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FinTech

Enterprise IT / Featured Tech / FinTech

Realizing the True ROI of Analytics & BI

Whether you’re making a case to purchase a new BI solution or attempting to prove the value of an existing vendor, you’re likely aware that measuring ROI for data analytics and business intelligence (ABI) software is complicated. Unlike …

Enterprise IT / Featured Tech / FinTech

Top Priorities for Finance Leaders in 2021

Gartner surveyed 300 CFOs, Heads of FP&A and Controllers to identify the top finance priorities and expected challenges for 2021. The global and cross-industry results showed that finance leaders are focused on digitalization, but also on improving…

Enterprise IT / Featured Tech / FinTech

Bridging the Generational Gap: How to Attract Emerging High-Net-Worth Investors

Smart advisors know having more high-net-worth (HNW) investors and their assets in their book of business can free up time to pursue new business opportunities and drive further growth. And emerging HNW investors are a segment worth pursuing: They repr…

Enterprise IT / Featured Tech / FinTech

Growing Your Advisor Business Through a Recession

The COVID-19 outbreak continues to wreak havoc on economies worldwide. Despite these dire times, leading advisors report that one of the best times for true organic growth comes during market downturns and economic recessions. While this may sound coun…

Enterprise IT / Featured Tech / FinTech

A Planner’s Guide to Consolidated Advisory Fees

Get your free copy of this data-packed white paper, which explains how to make planning a central part of your business, with a specific example of how to build planning into your first client meeting. It will also cover: How planning benefits ad…

Enterprise IT / Featured Tech / FinTech

Still Using Spreadsheets?

This white paper is designed to be read by finance professionals. It discusses the pros and cons of spreadsheet-based CPM applications and explains some of the hidden drawbacks of using them.Request Free!

Enterprise IT / Featured Tech / FinTech

Taking the Spreadsheets out of Budgeting

This action paper starts to paint a picture of a better way to budget – one that reduces the frustrations that are built into budgeting when using spreadsheets. The good news is that finance professionals can tap into a better way of budgeting. A…

Enterprise IT / Featured Tech / FinTech

Work Smarter: Anti-Money Laundering and Compliance

Date: Thursday, February 18, 2021 Time: 2pm ET | 11am PT Sponsored by: NICE Actimize   No matter where you are in the world, financial institutions continue to face increased scrutiny around anti-money laundering policies and procedure…

Enterprise IT / Featured Tech / FinTech

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!

Enterprise IT / Featured Tech / FinTech

RAPIDLY IMPROVE YOUR FINANCIALS TO GROW YOUR BUSINESS

Perform a full diagnostic of your finance function in four weeks or less to get a future-state vision, prioritized list of projects, and an implementation roadmapRequest Free!

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