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[Guide] 5 Opportunities to Transform Retirement Services with AI

Financial services back-office processing, particularly in retirement services, has historically been a very labor-intensive and opaque environment. Most organizations have made it a strategic goal to find ways to be more efficient and also to capitalize on the extraordinarily complex data to find trends and insights to better serve their customers. Today, the advanced pattern […]

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Components of a Financial Transformation Program

The previous blog post in this series about transforming financial processes discussed the adjunct applications and their role in control and efficiency. This week, we take a detail look into the components of a successful transformation. Once the impediments to a firm’s financial process are understood, a targeted remediation effort can be constructed. Depending on […]

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Identifying Points of Concern in the Financial Process

Last week, our blog series featured steps to crafting an effective financial system process. This week we change gears and point out a few areas of concern to be aware of in the process. Financial processes are not static. Changes to a firm’s business model (management, organizational structure, acquisitions, products, markets, countries of operation, etc.), […]

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Crafting an Effective Financial System Process

Our last blog in this series focused on embarking on the financial transformation process. The content this week will outline the effective financial system process and the steps to take when beginning. The General Ledger system is, of course, the heart of a firm’s financial system. A properly functioning General Ledger is, however, but one […]

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Embarking on a Finance Transformation Program

Finance transformation is a broad topic that potentially encompasses all areas of finance process, personnel, and technology. When a firm faces a problematic, manually intensive, time-consuming, and unsustainable financial process, a transformation project is a call to action. While finance transformation is a logical response to a sub-optimal financial process, these programs can easily overrun […]

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