FinTech Archives - Tech Research Online Knowledge Base for IT Pros Wed, 13 Mar 2024 15:02:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.2.4 https://techresearchonline.com/wp-content/uploads/2019/09/full-black-d_favicon-70-70.png FinTech Archives - Tech Research Online 32 32 How to Future-Proof Your Wealth and Asset Management Business Against Three Ballooning Trends https://techresearchonline.com/whitepapers/fintech-whitepapers/how-to-future-proof-your-wealth-and-asset-management-business-against-three-ballooning-trends/ https://techresearchonline.com/whitepapers/fintech-whitepapers/how-to-future-proof-your-wealth-and-asset-management-business-against-three-ballooning-trends/#respond Wed, 14 Feb 2024 15:00:33 +0000 https://techresearchonline.com/?p=724415 Download this eBook to learn what wealth and asset management businesses can do to overcome growing challenges posed by accelerating digital transformation, operational efficiency, and cybersecurity requirements. View More

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]]> Download this eBook to learn what wealth and asset management businesses can do to overcome growing challenges posed by accelerating digital transformation, operational efficiency, and cybersecurity requirements.

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]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/how-to-future-proof-your-wealth-and-asset-management-business-against-three-ballooning-trends/feed/ 0 Stepping Up From QuickBooks: Multi-Entity Organizations https://techresearchonline.com/whitepapers/fintech-whitepapers/stepping-up-from-quickbooks-multi-entity-organizations/ https://techresearchonline.com/whitepapers/fintech-whitepapers/stepping-up-from-quickbooks-multi-entity-organizations/#respond Wed, 14 Feb 2024 14:01:04 +0000 https://techresearchonline.com/?p=724232 As your business grows beyond QuickBooks and basic spreadsheets, limitations arise. QuickBooks, designed for single-user use, hinders professional financial management as complexities increase. Key takeaways: Outgrowing QuickBooks: Over 80% of small businesses start with QuickBooks, but it becomes limiting as complexities rise. Need for Greater Control: With multiple locations and entities, there’s a demand for more perspectives, faster consolidations, and secure delegation of tasks. Competitive Adaptation: Evaluate if sticking to old tools hampers competitiveness or if transitioning is necessary for enhanced financial management. View More

The post Stepping Up From QuickBooks: Multi-Entity Organizations appeared first on Tech Research Online.

]]> As your business grows beyond QuickBooks and basic spreadsheets, limitations arise. QuickBooks, designed for single-user use, hinders professional financial management as complexities increase.

Key takeaways:

Outgrowing QuickBooks: Over 80% of small businesses start with QuickBooks, but it becomes limiting as complexities rise.
Need for Greater Control: With multiple locations and entities, there’s a demand for more perspectives, faster consolidations, and secure delegation of tasks.
Competitive Adaptation: Evaluate if sticking to old tools hampers competitiveness or if transitioning is necessary for enhanced financial management.

[contact-form-7]


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]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/stepping-up-from-quickbooks-multi-entity-organizations/feed/ 0 Spend Management for Construction & Real Estate https://techresearchonline.com/whitepapers/fintech-whitepapers/spend-management-for-construction-real-estate/ https://techresearchonline.com/whitepapers/fintech-whitepapers/spend-management-for-construction-real-estate/#respond Wed, 14 Feb 2024 12:39:10 +0000 https://techresearchonline.com/?p=724222 Learn how Sage Intacct Spend Management helps you avoid unexpected cash flow issues by governing your spending against a budget. View More

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]]> Learn how Sage Intacct Spend Management helps you avoid unexpected cash flow issues by governing your spending against a budget.

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]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/spend-management-for-construction-real-estate/feed/ 0 Nonprofit Revenue Recognition Simplified https://techresearchonline.com/whitepapers/fintech-whitepapers/nonprofit-revenue-recognition-simplified/ https://techresearchonline.com/whitepapers/fintech-whitepapers/nonprofit-revenue-recognition-simplified/#respond Wed, 14 Feb 2024 12:28:31 +0000 https://techresearchonline.com/?p=724205 Revenue recognition updates are pivotal in nonprofit accounting, notably with ASU 2018-08 and ASC 606. Nonprofit finance teams must grasp these changes to make accurate judgments on revenue streams. Government grants, for instance, may be deemed exchange transactions or contributions. Compliance is essential, especially with material deferred revenue at year-end. ASC Topic 606 aligns US GAAP with international standards for global consistency. ASU 2018-08 refines guidance on revenue from contributions. Sage Intacct serves as a compliance partner, streamlining processes for nonprofits. Key Takeaways: Thorough Understanding: Nonprofit finance teams must comprehend and apply updated standards judiciously. Diverse Revenue Treatment: Differentiating between exchange transactions and contributions, especially with government grants, is crucial. Global Alignment: ASC Topic 606 aims to align US GAAP with international standards for consistent treatment globally. View More

The post Nonprofit Revenue Recognition Simplified appeared first on Tech Research Online.

