Abrigo

OCTOBER 4, 2017

“One of the biggest ways that technology can help accountants is to create deeper, better relationships with clients,” said marketing and practice management consultant Charles Hylan in the eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. Learn more >>

Technology 150

Technology eBook Analytics Big Data 150

Abrigo

SEPTEMBER 26, 2017

In fact, among thought leaders recently interviewed for Sageworks’ eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising , web-meeting technologies was named by a majority when asked which technology is having the biggest impact on their own firms. Learn more >>

Technology 150

Technology eBook Taxes Meeting 150

Abrigo

SEPTEMBER 1, 2017

In fact, as Hylan noted in the eBook, Technology Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising , technology can actually help create the work capacity for CPAs to focus on advisory services and use their “soft skills” to work more closely with the best clients. Searching for additional tools? Learn more >>

eBook 150

eBook How To Technology Tools 150

Abrigo

JUNE 26, 2017

Additional Resources eBook : The Definitive Guide to Improving Cash Flow Practice Aid : Avoid Cash Flow Catastrophes About CashSage CashSage is a cash flow analysis solution provided by Sageworks to help business owners and their advisors uncover key business drivers and generate recommendations that will improve cash.

Management 199

Management eBook Analysis System 199

PYMNTS

MARCH 28, 2019

News recently emerged that Amazon wants to roll out kiosks in India that will enable consumers to purchase hardware, including its Kindle eBook reader, the Echo, its smart speaker and the Fire TV Stick. There are seven million family-run mom-and-pop stores that dominate retail outside big cities in China,” that analysis reads.

Marketing 158

Marketing Retail eBook Illinois 158

Abrigo

OCTOBER 4, 2017

Moving forward this will only become a more important issue, therefore the establishment of solidified principles and policies for tech education are vital for success.

Strategy 150

Strategy Leadership Training eBook 150

Abrigo

JULY 24, 2017

Sageworks’s new CashSage technology is able to import your Quickbooks data, identify the factors which can drive future cash, and provide industry-specific recommendations for your company in better management of cash flow, as featured on CPA Practice Advisor.

Strategy 150

Strategy Management eBook Analysis 150

PYMNTS

JANUARY 22, 2019

Last year was the year of artificial intelligence (AI), declared Brighterion CEO Dr. Akli Adjaoute for PYMNTS’ 2018 year-end eBook. Therefore, with greater access to data analysis that can uncover key financial patterns, that supports revenue growth. ”

eBook 192

eBook Survey Technology Tools 192

PYMNTS

JULY 6, 2017

A lack of visibility and spend analysis could mean up to $14 million in losses every year for a buy-side company, researchers added. In its eBook, eRequester said that procurement visibility is paramount to cutting back on those financial losses.

eBook 101

eBook System Training Company 101

PYMNTS

DECEMBER 1, 2016

Official analysis from the government estimates that 15 percent of the population of the Philippines is unbanked. For more news, trends, research and analysis on alternative finance and payday lending, take a look at the PYMNTS’ eBook “ Payday Lending’s Long, Strange Trip Through 2016.”.

Regional 100

Regional eBook Mobile Analysis 100

Abrigo

JUNE 14, 2017

When software performs the basic analysis (which removes much of the tedious double-checking) and also enables users to write a customizable report while working through the income, market or asset approaches, it creates a greater capacity for the valuation professional.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

MARCH 29, 2017

Learn more: Watch a replay of " How to Increase Efficiency and Minimize Risk in the Audit Process " Beyond the automation benefits provided by technology-enabled analytics, McLaughlin explained that the results of the analysis are powerful since they provide a means for visualization of the data.

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

AUGUST 19, 2016

Sageworks helps accountants or staff by letting them simply run a customized or narrative financial analysis report -- a snapshot of the client’s financial position and suggested areas for improvement, or an overview of key financial metrics for industry peers.

How To 150

How To eBook Survey Industry 150

Abrigo

JULY 3, 2017

Accountants who use financial analysis solutions that benchmark businesses against their peers, identify which cash-flow drivers to improve and provide straightforward narrative reports on financials are able to meet these important needs and deepen client relationships at the same time.

Mobile 150

Mobile Millennials Survey eBook 150

Abrigo

JUNE 13, 2016

But after hours of work determining a realistic value or range of value and producing an extensive report, you may find that the owner sometimes cares little about the explanation or analysis. The focus is on the final answer. Has the firm done its job by providing the answer and sending the business owner on her way?

eBook 150

eBook Training Conference Video 150

Abrigo

JUNE 15, 2017

Additional Resources Practice Aid : Avoid Cash Flow Catastrophes eBook : The Definitive Guide to Improving Cash Flow About CashSage CashSage is a cash flow analysis solution provided by Sageworks to help business advisors and their clients uncover key business drivers and generate recommendations that will improve cash.

Company 150

Company eBook Taxes Industry 150

Abrigo

MAY 23, 2017

In the eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors , consultant Allan Koltin, one of Accounting Today’s 100 Most Influential People, suggests picking any client who receives only one service from the firm but who is someone with whom staff typically enjoy working. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

PYMNTS

JUNE 19, 2018

However, Pace offered a more positive view during the discussion, which served as an accompaniment to a new GDPR eBook from PYMNTS, in which he and other experts gave observations and analysis about the regulation. So far, one of the positive results of the GDPR push is “dialogue.”.

