3 ways banks and credit unions can differentiate their CX in a saturated market
Threats to the modern organization are growing, and they come from all sides, from severe weather and wildfires to civil unrest, terrorism, and even global pandemics. Everbridge helps security teams cut through the noise to quickly identify, assess and address those threats in order to safeguard company assets and employees.
Download this eBook to learn how to embrace uncertainty, break through the status quo, and evolve in today’s rapidly changing markets. Partner with Planview on your journey to increased agility and flexibility, no matter how your teams work.
FinancialForce is the leading cloud ERP for the new services economy. The #1 ERP native to the Salesforce Platform, FinancialForce unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the center.
Download this eBook to learn how enterprise Kanban software can promote the visibility and connectedness of teams and their work while increasing productivity, reducing waste, and improving agility across your organization.
PMOs are uniquely positioned to scale agility effectively across the organization. Their mission is to ensure that the business is headed in the right direction, spending money on the right things, and empowering people to accelerate value delivery. Portfolio management and strategic planning are often inherent in today’s organization; agile work needs to be tied to both.
The finance function is evolving. Discover how trailblazing finance leaders are driving a digital-first agenda.
Download your complimentary guide to learn from experts best practices to improve your month-end close for Oracle NetSuite!
We created this guide to assist you in building a business case when selecting the the right Saas. In in it you’ll find five tips of how to approach creating a business case and an overview of business benefits you’ll want to consider in your analysis. While this guide is focused on SaaS management, the tips and approach can be leveraged for any initiative.
In this ebook, see how firms like yours incorporate a digital approach into all they do. Learn how to deliver exceptional online experiences that keep your customers happy and returning for more.
To better understand the state of finance and accounting management in the U.S. mid-market, BlackLine commissioned Gatepoint Research to survey 125 F&A executives between February and April 2020.
What can insurance carriers do to nurture and grow agent loyalty and relationships? This whitepaper covers 5 strategies for insurers to implement.
How advanced is your global statutory reporting cycle? Use this maturity model to assess current capabilities and conceptualise the stages along the way to getting to the ideal state.
As the CFO of your organization, your job is to create long-term value by generating returns that exceed your investment decisions. However, the volatile markets and economic conditions looming in 2020 don’t make this easy. There’s one cost, however, that you can control: your compensation. When finance and HR work closely together to create collaborative strategies on your workforce, your organization can thrive in any scenario. This CFO guide to compensation can help you align your vision for finance with the mission of HR, so you both can create long-lasting value together.
In this report we look at some traditional metrics used to measure performance within practices, and explain why they may not present the full picture required to remain competitive in today’s world. Based on the cultural shift mentioned above, we then suggest some new metrics that could not only provide a more accurate picture, but also encourage growth and prepare your practice for a successful future.
In our whitepaper, we try to answer some key questions; 1)What are some of the current challenges facing the audit sector? 2) What aspects must be considered to respond to pandemic-like situations strategically than the reactive stance that most auditors adopted? 3) How can the trust deficit be bridged with technology, given the recent set of audit failures? 4) How can audit planning and execution be made more effective, transparent and value-adding for all stakeholders involved?
This is your crash course in the compensation language. Find all the terms you need to master any compensation conversation. You’ll be ‘comp’letely fluent in no time.
Key Takeaways - Performance reports and ad hoc analysis are critical to developing company strategies - securing finance's role as a business partner - Finance needs to be able to access, enrich, and apply data from across the enterprise in order to support informed decision-making - Modern tools for data preparation enable finance to create information-rich reports faster, easier, and on a repeatable basis
In a commissioned study conducted by Forrester Consulting on behalf of Aria Systems, Forrester held client interviews and built a composite financial model to represent the impact of Aria’s platform on their businesses. Download the full report to learn how Aria helped clients achieve the following three-year risk-adjusted economic impact an 19% Revenue uplift, 70% Improvement in dunning revenue recovery, and 90% Reduction in revenue leakage.
This document outlines a best-practices approach that successful indirect tax automation evaluation projects take to build a straightforward and logical business case to justify a project to improve their global indirect tax function.
Download our eBook to find out how Process Mining can help different finance functions optimize their processes to achieve the outcomes they want
Four strategies that can guide companies’ litigation-prevention approaches.
In this this whitepaper, uncover a business case and technology roadmap to accelerate change and help drive finance transformation within your organisation.
This guide identifies a few of the key features that should be included when considering a purchase of document automation software.
Discover how innovative new technologies are eliminating time-consuming manual processes while surfacing data and insights to make informed decisions that drive business growth.
In this paper, you’ll learn why understanding your data leads to deeper insights; a single source of truth helps to get your team on the same page
Learn how organizations implement AP Automation to reduce payments fraud
This e-book explains the five steps SaaS leaders can take to drive the business from early to growth stage
Regulation will not be simplified any time soon, so businesses need to raise the bar to ensure that their processes and technology enablers are robust and allow them to report with confidence.
