Sentences with phrase «based on customers account»

Cross selling at the teller line offering customers different products based on customers account.

Specialized financing firms — they may offer innovative financing solutions for emerging companies based on customer accounts receivable balances, tax refunds, purchase orders and contract financing.

Not exact matches

She relies on factoring, a common type of financing for manufacturing - based businesses, in which a company gets upfront cash by selling the factor its accounts receivable (the amounts due from customers).

Customers are charged a small percentage based on how much money is in an account and as an added perk, they will also give you an incentive to invest more by reducing fees.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

The Company continuously monitors customer payments and maintains an allowance for doubtful accounts based on its assessment of various factors including historical experience, age of the receivable balances, and other current economic conditions or other factors that may affect customers» ability to pay.

Account - based technologies have seen great success because they engage customers on their terms using digital channels other than email and phone calls.

Over the past year, DiscoverOrg has expanded its sales & marketing intelligence offerings to include a robust account - based marketing suite of tools aimed at helping customers identify and expand their audience of best fit prospects and prioritize them based on predictive data that indicates likelihood to purchase.

From management to accounting, logistics, and even sales and customer service, business owners will be doing it all — but that also means big savings that would otherwise coming out of your pocket on a weekly basis.

«DiscoverOrg has been identified as a Leader in our Summer 2017 Marketing Account Intelligence Grid Report, based on their high levels of customer satisfaction and large market presence,» said Mitch Lieberman, director of research, G2 Crowd.

Step three: Categorize the accounts into A-B-C groups based on their likelihood to buy (how well they fit our ideal customer profile).

Multi-criteria search functionality provides a pathway to find, rank, and sort target accounts based on their ideal customer profile thus allowing for personalized engagement.

More precisely, they do so in order to lend or invest most of the base money that comes their way, while keeping some on hand for the sake of either meeting their customers» requests for currency, or for settling accounts with other banks, as they must do at the end of each business day, if not more frequently.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

DiscoverOrg's award - winning sales intelligence platform is designed to provide highly accurate data and insights that sales and marketing teams need to zero in on their unique target market, prioritize accounts and contacts based on likelihood to purchase, and engage the right buyer at the right time with the right conversation — leading to more customers and faster revenue growth.

Unlike tools that only focus on opportunity - to - close, account - based marketing, or social selling, Datahug helps you target better, penetrate faster, sell more, and maximize customer revenue.

Customers can apply for a Smart Shopper account and card, which awards them points based on how much they spend on each visit to a Hi - Lo Food Stores location.

There are potential customers who call us on a regular basis, but we really do not aggressively solicit new accounts.

As each account is unique, the company uses a variety of meats, breads and other ingredients in its products, depending on what each customer requires for its distinct customer base and business model.

The new US Foods mobile app was developed based on customer insights and provides restaurateurs and foodservice professionals with convenient account access anytime, anywhere.

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Any organization leveraging an account - based marketing (ABM) and sales strategy has more than likely developed their ideal customer profile (ICP), as well as a list of the top accounts they want to strategically focus their sales and marketing efforts on.

Bolton said: «In January we detected suspicious activity on our network and based upon the information that we had available at the time, we took what we believed to be appropriate actions to notify affected customers and reset passwords for a particular group of user accounts.

present value -LRB-... accounts receiv... Potential customer or client qualified on the basis or his or her buying authority, financial capacity, and willingness to buy.

Match declined to comment on the figures but in the notes to the accounts Gregory says the business has «considerable financial resources together with a strong customer base and the continuing support» of its parent company.

Starting on June 21st, 2016 customers who are based in the United States and purchased e-books from Apple and other retailers like Amazon and Barnes & Noble will start getting credits in their account.

Kobo, whose report is based on data from its own customers as well as a survey of 16,000 readers using Kobo e-readers and competing devices, said that while women accounted for the largest group of active digital readers, older men also made up a significant proportion.

Everything about discount brokers such as Finvasia and Zerodha is internet based, be it — customer service, trading, account opening and so on.

They employ criteria based upon information in your consumer report and your behavior on the account that gives their customer service representatives a clue about how to handle the call:

Day Trading Margins are based on many factors, including market volatility, open interest, customer credit profile and the level of funding in the specific customer's account.

Everything about discount brokers such as Achiievers Equities and Zerodha is internet based, be it — customer service, trading, account opening and so on.

Savings figure based on USAA Bank ATM Surcharge Rebates and other monthly checking account and service fees not charged to USAA Bank customers compared to checking account and other service fees charged by other financial institutions.

Since many banks offer new customers perks, make a decision based on the accounts you need and the perks that you desire the most.

Methodology: GOBankingRates.com identified the best online savings accounts based on interest rates, monthly fees, customer service options, mobile banking and online banking offerings.

Discover it ®, on the other hand, boasts U.S. - based customer service — it's something that people appreciate when it comes to inquiries about their accounts.

Everything about discount brokers such as 5Paisa and Trade Smart Online is Internet - based, be it — customer service, trading, account opening and so on.

Everything about discount brokers such as Finvasia and 5Paisa is internet based, be it — customer service, trading, account opening and so on.

In the latest results, trading volumes and customer accounts were both up on a yearly and monthly basis.

The account offers some attractive perks, like interest of up to 0.10 percent — based on your balance — 24/7 Citi Priority customer service, ThankYou Reward Points for banking activities and fee - free ATMs.

If you access your account through http://capitaloneinvesting.com and Capital One Investing, LLC receives an allocation of redeemed or called securities, such redemptions or calls shall be allocated on a pro-rata basis amongst customer accounts; or, if more appropriate, then such allocation shall be effected as otherwise determined to be fair, impartial, and practicable by management.

Everything about discount brokers such as Achiievers Equities and 5Paisa is internet based, be it — customer service, trading, account opening and so on.

Trading activity improved on both an annual and month - over-month basis for Interactive Brokers across several important categories such as Daily Average Revenue Trades (DARTs), customer equity, margin loan balances and new accounts.

Everything about discount brokers such as Finvasia and F6 Online is internet based, be it — customer service, trading, account opening and so on.

Until very recently (see Bank Charges Comparison), since the advent of the bank charges test case, no bank marketed its accounts based on the charges a customer could be expected to pay.

Data based on Fidelity Personal Investing customers, excluding managed accounts, during 2015.

The MoneyRates.com study of Best Online Brokers examined 19 prominent online brokers based on seven different criteria: stock trading commissions, maintenance / inactivity fees, account minimums, margin rates, frequency of regulatory incidents, frequency of customer arbitration cases, and research resources.

These included claims suggesting that so - called seasonal trades produce dramatic profits year - in and year - out; claims regarding historic price moves in particular commodities that suggested that the same record setting move was likely to occur again; claims of dramatic profits made by customers based on isolated trades in specific customer accounts (so - called «cherry picked» trades); and claims concerning projected profits, (e.g., «turn $ 10,000 into $ 40,000»).

Gains and losses in security futures contracts are also reflected in each customer's account on at least a daily basis.

Registration as a CTA is required by the National Futures Association for individuals or firms who provide advice on commodities trading, unless one of the following requirements are met: advice is given to a maximum of 15 people over the past 12 months and the individual / firm does not hold itself to the public as a CTA; the individual / firm is engaged in one of a number of businesses or professions listed in the Commodity Exchange Act or is registered in another capacity and the advice given in relation to commodities investing is incidental to the individuals profession or the firm's principal business; or the advice being provided is not based on knowledge of or targeted directly to a customer's commodity interest account.

I picked my banks based on customer service, online banking, and low / no fee accounts.