Date: Tuesday, December 18, 2018 Time: 2pm EST | 11am PST Learn how credit unions can fuel growth and increase member loyalty by taking a data-first approach to member advocacy. Join this discussion with Jane Barratt…
In this guide, you will learn: How to actually create the space for saving Money mindfulness (and why it’s a priority) Why letting go of the "meh" can help you save Trust us, money talk makes us cringe, too. But this guid…
Businesses continuously look for methods to improve morale, strengthen teams, motivate and retain employees, and encourage motivation in the workplace. Non-cash incentives such as travel provide motivators for long-term employee engagement.  …
Date: Tuesday, December 18, 2018 Time: 2 pm ET | 11 am PT Credits: Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals. Multilateral netting is a powerful way to optimize i…
Organizations are adopting the cloud to replace old technologies and to take advantage of new offerings and architectures. Yet, the familiar tools and methods that were previously employed cannot be applied in cloud environments. Therefore, gaps in mon…
From rising regulations and changing technologies to ever-growing data and reporting compliance, finance has undergone major shifts over the years, with no signs of stopping. As finance and business leaders work to keep it all balanced, they’re f…
A new generation of investors is changing the financial services industry and adopting digital outreach tools is essential to your survival. Your clients and prospects, particularly Millennials, want advisors who communicate seamlessly across platforms…
While police report information-gathering has long been a mainstay of the claims processing workflow, it’s come with some challenges. Manual ordering, slow queues, and disparate or missing data can lead to resource drains and long claims cycle ti…
It is no longer science fiction – artificial intelligence (AI) is now a reality for financial advisors. AI provides data you can use to make predictions and solve problems, and it’s becoming a part of everyday life. If you ignore the opport…
Timely and efficient accounts payable and collections management software can help. Read this white paper to learn how Dynamics 365 for Finance and Operations saves time and reduces errors which can save your business from peril.Request Free!
