What-If Scenario Planning: Be Ready for What’s Next
Learn what “what-if” scenario planning is, what makes it effective, best practices for putting it to use, and its benefits across your organization.Request Free!
Rolling Forecasts: How to Achieve Business Agility with Dynamic Planning
In this eBook, learn how your organization can adopt rolling forecasts to continually recalibrate plan-execute-analyze cycles based on real-time insights against the drivers that matter most.Request Free!
Bring Your Future Into Focus
Investors are becoming more aware of what they want and need from their financial advisors—and are expecting more from firms than ever before. At the same time, fee compression and regulation are creating immense business model challenges for fin…
Marketing Operations
Marketing Operations (MOps) is still in its infancy. That’s primarily due to every company being different, and there isn’t a standard structure that can be applied to every marketing model. So, we’ve put together this short guide …
Building a Technology Ecosystem that Enables a Superior Property Claim Customer Experience
The expectations of property claim customers have risen over the past decade. And according to J.D. Power’s 2022 U.S. Property Claims Satisfaction Study, homeowners who filed property insurance claims ranked satisfaction with their claims experie…
6 Unique Ways for Credit Unions to Increase Profitability Despite Market Headwinds
After the mortgage industry experienced record volumes and margins over the course of 2020 and 2021, 2022 has been a different story. There has been nearly 200-basis points of increases in mortgage rates, rising home prices dissuading would-be buyers a…
CCH AnswerConnect Tax Briefing Update: President Signs Scaled Back Reconciliation Bill into Law
On August 16, 2022, President Joe Biden signed the Inflation Reduction Act of 2022 into law. The bill was passed by Congress after a 220-207 vote in the House on August 12, 2022. This followed passage in the Senate on August 7, 2022 by a vote of 51-50,…
2022 Biweekly Payroll Calendar Template
While some states mandate pay periods, many employers get to choose their own frequency. Biweekly pay periods are most common among private employers. Keeping accurate payroll records is required by law. Many employers opt to use HR and payroll softwar…
Read: The Present and Future of Financial Services Marketing
Our consumer-led research looking at the UK, Germany, Netherlands and France, examines how FinServ organisations have had to adapt in the midst of an extremely challenging economic environment, and the role technology plays within Marketing, allowing F…
Live Webinar: How Security Solutions Can Truly Take a Load Off
What does keeping up look like? Join these two security and tech savvy executives as they unravel the modern requirements from today’s security solutions. What should you expect from your security vendors, what should you demand. Galina Ant…
