Compete Win in the Age of Account Based Buying

July 15, 2019

If you’re on a B2B revenue team, it’s likely your Marketing and Sales teams are experiencing some angst these days when it comes to understanding how prospects and customers want to interact with your company. On one hand customers seem to want ultra-personalized attention on every channel, and on the other it seems as though they instantly delete every one of those painstakingly-crafted, personalized emails you send. They come to your website to download your latest eBook, but then fill out your contact form with “Mickey Mouse” from “ABC Company.”

Spotlight

BCU

BCU is a $2.3 billion full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. BCU is noted for setting new standards in bringing together technology and member service in the fast-changing world of financial services. As an organization, BCU is committed to improving members’ financial well-being through the brand promise We’ve Got Your Back.

OTHER WHITEPAPERS
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Enabling and Automating Critical Finance and Accounting Processes in Sage Intacct

whitePaper | March 21, 2022

Even after migrating key business processes to the cloud, companies can trip themselves up by continuing manual management of high-volume reconciliations, complex journal entries, and other financial close and accounting processes. This error-prone approach reduces accuracy and visibility, risking business agility and regulatory compliance.

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FINANCIAL SERVICES IN A CHANGED WORLD

whitePaper | May 6, 2022

Globalization and digitization were transforming the way we work even before the global COVID-19 pandemic, but going forward, flexible hybrid workspaces will be the norm. With that comes the expectation of equity and inclusiveness for employees, and more personalized, meaningful experiences for customers.

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Buy Now, Pay Later: Market trends and consumer impacts

whitePaper | September 15, 2022

Consumers have long used credit instruments to purchase goods and services. In recent years, a fast-growing alternative to credit cards has emerged in a number of developed economies around the world, including in the United States. This alternative is marketed as “Buy Now, Pay Later” (BNPL).

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CryptoUnity: Start Simple, Stay Secure

whitePaper | May 17, 2023

Cryptocurrencies are a type of virtual currency that are secured with cryptography and exist only in digital form on our computers and smart devices, such as mobile phones, tablets, etc. They allow users to trade easily and quickly, as the execution of a transaction, anywhere in the world, usually takes only a few seconds or minutes. Cryptocurrencies are becoming more popular and interesting for new users each day. Additionally, the blockchain technology itself is gaining popularity, which, besides the creation of cryptocurrencies, offers enormous opportunities for the progress and upgrade of many industries. Therefore, the number of users and the size of the market itself is growing steeply each year. Despite the market growth and the increase in the number of users, centralized exchanges still face challenges, one of the biggest of which is definitely that users have to blindly trust them with their funds.

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Innovate to Succeed: The Client Call to Action for Wealth Management

whitePaper | December 11, 2019

For at least five years, the wealth management industry has been gripped by one existential question about its future: to what extent should technology play a role in its relationship-driven business model? Across all industries, new channels and technologies are changing the service demands of the modern customer. These trends are by no means exclusive to wealth management, but they are being felt acutely by the firms that operate here. A sector that has thrived for decades on life-long client loyalty is now caught up in a perfect storm of margin compression and escalating digital expectations.

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Building Something Great to Go Somewhere Great: HOW PRIVATE COMPANY FINANCE FUNCTIONS ARE Adapting to Scale for Growth, Exit Opportunities

whitePaper | August 25, 2022

The exit whether it’s an initial public offering (IPO), being absorbed into a special purpose acquisition company (SPAC), or an outright sale is now a strategic goal for many private company executive teams. With many private equity funds nearing the end of their holding period, finance professionals are increasingly being relied on to navigate the complicated liquidity event and provide the critical oversight needed when developing a company’s new internal control environment.

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Spotlight

BCU

BCU is a $2.3 billion full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. BCU is noted for setting new standards in bringing together technology and member service in the fast-changing world of financial services. As an organization, BCU is committed to improving members’ financial well-being through the brand promise We’ve Got Your Back.

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