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“How Autonomous Invoice Processing Supercharges Finance Transformation”

Guide to Autonomous AP

Finance transformation and AP leaders will take the following key points away from reading this paper:

  • Strategic benefits, such as cost reduction, lean processing, and agility can be achieved through best-in-class Accounts Payable and finance transformation programs
  • How Autonomous AP addresses challenges facing finance transformation and AP leaders
  • How to deploy an Autonomous AP led finance transformation program, and what to look for in a robust solution

Download your copy of the white paper to learn more.

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“3 Steps to OKR-based Portfolio Management”

Learn how to create high-functioning agile portfolios

  • Learn how OKRs can help you move towards agile project portfolio management
  • Discover how to turn investment cases into OKR-based value cases
  • Step-by-step guide to transition your portfolio management

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“How automation technologies help financial service CTOs create an agile, modern workplace”

86% of IT decision makers are investing in automation now!

Technology automation has evolved and, with it, the opportunities available to Financial Services institutions are endless, ranging from reducing the cost of compliance, to scaling efficiencies across your business. 

In our new eBook, we look at how you can create an agile, modern workplace through the roll out of automation processes, as well as:

  • The challenges driving automation in finance
  • The benefits of automation for financial institutions
  • How to support your journey to automation – and beyond!

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“Cross-Company Financial Planning: Cohesive Planning Across Your Organization”

Discover how to leverage your Sage Intacct ERP & drive collaboration

If your business has multiple branches, product lines, departments, and locations, you know what a challenge it can be to collect important data and maintain organizational alignment. And, once the data is collected, it’s even harder to apply that information to a cohesive financial plan that can be implemented across your organization. 

  This paper will demonstrate:

  • Benefits and examples of cross-company planning
  • How to accelerate planning with greater speed and accuracy
  • Improve integrated financial planning for the entire company
  • How to identify the activities with the greatest financial impact

If you are ready to take your planning to the next level, this guide is for you!

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“7 KEY ATTRIBUTES OF SOC-AS-A-SERVICE”

And How SOC-as-a-Service Differs from Traditional Managed Security Services

Traditionally, managed security services providers (MSSPs) have offered their breadth of expertise and resources to organizations that had key requirements such as security technology implementation and basic management. While these services helped reduce cyber risk and maintain compliance through rudimentary tasks, organizations’ needs have evolved in today’s advanced security landscape.

Simply detecting and alerting customers about threats is no longer enough for MSSPs. Organizations require more sophisticated managed services that can quickly detect and respond to threats and threat actors increasingly bypassing a variety of security controls. Legacy MSSPs, however, often aren’t well positioned to offer advanced security operations center (SOC) capabilities for threat detection and response.

This white paper examines how the market has evolved to provide more robust managed security through SOC-as-a-Service (SOCaaS) solutions. SOCaaS builds on the basic MSSP capabilities to add new value and advanced services such as:

  • Identifying data sources with high security value for your specific use cases
  • Data engineering, and data ingestion into a centralized SOC platform
  • Identifying and analyzing threats, including indicators of compromise (IoC) and indicators of attack (IoA)
  • Analyzing and prioritizing alerts, and detecting and responding to threats and incidents
  • Aggregating and leveraging global threat intelligence
  • Providing guidance on security strategies and policies
  • Leveraging standard frameworks like MITRE ATT&CK to improve preparedness for adversary tactics, techniques and procedures (TTPs)

Read the white paper to learn how SOCaaS vendors go beyond MSSPs to deliver critical capabilities that accelerate your investigation, response, and containment; improve your time to value; and maximize your existing security investments.

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“Intelligent Decisioning for Credit Unions”

The 5 ways CU are advancing their Client insights

There is a wave of Credit Unions across Canada who want to acquire a quicker, more dependable approach to assist risk management and marketing activities, to decrease the reliance on Excel while integrating data from numerous sources, to receive reliable insights into the impact of loan delinquencies on the balance sheet, and to eliminate mistakes caused by manual data input.

