Compliant vs Rainmakers
We gave compliance teams and revenue teams a chance to share what they think about each other anonymously. THIS IS WHAT THEY SAID.Request Free!
‘You get three rings’– Ron Antipa of Alex Brown, a division of Raymond James, on the secret to true client service
Ron Antipa hangs his hat on a simple principle: You answer the phone within three rings. “I don’t care what you’re doing, put whoever you’re with on hold,” says Ron. “I want them to have a live person on the …
Top 10 Reasons Financial Firms Equip At-Home Workers with Compliant Communications
MultiLine enables financial advisors, wealth managers, investment bankers, brokers, traders, and other frontline employees to call and text with customers on a recorded mobile line. The service solves the problem every bank faces: How to ensure gap‑fre…
2021 Technology Excellence Awards: Harnessing Data Analysis & Automation
Date: Wednesday, March 17, 2021 Time: 2pm ET | 11am PT Credits: 1.2 CTP and/or FP&A continuing education credits from the AFP (pending) Sponsored by: Kyriba Decision-making in a modern treasury and finance function relies heav…
ESG and the New Administration’s Impact on CRE
Date: Thursday, February 25, 2021 Time: 2pm EST | 11am PST Sponsored By: Carbon Lighthouse Sustainability and climate change are at the forefront of every business environment today. Now, the new administration’s…
eBook: Crushing the Top 5 KPIs for Financial Services
Financial services, whether it be banking, investing, or insurance, has seen massive digital transformation around self service and customer service. Ruled-based chatbots, self-service interfaces, and automation have changed the way that customers inte…
How to Measure Corporate Travel Program Success
To optimize travel spend and make data-driven decisions about your travel program and policy, you need to be able to easily access and understand the metrics that highlight savings opportunities, …
The New Realities Changing T&E Management Post-COVID
Balancing cost control and growth is the #1 responsibility for finance leaders in 2021. Ensuring financial processes can adapt quickly while delivering visibility, control, and compliance is imperative to your …
5 Simple Ways to Improve Expense Management
What actions are you taking to gain control over your payments and expense management processes in today’s challenging economy? While planning for 2021, finance leaders need tools to help them …
CFO Spend Visibility Report: Challenges and Solutions
In our latest research report with CFO.com, 40% of executives surveyed said they do not have real-time insight into their company’s T&E spend. As CFOs plan and budget for an …
