Abrigo

SEPTEMBER 1, 2017

At the end of the day, a good client is someone who’s more than just the underlying compliance client – they’re consultative clients as well.” A lot of times that means a niche or service-line expertise, like estate planning or business valuation. Searching for additional tools?

eBook 150

eBook How To Technology Tools 150

Abrigo

SEPTEMBER 19, 2016

Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins.

Taxes 150

Taxes Compliance eBook Resources 150

Abrigo

SEPTEMBER 14, 2016

For at least a decade, the accounting profession’s thought leaders have preached the need for accountants to grow advisory services, and many firms would like nothing more than to reduce their reliance on tax returns and other compliance services to generate revenue.

eBook 150

eBook Compliance Taxes Groups 150

FICO

SEPTEMBER 12, 2019

A new independent survey by research firm Ovum has found that banks in multiple regions plan to integrate their fraud and financial crime compliance systems and activities in response to new criminal threats and punishing fines — but not all at the same speed. For more country-specific information, read our ebooks for: The US.

Fraud 49

Fraud Management eBook Compliance 49

Independent Banker

OCTOBER 1, 2021

Not only is the bank at risk of its current core’s performance slowing down, but it can also jeopardize its security and compliance protocols. Download our ebook on Debunking Common Misconceptions About Modern Core Banking Technology to identify the triggers and learn the truth. creates barriers to a bank’s future growth.?Not

eBook 103

eBook System Technology Compliance 103

Abrigo

MAY 2, 2017

While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? Make more money working fewer hours.

How To 150

How To Taxes Compliance System 150

Abrigo

JANUARY 20, 2015

Experts have been saying for years that accounting firms’ clients in the future will seek less help related to compliance and more advisory help managing their business. For a handy list of topics that can help you get the conversation going, download a free worksheet, “ Tax season prep: A worksheet for client meetings.”

How To 150

How To eBook Taxes Meeting 150

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Indeed, a 2013 research study estimates that nearly half of total U.S. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

FICO

FEBRUARY 16, 2022

Read our US eBook and other regional eBooks ( UK ) for specific stats. Explore FICO Fraud Protection and Compliance Solutions. Review the FICO Consumer Fraud Survey: 2021 whitepaper for insights about global customer sentiment on fraud detection/prevention measures and customer experience. by Sarah Rutherford.

Survey 52

Survey Fraud US Customer Experience 52

FICO

FEBRUARY 16, 2022

Read our US eBook and other regional eBooks ( UK ) for specific stats. Explore FICO Fraud Protection and Compliance Solutions. Review the FICO Consumer Fraud Survey: 2021 whitepaper for insights about global customer sentiment on fraud detection/prevention measures and customer experience. by Sarah Rutherford.

Survey 52

Survey Fraud US Customer Experience 52

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. The technology is proliferating financial markets, particularly for some of the world’s largest financial institutions in need of enhanced compliance solutions.

eBook 192

eBook Survey Technology Tools 192

FICO

MAY 17, 2022

You can read more about all the UK survey results in our Digital Consumer Banking and Fraud Survey – UK Results Ebook . If you would like to read more about the global results, have a look at the following ebook: Digital Consumer Banking and Fraud Survey – Global Results . by Matt Cox.

eBook 52

eBook Survey Fraud Millennials 52

PYMNTS

JUNE 19, 2018

Over time, regulators and companies may be taking a step back to look holistically at the compliance landscape,” Pace said. 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.

Regulation 101

Regulation eBook social media Case Study 101

PYMNTS

DECEMBER 27, 2016

PYMNTS consulted 21 payments executives from across the industry to share their insights on the biggest takeaways from 2016 as part of the “Payments 2016, The Year Of…” eBook. Both payers and payees are looking for protection against fraud and assurances of compliance with any international regulations. Download the eBook.

Payments 113

Payments eBook Regional Study 113

Abrigo

JULY 17, 2017

He is also sharing tips for ensuring compliance with overarching consulting services standards in the accounting profession. Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services.

Honolulu 150

Honolulu Taxes eBook Leadership 150

PYMNTS

JUNE 22, 2017

A new report from Vesta Corporation finds fraud positions itself in the way of innovation and growth, even compliance. 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.

Fraud 108

Fraud Innovation Survey eBook 108

Abrigo

AUGUST 19, 2016

Accountants looking to truly advise clients and generate income from their status as trusted advisors must first identify clients who are currently receiving only one service or are tied solely to compliance-related services. Examine client lists for long-time clients who may be receptive to advice.

How To 150

How To eBook Survey Industry 150

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

PYMNTS

JULY 17, 2018

Increasing collaboration promises to help with that task, according to a recent PYMNTS interview with Director of Compliance and Interoperability Kevin Emery at UL , which helps other companies with identity management and security-related issues.

