2 Business Careers Infographics
Security and Compliance in the Mobility-Transformed Healthcare Organization
Healthcare organizations face new challenges as they seek to embrace innovative models for the delivery of care without putting themselves, their clinicians or their patients at risk. More than ever, healthcare organizations need a comprehensive strate…
CRS – Implementing Best Practice Global Tax Compliance
This paper explores the differences and commonalities that exist between FATCA and CRS. The aim of this exercise is to ensure the differences between these two tax regulations are understood and that the similarities can be leveraged to create and impl…
Seeing More Prospects, Writing Higher Target Premiums in 2017
This executive briefing outlines untapped growth plays in three segments of the life insurance and financial planning space:One: agents / brokers focused on COLI and other business lines life insurance clientsTwo: BGAs / FMOs less than $5 million in ta…
The Blueprint for Continuous Accounting
Does Your Finance Department Consume Your Time or Add Value
As a leader of a growing business, you are well aware of all the challenges of running a company. Growth can put a tremendous strain on your financial department: the people, processes and technology necessary for the company to continue successfully. …
How AP Can Partner with Treasury to Build a Business Case for B2B Payment Transformation
Read the report to learn: The top advantages of electronic payments How Treasury can stand beside AP as an ally, strengthening a payments transformation business case and its odds of gaining approvalWhat the future holds for AP and Treasury as they col…
Regulatory Client Outreach & The Path to Compliance
In this paper, we explore the core operational and internal challenges that currently make the process of Regulatory Client Outreach a logistical nightmare for financial institutions. We also propose a best practice approach to regulatory client outrea…
What to Do When Social Media / Web Marketing Fails to Net New Clients for an Insurance Agency / Financial Advisors
This classified briefing cites the faults with social media / web marketing for financial advisors / insurance agencies and then what to do that 80 percent of the industry ignores / does not understand.Consider this: “I don’t throw darts at…



