Partnerships

Partnerships

Getting the best loan for your clients: why cost shouldn’t be the only factor

Wednesday August 16th, 2023

Versions of artificial intelligence (AI) may have been around from the first computers of the 1940s, but when the advanced chatbot ‘Chat GPT’ went viral in late 2022, the pace of AI development rapidly increased.

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Partnerships

The vital role of human connection for accountants and advisors in a digital-first world

Wednesday August 2nd, 2023
Woman and man in meeting with laptop

Versions of artificial intelligence (AI) may have been around from the first computers of the 1940s, but when the advanced chatbot ‘Chat GPT’ went viral in late 2022, the pace of AI development rapidly increased.

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Partnerships

Accountants and advisors: How to better understand clients seeking funding

Wednesday May 24th, 2023

As businesses look to take on funding for growth, expansion, or operational needs, accountants play a key role in helping to match them with a lending partner. This is why you’ll need to place yourself in their shoes, and consider what questions they may have and how you can best support them. To help you […]

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Partnerships

Accountants and advisors: How to leverage market trends with your clients

Tuesday April 25th, 2023
older woman leading an intimate business meeting with colleagues

Keeping up to date with the latest trends is how many businesses continue to be successful, but the most prosperous ones take advantage of changes in the market. Be it offering new products, or phasing out out-of-style ones, adapting offerings and practices to what customers are looking for is how businesses can keep themselves relevant […]

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