CCH AnswerConnect Tax Briefing: 2021 Post-Filing Season Update
While you were working hard on your clients’ returns, we’ve been keeping track of everything else. In this special CCH AnswerConnect tax briefing we provide...
One Year Later: AI Underwriting & Portfolio Performance Through COVID
Lenders in financial services recognize the potential of artificial intelligence (AI) to transform underwriting and fraud detection — but one major hurdle to the...
What CFOs Need to Know About Rolling Forecasts
Forecasting by its nature is dynamic. After you set your budget and anticipate what your sales will be for the next 12 months, you undo what you just did. There’s...
Digital Transformation: 4 Characteristics of a Winning Strategy
The insurance industry continues to change in ways that would have been unimaginable before the COVID-19 pandemic. It’s a challenge for insurers to understand...
Digital Marketing Tools for Winning High Net Worth Business
Most financial advisors possess all the skills necessary to serve high net worth investors. But for this uniquely complex target audience, adding them to your book of...
Top 16 Digital Transformation Trends Insurance 2021.
During the COVID-19 pandemic many digital transformation projects that were previously put on a backburner made their way to the front of the line.
Improving agility,...