Abrigo

SEPTEMBER 19, 2016

Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.

Taxes 150

Taxes Compliance eBook Resources 150

Abrigo

SEPTEMBER 1, 2017

Retaining the “right” clients for your accounting firm and taking the time to develop loyal relationships with those clients should be a high priority, according to practice management consultant Charles Hylan. It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention, he says.

eBook 150

eBook How To Technology Tools 150

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Indeed, a 2013 research study estimates that nearly half of total U.S. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

FICO

FEBRUARY 16, 2022

FICO published our 2021 Digital Consumer Banking and Fraud Survey today that emphasizes consumer perspectives on customer experience and fraud prevention management. . However, 17% of US customers are dissatisfied with security and fraud prevention management. Read our US eBook and other regional eBooks ( UK ) for specific stats.

Survey 52

Survey Fraud US Customer Experience 52

FICO

FEBRUARY 16, 2022

FICO published our 2021 Digital Consumer Banking and Fraud Survey today that emphasizes consumer perspectives on customer experience and fraud prevention management. . However, 17% of US customers are dissatisfied with security and fraud prevention management. Read our US eBook and other regional eBooks ( UK ) for specific stats.

Survey 52

Survey Fraud US Customer Experience 52

PYMNTS

JANUARY 22, 2019

Last year was the year of artificial intelligence (AI), declared Brighterion CEO Dr. Akli Adjaoute for PYMNTS’ 2018 year-end eBook. The technology is proliferating financial markets, particularly for some of the world’s largest financial institutions in need of enhanced compliance solutions. ”

eBook 192

eBook Survey Technology Tools 192

Abrigo

MAY 2, 2017

While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? This is precisely the reason you will need to make a decision on developing systems.

How To 150

How To Taxes Compliance System 150

PYMNTS

JUNE 22, 2017

A new report from Vesta Corporation finds fraud positions itself in the way of innovation and growth, even compliance. The company recently published a new eBook , Managing The Risk Of Fraud: The View From Corporate Finance, in which Vesta and CFO Research surveyed 155 senior-level finance executives in the U.S.

Fraud 108

Fraud Innovation Survey eBook 108

Abrigo

JULY 17, 2017

He is also sharing tips for ensuring compliance with overarching consulting services standards in the accounting profession. Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services.

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

PYMNTS

JULY 17, 2018

Increasing collaboration promises to help with that task, according to a recent PYMNTS interview with Director of Compliance and Interoperability Kevin Emery at UL , which helps other companies with identity management and security-related issues.

Security 102

Security eBook Millennials Industry 102

Abrigo

MAY 13, 2016

Additionally, this framework will help lead the firm to grow and avoid dependence on a commoditized compliance market. Once you have identified the tactics you will use at each stage to drive prospects farther down the funnel, you can begin investing in technology and creating roles within the firm to manage the influx of engagement leads.

eBook 150

eBook Technology Examples Industry 150

Abrigo

JULY 18, 2017

In a recent Sageworks webinar, “ Why Business Owners Don’t Buy Coaching From Their Accountant (And What To Do About It) ,” John Warrillow , author of “Built to Sell: Turn Your Business into One You Can Sell,” discussed a major hurdle for accounting firms that are making the transition from compliance work to value add and advisory services.

eBook 150

eBook Examples Analysis Apple 150

FICO

MARCH 9, 2022

A far more complex and increasing concern for risk and fraud managers, however, is authorised push payment fraud. Download the ebook on the UK results for our survey. Explore FICO Fraud Protection and Compliance Solutions. In reality, they make up only 16% and 5% of UK fraud. . . Read our blog on our new Retail Banking 3.0

Customer Experience 59

Customer Experience Survey Fraud Cards 59

FICO

MARCH 28, 2023

See an illustrated explanation in our Applied Intelligence ebook. Instead of internal teams using different platforms and disparate data to develop, launch and manage separate analytic projects, an applied intelligence platform (sometimes called an AI decisioning platform) provides a collaborative space. Think of it this way.

