have targets for sales, business objectives, and profitability. But getting up-to-date, reliable information on your progress can be tricky. How do you translate the many streams of data coming in from sales, customer service, marketing, and social media monitoring into useful business information?
A CRM system can give you a clear overview of your customers. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more. You can even choose to include information
An Introduction to Digital Credit: Resources to Plan a DeploymentCGAP
This is a workshop/course offering guidance in developing new digital credit products. This content is designed for a broad audience of banks, mobile operators, lenders, and fintech firms. It may also be of interest to regulators, policy makers and investors/donors.
With any comments or to request more materials (including the financial model [Excel] or original PPT presentation with detailed presenter notes), please write to cgap [@] worldbank.org.
Mortgage Choice and You - Stronger TogetherTony Arena
This document provides information about joining Mortgage Choice as a franchisee. Some key points:
- Mortgage Choice is one of the largest and most successful mortgage broker franchises in Australia with over 30 years of experience.
- They offer various support programs and resources to help franchisees build a successful business, including training, marketing support, an online broker platform, and ongoing mentoring.
- Customers trust the Mortgage Choice brand and are satisfied with the transparent "Paid the Same" commission model. The strong brand and high customer satisfaction provide franchisees with business opportunities.
Lessons from FinTech: Innovators & Disruptors Baker Hill
This document discusses challenges and opportunities in commercial banking. It summarizes views from bankers and innovators on topics like:
1) New competitors and losing market share to digital disruptors
2) Top strategic priorities like enhancing digital experiences and analytics
3) Key challenges like escaping commodity sales and achieving operational excellence in digital banking
4) Partnering with fintechs and disrupting internally to drive innovation
5) Using data and analytics to provide actionable insights and personalized services that meet changing customer expectations.
This document summarizes marketing materials and support provided by Guaranteed Rate to help originators double their purchase business. It outlines Guaranteed Rate's sales-driven processing model that allows originators to focus on sales while support staff handles processing. It also describes various marketing tools available, including automated campaigns, in-house agency support, national spokesperson Ty Pennington, corporate benefits programs, builder programs, referral partner marketing, social media support, events support, and sales coaching webinars. The goal is to give originators everything they need to grow their business through competitive products, advanced technology, and robust marketing and sales support.
The document discusses Guaranteed Rate's focus on helping mortgage originators double their purchase business through Guaranteed Rate's platform. The platform includes competitive pricing, an efficient process, state-of-the-art technology, marketing support, sales coaching, and proprietary technology that reduces administrative tasks so originators can focus on sales. The document provides details on Guaranteed Rate's history, growth, awards, values, technology tools, product offerings, and pricing advantages.
Revolutionizing lending in today's digital worldExperian
Imagine a world where the lending journey is streamlined and aligned with today's innovative technologies. A world where income and asset verification happen real-time. No need to return to your customers and request even more paperwork to support their ability to pay. This presentation dives into how lenders can now bring financial data aggregation into the mainstream. With a simple interface, lenders can verify income and assets in minutes vs. days, leading to reduced processing times, improved revenue streams and higher customer satisfaction.
Leveraging Data to Increase Efficiency and Create Alternative Revenue StreamsBiz2Credit
Biz2Credit is an online lending marketplace that connects small businesses to lenders. It uses data from loan applications and proprietary algorithms to efficiently match borrowers to the best financing options. This helps lower loan defaults and costs. Partnering with Biz2Credit allows merchant processors to offer credit options to customers, generate referral revenue, and increase customer retention through a seamless financing experience. Biz2Credit has funded over $1 billion in loans through its platform of over 1,200 lenders.
Mortgage Professionals Create A Referral BrushfireKwikDebtPayoff
The document promotes the Money Merge Account, a web-based software and coaching program that helps families pay off debts like mortgages and student loans faster using the same monthly payments. It describes how mortgage professionals can benefit by offering this program to clients to save them interest, refer clients to the program, and earn commissions. Professionals are encouraged to contact an agent to learn how to become an agent and start earning additional income by recruiting other agents and receiving overrides from their sales.
Credit Funders provides financing and credit solutions to help businesses boost sales by getting customers approved for funding. They understand consumer and business credit needs and work with lending partners to create customized programs. This allows businesses to focus on sales while Credit Funders handles the credit approval process. By expanding available credit programs and automating approvals, Credit Funders is able to reduce risk for businesses and increase sales through improved customer experiences and funding options.
Credit Funders provides financing and credit solutions to help businesses boost sales by getting customers approved for funding. They understand consumer and business credit needs and work with lending partners to create customized programs. This allows businesses to focus on sales while Credit Funders handles the credit approval process. By expanding available credit programs and automating approvals, Credit Funders is able to reduce risk for businesses and increase sales through improved customer experiences and funding options.
