Fixing A Reputation of Failed Financial Services
The latest economic crisis was tough on nearly every business in nearly every type of industry out there. There were job losses, unemployment, manufacturing and [...]
Can the Finance Industry Be Social?
Many financial businesses have shied away from social media due to regulatory concerns, especially the increasingly strict privacy rules. However, it appears that there may [...]
Multiple Locations + Multiple Currencies = Multiple Headaches
Growing businesses, particularly those expanding into new regions, often feel the pain of dealing with multiple locations and differing currencies. Keeping each location connected, while [...]
Maintain your FOCUS Reports
Financial and Operational Combined Uniform Single or FOCUS reports are a monthly requirement from the SEC for Broker Dealers where they must file reports concerning [...]
Travel and Expense is Easily Managed with Dynamics AX
For most financial services companies, employee expense reimbursement is an ongoing challenge. Often Excel files that must be manually filled out are the issue, or [...]
Automate your Global Consolidation Process with This Tool
Financial Services organizations are often comprised of a large number of legal entities due to regulatory requirements and global investment opportunities. While the setup of [...]