Companies resistant to change — or those with legacy systems that they consider roadblocks to automation — are missing out on making the most out of a system that’s been proven to save time and money. Take Palmer Holland, for examp…
Many legacy treasury management systems (TMS) are rife with issues including outdated and clunky technology, limited access to deep insights from existing financial data and no natural language search functionality. While updating and upgrading your sy…
Date: Thursday, March 31, 2022 Time: 11am ET | 8am PT Cost: Complimentary Sponsored by: Risk Management Solutions As the industry makes progress in digitizing insurance processes, there is still a lack of standardization in capturing exposure i…
The last two years have been unlike any we have seen before. Accounts payable, traditionally seen as a back-office functions as thrust into the spotlight and asked to deliver. This meant having to rethink how AP teams operated and the tools they needed…
The disruptions and changes in the way businesses functioned in the past few years have increased the need for digital transformation at an incredible pace. Companies who have already automated their AP and payments processes are re-evaluating their ex…
This white paper will discuss the basics of bank confirmations, limits to the traditional approach of acquiring them, and what value the CCH Axcess Validate solution brings to an auditor’s workflow by leveraging blockchain technology to quickly de…
As the number of people leaving their jobs for better opportunities reaches an all-time high, competition to hire and retain talent is fierce. So, how are you going to stand out in this highly competitive market? Discover how health benefits ca…
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster, and more secure way to support your clients and manage your business. This cas…
The kind of support a Registered Investment Advisor ("RIA") receives is based on their personal and professional goals. Whether you want to pursue independence as an owner, an affiliate, or a teammate, Schwab can help you through the transiti…
The COVID-19 crisis has kept our industry on its toes, pushing firms and clients to find new ways to communicate and collaborate in spite of new difficulties. If anything, it has underscored how important it is to use technology to your benefit. …
