Nicolle Bouffard

Nicolle Bouffard

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Why a Crisis May Be Prime Time for Accounting Marketing

Posted June 04, 2020 by Nicolle Bouffard

I recently attended a Capstone Marketing webinar entitled, “Marketing Your Accounting Firm in Uncertain Times.” The presenter — Capstone’s founder, Jean Caragher — noted that there are lessons to be learned from the past when it comes to marketing during economic downturns. Accounting firms that continued to market themselves during...

Overcoming Hurdles: How Business Bankers Can Meet Customers Where They Are

Posted May 04, 2020 by Nicolle Bouffard

With the economic peril caused by the COVID-19 pandemic, every small and medium-sized business (SMB) owner finds him or herself in a different situation. Some are wondering if they will survive closures or this downturn. Others are having to reinvent what they do and how they do it. Still others are tweaking their budgets to adjust to...

Advising Customers & Prospects Through the COVID-19 Pandemic

Posted April 23, 2020 by Nicolle Bouffard

The coronavirus (COVID-19) pandemic has disrupted nearly every aspect of people’s lives. Countless small to medium-sized business (SMB) owners also are struggling to stay afloat as they deal with closures, layoffs, and supply chain issues. There’s little doubt this pandemic is going to impact these SMBs in both the short- and...

Using Vertical IQ to Support Your Workplace Banking Program

Posted January 23, 2020 by Nicolle Bouffard

Thanks to the increased use of technology like ATMs, online banking, and direct deposit, bank branch traffic has steadily declined in recent years. Without that face-to-face, in-branch contact, bankers have lost access to those interpersonal relationships that used to encourage consumers to remain loyal to their bank.

Using Industry Research to Address Succession Planning

Posted June 14, 2019 by Nicolle Bouffard

This week, I read an article that got me thinking about the importance of succession planning for business owners. The article, entitled “CFOs not doing enough succession planning,” referenced a study conducted last year, which revealed that only a third of CFOs surveyed said that there was a succession plan in place for their roles....

The Most Valuable Advice Financial Pros Can Offer to Business Owners

Posted February 21, 2019 by Nicolle Bouffard

If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one...

Feeling the Pinch: Industries Hard-Hit by Government Shutdowns

Posted February 07, 2019 by Nicolle Bouffard

Last month’s partial government shutdown cost the nation’s economy an estimated $11 billion, according to the Congressional Budget Office. During that 35-day period beginning the week of Christmas, 800,000 federal workers were either told to stay home or were forced to work without pay. And with no budget deal on the horizon, another...

Tariffs & Trade Wars: Should Your Bank Client Worry?

Posted August 02, 2018 by Nicolle Bouffard

A hot topic in the news lately has been tariffs and the resulting “trade wars” they can create. In March, the Trump administration announced that as of July 6, tariffs of 25 percent would be levied on imported steel and 10 percent on imported aluminum. 

How to Avoid the Cliché Questions Bankers Ask Business Owners

Posted April 12, 2018 by Nicolle Bouffard

As the director of client success at Vertical IQ, I communicate with bankers on a daily basis, and in doing so, I gain valuable perspective on how our tool is (or isn’t) being used.

Tough Sell: Why It’s Worth Convincing Experienced Bankers to Use Vertical IQ

Posted March 01, 2018 by Nicolle Bouffard

Experienced bankers—people who have been in the financial industry for 10, 20, even 30 years—may feel like they instantly have a leg up on their competition, thanks to their time in the trenches. Yes, they have a wealth of experience, but is that enough in this day and age of cut-throat competition for business banking customers? Is...


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