More than 1 billion people worldwide (nearly 13% of the global population) regularly transmit and receive international money transfers, offering an enormous opportunity for credit unions to capture growth and new revenue. Yet, most credit unions permi…
The concept of open banking has been around since the 1980s; however, widespread adoption is just beginning to occur in the US. Open banking provides benefits for both consumers and businesses and is bound to change the financial services realm for dec…
This infographic outlines four of the biggest challenges your clients are facing and an all-in-one fix for each! Share with your clients an employer-sponsored plan designed specifically for key employees that complements the primary health insurance pl…
As the Advisory Services landscape continues to evolve, AI technologies will increasingly be indispensable for enhancing practitioner work and delivering modern services experiences. However, success with AI isnʼt simply about whether firms adopt the t…
Is your financial close process a tangled web of chaos? Do late adjustments, email chains, and document confusion plague your organization? It’s time for a change! Dive into common bottlenecks and learn how to conquer them. With a repeatable sequenc…
Cash and liquidity management have been two of the primary responsibilities entrusted to treasurers. Today, the cash management function often includes forecasting and working capital analysis tasks as well, which have been skyrocketing in importance. …
Here at Software Advice, our goal is to provide financial services professionals like you with honest, substantive guidance to inform your software search. It’s why we’re home to more than a million software reviews by verified users—…
For high-level treasury and finance executives, it is easy for a lack of communication and visibility across various field offices, entities, and departments to cause problems. Cash forecasts become less accurate, working capital becomes harder to mana…
Watch this on-demand webinar and explore specific cases of processes automated to run on-demand. From complex 3rd party data retrieval, reconciliations, and journal entries, to report/dashboards, Alteryx has made it as simple as button clicks…
Watch this on-demand webinar, to discover how Capitalize Analytics and Alteryx helped hundreds of clients in departments like Accounting, Audit, Tax and FP&A to: Identify and prioritize use cases for automation that will have tangible impact….
