When we asked small to mid-size businesses what they would change about their close, the most common themes were to make it faster and easier. Recurring suggestions included more automation, integration, and better reporting. Read on to find o…
Your ideal clients are looking for more than knowledge of financial products. It’s your expertise, level of service and unique perspective that set you apart in a crowded field. This exclusive workbook — Defining Your Brand — can h…
How can you best meet these new demands and turn change into opportunity? This Becker’s Hospital Review eBook compiles 10 must-read articles that offer executive tips, actionable insights, and noteworthy trends for healthcare finance technology.R…
But there is a way to turn those heaps of data into actionable insights to get clearer answers to your biggest questions and better drive your firm’s strategy. Read this article to learn how to improve your back end to go from data hoarding to de…
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Time is running out for private companies to adopt the new revenue recognition accounting standard. Our white paper focuses on some of the key barriers that could be stalling your implementation efforts and provides insight into how private companies c…
Even though the worst of investor fears didn’t materialize after markets were in disarray late last year, trade tensions, global growth and political uncertainty are weighing on the economic outlook. Fortunately, economic fundamentals remain gene…
The idea of transitioning your business naturally raises questions. What will your payouts be? What technology resources will you have? What is the new firm’s culture like? To overcome this uncertainty, you must separate myth from reality and …
During this volatile time in commercial insurance, amidst increasingly diverse business types and advancing automation, it can be difficult to know what steps to take to compete. Protecting profitability, while attracting and retaining the right custom…
The headlines don’t seem to stop: Community after community in the U.S. is experiencing record flooding. While this has led to an increase in privately written flood insurance, shortcomings in the FEMA dataset make it difficult for insurers to pr…
