Financial Services – CircleView

Financial Services: Making Informed Decisions with Improved Transparency

Team Circleview — Thu, 24 Oct 2019 19:36:06 +0000

How do leaders at today’s best-in-class financial institutions maintain a competitive edge? Technology. Learn how investing in the right technology can help your company improve its data, visibility, and time-to-information by eliminating paper and streamlining and automating your processes. Read the Aberdeen report.

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Raising capital? Heed these sales tax dos and don’ts.

Team Circleview — Wed, 25 Sep 2019 17:31:48 +0000

How tax compliance factors into investors’ funding decisions Reducing risk in your business is a key part of raising venture capital and private equity, regardless of whether it’s your first round of financing or series C or late-stage pre-IPO funding. How well your business manages tax compliance is a crucial aspect of the equation. Show […]

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5 Ways Growth Complicates Sales Tax

Team Circleview — Wed, 25 Sep 2019 17:26:42 +0000

For companies with aggressive growth goals, managing sales tax can be a challenge. While you’re working to get more customers, more sales, or more products into market, you’re also creating more tax liability. Often, companies don’t realize they’re creating risk from these growth activities. But state auditors are on high alert now that economic nexus […]

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Sell A Physical Product With Sales Over $150K?

Team Circleview — Mon, 19 Aug 2019 14:51:45 +0000

Kickfurther helps growing product businesses scale faster by funding $20,000 – $500,000 toward inventory purchases or working capital. Kickfurther’s unique crowd-financing platform enables businesses that are selling through any combination of direct-to-consumer, online, wholesale, or retail channels to raise capital at up to 30% below leading small business lenders. Funding is customized for each client […]

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Eight Reasons for One Finance and HR System

Team Circleview — Thu, 11 Jul 2019 16:25:38 +0000

Operating finance and HR in silos leaves your organization with incomplete data, inconsistent metrics, and strategic uncertainty. Fortunately, you don’t have to settle for silos. Read this whitepaper to learn eight key benefits of bringing finance and HR together in one system.

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Five Must-Haves in a Cloud Financial Management System

Team Circleview — Thu, 11 Jul 2019 14:12:53 +0000

A cloud-based system for finance frees your finance team to do more than manage controls and transactions. But choosing one that supports your goals today and into the future, while helping your finance team act strategically, can be difficult. Read this whitepaper for guidance in selecting a system.

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How Financial Services Firms Can Shift from Data Hoarding to Decision-Making

Team Circleview — Thu, 11 Jul 2019 11:39:10 +0000

Hoarding data isn’t doing much to help your financial services firm if you can’t easily combine data from multiple sources and quickly run analytics. But there is a way to turn those heaps of data into actionable insights to get clearer answers to your biggest questions and better drive your firm’s strategy. Read the article […]

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How technology is transforming the financial services industry

Team Circleview — Thu, 11 Jul 2019 11:34:42 +0000

In this eBook produced by Compliance Week in partnership with Workday, we will explore the many significant ways that technology is transforming the financial services industry. Topics discussed include how internal auditors can improve their responses to constantly evolving business disruption; how to build stronger cyber-safeguards; and more. Additionally, a special section by Workday will […]

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Small-business banking is better with Autobooks and Microsoft

Team Circleview — Thu, 20 Jun 2019 20:38:32 +0000

How to cost effectively keep growing your small-business business in today’s market. Small business has been underserved for years. With unique needs that aren’t as complex as those of corporate banking and yet requiring more services than consumer offerings, many small businesses are turning to competitors like Square and PayPal for the digital solutions they […]

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Improving Customer Experience with Conversational AI Guide

Team Circleview — Mon, 03 Jun 2019 20:13:33 +0000

What can financial institutions do in order to maximize the quality of the customer journey and, ultimately, improve their bottom line? Advances in artificial intelligence and chat technologies now make it easier than ever to reach customers where they are and – at the same time – lower the threshold for them to get in […]

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