Date: Wednesday, November 30, 2022 Time: 2pm ET | 11am PT Sponsored by: Incenter Appraisal Management What does blockchain technology mean for the future of real estate transactions and the mortgage process for credit unions? The rea…
Date: Thursday, October 27, 2022 Time: 2pm ET | 11am PT Cost: Complimentary Sponsored by: Salesforce One of the best ways to turn prospects into clients, and retain those clients, is to provide a simple, clear process when doing business. Many …
Claim your free copy of ‘Harnessing in Data in Motion’ in partnership with Cloudera and IBM. Some data does not age well; the longer you sit on it, the less valuable it becomes. This is why many businesses are focusing their resources on acting quic…
Communication with clients and conveying the importance of benefits is more important than ever, especially when you can’t meet them face-to-face and often have to connect digitally. Words have great significance and can help ensure you can engag…
For well more than a decade now, business publications, consulting firms, technology vendors, and research firms have issued a steady stream of articles and commentary heralding the arrival of a new era for the finance function. No longer solely occupi…
Employees are working hard to recoup income and savings losses caused by the pandemic. With many members of your clients’ workforce struggling to regain financial prosperity, how can you guide them in offering benefits that can help their employees gai…
Many employers face the issue of a disconnect between policies their employees enroll in and benefits their employees use. From an employee’s perspective, it can be difficult and confusing to know what benefits are available when needed. The burden fal…
In Q1 of 2022, Fidelity’s Wealth Management M&A transaction report listed 58 deals, up 26% from this time last year. But with recent inflation set to transform the environment in favor of acquirers with more capital and earnings power, it&rsq…
While organizations in the channel are often acknowledged for DE&I programs they’ve launched, it’s the people at the grassroots level who get things started and keep the momentum going. The DE&I 101 turns a spotlight on those people…
But the M&A isn’t relegated to huge vendors. We’re seeing MSPs both nationwide and around the world gobble each other up at a record clip. What does this mean for the future of the channel? What specific things do MSPs need to consider when expl…
