Prepare for the New SEC Cybersecurity Requirements
In February, the Securities Exchange Commission (SEC) announced new cybersecurity requirements for registered investment advisors. The proposed changes, which are currently...
Have your Cake and Eat it Too: Balance White-Glove Member Service with Digital-First Mortgages
Date: Wednesday, June 1, 2022
Time: 2pm ET | 11am PT
Sponsored by: DOMA
Is your credit union struggling to strike a balance between the push for digital mortgages...
The Total Economic Impact Of SAP Sales Cloud And SAP Service Cloud.
The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of the two solutions sets on organizations for sales...
Present and Future of Financial Services Marketing
Our consumer-led research looking at the UK, Germany, Netherlands and France, examines how FinServ organisations have had to adapt in the midst of an extremely challenging...
AI-based Automation: The Key to Getting and Keeping Finance Talent
One of the most vexing issues finance departments face is attracting and retaining accounting talent for the finance back office. Many of the entry-level jobs that new...
How CapTech Took Control of its Growth with Workday
Now more than ever, it is critical for project-based businesses to be profitable. In fact, since the pandemic, professional services firms have had to look at...