From QuickBooks to Cloud Financials

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 […]

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Digital Transformation, Millennials and the Future of Financial Services

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 […]

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The Forrester Wave™: Subscription Billing Platforms, Q4 2015

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 […]

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Four Best Practices to Prepare for Tax Season

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.

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10 Questions You Need to Ask Before Switching to a Subscription-Based Model

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

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Recurring Revenue Success: the Million Dollar Decision

From continuing to augment your current system to buying a whole new cloud solution, it’s key you know the pros and cons of every possible scenario. This e-paper walks you through the “build vs. buy” decision and why it’s critical to the success of your recurring revenue business both now and in the future.

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Beyond Billing With Effective Recurring Revenue Management

If you believe that you can augment a billing system to support your recurring revenue business, this insightful e-book provides you the specific reasons that may not be the case. Plus, you’ll learn about recurring revenue key requirements and pitfalls.

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Monetizing the Internet of Things (IoT)

How will businesses generate profits from the Internet of Things? Answers to that question and much more can be found in our new e-book featuring recent insights from eight subject matter experts. Discover how to make the most of this whole new era for business.

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