Tag Archives: Finance

Taking Stock: 5 Valuable Ways Finance Firms Can Recruit the Best Talent

Matilda Egere-Cooper — May 16, 2018 — May 16, 2018 The finance industry is facing a rapid period of change as the result of disruptive tech, regulatory changes and the economic landscape. But how will this impact the ways financial institutions function internally? What can companies do to manage their brand and reputation? And what … Continue reading Taking Stock: 5 Valuable Ways Finance Firms Can Recruit the Best Talent →

Do You Practice Lean Processes? How About Lean Accounting and Finance? – Part 2

Alan Hart — September 2, 2017 — September 2, 2017 In the first installment of this article, I wrote: If every iteration of the budget requires many hours or even days of work to recompile the budget and its derived forecasted reports and financial statements, you are not practicing Lean Budgeting! Here’s why: If your … Continue reading Do You Practice Lean Processes? How About Lean Accounting and Finance? – Part 2 →

How the Finance Industry Uses Email Automation

by Kristen Dunleavy Follow @KristenWritesItOctober 9, 2016 No one knows more about ROI than the financial services industry: they spend billions on digital marketing annually, and that number is steadily increasing. While many financial institutions are taking advantage of email marketing’s ROI, there is a notoriously low adoption of marketing automation throughout the industry. Why … Continue reading How the Finance Industry Uses Email Automation →

How to manage your ad partners in regulated industries: Finance (part 2 of 5)

In part 2 of her five-part series, contributor Lori Weiman looks at how advertisers in the finance industry can monitor their affiliates to boost ad performance while staying on the government’s good side. Lori Weiman on July 21, 2016   Welcome to part 2 of my five-part series on using advertising partners in highly regulated … Continue reading How to manage your ad partners in regulated industries: Finance (part 2 of 5) →