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Does Fintech Disruption Break The Investment Banking Model?

YoungUpstarts

The combination of services and infrastructure traditionally housed under one roof – underwriting, research, sales & trading, supported by large back office operations, and monitored by compliance systems – will remain at the sector’s core. At least for investment banks the answer is not so clear cut.

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What is CRM? Customer Relationship Management Explained

Up and Running

It’s a system that can help you build a database of customer information, stay better connected to customers, and streamline your overall processes. This typically involves a CRM system or tool that helps automate and aggregate various customer touchpoints. Organization and operations. Identify your business needs.

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How to Scale Support of Portfolio Companies

David Teten

the “TOPSCAN” framework from my research study on value creation by VCs ): T eam-Building – We aggregate openings across our portfolio on our jobs page. We maintain a database of these corporations’ priority needs — allowing us to identify early clients for companies we back. Steve Newcomb offers a great example.

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5 Content Marketing Strategies for Niche B2B Industries

ConversionXL

Content, including articles, guides, and case studies, can still generate prospects and customers consistently—you just need to approach distribution from a different angle. It’s been the industry’s go-to resource for 15 years, covering every imaginable nuance of call-center operations in a staggering level of detail.

B2B 133
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VCs eating our own dog food: Using technology and analytics to make better investments

David Teten

I walk through below how progressive investors are using technology and analytics throughout all of their operations. I use another live Google doc to maintain my database of companies I’m marketing to other VCs. We are also seeing technology evaluation as an increasingly important part of LP operational due diligence.

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Intellectual Property for Startups in the Real World

Gust

How much risk do IP issues in the aggregate pose to our business ? It’s often possible to “ design around ” a patent to operate a business that achieves similar results in different ways.) Building and populating databases of user-supplied information and content (copyright).

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Predictive Analytics in 2018: What’s Possible, Who’s Doing It, and How

ConversionXL

Teams know how many tickets were distributed; however, they do not know in “real time” how many people are in the venue or stadium during the event. For Underwood, clients tend to fall into one of two buckets, with half in each: “The ideal client has an internal database set up and ready to go. The results?

Analytics 131