Finance Archives - Page 2 of 2

December 17, 2021

Building Resiliency : Planning for Future Disruptions

The need for resiliency in business is a principle that’s often most clear during turbulent times, such as that of the COVID-19 pandemic. More and more, the idea of future proofing and planning is becoming...

Blogs, Finance

October 6, 2021

Using Automation to Drive ESG and Sustainability in Banking and Financial Services

ESG is an acronym that stands for environmental, social, and governance. It refers to using those three factors to measure the ethical impact and sustainability of a company or business. A large number of socially...

Banking, Blogs, Digital Transformation, Finance

July 9, 2021

Benefits of Implementing Robotic Process Automation in Banking and Finance

More and more banks and financial institutions are starting to use robotic process automation (RPA). This technology is helping companies to reduce many of the tedious, manual processes that were previously taken care of by...

Banking, Blogs, Finance, RPA

June 17, 2021

Why It Is So Important to Keep an Eye on Your Cash Flow

Running a small business takes a lot of work, and quite a bit of that work revolves around money. Naturally, you want your business to be successful and profitable, which means you need to watch...

Accounting, Blogs, Finance

October 16, 2018

How financial advisors can improve efficiencies with paraplanning?

When it comes to better administrative management and quick and accurate completion of various financial planning tasks, outsourced paraplanning can prove to be a very helpful service. While paraplanning has been around for quite some...