Unifying Procurement and Accounts Payable – A Two-Phased Approach
We all know that teamwork makes the dream work. And in the case of procurement and accounts payable (AP), this rings especially true.
This IOFM white paper explores the...
Overcoming the Challenges of AP Invoicing
Traditional, paper-based methods of AP invoice processing are associated with:
Higher costs
Lower visibility
Longer processing times
…all barriers that ultimately...
Shared Services: Setting Up A Financial Center for Success
For 20+ years, many businesses have enjoyed the cost savings, operational efficiencies and process quality improvements that shared services centers (SSCs) were designed...
The Advisor Of The Future: How To Stay Relevant In The Digital Age
Technology continues to change the game in the financial industry, and this trend shows no signs of stopping. From online banking and mobile payments, to live chat and email,...
How to Drive Business Impact with Payments: A Guide for Financial Services Providers
Give payments the attention they deserve, and you can gain a competitive advantage; ignore them and they become a bottleneck that limits growth. Our latest guide explores...
7 Essentials for Better Dental Insurance
Due to concerns about costs and wary of changing what seems to be working, employers often resist the idea of altering their dental benefits package even though different...
Building Your Best Back Office
The foundation of a successful advisory firm includes three critical components: knowledgeable financial advisors, a robust marketing strategy, and back-office technology...
Why You Need to Improve Your Client Experience Right Now
Sophisticated technology strategies continue to improve experiences when working with service providers across industries — and the financial advisory business is no...
The Long-Term Care Conversation: A Vital Component of Retirement Planning
Access industry insights and research-driven strategies designed to enable you to enhance your long-term care discussions: Identify and discuss clients' care preferences...
Turn Data Into Action: Elevating the Digital Advisor-Client Experience
Date: Tuesday, July 30, 2019 Time: 2pm ET | 11am PT Cost: Complimentary Sponsored by: Hearsay Systems New digital technologies – social, mobile, analytics...