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FinTech

Enterprise IT / Featured Tech / FinTech

Transforming Treasury: Keys to Success

Date: Thursday, April 16, 2020 Time: 12pm ET | 9am PT Sponsored by: ION Earn: Up to 1.2 CTP and 1.2 FP&A Credits from the AFP Getting a seat at the table in the organization’s strategic decision-making requires treasury manag…

Enterprise IT / Featured Tech / FinTech

How to Attract and Serve High-Net-Worth Clients

Date: Wednesday, April 15, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Orion It’s clear that larger client accounts translate to greater revenue opportunities for financial advisory fi…

Enterprise IT / Featured Tech / FinTech

The Three E’s of Co-op Fund Management

In a perfect world, co-op marketing funds are used toward marketing tactics that are executed properly, targeting the right audience with the correct branding. But in reality, of the approximately $70 billion in available co-op funds every year, half g…

Enterprise IT / Featured Tech / FinTech

Serving Complex Client Needs: Cultivating Your Non-Financial Skills to Succeed

Date: Wednesday, March 25, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Edward Jones Whether assisting clients with stock and bond investments, setting up 529 plans, or helping them address a…

Enterprise IT / Featured Tech / FinTech

Less Burn. More Return – How Core Vendor Contracts Impact Community Bank and Credit Union Value

After the deepest economic and industry downturn since the Great Depression, banks are now dealing with a “new normal” characterized by increasingly tight interest margins, sluggish economic growth, intensified competition, and increased…

Enterprise IT / Featured Tech / FinTech

Don’t Let Your Legacy System Be Your Legacy

The Next Generation of Corporate Performance Management Solutions  The role of technology in Finance is growing exponentially, and legacy systems have not kept pace with the needs.  Think about how much more you could accomplish if you …

Enterprise IT / Featured Tech / FinTech

5 Steps to Unleashing Finance

Modernize, Simplify & Extend Your CPM Solutions Across The Enterprise.  67% of finance leaders say too many resources are tied up with legacy systems and traditional ways of working, leaving little time to innovate. Discover how to addre…

Enterprise IT / Featured Tech / FinTech

5 Steps To Unleashing Finance

67% of finance leaders say too many resources are tied up with legacy systems and traditional ways of working, leaving little time to innovate.  Discover how to address budgeting, planning, forecasting, financial consolidation, and&nb…

Enterprise IT / Featured Tech / FinTech

The 2020 State of Global Expansion Report: Tech Industry

This guide helps companies discover the most promising markets for expansion, based on critical factors such as: Availability of skills Complexity of the regulatory landscape Quality of connectivity and infrastructure GDP growth Inward in…

Enterprise IT / Featured Tech / FinTech

How to Use Tech to Turn Volatility Into Stability and Scalability

Date: Tuesday, March 31, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Practifi As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent i…

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