Banks and financial institutions often turn to automation to fix abandonment rates, but a fully automated, self-service experience isn’t necessarily optimal for every type of banking activity. To drive up digital completion rates, banks need to give customers the self-service they want, yet still offer the human connection of the branch experience.
We are delighted to announce our Insurance POST Claims Leaders Summit will be taking place Thursday 19th May 2022 at Events @ No. 6 venue in London. The Claims Leaders Summit is an invite-only exclusive event for senior insurance claims professionals in the Uk.
Give the very best accounting care to your individual clients with TaxSpeaker’s course on the Best of Tax Planning and Retirement Ideas for Individuals! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, and long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 Congressional and IRS changes, too!
Technology has impacted nearly every aspect of our lives – from the way we communicate, shop, and make shopping decisions, and how we spend our free time, to the highly developed solutions used within healthcare, for instance. This has led to a new age in terms of transparency and visibility over processes, often in real-time. Businesses can now gather large amounts of data, the processing of which becomes more critical than ever as it feeds the business with valuable information about the effectiveness of its operations, its stakeholders, and the way the company is seen in the market.
Liquidity planning in the company must not become a guessing game. Nevertheless, bringing together all the important information about the current order situation, open items, payment defaults or necessary advance payments for weekly liquidity planning is often quite a balancing act. In our free web session, we will show you how you can shed light on this and actively control your cash reserves.
The Financial Services industry has seen a 1000%+ increase in the amount of ransomware attacks hitting their organizations. It is also one of the most targeted verticals out there. We know why this is a favored target; because that’s where the money is. The question to be answered is identifying the attack vector and what can we do to proactively address these threats. Join us for this webinar where we will hone on the most common security achilles heel in finance and three things you can do right now to mitigate unacceptable risk.
Do you feel behind financially? Spend hours looking up information on YouTube but still not sure how to invest? Do you want to save enough for an amazing retirement? Do you want to understand crypto?
Growing and protecting your money doesn’t have to be complicated or risky! Join us for an informal and entertaining presentation that takes all the mystery out of growing and preserving wealth. Wherever you are on your financial journey, you will find something of SIGNIFICANT VALUE in this education-based presentation.
