Guide to understanding and implementing due diligence legislation in finance, investment and property. Covers acronyms, software, workflows and templates.
Find out about due diligence software, creating workflows and building templates to get to know your customer. Understand all of the main elements of AML/CFT legislation. Read on, as we give a quick break down...
A lot of our clients ask: how can I create an interactive 1003 form?
With our live forms tool you can create a uniform residential loan application form just like a Freddie Mac or Fannie Mae 1003. Simply upload a standard PDF 1003, word document, or a version tailored to your needs, add form fields and you're ready to go.
If you’re like me and into agile marketing, you might find this tool handy to calculate the true CPA (Cost Per Acquisition) of any marketing initiative.
For a digital marketing initiative there will be a number of figures you will need to consider when weighting up ROI, and working out how much of a priority a certain activity should be.
Typically you will have figures for:
Traffic, recipients or impressions
Click Thru Rates
Trial to Paid Rates
Cost or CPM (Cost per tho...
What’s my one tip as a coach?
Do this weekly. Heck daily – if you’re brave enough. Challenge your team to do regular retrospectives.
The biggest #GROWTHHACK I can think of is consistent and regular review of:
– What worked?
– What didn’t?
– What are we going to change?
The best organisations have mastered this rapid iteration and constant velocity of improvement. Taking cues from Ray Dalio’s Principles – the top 1% document their change decisions so that even the way they learn (and make deci...
Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone.
We all know its crucial, but many of us struggle with the mechanics.
Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority.
Having a report collecting system like FileInvite can help with this process by:
Scheduling a regular...
If we hire for cultural fit first, how can we expect results our culture hasn't achieved?
Most of the companies I have worked with have had a strong focus on recruitment, understanding that lead generation for sales is just as important as lead generation for HR.
Sadly for some there’s gaps between say and do.
Dealing with Chaos and Complexity in business using the Cynefin Framework.
Is Hierarchy Killing Your Organisation’s Growth?
I’m an Achilles heel, but I know it! The nature of our industry implies we have hierarchy — teachers, head teachers, academic leaders and a principal or CEO — but is it the right structure for today’s VUCA world?
This centralised hierarchical structure means we have clear interfaces with the government and regulatory bodies, roles with built in dependancies, and bottlenecks when it comes to decisions. From a risk perspective these bottlenecks a...
McKinsey have recently release a study on the value of productivity through social technologies.
The research is robust and worth a quick flick through. Why? It highlights what many of us have said for years...
Digital Marketing has its old favourite acronyms and phrases that marketers, heck anyone online needs to need to understand at a tactical level: SEO, PPC ,CTR, CPA, Long tail, edge rank, to name a few...
The Oscar for customer experience in insurance | Cu...
Heuristics - Using Familiarity to Nurture Trust and...