Whitepapers

Have you considered Accounts Payable Automation? Without a digitised process you may find that you are suffering needless expenses, inefficiency, lack of competitiveness and transparency. This whitepaper presents recommendations for Finance, Accounts Payable and Procure-To-Pay practitioners to move forward, featuring research and insights from The... read more

Banks and financial institutions influenced by intraday liquidity regulations have an opportunity to build a stronger, competitive position by improving their current liquidity management processes. Mastering Intraday Liquidity Management (ILM) offers benefits beyond compliance. Enhanced performance and operations, along with improved risk... read more

* A comprehensive guide to modern cash forecasting * There’s only one thing that’s certain in business and that is that you need to make sure you have a clear view of your company’s cash flows and liquidity position. But how can you best achieve this? Are you dreaming up a storm of spreadsheet formulas? Now it’s time to put that aside and... read more

Reconciliations are a vital part of the insurance industry and many firms still use manual tools such as Excel to perform these key financial controls. Reconciliations are reliant on data that is high volume, complex and from multiple sources and formats, so error-prone manual processes increase operational risk while reducing transparency and... read more

Family offices spend up to 40% of working hours on manual processes. This is just one of the many findings detailed in Family Office Focus: Efficiency in Accounting and Investment Analysis, a comprehensive research report by Family Wealth Report in partnership with FundCount. Download your free copy now. read more

Make your contracting system fit for the future with modern collaboration tools and electronic signature solutions. In this whitepaper you will learn more about. Initialisation of the contract process Selection from standardised contract templates Approval of draft contracts via workflow Submission of draft contracts to contract partners... read more

Over the last few years, we have seen the emergence of a number of different ecosystems. Although, many banks continue to struggle to make the best use of these marketplaces due to their legacy infrastructure. In this paper, we describe how traditional banks can modernise their legacy core banking systems to successfully bring AI services to... read more

For new corporate retirement plan business, retirement plan providers and consultants have a lengthy process of gathering up sold case paperwork and plan transition data. Current workflow requires sold case paperwork to be completed and signed by multiple parties (ex: administrators and trustees) who are often in different locations. The process... read more

IFRS 9 is one of the most challenging standards in terms of human expertise, data requirements, and infrastructure needs. It is part of the “Big 3” – the three new difficult standards that need to be executed: 1. IFRS 9 Financial Instruments 2. IFRS 15 Revenues from Contracts with Customers 3. IFRS 16 Leases. Download today to find out why... read more