Physical inventory counts are difficult and time consuming, but they don’t have to be. 6 Tips for Tackling Physical Inventory Counts presents great data on the current state of inventory management, painting a scary picture of inventory management neglect, and makes the case for the technologies allowing you to better manage your inventory. It also visually and clearly presents all […]

In today’s ever-changing business environment, organizations need real-time information and metrics to inform decisions and quickly evaluate results. This is possible only with continuous accounting. Companies that fail to adopt this approach, clinging instead to traditional accounting processes, will rely on outdated information and risk underperforming competitors. We’ll cover it all in this 8-minute read.

The role of the CFO has transformed from that of a historical record keeper to a forward-looking strategist. While historical financial metrics will always be important to management and investors, new data science tools and methodologies can and should be applied to business data to extract greater value. Read how CFOs can utilize technology to make better financial decisions and […]

The days when the chief financial officer was primarily responsible for internal controls and compliance are long gone. While financial discipline remains critical, today’s CFOs have far more responsibility than their predecessors did, playing key roles in developing strategy, fostering innovation, and driving growth. Read this business guide to learn more about the habits that effective CFOs use to meet […]

For a new CFO, operating without a clear job description in those critical first 90 days can be a challenge. Determining what priorities to focus on for long-term success requires developing relationships with key stakeholders, getting comfortable with the numbers, and identifying key performance indicators early on. Learn how CFOs can plan for—and execute on—lasting and sustainable transformations in The […]

Agility became the go-to strategy when the world went topsy turvy in 2020, but the truth is that the financial services sector had long been challenged to be more nimble. With young fintech companies entering the scene and taking an increased focus on customer experience and digital innovation, traditional enterprise banking and capital markets have been challenged to follow suit. […]

Urgency in financial services is mounting on all sides. 61 percent of customers are saying the pandemic raised their customer service expectations. While 57 percent of financial service firms see a strong link between delivering great customer service and improving cross-sell revenues. Whether you’re an established financial services company or a fintech startup, your customers are demanding higher-quality experiences each […]

Building positive, long-term customer relationships has always been important to business success, and the methods for doing so are evolving quickly across industries. This is definitely the case for financial-services companies. Clients are taking a more active role in managing their financial lives as compared to a decade ago. More consumer products for managing retirement, investing, and personal finances are […]