How Seamless Omnichannel Payments Drive Sales
Consumer expectations continue to shift dramatically. Customers want convenience, great prices, and the same level of service and security whether shopping online or in person....
Reactive Maintenance is a Thing of the Past
Predictive maintenance keeps fleets highly available and running, providing service, and generating revenue. It helps fleets keep vehicles utilized for longer without buying...
The evolution of FP&A into a CFO strategic asset
The financial planning and analysis (FP&A) function has come a long way from its origin to measure how well operational divisions were sticking to goals in the annual...
The Future of Running a Successful RIA
Date: Wednesday, October 25, 2023 Time: 1 pm ET | 10 am PT Cost: Complimentary Editorial Webcast Sponsored by: Dynasty Financial Partners...
Optimizing your BEX loan analysis
Best execution (BEX) analysis is a critical area of profitability for mortgage lenders. Determining your strategy and goals when managing your pipeline will provide a blueprint...
The Future of Forecasting — How to Meet the CFO’s Objectives
Date: Wednesday, November 15, 2023 Time: 2pm ET | 11am PT Sponsored by: Kyriba CFOs no longer need a cash forecast…they need...
How Multi-Family Offices Meet the Needs of the Ultra-Affluent
It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients,...
Credit Card Programs: Does the value outweigh the risk?
From staffing to adjusting for CECL, the cost of running a credit card program continues to rise. Is your credit union prepared for uncertainty and assessment of profitability...
Maximize Growth and Innovation With FinTech
As consumers demand digital convenience in every aspect of their financial lives, financial institutions have to be competitive to succeed. A fintech partnership can help...
Wealthtech disruption — top 5 trends to watch out for in 2023
Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealthtech start-ups need...
