Finance & Accounting

IT professionals find themselves in a predicament unlike any that have affected the industry in the past. They’ve been tasked with shepherding the complete evolution of their digital workplaces, meanwhile, their business leaders are looking at market trends and forecasting a prolonged period of economic uncertainty. These dueling challenges have led many IT leaders to wonder: is a recession-proof digital workplace really possible in today’s world?

Nexthink

2023

For many IT leaders, reducing IT spend is a top priority but not without its complications. Cut the wrong services and issues start to pile up – resulting in more stress for IT and more disruptions for employees. Cutting costs without causing an IT nightmare might seem too good to be true but our customers have shown it is possible. In this guide, we highlight 4 of the most effective interventions our customers have used to unlock millions in savings. Just like them, you can reduce costs in the short term without increasing incidents, service requests, escalations or delays.

Nexthink

2023

Research shows that compensation transparency is critical to retaining top employees — and driving powerful business results. In this ebook, we’ll share actionable steps to help you build a pay transparency plan that works for your organization.

Lattice

2023

This IDC study provides an assessment of 13 enterprise planning, budgeting, and forecasting application vendors. Access the evaluation to learn about a comprehensive and rigorous framework that assesses vendors relative to the criteria and one another.

Workday

2023

Learning from other leaders in financial services can give you inspiration for what’s next at your own organization. This collection of resources includes some of the wisest, most engaging interviews and e-books that cover leadership through and beyond crisis, thriving with remote work, and focusing on agility and security.

Ascend IT

2023

Technology and the way we bank is changing. To thrive with these changes, automation is key. Banks using automation outperform their peers by 3x, resulting in more accelerated value. Read more about the benefits of automation below.

UiPath

2023

The banking and financial services industry is a strong candidate for intelligent automation. Read this report to learn how real users of the UiPath Business Automation Platform are using intelligent automation.

UiPath

2023

Payroll professionals are turning to modern HR and payroll technology to help them meet growing demands to achieve better business results. By investing in a new solution as an integral part of their business strategy, organizations can better align payroll with key goals and objectives. At the same time, the payroll team benefits from the automated tools and processes they need to manage day-to-day activities and undertake projects that can value and improve bottom-line results.

UKG

2023

Supply chain and procurement operations are always evolving, and businesses are in a constant race to keep up with changing marketplace conditions, shifts in consumer demand and advances in technology. To do so, they remain on the lookout for the next innovation that will enable them to reshape their supply chain and procurement operations while jumping ahead of the competition.

GEP

2022

The pandemic forced financial services IT organizations to roll out programs on an expedited basis to support remote workforces. Many of these programs have been languishing in “test or pilot mode” as organizations scrambled to adapt to radically different employee and customer engagement models. Now that hybrid workforces and virtual engagement are here to stay, the time for testing is over.

Deloitte

2022

How can finance teams lighten the workload and take their rightful place advising on business strategies and best practices? Automation can help. It’s time for finance teams to do more of what they were meant to do: Help the entire business be better. Here’s a quick look at how automation can make that happen.

UiPath

2022

Customer onboarding. Invoicing, Cash applications. Every task you automate will change the way you work—and what you can deliver to the business. This asset explains how to automate your finances.

UiPath

2022

With the ability to communicate regardless of where they are, customers don’t distinguish between online and offline. They don’t think about brands as brick-and-mortar + phone + mobile + website, etc. To them, it’s one brand/one channel. In other words—omnichannel. To provide an exceptional customer experience, brands must start thinking the same way, especially those in more traditional industries such as financial services, insurance, telecom, and utilities whose operations are throttled by regulations, legacy technology, and organizational/data silos.

Quadient

2022

Shoppers want seamless experiences, no matter where they engage. Enterprises are listening. In fact, 90% of enterprises highlight improved customer experience as a key growth strategy. Removing points of friction in the customer experience can help keep shoppers engaged and ultimately help increase conversion. Ultimately, these changes help to grow your business. The time to invest in optimizing the customer experience at checkout is now.

Paypal

2022

Payments in 2022 are much different than they were just a few short years ago. Consumers across all demographics are demanding secure, frictionless, mobile payment options. It’s too early to say what life will look like when it returns to normal, but whatever happens, buying habits have forever changed. This ebook can help you understand modern payments, unlock their potential, and put you on the right track to drive growth.