Find out which features in a financial system can help you be successful and discover how to monitor performance and link metrics to your mission
There are many challenges associated with implementing eClose solutions, particularly for borrowers, loan teams, and settlement agents. In this ebook, you’ll learn what to expect, how to proactively work with these three groups, and our best practices for maximizing adoption.
The following insights, produced in association with Private Equity Wire, shine a light on how limited partners currently think about the data they receive from managers.
Modern businesses are ditching the manual approach and automating their sales order processing. Here’s why.
Investing intelligently in venture requires a very large portfolio to minimize the risk of loss and maximize the odds for outsized returns. We’ll show how the strategy of making many bets and spreading them widely is the surest way to thrive in venture investing.
Best practices for compliance reporting and how technology can help
In this guide, we’ll take you through what to look for when choosing a NetSuite payment solution.
At the time of publication of this report, the COVID-19 pandemic affects millions worldwide and impacts businesses and how they leverage data and EPM.
Reduce risk, and increase productive with greater contract management insight and oversight
This report explores the foundational elements of BCM, how organizations can understand their level of BCM maturity, what it takes to develop a business continuity plan, why a Continuity Blueprint is an essential part of risk management and how to implement a BCM system that can produce a return on investment.
Background and aims of the Payment Services Directive 2 (Directive 2015/2366), and the challenges of open banking
5 best practices for preparing financial data
Discover how increasing market pressures and other industry influences have shaped investors’ asset class preferences, allocation plans and new expectations around due diligence, reporting, transparency and communication
Reputation.com’s 2019 Retail Banking Report can be used by banks to uncover actionable insights that determine online reputation
What is parametric Insurance and how can it help address risk exposures?
Download the paper to learn about what phase of the evolution your business is and how to take your finance team to the next level.
Finance leaders can take steps along the modernization journey to deliver tangible results in months, not years
Learn more about the process automation options that are available to you and how to use them in order to improve your finance and accounting operations
FIND OUT HOW TO GET ALL YOUR SALES REPS TO PERFORM LIKE THE TOP 1%
This report focuses on the challenges associated with IFRS 17 reporting, and consider solutions to those challenges from the perspectives of accounting policy and technology implementation.
The ultimate guide to accounting and financial management software for financial services
influencing which tools they use and how work gets done.
In this guide, we’ll take you through what to look for when choosing a NetSuite payment solution.
Read this new eBook from CFO Thought Leader and sponsored by Workday to learn what 25 CFO thought leaders wish they had known at the beginning of their ...
According to Deloitte’s global 2018 survey of 1,116 CIOs and 321 CXOs,1 it’s clear IT leaders understand that adapting to this climate of constant disruption is critical: 96 percent identified digital as a critical strategic business priority. However, only 26 percent said their organizations actually have an enterprise-wide digital strategy in place — suggesting that those that are able to successfully adapt will have a significant opportunity to differentiate themselves from their competitors
In this ebook, we’ll share 12 reasons why you should stop using spreadsheets for financial reporting.
The construction industry has been hampered by inefficiencies that have held it back from reaching its productivity potential.
How CFOs lead an organisational digital transformation - and reap the rewards...
Accounts receivable automation - Our top 10 list will help inform your view of what goes on behind the scenes when automation replaces manual work
5 ways growing companies get tripped up by sales tax. Some companies grow loudly, with splashy headlines and aggressive market trading. Others do it quietly, ...
How economic nexus may impact your exempt sales and overall sales tax compliance picture, what details require special attention, and how to evaluate your supply chain and drop shipping relationships to understand how they influence sales tax obligations
How finance leaders can tap into analytics to make business more efficient and predictable
With growth comes challenges. We've identified five common mistakes seen within Professional Services teams, as well as practical strategies for avoiding them.
How to maximize utilization— not just in the context of assigning resource targets, but also in optimizing utilization across internal and external resources
Read this eBook, to explore technology’s impact on the financial services industry and how you can successfully adapt.
Learn how you can perform real-time financial reporting, modeling and actionable analytics, gain complete visibility of your customers and projects
4 key tax tips to help you secure investment.
Some of the most common risks, challenges and roadblocks that threaten to derail organizations from executing sweeping digital transformation projects
FinancialForce offers the leading customer-centric ERP, helping organizations rapidly translate demand into new revenue models, run more predictable...
A case study on Best Western Premier resorts using both Sage and Armanino to tackle it's challenges
Eight detailed reasons why bringing finance and HCM together is the better way to go.
Every organization large and small defines its goals and objectives and allocates resources through its budgeting, planning, and forecasting processes. And while packaged applications to support these processes have been available for well over 20 years, a recent CFO survey indicated that 55% of organizations rely solely on spreadsheets to support their planning processes, and many augment their planning applications with spreadsheets.
The Ultimate Guide to FinancialForce PSA. Meet the #1 PSA solution. With services broadening and diversifying—from strictly professional services to managed...
The demographics and mindset of the modern workforce are changing quickly,
Top 10 Considerations for Midsize Companies when it comes to Close Management Software
Learn from experts, the best practices to improve your month-end close for Oracle NetSuite!