Lending Club aims to increase business loans issued by 25% in Q1 2016 through a digital marketing strategy. This includes content marketing like a blog, email marketing targeting different customer segments 2x/week, and social media like LinkedIn to target entrepreneurs, Facebook to learn about customers, and Twitter for feedback. Search engine optimization and paid search will target keywords like "small business loan calculator". The goal is to acquire new customers, increase brand awareness, and provide helpful resources to small businesses.
LSI provides a sophisticated approach to outbound marketing by using highly trained loan officers to maximize penetration and the member/customer experience.
Overview of Data Analytics in Lending BusinessSanjay Kar
AI/ML use cases
BFSI industry overview
Lending Products
Underwriting Strategy
Customer Lifecycle Management
How to prepare for becoming a banking analyst
Materials to study for statistics
What is fintech?
What is a Credit Bureau?
Books for statistics
Tools for data science
Techniques for data science
Realtors - Leverage the Money Merge AccountKwikDebtPayoff
A briefing for real estate agents on how to use the Money Merge Account mortgage acceleration system to solidify their professional reputation with existing clients, develop a brushfire of referrals and earn extra commissions.
RupeeBoss is an Indian financial services company established in 2016 that provides home loans, personal loans, credit cards, and business loans. It aims to become India's preferred destination for a wide range of loan products. RupeeBoss has a presence across 29 locations in India and over 250 employees in its first year. It is targeting Rs. 2000 crore in disbursements for fiscal year 2017-2018.
Similar to Lending point credit union partner 03022016 (1) (20)
NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...BBPMedia1
Nathalie zal delen hoe DEI en ESG een fundamentele rol kunnen spelen in je merkstrategie en je de juiste aansluiting kan creëren met je doelgroep. Door middel van voorbeelden en simpele handvatten toont ze hoe dit in jouw organisatie toegepast kan worden.
KALYAN CHART SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
High-Quality IPTV Monthly Subscription for $15advik4387
Experience high-quality entertainment with our IPTV monthly subscription for just $15. Access a vast array of live TV channels, movies, and on-demand shows with crystal-clear streaming. Our reliable service ensures smooth, uninterrupted viewing at an unbeatable price. Perfect for those seeking premium content without breaking the bank. Start streaming today!
https://rb.gy/f409dk
Prescriptive analytics BA4206 Anna University PPTFreelance
Business analysis - Prescriptive analytics Introduction to Prescriptive analytics
Prescriptive Modeling
Non Linear Optimization
Demonstrating Business Performance Improvement
Enhancing Adoption of AI in Agri-food: IntroductionCor Verdouw
Introduction to the Panel on: Pathways and Challenges: AI-Driven Technology in Agri-Food, AI4Food, University of Guelph
“Enhancing Adoption of AI in Agri-food: a Path Forward”, 18 June 2024
DPBOSS NET SPBOSS SATTA MATKA RESULT KALYAN MATKA GUESSING FREE KALYAN FIX JO...essorprof62
DPBOSS NET SPBOSS SATTA MATKA RESULT KALYAN MATKA GUESSING FREE KALYAN FIX JODI ANK LEAK FIX GAME BY DP BOSS MATKA SATTA NUMBER TODAY LUCKY NUMBER FREE TIPS ...
Satta matka fixx jodi panna all market dpboss matka guessing fixx panna jodi kalyan and all market game liss cover now 420 matka office mumbai maharashtra india fixx jodi panna
Call me 9040963354
WhatsApp 9040963354
The Steadfast and Reliable Bull: Taurus Zodiac Signmy Pandit
Explore the steadfast and reliable nature of the Taurus Zodiac Sign. Discover the personality traits, key dates, and horoscope insights that define the determined and practical Taurus, and learn how their grounded nature makes them the anchor of the zodiac.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...Niswey
50 million companies worldwide leverage WhatsApp as a key marketing channel. You may have considered adding it to your marketing mix, or probably already driving impressive conversions with WhatsApp.
But wait. What happens when you fully integrate your WhatsApp campaigns with HubSpot?
That's exactly what we explored in this session.
We take a look at everything that you need to know in order to deploy effective WhatsApp marketing strategies, and integrate it with your buyer journey in HubSpot. From technical requirements to innovative campaign strategies, to advanced campaign reporting - we discuss all that and more, to leverage WhatsApp for maximum impact. Check out more details about the event here https://events.hubspot.com/events/details/hubspot-new-delhi-presents-unlocking-whatsapp-marketing-with-hubspot-integrating-messaging-into-your-marketing-strategy/
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
2. 2
LendingPoint™ Groove Car Partnership. 2016
WHOWE SERVE
WHATWE DO
HOWWE DO IT
WHEN“LIFE HAPPENS”
This allows the Credit Union to retain relationships,
acquire new ones, monetize marketing spend and
generate incremental fee income.
LendingPoint serves Credit Unions
interested in offering a second look
lending solution to near-prime and
re-emerging credit borrower
members.