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“How Private Equity & Venture Capital Firms Grow Companies Through Outsourcing Value Creation”

By centering on value creation, private equity and venture capital firms can ensure the success of their investments.

The success of private equity firms hinge on the rapid performance improvement of companies after they have been acquired. What strategies are these firms using for success? Value creation.

In this whitepaper, we break down strategies used by both types of firms to help differentiate themselves from their competitors, and offer suggestions to make these strategies actionable.

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“How your peers are driving value through AP Automation”

How real companies are leveraging AP automation to reach high levels of process efficiency and greater financial control

Read how LUSH Fresh Handmade Cosmetics, Briggs Equipment, Reily Foods and Marc Jacobs embarked on a digital transformation of their AP processes, and how they are leveraging automation to control their cash flow and achieving high levels of productivity, growth, and visibility.

  • How a retail company went from 64% to 92% touchless invoice processing ratio and audit processes that take hours instead of days
  • What a food and beverage company did to shorten their lead time to less than 40 hours
  • How an equipment distribution brand was able to implement an AP automation solution in 3 months and reach an automatic distribution rate of 82%

“Before Medius, we didn’t have the metrics or sightline we needed to benchmark our processes and make the improvements we needed. With the guidance from the team at Medius, we could not only set up the KPIs we needed to track, but also maintained regular meetings with Medius and our team to pinpoint areas for improvement. We’ve been really pleased with the process and with the improvements we’ve been able to make.” Alden Senteney, Project Manager, Briggs Equipment

Download this white paper to kick-start your AP transformation

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“Humanizing Customer Experience: Financial Services Edition – Vol 1”

Creating more human experiences has never been more critical to success in the financial services industry. This first-of-its-kind study provides the prescriptive insights and tools banks need to best serve both current and future generations of customers.

Knowledge is power to accelerate your brand!

In our first year of this groundbreaking study in partnership with American Banker, we’re excited to deliver the key national trends, attitudes, and behaviors impacting the customer experience in the financial services sector through this in-depth report.

Informed by more than 8,500 consumers and with rankings of more than 50+ Financial Institutions across the country, the critical insights and tools provided in this report will enable your organization to build “best-in-class” customer experiences, develop intentional customer strategies, optimize physical and digital tactics, and adapt to best serve both your current and future generations of customers.

Areas of Exploration in Vol 1:

While there have been huge industry shifts towards digital transformation in all forms of banking, accelerated by the events of 2020, there are also important trends that lead FIs to take actionable steps towards making their experiences more human.

  • Customers are putting their money where their values are – things like identity-based banking, green and sustainability-focused banking, and more are shifting the focus and adapting to new consumer considerations.
  • Personalized and peer-to-peer banking and lending opportunities evolve the space including many more flexible buy-now-pay-later and low barrier to entry FIs, as well as educational-focused platforms dedicated to making the complex more accessible to all.
  • New experiential-focused networks – allowing experience to be self-directed, seamless, and highly personalized and inclusive of cross-currency and cashless currency.

What are the top Financial Institutions doing in this space that differentiates them? Read the report to find out and gain actionable insights that can guide future strategies for your company.

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“Time & Expense Management”

PRODUCT GUIDE DOWNLOAD

Download this free PDF guide to explore the rich features and capabilities that make DATABASICS Time & Expense an essential tool:

  • Simple, intuitive experience for end users
  • Reduced administrative overhead for timesheets and expense reporting
  • Greater automation and efficiency
  • Increased reporting intelligence
  • More effective resources management
  • One central system for managing attendance, submitting expenses, tracking projects and maintaining compliance
  • Integration with CRM, HRIS, ERP, payroll,
  • travel and accounting systems

Have a look at what DATABASICS Time & Expense can do, or contact us now if you’re ready for a live demo.

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By clicking here and submitting this form I agree to Daily Techinfo using the information I provide to contact me about Daily Techinfo and its affiliates' products and services. You may unsubscribe from these communications at any time. For more information on how to unsubscribe, as well as our privacy practices and your rights, please visit Daily Techinfo's Privacy Policy.
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