How can credit unions build communities and keep driving new memberships as branch traffic slows and more interactions move to digital channels? A key part of your digital strategy should be to leverage positive word of mouth via a digital referrals pl…
Gaining new members is always a challenge and was especially so during the pandemic when in-person sales and events weren’t an option. This case study explores how they created a personal outreach program that could drive online acquisitions remo…
Small and medium sized businesses often spend disproportionate amounts of time on administrative tasks rather than the nuts and bolts of running their business. This includes the accounting and bookkeeping function. Streamlining your bookkeeping can he…
The processes for underwriting inspections and claims submission are rife with inefficiencies, high costs, and liabilities. From the arduous task of scheduling and receiving documentation to processing and verifying assets to making a confident decisio…
There are obvious benefits to moving processes online for insurance companies and other industries across the board. With the digital revolution of the past few decades, businesses worldwide have started to recognize the immense potential of…
Along with the push for modernization and increased desire for better, faster connectivity, investors are increasingly influenced by environmental, social, and governance (ESG) reports. As an industry requiring investment for future innovations, the ab…
Get a birds-eye-view of the Financial industry, including current challenges and opportunities for innovation and improvement. Through the lens of the environmental, social, and governance (ESG) framework, we walk through how to address these challenge…
Precise, on-time accounting is essential in today’s fast-paced business environment. Basing important decisions on obsolete data is an unnecessary risk. One mistake in the books can cost your organization a lot of money. Read “Why, and h…
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 budget. Today, the function is considered an essential strategic asset that any f…
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 budget. Today, the function is considered an essential strategic asset that any f…
