News & Analysis as of

Relationship Development Financial Services Industry

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or plan sponsor forums. They’d ask for a check, promise big exposure, and deliver… almost nothing. The room would be filled with the wrong...more

Baker Donelson

Everybody Leads: A Look at Legacy with Synovus Bank's Sarah Duggan

Baker Donelson on

In a recent episode of "Everybody Leads," Tim Lupinacci spoke with Sarah Duggan about her leadership journey as she prepared to step onto a new path with her retirement. Sarah has spent her career in the bank and lending...more

Mayer Brown

Tips for New Fund Finance Professionals

Mayer Brown on

EXECUTIVE SUMMARY - In this Legal Update, we provide suggestions for junior finance professionals new to the fund finance market and offer practical suggestions for beginning their careers with a solid foundation....more

Ankura

From Customer Centricity to Customer Intimacy: The Era of Hyper-Personalization

Ankura on

Hyper-personalization goes beyond one-time marketing events. It is about harnessing the long-term drivers of growth and prioritizing customer lifetime value. This is achieved by utilizing data and analytics collected at each...more

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