Financial Management, Investment Management

Private equity secondaries investing

April 7, 2022

Private equity secondaries investing
Private equity is an important source of capital for startups, young companies, firms in financial distress and companies that are seeking growth or buyout capital. As opposed to many other investment styles, private equity is an inherently activist asset class whereby the fund managers often exert significant influence over the underlying investments. Thus, investors in the asset class not only benefit from gaining exposure to otherwise inaccessible, unquoted/privately owned companies, but also from the skill-sets that fund managers bring to bear to improve a company’s long-term value.

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The State of AR: Trends, Headwinds & Opportunities

whitePaper | June 7, 2022

In partnership with BlackLine, 360 Thought Leadership Consulting conducted the original survey: The State of AR: Trends, Headwinds & Opportunities. The objectives of this study are to assess the strategic role that accounts receivable is currently playing and why, benchmark top AR priorities and challenges in 2022, and evaluate the role that technology will play in delivering AR success in 2022 and beyond. The cross-industry survey was launched in April of 2022 and focused on companies headquartered in the United States of America. We surveyed 260 participants with roles including AR.

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Re-wiring financial services operations for a bold future

whitePaper | May 5, 2022

Massive changes has been underway for some time across the Industry .fintechs disrupted tradition introducing consumer to new ways to get the service they need.

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Seven trends that will shape the future of the financial services industry

whitePaper | November 19, 2021

The financial services industry is changing at an unprecedented scale across the globe. Whether your organization is facing regulatory pressure to protect consumer data, demands for greater consumer access and control over their financial data, or competition in an expanding financial services ecosystem, you need a consumer identity and access management (IAM) solution that can help to: Align with Open Banking and consumer protection regulations Drive revenue and maintain competitive advantage Make it easy to acquire, retain, and protect your customers with no-compromise Zero Trust security Provide seamless omnichannel experiences across all platforms: brick and mortar, web, and mobile devices Below are seven key trends that will affect the future of the financial services industry. Understanding these trends can guide you in choosing the right IAM solution to help you meet these challenges head-on.

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A Quick Guide to Navigating Payment Switch Transformation

whitePaper | March 10, 2022

Digital transformation in almost all aspects of the business was always anticipated, given that the largest segment of the global consumer base is accounted for by the digital natives of the millennial and Gen Z generations. The COVID-19 pandemic only speeded up the inevitable.

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Drawing the roadmap for digital treasury in banking

whitePaper | April 26, 2023

The treasury department’s role within a bank has become more strategic and central over the last decade. Treasury teams have prioritized the delivery of a robust risk management, governance and compliance framework as well as optimizing the bank’s liquidity and balance sheet. However, a bank’s treasurer, in its role as custodian of the bank’s balance sheet, is facing a multitude of industry drivers and macro-economic challenges that will require a new approach.

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4 Ways Financial Scammers are Getting Ahead

whitePaper | March 29, 2022

Recent global developments have created ample opportunities for cybercriminals to take advantage of vulnerable and even traditionally non-vulnerable individuals. The COVID-19 pandemic amplified the use of digital channels for everyday banking, while other services including digital payments, contactless and cashless payments, and buy now pay later (BNPL) services were embraced by consumers around the world. Last year, 93% of consumers used one or more digital payment methods1 , such as Zelle, and made nearly $100 billion in purchases using BNPL services2 . Not to mention government stimulus programs created unusual cash flows that were ripe for the taking by scammers.

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