How Spend Automation is Creating Equity Value
Companies are implementing spend automation to attract talented staff, reduce compliance problems and scale integral back-office operations. The less opportunity for human...
Marketing Operations
Marketing Operations (MOps) is still in its infancy. That’s primarily due to every company being different, and there isn’t a standard structure that can be...
Digital Onboarding for Financial Institutions
The digital onboarding process is becoming increasingly popular among banks and financial institutions. Done properly, digital onboarding will allow you to open...
How CFOs Are Using Sustainability Goals to Drive Investments
Investment targeted at companies prioritizing environmental, social and governance (ESG) goals has grown into one of the biggest Wall Street themes in recent years. Many...
Transitioning Your Practice the Way You Want
47 percent of industry assets are managed by advisors over the age of 55, and 49 percent of the advisors retiring within the next 10 years are solo practitioners. This...
Internal Audit 2022 Mid-Year Snapshot
Businesses continue to contend with the unrelenting pressure of new and emerging risks. Even as the COVID-19 pandemic seems to be loosening its grip, geopolitical and...