Webinar | Key client onboarding strategies for marketing leaders 

We cover: 

• What we produce and how to access it
• How to implement a successful marketing strategy
• Top tips on how to engage your clients around the importance of knowing and monitoring crdit scores 

April 2023 | Accounting Bites Insights

We cover: 

• Rate and currency expectations
• SME lending market 
• Credit review service 

Capitalise | XU Webinar 

We cover: 

• The real implications of avoiding a technical recession
• How to utilise the shift to local decision making for grants/funds
• UK's inflation rate expectations aren't matching business costs 

Spring Budget 2023  

We cover: 

• The four E's of the new Industrial Strategy
• The sectors the government is supporting
• The UK's inflation rate predicted to fall to 2.9% by the end of this year

February 2023: Quarterly Credit and Funding Webinar

We cover: 

• Macro trends
• Lending updates
• The latest products
• The business cash flow cycle
• 5 steps to get ahead 
• Upcoming feature

Capitalise | Fathom Webinar: Help clients manage their cash to grow in 2023 

We cover: 

• Thy why
• Macro trends
• Risk mitigation 
• The business cash flow cycle
• 5 steps to get ahead 

February 2023 | Accounting bites insights

We cover:

• Energy prices falling
• Tight labour market 
• Positive signs for small businesses 
• Actions accountants can take to support their clients

January 2023 | Accounting bites insights

We cover:

• New year and the predictions ahead 
•  Global growth slowing down and GDP patterns 
• The challenges businesses are facing; employment, inflation, poor credit control
•  How to prevent your clients “over-trading”
• SIC energy discounts 
• How to choose a commercial model

2022 End of year wrap!

As the year is drawing to a close and Christmas around the corner, we wanted to celebrate these ups and downs, and all our partner successes with an end of year wrap video. Enjoy!

Client tools webinar 

We cover:

• How to engage non-advisory clients without extra hours or resources 
• How to onboard your clients to our simple add-on
• How to monitor the health metrics on your clients 
• How to choose a commercial model

Finding time and capacity in your practice

We cover:

• How firms can create greater capacity  
• How to keep your client experience high
• The types of firms that are insourcing vs those that are outsourcing 
•  How you can get insights for 10 clients for free, in minutes

Funding update - commercial mortgages 

We cover:

• What's happening in the commercial mortgages market
• What products are avaibale for your clients 
• What to expect in the next few weeks and months

October insights

We cover:

• How the medium-term fiscal plan moved forward to 31st October 
• The impact of interest rates increasing
• How the drop in the currency market affects your clients
• How you can advise your clients right now

Quarterly webinar

We cover:

• The current macro climate
• What these changes mean for your clients
• The latest funding solutions for small businesses
• Up to date monitor features to spot risks ahead

The mini budget

We cover:

• The impact this key fiscal event will have on small businesses
• New updated rates and latest figures
• National Insurance relief and the Bank of England changes
• What these changes mean for your clients

September insights

We cover:

• What's the economic impact this month?

• Implications of Liz Truss becoming Prime Minister 

• September 13th: When the 3.8% unemployment rate will be reviewed

• September 21st: When 10.1% Inflation rate could increase to as high as 18%

• Minimum lender credit score requirement increasing 5 to 20 points

• Updates on RLS 3.0