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Finance

The effective guide to project management in banking: Best practices and tools

Jack Welch wasn’t a banker. So what can Jack Welch — as successful as he was at GE — teach us about project management in banking? Plenty. Project management in banking has its fair share of complexities and challenges other industries don’t share — and we’ll get into those in this post. But even though the specifics can vary quite a bit, the core or soul of good project management is built on the same principles no matter the industry or context.

The 5 Financial Metrics Top Agencies Get Right w/ Ryan Watson

What’s one mistake you’ve made as an agency leader you’ll never forget? Several guests on this show have shared the same exact answer: “I wish I’d invested in my own financial literacy sooner!” But, what financial metrics should you focus on the most? Even if you answer that question—how do you (and your team) impact those financial metrics that matter most for your agency?

10 Essential Time Management Tools Every Finance Manager Needs

Are you tired of spending countless hours juggling tasks? Feeling overwhelmed by your ever-growing to-do list? If yes, then you’re not alone This statistic is an eye-opener for finance managers to manage their time and boost productivity proactively. However, there’s good news on the horizon. The rapidly evolving technology landscape has brought forth various innovative tools tailored specifically for finance managers to conquer time-related challenges.

Project financial management: Tips and tricks to increase agency profitability

According to SBO Financial and the rule of thirds, marketing agencies should be hitting around 30% net profit. But, as any agency owner will tell you, hitting this benchmark is harder than you might think. It involves forecasting, keeping a lid on project costs, managing billable hours, translating financial data, and countless other things. Proactive project financial management sets agencies on the right track to protect their bottom lines.

The Digital Revolution in Finance and Accounting BPO: Pioneering Modern Financial Processes

Uncover the groundbreaking influence of digital transformation in the finance and accounting BPO sector. Our article delves into how technological innovations are shifting traditional paradigms, enabling CFOs to harness AI, machine learning, and data analytics for strategic decision-making, growth enhancement, and optimal investment. Explore this new era of financial efficiency and how computer monitoring tools for employees can help.

8 Best Internal Communication Platforms for Financial Services

Are you tired of endless emails, full chats, and sticky notes for your colleagues and want a single app to ease your communications? It’s time to change the technology approach and try something new, trivializing issues in fintech companies’ team communication. In today's fast-paced financial services industry, effective internal communication is the key to improving a team’s productivity and efficiency.

Engaging financial services employees-despite market fluctuations

The financial market is constantly evolving in tandem with a changing world. Companies now, more than ever, require engaged employees to stay ahead of the competition. However, the financial services industry faces significant challenges due to hiring trends such as digital transformation, an increasing focus on environmental, social, and governance (ESG) values, shifts in customer demographics, diversity initiatives, and cybersecurity risks. How can you keep them engaged? We have ideas.

Maximizing Your Workforce Potential in Finance: Tools for Success

Explore the challenges of workforce management in the finance industry and discover software solutions that can help you conquer them. Optimize your team's efficiency, cut costs, and ensure compliance with powerful tools and data analytics from top brands.

5 digital banking customer experience trends to consider for 2023

Banks that consistently optimise the customer experience grow 3.2x faster than competitors that don’t. And with over 50% of consumers reporting that they’d switch to a competitor after a single unsatisfactory interaction, customer experience has never been more important for any industry. Here are some trends and best practices to help guide your CX strategy – and drive customer relationships that last.