CRM

Dynamic forecasts: How to navigate volatile markets
According to a recent report from BARC, 45% of organisations see integrating their planning and budgeting...

2021 Professional Services Maturity Benchmark
Service Performance Insight (SPI), LLC is a global research, consulting and training organization dedicated...

7 Reasons to Expand E-Signature Usage
7 Reasons to Expand E-Signature Usage Over the last two years, electronic signature usage has exploded....

The Buyer's Guide To Financial Management Software
Managing your company's financials is the backbone of your business and is vital to the long-term health...

An Overview of Insider Threat Management
As organistions move towards a more distributed workforce, the traditional perimeter of the office network...

Ensuring compliant communications in Financial Services
The pandemic has reshaped business in myriad ways, none so much as how people communicate. In a few months,...

Parivartana - The Role of Data and Analytics in Social Transformation
From personalized healthcare to digital farming, and from energy management to digital governance solutions,...

The State of Systems of Agreement 2020
All business processes rely on agreements — whether those are agreements between business units, clients,...

The Inner Circle Guide to Agent Engagement and Empowerment
Your agents aren't going to ask you for more automated tools, empowered and personalized coaching, and...

Your guide to moving to a usage-based business model
Customers don't want to own anymore – they want to use. The market has become a subscription economy...

MandA in The Era of Business 4.0
Mastering deal making and integration is now a competitive imperative. At a time of rampant digital disruption,...

Wealth Canyon
Software companies in the financial industry, such as WealthCanyon, face challenges in collecting and...
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