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Archive for category Finance White Papers

The bottom line: Zero-based budgeting Free white papers, case studies, magazines, and eBooks

In recent years and amid increased uncertainty, businesses have been looking for additional ways to improve growth and cut costs. This search has led many organizations to re-examine zero-based budgeting (ZBB), an approach to budgeting that has been around since the late 1970s.

In this paper, you will learn:

  • What the ZBB methodology looks like and its benefits
  • How businesses can implement a ZBB approach
  • How ZBB is supported by Connected Planning technology

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The Rise and Rise of FP&A Free white papers, case studies, magazines, and eBooks

Financial planning and analysis (FP&A) professionals have witnessed evolutionary changes in budgeting, planning, forecasting, and analysis processes. Through innovative advancements in technology and the application of big data within these processes, the FP&A function is empowered to transform into a strategic business partner.

In “The Rise and Rise of FP&A,” a paper written by FSN and sponsored by Anaplan, you will learn about:

· The evolution of the FP&A function

· How FP&A teams harness big data and close the talent gap

· Why FP&A can become a top contributor to forward-focused decision-making

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State of Connected Planning: Finance Free white papers, case studies, magazines, and eBooks

Our annual benchmarking report, The State of Connected Planning, investigates how leading organizations accelerate business value through Connected Planning. We surveyed over 1,000 planning professionals across all business functions in 45 countries and 18 industries to uncover leading planning trends.

This finance-focused brief contains:

  • Key findings from finance professionals
  • Challenges faced by finance professionals
  • How they believe they can improve their planning processes

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Is Your Organization Prepared for Insurance Renewal? Free white papers, case studies, magazines, and eBooks

Many organizations wait until December or January to solidify insurance renewal terms. However, now is the time to think ahead of your renewal date. As a best practice, organizations should begin reviewing their contracts at least one quarter prior to the renewal date. 

Here are three reasons why you should start your insurance renewal process now, rather than later: 

  • Prevent rate increases
  • Avoid insurance company waiting periods
  • Receive a breakdown of services provided 

Ensure the new year starts off on a high note for your organization. Prepare for insurance renewal today for the most optimal contract terms. 

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Fintech Trends to Watch in 2019 Free white papers, case studies, magazines, and eBooks

Fintech disruptors continue to change the face of financial services. From lending, payments, insurance and credit, banks and traditional financial institutions are either partnering with fintech companies or developing their own solutions. 

Let’s take a look at some of the key trends driving the fintech industry.

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Application Management fr Ihr SAP HCM System Free white papers, case studies, magazines, and eBooks

Eine permanente, laufende Betreuung eines SAP HCM-Systems bindet erhebliche interne Ressourcen. Mit Hilfe des HCM Application Managements by abresa können Unternehmen interne Ressourcen freisetzen und ihre Flexibilität bei planbaren Kosten erhöhen.

In diesem Whitepaper erfahren Sie etwas über:

  • Gesetzliche Wartung
  • Incident Management/Hotline
  • Anwendungsänderungen/-entwicklung

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How to Build Deposits with a Merchant Services Program Free white papers, case studies, magazines, and eBooks

As dwindling deposits cast a shadow over the financial industry, your credit union may find itself fighting for every dollar. Consumers are increasingly abandoning traditional checking accounts for higher yield alternatives.

This exodus leaves credit unions challenged to maintain liquidity and unable to leverage their cheapest source of funding for loans.

Start exploring this strategic deposit-building move while your competitors battle for consumer deposits. Download this white paper to learn:

  • What the merchant services strategy is
  • The deposit base and revenue benefits for your credit union
  • Elements of an attractive merchant services program

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Articulating Your Value Through a Next-Gen Client Experience Free white papers, case studies, magazines, and eBooks

Date: Tuesday, September 24, 2019

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion Advisor Tech

In today’s competitive digital landscape, your clients want the same enhanced experiences they receive from other digital brands—and financial services is no exception

Join this complimentary webcast to learn how to not only meet your clients’ expectations, but surpass them with a next-level experience that stands out amongst the competition.

You will discover how to:

  • Innovate your client engagement tactics beyond the client portal
  • Deliver the planning-driven experience your clients want
  • Showcase your advice alpha by seamlessly connecting your clients’ investment goals and strategies

Speakers:

Hussain Zaidi | President of Financial Planning Solutions | Advizr, Inc.
Brian Morgan Product Director of Financial Planning | Advizr, Inc

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The Hybrid Path to Independence Free white papers, case studies, magazines, and eBooks

If you want the flexibility needed to keep your commission-based business, while also having the ability to build an advisory practice, then a hybrid RIA model could be your ideal path forward.

Your business goals and needs can help determine which direction is best suited for you and your clients. In this white paper we’ll explore four questions for you to consider:

  • What is your business objective?
  • What is your investment philosophy?
  • What support will you need?
  • What are your economic and ownership goals?

No matter which path you choose, custodians and support networks will be ready to help you reach your full potential.

 

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice.

Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

Third-party firms and representatives are not affiliated with or employed by Charles Schwab & Co., Inc., and mention of them should not be construed as a recommendation, endorsement, or sponsorship by Schwab.

Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC (www.sipc.org).

©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

TRG (0619-9G79) (08/19) 

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When You Know It’s Time to Switch Payroll Providers Free white papers, case studies, magazines, and eBooks

Download the eBook to learn the key signs of an inadequate payroll system, the capabilities of cutting-edge systems and how to take advantage of the technologies available to you before another year goes by.

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