The Intricacies of Ownership and Control: Understanding Beneficial Ownership Structures
It is at the heart of the latest raft of international AML/CTF sanctions and regulations, as well as tax compliance laws and standards, such as FATCA and CRS. Although the impact on the financial services industry is widely acknowledged, other organiza…
New in 2018! Turn Client Reporting into Client Storytelling with the Latest FinTech Automation Tool
In today’s hyper-connected digital world, you need to build engaging presentations quickly, share instantly, and get feedback meaningfully. Introducing the Xinn Playlist, which can automate, present and share your client reporting presentati…
Straw, Sticks or Bricks: Are you Building a Solid Foundation for Your Future?
Date: Wednesday, April 25, 2018 Time: 2pm ET | 11am PT Cost: Complimentary Produced and Sponsored by: Vertafore The insurance industry, and agencies in particular, continue to face a variety of challenges in today&rsq…
Our Strength. Your Numbers.
Opal AR is an accounts receivable as a service solution. Opal AR’s automated A/R solution is smart, flexible and secure simplifying your entire order to cash process. Through customization & rules-based process, streamlined workflows, a…
Management Reporting: Let’s Stop Reinventing the Wheel
7 Risks of Regulatory Reporting
Finance & Accounting Have Evolved
Robotizing Your Financial Close Process
Do you know why the Robot Uprising is in full-swing? Learn:Why you should automateThe risk vs. value of automationWhere to apply robotics and automationThe skill profile companies are looking for in new talentRequest Free!
Comfort in the Workplace
Improving comfort can help improve performance, without taking a huge hit to your budget. Learn all about: Ergonomics 101Sitting vs. standingEmployee happiness and productivity Watch this webinar to learn about comfort and get ideas for your facility.R…




