3 Key Steps to Off-Cycle Sessions with Clients
Smart advisors prepare intensely when they go into renewal discussions with clients, but smarter advisors know that even off-cycle sessions play a key role in improving relationships....
The Key Ingredients to a Successful Omnichannel Banking Strategy
For many financial institutions, the phrase Omnichannel is nothing new. Tech experts have been advising banks to embrace this strategy for some time, though it hasn’t begun...
IoT Botnets and the Economics of DDoS Protection
The effort and money we’ve been expending to build defenses is no longer proportional to attackers’ investments. It is time to review the attack landscape, re-evaluate...
5 Forces Shaping Client Reporting & Presentations in 2018 for Financial Services
In the Age of the Customer, the customer calls the shots. And B2B customer-facing teams are undergoing significant challenges to gain and keep their accounts make their revenue...
Five Critical Steps to Prepare Your Business for New Funding, Whether IPO or Private Equity
2018 promises to be a strong year for both the public and private capital markets. The global IPO market is coming off its most active year since 2007, with 174 IPOs. The...
Discover Over 100 Features That Get Your Financial Institution Ahead Of The Competition
As a result, we delivered Financial Intranet Software stocked with over 100 finance-focused features to help your bank, credit union or other financial institution...
CFO Thought Leader Mentoring eBook
Read this new eBook from CFO Thought Leader, sponsored by Workday, to learn what 25 CFO thought leaders wish they had known at the beginning of their careers. Now you can...
The CFO Playbook on Technology: Getting the Most from a Cloud-Based Finance System Webinar
Read this brief to learn why midsize companies are increasingly looking to the cloud when considering a more efficient and scalable financial management system. As their companies...
A CFO’s Guide to the New Revenue Recognition Standard
This new eBook from CFO, an Argyle company and sponsored by Workday—an early adopter—offers insight into preparing and planning for the new standard, along with strategies...
Driving the Strategic Agenda: The CFO’s Road Ahead
This article highlights four business priorities that are greatly impacting the focus of CFOs.Request Free!
