The Finance’s Guide to Automating Your Subscription Business
With the subscription economy you’re focusing on longer-term customer relationships vs. transactions. And that means downstream complexity with billing, revenue...
Nonprofit Fund Development Planning Done Right
Fund Development expert Kristin Raack demonstrates how going through a thoughtful planning process results in a stronger plan (and a more sustainable organization!). In...
Why Contactless Payments Are Here to Stay
The pandemic provided customers with entirely new ways to interact with and pay businesses. Consumers have grown accustomed to the ease, convenience, and safety that comes...
The Independence Model. Made For Moments Like These.
For many investment advisors, the ’08 financial crisis and COVID-19 pandemic highlighted just how valuable the Registered Investment Advisor (RIA) model can be for...
Building your Tech Stack: How the RIA Model Gives you Freedom to Do it your Way
The past year has taught us to reimagine how we connect, learn, and work. As an independent RIA, having the right digital tools and platforms can offer a simpler, faster,...
Empowering Your People & Addressing Staffing Shortages with Automation
Despite rising wages and benefits, U.S. employers are still grappling with staffing shortages. As CFOs struggle to fill roles and address skills gaps, they need new solutions...