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Business Guide

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FinTech / Research / White Papers

Got Goals? This Metrics Framework Gets You There (OKR Business Guide)

Objectives and key results empower companies to succeed An objectives and key results — OKR — framework breaks high-level company goals into concrete, achievable steps. It empowers employees, managers and …

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FinTech / Research / White Papers

5 Habits of Highly Effective CFOs

Take this advice and watch your career take off The days when the chief financial officer was primarily responsible for internal controls and compliance are long gone. While financial discipline …

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FinTech / Research / White Papers

Mission Possible: Closing the Books in 5 Days or Less

Dread the month’s end? Our three-stage strategy dispels the gloom If it takes your team 10 days or more to close the books, you’re not alone. You are, however, falling …

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FinTech / Research / White Papers

4 Skills CFOs Need Now

Tips to excel at communication, collaboration, data analysis and FP&A The CFO’s job is no longer just about the numbers; soft skills are more in demand than ever. In this …

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Research / Sales & Marketing / White Papers

Turn More Callers Into Customers

Did you know that 74% of consumers say they are likely to choose another business after a poor phone experience? When the phone rings, are you building relationships or driving …

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Research / Sales & Marketing / White Papers

The ROI of Personal Connections

75% of businesses believe they’re customer-centric, but only 30% of consumers agree – a divide that can cost you business, alienate your customers, and have a very real impact on …

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