Learn how you can manage Big Data in the financial services sector and protect yourself from an uncertain future. When it comes to information governance in the financial services sector, remember that: • Scrutiny by regulators is increasing. • Auditors need comprehensive context to examine and reconstruct a financial event properly. • Any non-compliance that auditors do find can result […]

“It takes a long time—but at least we’re getting it done.” But are you getting it done well? And how much is the way you are doing it costing you in the long run? Highly manual, inefficient financial close and balance sheet substantiation processes are more expensive than most organizations realize. They’re more prone to errors, have the potential to […]

BlackLine and Gatepoint Research got together to ask Mid-Market Finance and Accounting executives about their accounting processes. The results highlight key process holes that effect Mid-Market business today.

Why Fast-Growing Companies Leave QuickBooks and Adopt Cloud Financials to Accelerate Growth. This whitepaper covers many of the issues that growing companies using QuickBooks typically face, and why so many have decided to move to NetSuite—a modern, integrated, cloud-based solution that enables accelerated business growth. Case studies and quotes from those who have adopted NetSuite describe why enterprises have made […]

Maintaining share of wallet and customer satisfaction in today’s competitive financial services landscape is no easy task. Customer turnover is projected to be at an all time high with up to 54% of millennials leaving their current financial institution over the next few years. As a financial services institution (FSIs), are you equipped to meet and exceed rising customer expectations […]

In Forrester’s 40-criteria evaluation of subscription billing platform solutions, we identified the eight most significant vendors in the category — Apttus, Aria Systems, Digital River, goTransverse, Recurly, SAP hybris, Vindicia, and Zuora — and researched, analyzed, and scored them. This report details our findings about how well each vendor fulfills our criteria and where they stand in relation to each […]

Time is precious, especially in tax season. Your year is scheduled around huge deadlines, with clients’ returns due at once. But by using the “preseason” to evaluate and update your internal processes and tools, you can hit the busy season at full speed — and save time when you’ll need it the most.

Thinking about transitioning to a subscription-based model? Here are 10 initial questions to ask in preparation for a new recurring revenue business.