Innovating through platforms and ecosystems

whitePaper | November 30, 2022

This white paper provides important information for banks and other financial institution (FI) professionals on the requirements and needs necessary to modernize payment engines while also increasing business customer adoption of electronic payments. It discusses the challenges inherent when businesses try to leverage their accounting systems to generate and transmit payment files, the preprocessing of customer-driven payments, management and servicing, and the logic-based needs for better payment channel routing.

whitePaper | August 22, 2022

The account-to-report process is an essential contributor to the finance function’s ability to reach peak performance. Analysis of our 2021 benchmarks reveals that account-to-report processes at digital world-class finance organizations significantly outperform more-typical organizations because they have simplified, standardized and automated a greater share of their activities. That, in turn, has freed up capacity to engage in knowledge-based work, e.g., transform raw transactional data into valuable information for other parts of the enterprise.

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.

whitePaper | January 23, 2023

Accounts payable (AP) leaders know that paying suppliers with paper checks is costly. But transaction costs tell only part of the story. The costs associated with manually executing payments can significantly change the equation. Whether it’s time spent processing checks and ACH transactions, reconciling payments, or fielding inquiries from suppliers, these manual, repetitive tasks can have a major impact on AP business outcomes.

whitePaper | April 18, 2022

Fintechs are maturing and are reshaping the competitive landscape for traditional banks. Partnerships between banks and fintechs can be mutually beneficial and have become increasingly common. Nevertheless, some banks have baulked at this idea, deterred by cultural and technological obstacles that can make partnerships difficult to execute. This is short-sighted. Partnering with fintechs can help banks meet their operational objectives, enhance products and improve customer experience. To maximize the chances of success in these partnerships, banks should pursue certain best practices.

whitePaper | November 21, 2022

This white paper examines the challenges facing insurers in a rapidly changing marketplace. It focuses on the threat from insurtechs and other digital challengers, the emergence of new business models and technologies, and how customer expectations have changed.