™
3. 3
WHOWE SERVE
WHATWE DO
HOWWE DO IT
WHEN“LIFE HAPPENS”
options to underserved near prime and re-
emerging credit members. We say yes more
often, even When Life Happens.
LendingPoint™ Groove Car Partnership. 2016
LendingPoint is a direct lender
that optimizes the intersection of
FinTech and Data Science to
offer fast, fair, and flexible loan
™
4. 4
WHOWE SERVE
WHATWE DO
HOWWE DO IT
WHEN“LIFE HAPPENS”
LendingPoint™ Partnership. 2016
At LendingPoint we know the value of
understanding the re-emerging and fair
credit member’s story. Our proprietary
scoring model utilizes over 100 traditional
and non-traditional data sets along with
12+ credit risk categories, allowing us to
deliver fast, fair and flexible loans to more
of your members.
™
5. WHOWE SERVE
WHATWE DO
HOWWE DO IT
WHENLIFE HAPPENS
LendingPoint is there When Life
Happens for your members. Say
YES to LendingPoint and you’ll be
able to say YES to more near-prime
and re-emerging credit members.
LendingPoint™ Partnership 2016 5
6. Fast. Fair. Flexible.
h>ps://www.trustpilot.com/review/www.lendingpoint.com
TARGET MARKET
600 up to 675 FICO
$20,000 + Annual Income
Employed / Self Employed
or Retired
TARGET PRODUCT
$3,500 to $20,000 Loan Size
12 - 48 Month Term
Fixed 17.46% up to 34.99% APR
Unsecured Loan
No prepayment penalty
USE OF FUNDS
Debt
Consolidation
Auto
Needs
Home Repair /
Improvement
Major Purchase
/ Expense
Medical /
Dental
Moving Vacation /
Travel
Credit Card
Refinancing
Car
Financing
Taxes
LendingPoint™ Partnership. 2016 6
7. 1
Submit
applications
into our API,
link to
website,
email, warm
transfer
Referral Connectivity
5 Easy Steps
2
We instantly
reply with
3 offers
or notify if
declined
3
Member
accepts offer
and provides
back up
documentation
4
Member
is approved
Docs sent for
E-signature 5
Doc’s E-signed,
funds deposited in
24 hours, status
report to Credit
Union is available
same day
Efficient
Instant
Decisions
Provide
More
Yes’s
Mone8ze
Marke8ng
Spend
LendingPoint™ Partnership. 2016 7
8. 8
Example Cobranded URL
Direct
Members
to
Web
Custom
Portal
Access
URL / Portal
LendingPoint™ Partnership 2016
9. Why LendingPoint
Efficient, instant decisions
Provide loan options and quality service to
those who do not otherwise qualify for
typical financing
Monetize marketing spend and improve
marketing efficiency
Earn non-interest incremental income from
referrals
Retain member relationships
Acquire new member relationships
Credit Union Partner Benefits
™
LendingPoint™ Partnership 2016 9
10. Benefits for the
Credit Union
LendingPoint™ Partnership 2016 10
Retains members
Provides quality service to those who
do not qualify for typical credit union
financing
Help improve the members’ credit score
The credit union earns non-interest
income
Your members win
The Credit Union wins
11. LendingPoint™ Partnership 2016 11
Once the members’ credit
improved LendingPoint™
will graduate the member
back to the credit union
Our Goal is to
Graduate Your
Member
12. 12
More About Us
LendingPoint™ Partnership 2016
LendingPoint’s award-winning team holds
intellectual patents for unique modeling of data and
credit scoring. Our work has previously been
distinguished by the American Business Awards,
The Bizz Awards, Information Week 500, and the
Monarch Innovation Award for our ability to build
fast, scalable credit decision systems that use non-
traditional data to identify opportunities in gray
areas of credit.
AWARD WINNING TEAM
Quantum Analytics™, LendingPoint’s proprietary
predictive credit-analytics platform, broadens credit
decision criteria and enables even more qualified
members to rapidly access money at the point of
need - with fair rates and flexible terms.
• Seamless integration
• Real-time decision engine
• Say “YES” more often
QUANTUM ANALYTICS™
13. Award Winning Multidisciplinary Team:
• Experience growing funding portfolio to over $1B yearly
• Intellectual patents for unique modeling of data and credit scoring
• We understand the value of data
• Experience in international operations and emerging market opportunities
• 50+ years combined financial and payment industry experience
• 24+ years credit union experience
We’ve Done It Before:
• Created disruptive technologies in the lending space
• Built fast and scalable credit decision systems
• Deep experience distinguishing risk in gray areas of credit
• Comprehensive understanding of the regulatory environment
• Full financial services PCI compliant (security)
• Management background in large scale multifunctional 1,200 seat ops center serving world-
class institutions, such as:
13
Award Winning Team
LendingPoint™ Partnership 2016
14. 14
When life happens
LendingPoint™ Partnership 2016