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Crisis Management

Lateral Investment Management expands sales team with new additions

BusinessWireMarch 15, 20235 min
Lateral Investment Management (“Lateral”), a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, today announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional Vice President of Sales. All three will be working closely with the Registered Investment Advisor and Broker-Dealer channel as part of Lateral’s plans...

Customers Demand More From Banks as Cost-of-Living Crisis Bites

BusinessWireJune 30, 202210 min
New study of 5,000 banking customers reveals they feel their bank hasn’t been proactive enough in supporting them through the worst economic crisis in decades Most customers have had no communication from their bank in recent months with guidance on managing their finances at this difficult time and feel their bank doesn’t care about them Banks are missing an opportunity to win new customers and build long-term customer loyalty by proactively helping customers improve their...
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