Security 102

Security eBook Millennials Industry 102

Abrigo

MAY 13, 2016

Additionally, this framework will help lead the firm to grow and avoid dependence on a commoditized compliance market. Learn more about the importance of solidifying your firm's strategy before trying to implement technology in the free eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors.

eBook 150

eBook Technology Examples Industry 150

PYMNTS

APRIL 14, 2020

We have learned from previous unpredictable events that preparing for pandemics isn’t just an academic exercise meant to satisfy some compliance auditor. As an instant payments company, we have learned from past events that business continuity and pandemic planning is a core part of the payments business.

Payments 258

Payments Exercises US Compliance 258

Abrigo

MAY 16, 2017

Many CPAs spend the bulk of their careers bearing up under the weight of their tax and compliance workload while bringing in revenues that fall short, given the time and effort invested in a compressed timeframe. Developing predictable revenue streams can help your firm grow in ways you may not have initially thought possible.

eBook 150

eBook Taxes System How To 150

FICO

NOVEMBER 16, 2022

The right technology can help organizations on both of those fronts, while also providing a foundation that supports real-time automation and rules updates to help drive down costs and stop fraud losses; two-way communication to improve customer experience ; and transparency throughout the decisioning process for regulatory compliance and reporting.

Fraud 52

Fraud Data Survey Regional 52

Abrigo

JULY 18, 2017

In a recent Sageworks webinar, “ Why Business Owners Don’t Buy Coaching From Their Accountant (And What To Do About It) ,” John Warrillow , author of “Built to Sell: Turn Your Business into One You Can Sell,” discussed a major hurdle for accounting firms that are making the transition from compliance work to value add and advisory services.

eBook 150

eBook Examples Analysis Apple 150

FICO

MARCH 9, 2022

Download the ebook on the UK results for our survey. Explore FICO Fraud Protection and Compliance Solutions. Review the FICO Consumer Fraud Survey: 2021 whitepaper for insights about global customer sentiment on fraud detection/prevention measures and customer experience. Read our blog on our new Retail Banking 3.0 by Matt Cox.

Customer Experience 59

Customer Experience Survey Fraud Cards 59

FICO

OCTOBER 16, 2020

For more information, see our ebook on the survey and www.fico.com/authentication. It is likely that this will have a bigger overall impact in countries such as the UK, where there is mass adoption of ecommerce, and in Germany, where the accuracy of customer contact data is particularly poor. by Sarah Rutherford.

Survey 52

Survey eBook Cards Meeting 52

FICO

OCTOBER 26, 2017

This article is from Michael Blicker , a senior consultant in FICO's compliance solutions group. You would think one system would be enough to manage foreign tax compliance. In 2010 the IRS (Internal Revenue Service) started to define the details of FATCA (Foreign Account Tax Compliance Act). Here’s where the trouble started.

Taxes 53

Taxes Compliance Report US 53

FICO

OCTOBER 16, 2020

For more information, see our ebook on the survey and www.fico.com/authentication. It is likely that this will have a bigger overall impact in countries such as the UK, where there is mass adoption of ecommerce, and in Germany, where the accuracy of customer contact data is particularly poor. by Sarah Rutherford.

Survey 40

Survey eBook Cards Meeting 40

FICO

MARCH 10, 2022

Read our Fraud Survey Results eBooks for specific stats about individual countries: Brazil. How FICO Can Help You with Customer Communications for Fraud. Review the FICO Consumer Fraud Survey: 2021 whitepaper for insights about global customer communications preferences and expectations. South Africa. by Sarah Rutherford.

Fraud 52

Fraud Survey Cards Customer Experience 52

PYMNTS

DECEMBER 26, 2018

Akli Adjaoute, CEO of Brighterion , wrote this AI-focused piece as part of our 2018 year-end eBook. . Next-Generation Compliance and AML Solution. In the compliance industry, for example, a smart agent is associated with each customer, merchant, terminal, etc. 3, 2018, the U.S. Legacy AML Approaches Are Ineffective.

Compliance 191

Compliance System eBook Examples 191

FICO

FEBRUARY 1, 2021

When it comes to building their identity verification strategies the biggest driver – reported by 53% of respondents – is meeting compliance requirements. You can also read our new ebook. Can You Prevent Application Abandonment Without a Focus on Customer Experience? Identity Verification is Painful for Banks, Too!

Customer Experience 52

Customer Experience Survey Strategy eBook 52

FICO

SEPTEMBER 13, 2021

Consumer habits have shifted to online shopping for goods and services and the impact for merchant acquirers is the need for faster onboarding of new merchants and effective ongoing monitoring to minimise fraud and compliance risk. Validating these new entities requires more robust solutions that can leverage internal and external data.

Management 52

Management Analytics eBook Data 52