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“One-stop shop” for banks

60% of business owners have placed their business and personal accounts at the same institution. Yet there is no industry consensus on whether banks should actively encourage business owners to consolidate. OSS image
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Finding the “Next Customer”

New and emerging customer segments may represent the next horizon of growth. We explore an eight-step process for identifying, prioritizing, and capturing the “next customer.”
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Transom Announces New Partner

Daniel Pehle joins the firm’s Financial Services practice with a focus on banking, insurance, payments, and private equity. OSS image
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