How To 52

How To Analytics Data Strategy 52

FICO

OCTOBER 16, 2020

This means that for online purchases we’re more likely to see authentication requests, and to meet the requirements this authentication must come from two different categories from the below: For card transactions, the onus to manage this authentication doesn’t lie with the merchant, the merchant acquirer or the card scheme.

Survey 52

Survey eBook Cards Meeting 52

FICO

MAY 6, 2022

Following the highly successful The 11 Commandments of Digital Banking eBook , we are completing our series of 5 deeper dive blog posts that group the 11 Commandments below into common themes: Digital lift-and-shift is not a strategy! compliance). Friction – not inherently good or evil. Be personable in this impersonal channel.

Digital Banking 52

Digital Banking System Data Customer Experience 52

FICO

OCTOBER 16, 2020

This means that for online purchases we’re more likely to see authentication requests, and to meet the requirements this authentication must come from two different categories from the below: For card transactions, the onus to manage this authentication doesn’t lie with the merchant, the merchant acquirer or the card scheme.

Survey 40

Survey eBook Cards Meeting 40

Social Assurance

DECEMBER 17, 2021

Think about where your target audience is at (what are they searching for online, what social media platforms are they on, will they download ebooks or read blogs, do they listen to podcasts, etc.) In fact, 57% of financial marketers said that they used software to manage their content strategy. Most likely not.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

FICO

SEPTEMBER 12, 2019

A new independent survey by research firm Ovum has found that banks in multiple regions plan to integrate their fraud and financial crime compliance systems and activities in response to new criminal threats and punishing fines — but not all at the same speed. For more country-specific information, read our ebooks for: The US.

Fraud 49

Fraud Management eBook Compliance 49

FICO

NOVEMBER 16, 2022

In August 2022, we commissioned a survey of 156 global executives and managers from retail banks and retail financial institutions. One of the key themes that we saw in the results is the continued investment in enterprise fraud management systems. Pain Points in Fraud Management Vary by Region. FICO Admin. by Andrew Manuel.

Fraud 52

Fraud Data Survey Regional 52

Abrigo

JANUARY 20, 2015

Experts have been saying for years that accounting firms’ clients in the future will seek less help related to compliance and more advisory help managing their business. For a handy list of topics that can help you get the conversation going, download a free worksheet, “ Tax season prep: A worksheet for client meetings.”

How To 150

How To eBook Taxes Meeting 150

FICO

FEBRUARY 1, 2021

When it comes to building their identity verification strategies the biggest driver – reported by 53% of respondents – is meeting compliance requirements. While banks are more than prepared to manage applications in apps or on their website, the process falls down when they revert to identity verification that requires checks by bank staff.

Customer Experience 52

Customer Experience Survey Strategy eBook 52

FICO

MAY 17, 2022

You can read more about all the UK survey results in our Digital Consumer Banking and Fraud Survey – UK Results Ebook . Whilst a relatively low number of customers in our survey said they thought banks’ management of fraud cases was unfair, a much higher proportion did not know if banks were fair. by Matt Cox.

eBook 52

eBook Survey Fraud Millennials 52

FICO

NOVEMBER 8, 2022

The banking and financial services landscape has evolved rapidly over the past few years, and fraudsters have been swift at managing this change. To understand more about what people in EMEA, think about how they are protected from fraud read the ebooks for each country: UK: Fraud, Identity and Digital Banking, What Consumers Think 2022.

Fraud 52

Fraud Survey Security eBook 52

FICO

MARCH 10, 2022

One of the most interesting takeaways for me is that banks have an opportunity for proactive, personalized customer communication, in the channel of their choice, to provide fraud detection and fraud prevention, as well as to manage fraud cases so that they can be bought to a conclusion more quickly and with a better customer experience.

Fraud 52

Fraud Survey Cards Customer Experience 52

Fintech Labs Insights

OCTOBER 3, 2016

Signed deal with Vision FCU to provide its money management app. Partnered with fellow Finovate alum NCR to launch new money management platform. Powered Homeownership Preservation Foundation’s digital money management app. Offered digital wealth management for BancAlliance Member Banks. Hired former Yodlee CFO.

San Francisco 18

San Francisco Taxes Lending Colorado 18