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Understanding AI’s customer service opportunities

CFO Dive

AI can help CFOs enhance customer service and other key business elements, but CFOs need to understand not only what the technology can do, but what it wasn’t made to do.

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Financial services’ AI appetite grows, study says

CFO Dive

Top uses for AI in the financial services sector include ‘next-best action’ systems; portfolio optimization; and fraud detection.

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How ERP Improves Client Relationships at Professional Services Firms

Navigator SAP

At the heart of almost every successful professional services firm is good client relations. That’s why more professional services firms are now adopting enterprise resource planning solutions (ERP). Happy clients equal more revenue and less churn, which is just good business.

Planning 226
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How to Choose an ERP for Your Professional Services Company

Navigator SAP

Professional services companies are dynamic businesses because they are built around people and rely on a roster of diverse clients that change over time and have evolving needs. Managing a professional services business can be tricky, especially as it grows beyond its founder and a handful of consultants.

Planning 221
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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.

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The Benefits of Real-time Reporting and Data Analytics for Professional Services

Navigator SAP

Most professional services organizations have completed digital transformation, which is the trendy way of saying that they’ve moved operations to the cloud. Professional services firms will rise or fall depending on how they make this next jump. Forget digital transformation. Forget digital transformation.

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Improving Your Field Services With the Right ERP Software

Navigator SAP

Field services organizations can leverage advanced ERP solutions to improve efficiency, responsiveness, and business intelligence, using a framework such as SAP S/4 HANA Cloud to manage data, reporting, analytics, and forecasting across their enterprise.

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ERM Program Fundamentals for Success in the Banking Industry

Speaker: William Hord, Senior VP of Risk & Professional Services

This exclusive webinar with William Hord, Senior VP of Risk & Professional Services, will explore the answers to these questions and other foundational elements you need to start or validate your ERM program. Does our bank understand and support the importance of a strong ERM program to continue to position our company for growth?