Paypal

2022

Due to the COVID19 pandemic, buyers’ habits changed, and they recognized the added convenience of at-home ordering. Because of this, consumer expectations shifted accordingly–a shift that industry experts forecast to be permanent henceforth.

Aveva

2022

In the past, Digital Transformation (DT) was once a ‘nice to have’ or something that financial services companies could eventually get around to. Now, this is no longer the case and DT has become mission critical. Read more about how companies are keeping up with today’s transitions of global regulations.

Eigen Technologies

2022

There are multiple life cycles of a loan from origination and onboarding, to monitoring and risk management. Read more about how financial institutions can unlock the full potential of loan data through Eigen’s AI in lending White Paper.

Eigen Technologies

2022

Running a business is a high-risk investment. With ever-increasing pressure and scrutiny around top-line revenue growth, the sales forecast is one of the most important decision-making tools in the organization.

Anaplan

2022

Digital transformation has created access to powerful new ways finance can assess and understand the business, surface insights and opportunities, enable more informed decisions, and contribute measurable business value.

Anaplan

2022

Use this asset to learn how to incorporate adaptability, speed, connection, anticipation, and prediction into your sales compensation strategy.

Anaplan

2022

Learn how to optimize onboarding workflows to reduce friction for good customers and block fraudulent and high risk applicants early in the onboarding funnel.

Ekata

2022

Most financial services companies’ personalization efforts are stuck in neutral. Only 12% of industry practitioners agree that their company’s digital experience is ahead of customer expectations. This eBook offers helpful guidance for accelerating and scaling personalized experiences.

ViewStream

2022

As a leader in cloud financial management applications, Workday supports organizations around the world and across a broad spectrum of industries, sizes, and business models. Read the PDF to learn more about how Workday supports business needs in systems and processes that support and drive global operations.

Workday

2022

Today’s CFOs and their teams face many challenges as they keep pace with the new world of work, evolving regulatory requirements, and continuous disruption. Combine that with the ongoing demand to expand their team’s scope from business partner to becoming a consultative value partner to new stakeholders across their organizations, and the finance function is primed for change. As a result, many CFOs are turning to cloud technologies to enable their teams with operational agility and remote access.

Workday

2022

Migrating to a new eCommerce platform can be a tedious and time-consuming hurdle—but with help from Akeneo PIM, you can make your migration efforts far easier and faster. To help you handle the product information-related challenges with a move to a new eCommerce platform, this guide to how PIM can help ensure your new eCommerce platform is loaded with pristine product information right from the start.

Akeneo

2022

Read this eBook to learn the benefits of intelligent finance automation, discover how automated finance works for key companies, and learn how to choose a vendor that understands automation technology.

Workday

2022

Rising labor costs and turnover, declining revenue and equipment price spikes are just some of the insidious effects of inflation that your Human Resources team will have to grapple with, and solutions have to be based around the unique and diverse needs of your employees. Download our free E-Book “The Effects of Inflation on Healthcare Industry Employees” to learn how PerkSpot can help protect your Human Resources team today.

PerkSpot

2022

As a general contractor, you're not only responsible for what you do on the job but also what your employees and subcontractors do. When you're working around electricity and water lines, using power tools and climbing ladders day in and day out, a lot can go wrong. But with some preparation, you can help minimize the risk of injuries and property damage that can lead to a financial loss. Here are six of the most common general contractor insurance claims and how to avoid them.

Next

2022

With increasingly fragmented global regulatory standards and the competition of cloud-native financial technology, companies at their heels, financial institutions must embark on strategic digital transformation and migrate to the cloud. This eBook demonstrates how Snowflake’s modern data approach is helping financial services companies.

Snowflake Computing Inc.

2022

Buy Now, Pay Later (BNPL) companies have already gained much of the market share, but other players are eager to capture and serve the customers flocking to this new payment method. Read this eBook to learn more.

Ekata

2022

Advanced or expert data management expertise is common in large U.S. financial institutions, as are digital transformation initiatives. Yet, despite this more than a third who are pursuing digital transformations with less-than-anticipated impact are not expecting results for three to five years. The survey reveals a surprising disconnect between the amount of investment financial institutions are pouring into digital transformation and the realization of a payoff.

