From creating, approving, and communicating policies to intelligent distribution, knowledge assessments, and reporting, PolicyHub not only saves time and improves efficiency, but it also provides an organization with a defensible compliance program. …
The global pandemic is presenting organizations with unimagined financial and operational challenges. Among the business lines feeling this shift most acutely: tax and finance departments. Before COVID-19, finance groups were already dealing w…
Learn how United Bankshares, Inc. used VendorInsight to scale and support rapid growth. United Bankshares supported rapid growth and acquisitions with automation and managed new regulatory scrutiny with 100% compliance. Download the free case study …
Learn how Capitol Bank leveraged VendorInsight to automate Vendor Management and meet compliance goals. Capitol Bank, a $350 million community bank in Madison, Wisconsin, selected VendorInsight® in 2017 to transition away from an Excel spreadshe…
Of businesses with fewer than 1,000 employees surveyed in 2021, the revenue impact of COVID-19 was: 67% experienced a noticeable to significant drop in revenue 8% saw a negligible change in revenue 24% experienced an increase in revenue …
We find ourselves in a unique environment for wealth planning. The confluence of record low interest rates, high exemption amounts and an uncertain future for tax policy make it an important time to revisit your wealth plan. In a new paper, we an…
This is particularly the case for affluent residents of high-tax states, who were significantly impacted by the 2017 Tax Cuts and Jobs Act’s (TCJA) effective repeal of the state and local tax deduction (SALT). Additionally, amid the coronavirus p…
Changing and upgrading core systems offers a unique opportunity to dramatically improve your overall business performance. Embracing this business intelligence (BI) opportunity with a collaborative approach enhances decision-making and streamlines data…
Simplify the complexities of managing and communicating policies and procedures to build stronger compliance. PolicyHub’s robust features help HR teams organize and manage policies while ensuring all employees have the correct, most up-to-date…
For an electronic I-9 solution to make a strategic impact on your organization, you need to ensure that it doesn’t require excessive labor. When you’re looking for a solution for total I-9 compliance, don’t forget to test for efficien…