Regulation 101

Regulation eBook social media Case Study 101

Abrigo

APRIL 20, 2017

Analytics can range from simple comparisons (for example prior year’s ending balances vs current year ending balances, square footage of retail space available vs sales ) to the use of complex models involving many relationships, regression analysis and components of data. Does the data suggest errors were made?

Analytics 150

Analytics Referral Marketing eBook Data 150

FICO

FEBRUARY 12, 2023

His insights on humanizing interactions come from his larger piece on digital banking called The 11 Commandments of Digital Banking eBook. It's a strategy that requires accurate customer validation and data analysis, with an emphasis on action-effect modelling rather than hypothesis. Read the full customer development post 4.

Digital Banking 52

Digital Banking eBook Analytics Customer Experience 52

Abrigo

JULY 18, 2017

Warrillow’s analysis and research results on psychographics were first compiled via his own quantitative research and marketing business, where clients included IBM, GE, Microsoft and other large industry giants. Warrillow suggests that it’s the way they’re wired. How are your clients wired?

eBook 150

eBook Examples Analysis Apple 150

FICO

MARCH 21, 2019

Those lenders that can instantly offer a superior financial package based on analysis of the applicant’s data stand to gain.". For more information on trends in online auto financing and other areas, check out our ebook on Global Consumer Survey: Vehicle Finance Perceptions. They are moving online in their search for a better deal.

Online 40

Online eBook Survey Analysis 40

Abrigo

FEBRUARY 1, 2023

We recommend running the analysis on a short-term basis with continued inversion vs. a return to a flat or positive slope to understand how the shape of the curve impacts overall earnings levels. That is not to say we won’t see rates move for some time where the spreads are fairly constant.

Marketing 195

Marketing Strategy eBook Policies 195

PYMNTS

JUNE 22, 2017

The company recently published a new eBook , Managing The Risk Of Fraud: The View From Corporate Finance, in which Vesta and CFO Research surveyed 155 senior-level finance executives in the U.S. Separate analysis by LexisNexis Risk Solutions cited in the report found fraud is 1.58 Citing Nielsen Report statistics, Vesta noted $16.3

Fraud 108

Fraud Innovation Survey eBook 108

PYMNTS

MAY 28, 2018

Companies have to beef up staff, must change the way they do risk analysis and must eye, constantly, the data they possess. Consider the fact that now companies must contend with privacy issues as data moves across borders, and, in general, windows for reporting breaches have been shortened to 72 hours.

Data 153

Data Analysis Regulation Company 153

Abrigo

MAY 3, 2017

For example, if an analysis showed that the average sale was between $50 and $75 per transaction, anything outside of that range could be flagged for follow-up. Because judgment is such a critical component of the audit and/or review process, analytics will never replace auditors.

Analytics 150

Analytics Data Examples eBook 150

PYMNTS

OCTOBER 22, 2020

In addition, we provide powerful visual analysis tools such as Genome to display networked criminal activity within our clients’ data. By providing the ability to evaluate hyper-granular behavioral changes throughout the online or mobile session, we allow our clients to react appropriately in a digital age.

Fraud 130

Fraud Mobile Online Analysis 130

Abrigo

MARCH 13, 2023

Takeaway 2 A good deposit analysis helps institutions do more than simply understand how to manage non-maturity balances in the ALM model. Do you get that from your deposit analysis ? DOWNLOAD Takeaway 1 Silicon Valley Bank's failure is a stark reminder for other financial institutions that when a crisis occurs, it can spread rapidly.

Strategy 195

Strategy Lending Security Analysis 195

PYMNTS

MARCH 19, 2018

There are fraud activities around KYC [Know Your Customer] in the application processes,” he said, adding that a recent eBook published by The ai Corporation highlighted various tactics by fraudsters in this area. The eBook highlights the importance of customer education in identifying and preventing these scenarios.

Fraud 153

Fraud Cards eBook Data 153

PYMNTS

FEBRUARY 19, 2018

The newest PYMNTS eBook is full of expert insight into the future of B2B payments, from commercial cards to accounts receivable. This week’s B2B Data Digest pulls some of the highlights from that eBook and serves up the numbers behind the forecasts. — $20 trillion: the expected valuation of the B2B payments market.

eBook 100

eBook Payments Customer Experience Innovation 100

PYMNTS

DECEMBER 26, 2018

Akli Adjaoute, CEO of Brighterion , wrote this AI-focused piece as part of our 2018 year-end eBook. . Unsupervised learning platforms utilize temporal clustering, link analysis, associative learning and other techniques to allow customers to track transaction volatility, entity interactions, behavioral changes and more. Conclusion.

Compliance 191

Compliance System eBook Examples 191

FICO

MARCH 28, 2023

See an illustrated explanation in our Applied Intelligence ebook. Link analysis helps you find networks of association across federated data stores. Think of it this way.

How To 52

How To Analytics Data Strategy 52

CB Insights

OCTOBER 31, 2017

Title: All Romance eBooks is Shutting Down. Product: All Romance eBooks. It is with a great sadness that we announce the closing of All Romance eBooks, LLC. ” Title: Shelfie to Shutdown on 31 January – Download Your eBooks NOW. Title: A Postmortem Analysis of Standout Jobs. It’s big risks and rewards.”

Company 78

Company US San Francisco Capital 78