]]> Revenue recognition updates are pivotal in nonprofit accounting, notably with ASU 2018-08 and ASC 606. Nonprofit finance teams must grasp these changes to make accurate judgments on revenue streams. Government grants, for instance, may be deemed exchange transactions or contributions. Compliance is essential, especially with material deferred revenue at year-end. ASC Topic 606 aligns US GAAP with international standards for global consistency. ASU 2018-08 refines guidance on revenue from contributions.

Sage Intacct serves as a compliance partner, streamlining processes for nonprofits.

Key Takeaways:

Thorough Understanding: Nonprofit finance teams must comprehend and apply updated standards judiciously.
Diverse Revenue Treatment: Differentiating between exchange transactions and contributions, especially with government grants, is crucial.
Global Alignment: ASC Topic 606 aims to align US GAAP with international standards for consistent treatment globally.

[contact-form-7]


The post Nonprofit Revenue Recognition Simplified appeared first on Tech Research Online.

]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/nonprofit-revenue-recognition-simplified/feed/ 0 HIPAA Compliance and Financials: What to Look for and What’s Next https://techresearchonline.com/whitepapers/fintech-whitepapers/hipaa-compliance-and-financials-what-to-look-for-and-whataes-next/ https://techresearchonline.com/whitepapers/fintech-whitepapers/hipaa-compliance-and-financials-what-to-look-for-and-whataes-next/#respond Wed, 14 Feb 2024 11:55:44 +0000 https://techresearchonline.com/?p=724138 Healthcare organizations take HIPAA compliance very seriously, but the inherent complexity of this law and its regulations makes maintaining compliance across all systems challenging. Learn the hidden dangers to watch for in HIPAA compliance. This e-Book covers: Protected health information (PHI) Why is PHI so valuable to bad actors? HIPAA breaches What’s next with HIPAA View More

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]]> Healthcare organizations take HIPAA compliance very seriously, but the inherent complexity of this law and its regulations makes maintaining compliance across all systems challenging. Learn the hidden dangers to watch for in HIPAA compliance.

This e-Book covers:

  • Protected health information (PHI)
  • Why is PHI so valuable to bad actors?
  • HIPAA breaches
  • What’s next with HIPAA
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The post HIPAA Compliance and Financials: What to Look for and What’s Next appeared first on Tech Research Online.

]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/hipaa-compliance-and-financials-what-to-look-for-and-whataes-next/feed/ 0 CX Webinar:Beyond Dollars – The Power of Personalization in Financial Services ON-DEMAND https://techresearchonline.com/whitepapers/fintech-whitepapers/cx-webinarbeyond-dollars-the-power-of-personalization-in-financial-services-on-demand/ https://techresearchonline.com/whitepapers/fintech-whitepapers/cx-webinarbeyond-dollars-the-power-of-personalization-in-financial-services-on-demand/#respond Wed, 30 Aug 2023 10:33:22 +0000 https://techresearchonline.com/?p=403583 In today’s world, providing financial services involves more than just transactions; it’s about delivering personalized customer experiences. Personalization in customer support is a key factor in raising the bar for customer experience in financial services. 77 percent of customers rate personalization as “highly important” for financial services. 77 percent of business leaders recognize that deeper personalization leads to increased customer retention–and 66 percent believe it lowers acquisition costs. How can the financial services industry use personalization in customer support to elevate customer experience and improve customer satisfaction, loyalty and retention? Join Argyle, Freshworks and Five9 for an exciting session where our panel of experts will share their insights and experiences on: The importance of personalization in customer support in the financial services industry The latest trends and best practices for delivering personalized customer experiences How to build a customer-centric culture that prioritizes personalization in support Actionable insights to transform your customer support experience through personalization View More

The post CX Webinar:Beyond Dollars – The Power of Personalization in Financial Services ON-DEMAND appeared first on Tech Research Online.

