Banking Data Analytics Data Warehouse Vision 
Insight Software
JUNE 5, 2023
A recent survey by Ernst & Young found that 87% of banking and capital markets respondents said they are changing their tax and finance operating models. The same report finds that 37% of businesses think a lack of a sustainable plan for data and technology is the biggest barrier to achieving their tax and finance function’s vision.
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.
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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
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. A comprehensive financial close process can include reconciling: Bank balance sheets. Reconcile Bank Balance Sheets.
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.
Insight Software
FEBRUARY 8, 2023
Actionable Insights for Stock Plan Strategies Download Now Industry Specific Hurdles For companies like financial institutions or banks, there are often conflicts of interest with certain brokerage firms. This is only problematic if you’re using lock-in equity management software.
Insight Software
JULY 11, 2022
Bank reconciliation. Even with its out-of-the-box reporting, it’s likely you’ll find yourself unable to quickly compile all your critical business data into an agile, customizable report. Real estate finance professionals need agile, intuitive technology to generate top reports, including: Cross Tab income statements. Rent Roles.
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