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Finance Whitepapers

The Financial Firm’s Guide To Compliant Text Messaging

the financial firm’s guide to compliant text messaging

Published By: Research Desk Released: Apr 24, 2019
The popularity of text messaging continues to grow, and many firms and their clients now expect to use it as a tool to conduct business. By enabling text messaging you are enhancing productivity, impr...

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2019 Financial trends

2019 financial trends

Published By: Research Desk Released: Apr 22, 2019
It’s a new era. We’re ten years removed from the peak of the financial crisis, a new generation has transformed the workplace, and every business is now a “technology” business. The rules of t...

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How Finance Firms Capitalize on Graph Technology

how finance firms capitalize on graph technology

Published By: Research Desk Released: Apr 17, 2019
Financial services firms constantly have to fight financial crimes, prevent and respond to cyber threats, and ensure compliance with evolving regulations, among other industry challenges. Tackling the...

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E-Book: Advancing Digital Maturity in Financial Services

e-book: advancing digital maturity in financial services

Published By: Research Desk Released: Apr 09, 2019
Customer relationships begin with trust. When customers entrust your organization with their sensitive financial and personal information, not only do they expect you to keep it safe, but they also de...

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Open Banking platform strategy

open banking platform strategy

Published By: Research Desk Released: Apr 03, 2019
Modernize customer engagement with APIs Financial services has seen more disruptive technologies introduced over the past three years than any other industry. To meet customer expectations for on-...

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Open banking and the future of financial services

open banking and the future of financial services

Published By: Research Desk Released: Apr 03, 2019
The future of financial services is under pressure from profound digital disruption. Across the globe, there are forces, both regulatory and customer-led, that open up the market to new entrants and d...

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Leading banks eye APIs to leapfrog competition

leading banks eye apis to leapfrog competition

Published By: Research Desk Released: Apr 03, 2019
The market for financial services is changing fast. To evolve, banks are transforming their organizations into digital ecosystems using APIs. APIs have emerged as critical enablers to help financi...

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A Finance Director’s Guide to Period Close

a finance director’s guide to period close

Published By: Research Desk Released: Mar 29, 2019
In high-growth organizations, where there can be a lack of formal processes, fast-changing structures and growing headcount with often poorly defined roles, the process can be even more challenging. I...

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Unifying Financials & Inventory

unifying financials & inventory

Published By: Research Desk Released: Mar 29, 2019
The system landscape of many companies, either in startup or complacency mode, includes QuickBooks as a financial management system and FishBowl as an “add-on” inventory management system. However...

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Connected FP&A at CNL Financial

connected fp&a at cnl financial

Published By: Research Desk Released: Mar 21, 2019
In 1973, CNL founder James M. Seneff, Jr. took a $5,000 loan from his father and began his own business by buying real estate in downtown Orlando for less than $3 a square foot. Forty years later, his...

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