]]> In today’s world, providing financial services involves more than just transactions; it’s about delivering personalized customer experiences. Personalization in customer support is a key factor in raising the bar for customer experience in financial services.
77 percent of customers rate personalization as “highly important” for financial services. 77 percent of business leaders recognize that deeper personalization leads to increased customer retention–and 66 percent believe it lowers acquisition costs.
How can the financial services industry use personalization in customer support to elevate customer experience and improve customer satisfaction, loyalty and retention? Join Argyle, Freshworks and Five9 for an exciting session where our panel of experts will share their insights and experiences on:
  • The importance of personalization in customer support in the financial services industry
  • The latest trends and best practices for delivering personalized customer experiences
  • How to build a customer-centric culture that prioritizes personalization in support
  • Actionable insights to transform your customer support experience through personalization
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The post CX Webinar:Beyond Dollars – The Power of Personalization in Financial Services ON-DEMAND appeared first on Tech Research Online.

]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/cx-webinarbeyond-dollars-the-power-of-personalization-in-financial-services-on-demand/feed/ 0 From ITSM to ROI Customer Stories 5 proven ways enterprises ‘right-sized’ their ITSM to reduce costs with Freshservice https://techresearchonline.com/whitepapers/from-itsm-to-roi-customer-stories-5-proven-ways-enterprises-right-sized-their-itsm-to-reduce-costs-with-freshservice/ Tue, 25 Jul 2023 15:35:59 +0000 https://techresearchonline.com/?p=402641 In this ebook, you’ll discover the success stories of five enterprises that transformed their ITSM strategy by choosing Freshservice. Each company shares its goals, challenges, and how it found its solutions with Freshservice. Know more about how you too can find the right modern ITSM solution for your business and achieve faster time-to-value. Buckle up and get ready to be inspired! View More

The post From ITSM to ROI Customer Stories 5 proven ways enterprises ‘right-sized’ their ITSM to reduce costs with Freshservice appeared first on Tech Research Online.

]]> In this ebook, you’ll discover the success stories of five enterprises that transformed their ITSM strategy by choosing Freshservice. Each company shares its goals, challenges, and how it found its solutions with Freshservice. Know more about how you too can find the right modern ITSM solution for your business and achieve faster time-to-value. Buckle up and get ready to be inspired!

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The post From ITSM to ROI Customer Stories 5 proven ways enterprises ‘right-sized’ their ITSM to reduce costs with Freshservice appeared first on Tech Research Online.

]]> The Total Economic Impact™ Of Freshworks Freshservice https://techresearchonline.com/whitepapers/the-total-economic-impact-of-freshworks-freshservice/ Tue, 25 Jul 2023 14:33:59 +0000 https://techresearchonline.com/?p=402645 The Total Economic Impact™ Of Freshworks Freshservice. View More

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]]> The Total Economic Impact™ Of Freshworks Freshservice.

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The post The Total Economic Impact™ Of Freshworks Freshservice appeared first on Tech Research Online.

]]> Transform The Fintech Space https://techresearchonline.com/whitepapers/fintech-whitepapers/transform-the-fintech-space/ https://techresearchonline.com/whitepapers/fintech-whitepapers/transform-the-fintech-space/#respond Fri, 30 Jun 2023 09:41:24 +0000 https://techresearchonline.com/?p=401076 Transform the FinTech space With highly specialized engineering, data, and UX expertise Solutions that impact financial technology RegTech, risk, and security Finance and operations Financial data and analytics Digital assets and blockchain Cards Professional services   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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]]>
  • Transform the FinTech space With highly specialized engineering, data, and UX expertise
  • Solutions that impact financial technology
  • RegTech, risk, and security
  • Finance and operations
  • Financial data and analytics
  • Digital assets and blockchain
  • Cards
  • Professional services

 

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If your Download does not start Automatically, Click Download Whitepaper
Download Whitepaper


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]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/transform-the-fintech-space/feed/ 0 AP Automation Scenarios https://techresearchonline.com/whitepapers/fintech-whitepapers/ap-automation-scenarios/ https://techresearchonline.com/whitepapers/fintech-whitepapers/ap-automation-scenarios/#respond Thu, 29 Jun 2023 10:12:21 +0000 https://techresearchonline.com/?p=401033 Kanverse Intelligent Document Processing (IDP) reduces document processing cycle time from days and hours to seconds, optimizes operations cost by up to 80%, prevents fraud, eliminates manual entry to deliver a zero-touch experience with up to 99.5% processing accuracy.   View More If your Download does not start Automatically, Click Download Whitepaper Download Whitepaper

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]]> Kanverse Intelligent Document Processing (IDP) reduces document processing cycle time from days and hours to seconds, optimizes operations cost by up to 80%, prevents fraud, eliminates manual entry to deliver a zero-touch experience with up to 99.5% processing accuracy.

 

[contact-form-7]
If your Download does not start Automatically, Click Download Whitepaper
Download Whitepaper


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]]> https://techresearchonline.com/whitepapers/fintech-whitepapers/ap-automation-scenarios/feed/ 0