Banking Data Analytics Data Warehouse IBM Support 
Insight Software
JUNE 5, 2023
Tax departments at financial services companies are facing greater obstacles than ever before. To stay afloat during these turbulent times, it is important to maintain confidence in your data and effectively and efficiently respond to ongoing audits.
Insight Software
JULY 14, 2022
At the beginning of the month, you record in your bank account that you have $175,000 cash on hand. But you may have to juggle things or try to get some of those orders done sooner so you can have enough money in the bank instead of a negative balance. For example, your business runs on a monthly invoicing method of receiving payments.
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Insight Software
JUNE 24, 2022
Bank account information. Bank statements including loan and credit card statements. Cross-check invoices and bank statements for accuracy. Record all: Banking and financial fees. Double-check that: All vendor bills are recorded in the software. Reconcile Bank Balance Sheets. Total petty cash fund amount.
Insight Software
MAY 25, 2023
We were delighted to be joined by our client, Savings Bank Life Insurance (SBLI), to discuss the evolution of The Office of the CFO and how technology can support better decision making. Donahue also highlighted the importance of being able to extract large amounts of data from multiple systems in a seamless and accurate process.
Insight Software
FEBRUARY 8, 2023
Learn Why Certent Equity Management is the Right Choice as Your Equity Management Broker Platform Many of the biggest equity management platforms are broker-owned and will often restrict users to the brokerage services of the platform owner. You’ll benefit from flexible service models and easy integration with other applications.
Insight Software
JULY 28, 2023
Similarly, in a survey conducted by PwC , 75% of CFOs in the EMEA region stated that they were concerned about the lack of specialized skills in their finance teams, particularly in areas like data analytics and financial modeling.
Insight Software
APRIL 13, 2023
Runaway inflation, rising interest rates, and recent bank failures have finance leaders on edge and looking for ways to shore up their defenses as recession becomes more likely. The last couple of years have been volatile for the finance industry.
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