Tamr

2021

The business world has always grappled with change—yet nothing can compare to the levels of disruption and uncertainty leaders have recently faced with a variety of political, economic, social, environmental, and technological factors creating a perfect storm for disruption. These macro-forces continue to challenge the ways in which organizations think about doing business, raising many questions about what the world will look like when the storm passes.

Workday

2021

Finance and accounting are two of the most attractive areas for Robotic Process Automation (RPA). This makes sense, given the repetitive, manual nature of workflows in these two corporate departments. This paper highlights the advantages of RPA in finance and accounting, delving into the wide variety of RPA use cases in finance and accounting along with the ways an RPA platform can help business managers achieve success with the technology.

UiPath

2021

In the fall of 2020, Constellation Research conducted qualitative and quantitative interviews with more than 300 CIOs and CFOs about their 2021 priorities for financial management and planning. Find out in this study what were the underlying drivers for priorities in the new year as well as the pandemic and post-pandemic changes that would influence 2021 decisions for finance, planning and accounting (FP&A) and technology professionals.

Workday

2021

For financial services firms, phone calls are critical for resolving complicated issues, dealing with urgent concerns, and sharing confidential information. But robocalls, call spoofing, and anti-robocall mandates can mistakenly label calls as spam, or even block them. Get more statistics and insights on what financial service firms said about their outbound calling efforts in this eBook.

Neustar

2021

Financial Fraud Rising: Key Strategies to Combat Sophisticated ATO Attacks, commissioned by F5 and produced by Aite Group, addresses the rapidly increasing sophistication with which organized crime rings are targeting financial institutions (FIs), payment firms, and e-commerce merchants. It goes on to examine the ways in which these firms can fight back to turn the economics of the attack upside down and ward off the perpetrators.

F5

2021

Over the last five years, competition in the banking industry has intensified with neo-banks are winning market share and serving customers at a far lower cost than traditional banks. Learn more about how these new players are growing their businesses and winning more customers with the help of modern cloud-native core technology and micro-services-based architecture.

Persistent

2021

Learn how financial services institutions are coming out of crisis mode— addressing immediate cash management and operational challenges—with a renewed readiness for business growth.

Oracle

2021

Read about the bold moves financial institutions will need to make in order to thrive in today’s uncertain, volatile environment.

Oracle

2021

Organizations in the financial services sector are becoming increasingly vulnerable to cyberattacks as their digital transformation continues.

F5

2020

As organizations, executives and everyday individuals shift to digital-first interactions, cyberhackers have found opportunity. By masking as a trusted brand or public figure, actors are able to gain access to eager customers and followers and exploit inherent trust. Brand abuse is more than a marketing problem — it’s a security challenge that threatens the entire organization and all its stakeholders.

Zerofox

2020

Salesforce is the world’s leading CRM solution and chances are that you – and your clients – rely on the platform for critical operations and transactions. But did you know that you can transform this already-powerful tool into a complete business management and accounting solution? Learn more about the capabilities of Sage Live + Salesforce in this eBook.

Sage Live

2017

Do you use spreadsheets to manage your incentive compensation management? While there are no initial setup costs for spreadsheets, they will cause you to leak money as you use them. Discover a more modern and effective way to manage your incentive compensation system in this eBook.

CallidusCloud

2017

This paper explores the potential of an agile planning platform in helping finance teams make better decisions and react quickly in today’s dynamic landscape.

Anaplan

2017

A guide for finance leaders to overcome the new challenges of raised expectations, big data, and globalization, with case studies and examples of how smart CFOs are rede¬fining reporting.

Oracle

2016

With accelerated earnings and product cycles, rolling forecasts are becoming the new standard for businesses. Learn how leading CFOs are adapting their processes to improve the quality of their business forecasting.

Oracle

2016

Paper agreements are slow and inefficient. Become a financial pioneer and eliminate paper processes from your operations. Learn more about digitizing core financial processes in this white paper.

DocuSign

2016

Is your accounting software holding you back? Maybe it’s time to trade in your aging infrastructure and embrace a new generation of cloud-based financial systems that streamline your processes, improve productivity, and generate greater insights and visibility. Discover crucial features and key considerations in this best-practices guide.

Intacct

2013