Search Results for: financial services

Financial Services: 5 Ways to Bring EUCs into Compliance with Process Intelligence

Financial Services: 5 Ways to Bring EUCs into Compliance with Process Intelligence

Research Desk Sep 23, 2021

End-user computing tools (EUC) are those that give anyone the power to build or modify an application. It can be as simple as recording a macro or entering a formula, and as complex as writing detaile...

Financial Services: Take Control of Financial Planning and Be Ready for What’s Next

Financial Services: Take Control of Financial Planning and Be Ready for What’s Next

Research Desk Sep 15, 2021

Like many industries, financial services have been hit hard by the economic downturn resulting from the COVID-19 pandemic. Inaccurate, lengthy forecasting and budgeting processes are preventing many c...

2021 PLANNING | FINANCIAL SERVICES New business models, big opportunity

2021 PLANNING | FINANCIAL SERVICES New business models, big opportunity

Research Desk Sep 15, 2021

By any measure, 2021 corporate planning isn’t business as usual. As the coronavirus pandemic grinds on, financial services institutions are coming out of crisis mode— addressing immediate cash man...

Financial Services: Take Control of Financial Planning and Be Ready for What’s Next

Financial Services: Take Control of Financial Planning and Be Ready for What’s Next

Research Desk Jul 22, 2021

Like many industries, financial services have been hit hard by the economic downturn resulting from the COVID-19 pandemic. Inaccurate, lengthy forecasting and budgeting processes are preventing many c...

2021 PLANNING | FINANCIAL SERVICES New business models, big opportunity

2021 PLANNING | FINANCIAL SERVICES New business models, big opportunity

Research Desk Jul 22, 2021

By any measure, 2021 corporate planning isn’t business as usual. As the coronavirus pandemic grinds on, financial services institutions are coming out of crisis mode— addressing immediate cash man...

LEANING INTO THE TECHNOLOGY CURVE: THE POWER OF AI IN FINANCIAL SERVICES COMPLIANCE

LEANING INTO THE TECHNOLOGY CURVE: THE POWER OF AI IN FINANCIAL SERVICES COMPLIANCE

Research Desk Jul 08, 2021

As dispersed workforces are now the norm, the number of secure messaging applications being used to communicate with clients and each other for business purposes has greatly expanded, and employees ar...

The Essential Guide to Automation in Financial Services

The Essential Guide to Automation in Financial Services

Research Desk Jun 22, 2021

New challenges have disrupted financial services across the globe, accelerating the evolution of banking, insurance and wealth management for the digital age. Today’s financial institutions need ...

Infor Treasury Management for Financial Services

Infor Treasury Management for Financial Services

Research Desk Jun 22, 2021

Infor Treasury Management for Financial Services Take on the toughest cash management challenges. For organizations struggling with inadequate insight into their actual cash position, managing cash...

Financial Services World Quality Report Highlights

Financial Services World Quality Report Highlights

Research Desk Mar 12, 2021

In these main respects, there are few signs of change in this year’s report for the financial sector, which at 19% of our total survey cohort remains the single largest sector we have consulted. Ind...

eBook: Financial Services: How to Select RFP and Proposal Automation Software

eBook: Financial Services: How to Select RFP and Proposal Automation Software

Research Desk Feb 23, 2021

Check out these five primary considerations to make when selecting RFP and proposal automation solution. Financial services and insurance firms fight to maintain and win new business while managing...

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