An SMB Financing Brokerage Experiences Strong Growth in a Changing Digital Marketing Era

An SMB Financing Brokerage Experiences Strong Growth in a Changing Digital Marketing Era

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“You will really have trouble in the long term growing out an SMB financing brokerage if you don’t have a robust digital marketing strategy in place.” That’s what Zack Fiddle, co-founder and CEO of CapFront, told deBanked in early 2023, before the AI revolution swept across the internet. The company has kept…

Where to start using AI in your brokerage

Where to start using AI in your brokerage

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iStock.com/Khanchit Khirisutchalual Taking an “extremely deliberate” approach to AI and focusing on a workflow that’s important to your brokerage is the best way to start using the technology in your operations, attendees heard during a recent Canadian Underwriter webinar. “Focus on a workflow where you think there are concrete benefits from digitizing it, streamlining it,…