Free Finance Magazines and Downloads from mymoneyblog.tradepub.com

Working with ISVs and SaaS Providers to Achieve Innovation in the Financial Sector

Thu, 24 Jun 2021 00:00:00 -0700

New technological developments, the rise of new competitive disruptors and changing customer expectations have elevated the importance of accelerating the pace with which institutions bring new value-added services to market. A growing number of executives are taking a hard look at how fintech services, ISVs and SaaS resources can support this “need-for-speed” in a risk-adjusted manner.

These were among the conclusions of a recent CIO.com moderated roundtable co-hosted by Eyal Levin and Judy Grussing of IBM.

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Financial Services to Harness Machine Learning and Artificial Intelligence to Elevate Quality of Data-Driven Decisions -- KPMG LLP

Thu, 24 Jun 2021 00:00:00 -0700

The financial services sector is among the most mature users of enterprise systems in the economy. Established institutions often preside over generations of computing platforms that have evolved over the years to accommodate on-premises data centers, private-cloud and public-cloud infrastructures, according to executives at KPMG.

Timely access to the best information has put the issue of data quality at the center of business transformation initiatives that are critical to the continued and sustained success of established institutions over the months and years to come.

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Applying Artificial Intelligence and Machine Learning to Improve Data Quality in the Financial Services Industry -- Tom Haslam, Managing Director, KPMG, Digital Lighthouse Services and Brian Radakovic

Tue, 04 May 2021 00:00:00 -0700

Given the explosion of data generated by the increasingly complex infrastructures of today’s financial institutions, industry leaders are struggling to avoid drowning in information flowing in from legacy systems, cloud environments, mobile apps and the myriad technologies that underpin their operations.

To better understand how financial services organizations can harness emerging technologies—like artificial intelligence and machine learning—to improve the quality of data that drives today’s decision-making processes, we turned to Tom Haslam, Managing Director, KPMG Digital Lighthouse Services and Brian Radakovich, Managing Director, KPMG, Financial Services Data Service.

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Digital is Disrupting Insurance

Tue, 26 May 2020 15:05:01 -0700

This Ensono report synthesized the trends and best practices today for digital transformation in the insurance industry.

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Winning Strategies for E-Statement Adoption

Wed, 06 May 2020 08:50:01 -0700

E-statements are customer convenient, inexpensive, and environmentally friendly. But getting your customers to move to online statements and leave the paper behind can be a challenge!

This eBook will offer you valuable information on encouraging e-statement adoption, from organizations with proven adoption rates of up to 90%. It includes:

4 tested strategies for e-statement adoption
Key considerations when embarking on your campaign
Sample customer communications that really work!

You will uncover practical strategies and real-life examples of successful e-statement campaigns. Don’t reinvent the wheel! Read the eBook now.

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The Definitive Guide to Statement Redesign

Wed, 06 May 2020 08:50:01 -0700

Statements are the one communication vehicle you send out on a regular basis that achieves a 95% open rate with customers, who typically spend 1-3 minutes reading each one. Read the eBook to learn:

Essential design principles for better comprehension
How 1:1 on-statement messaging results in sky-high conversion rates
Common reasons why your current statements may be falling flat

Gain valuable insights into how statement redesign can help your financial institution reach customer experience and sales goals! Download this “expert-in-a-manual” eBook now!

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Customer Communication Management; Meeting Today's Challenges, Planning for the Future

Wed, 06 May 2020 08:50:01 -0700

In today’s data-driven world, customers expect more - more personalization, more assistance reaching financial wellness, and faster access to the products and services they need. Read the eBook to learn how to:

Enable multi-touch, multi-channel data-driven outreach
Enhance tracking for your marketing department
Empower customers to receive communications through the channels they prefer
Encourage your customers to see your organization as unified and customer obsessed

It's time to develop a modern communication strategy that strengthens customer relationships, increases wallet share, and reduces attrition! Read this eBook today to get started.

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4 Ways to Reduce Costs & Increase Efficiency On Your Next Document Review

Thu, 30 Apr 2020 16:35:01 -0700

Corporations and Law Firms are looking for cost-effective and defensible document review solutions to achieve efficiency, accuracy and insight.

By combining the human understanding of an issue, with objective, advanced analytical software, it is possible for even smaller teams to analyze and categorize large collections of electronically stored information in an efficient and cost-effective way.

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Why Top Finance and Accounting Executives Are Prioritizing A/R Automation

Tue, 07 Apr 2020 16:50:01 -0700

Automation has been finding its way into nearly every corner of business, but now finance executives and teams are keenly interested in applying automation’s power to accounts receivable. In this white paper for CFOs, controllers and other finance and accounting executives, we explore key drivers and problems being solved by new automation technologies designed for accounts receivable and billing departments.

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Franchise Growth: These Financial Insights from CPAs Offer Valuable Guidance to Multi-Unit Operators

Thu, 12 Mar 2020 10:35:00 -0700

Being in the franchise business brings its share of challenges and complexities. Achieving success means maintaining a foundation of good business practices, all the while staying in compliance with the many requirements that come with franchise agreements as well as branding and product guidelines. The insights and guidance shared by CPAs and franchise-experienced advisors in this whitepaper can serve the fast-financial management needs of owner operators, from start-up phase to preparing for expansion. Here’s an overview of what’s covered:

Knowing when your business needs a CPA. Eventually, every owner-operator of a startup faces the perplexing question of whether it’s worthwhile to track down the answers to some sticky financial issues on one’s own, or if time is better served by enlisting a CPA’s expertise. To guide this decision-making process are four situations when it’s time to turn to the professionals.
Vetting potential franchises: Critical questions that should be asked to determine this business partnership is a good fit.
Streamlining your entire bill payment process: Moving your payment system to an online, cloud-based system managed by your CPA saves time and help you get paid quicker.
Avoiding the pitfalls of bad bookkeeping: Bookkeeping is all about staying on track of the overall financial picture. This whitepaper provides insights on barriers that interfere with task completions and examples of these disruptions, and why they are costly missed opportunities.
Deciding to hire a CFO or Controller: Bookkeeping and financial reporting are essential business functions. Many growing businesses reach a point where the growing financial needs meet critical mass and it’s taking focus away from running other areas of the business. Hiring a CFO or Controller represents a key milestone in the growth of any business. Knowing the function, role and value of CFO or controller is useful in determining when it’s the right time to hire this key role.

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