If the core of your business is communication, not being able to view or track this presents a huge risk. The increasing pressure to ensure that every message sent is secure, archived, and fully compliant with industry regulations is putting financial institutions under pressure. The FCA has laid down strict rules regarding how such communications should be handled, with the protection of both clients and businesses from possible risks in mind.

Yohan Lobo, Senior Manager, Industry Solutions, M-Files, has been featured in Global Data to discuss how Artificial intelligence (AI) has emerged as a crucial enabler of such transformation in the financial sector. Read the full article on How AI is transforming customer services in the financial industry - GlobalData. "Data and trust are at the heart of delivering efficient services and contributing to business longevity; however, inconsistent customer service can erode this progress.

AI is transforming the fintech customer experience, making it more efficient, personalised, and engaging.

Accurate auditing and financial analysis are vital for organizations to maintain high operational efficiency and industry compliance. However, relying on manual processes like paper records or spreadsheet-only reviews often leads to errors and delays, potentially costing businesses 25% of staff productivity. PDFs offer a modern and efficient platform for streamlining these processes, minimizing errors, and improving overall performance.

Client service firms running on QuickBooks and Teamwork.com are rejoicing thanks to an even tighter integration between the two platforms. A brand new, one-of-a-kind integration is here to help you translate your billable time into dollars and get paid for your client work! The new Advanced QuickBooks Integration automatically passes billable time information from Teamwork.com to QuickBooks helping streamline and accelerate your invoice creation process.

The COVID-19 pandemic forced a gigantic remote work experiment across global industries. As finance firms transition to post-pandemic operations, most are adopting a “hybrid” model combining on-site and remote workers. The hybrid approach aspires to “get the best of both worlds”. Employees gain location flexibility while firms retain physical offices and in-person collaboration.

Every project manager deals with financials on some level: planning the project budget is the project manager’s responsibility, after all. But financial project managers live and breathe it. Let’s take a deep dive into exactly what finance project managers do and the skills they need to succeed.

When it comes to understanding future cash flow, there is no crystal ball — but there are plenty of major clues hiding in your data. Cash flow forecasting or the accounts receivable forecasting process is the method most businesses use to predict future payments and ultimately profitability.

Financial professionals rely on financial planning tools and software to work efficiently and accurately. Some of these tools are as old as the PC itself, while a new generation of financial services tools is also competing for your attention. But with so many of these tools offering wide-ranging, overlapping feature sets, choosing the right mix of tools is a time-consuming process for investment advisors.