Financial Planning Then And Now

Before financial planning was officially established as a profession, advisors were often stockbrokers, lawyers, accountants or insurance agents with an eye toward positioning wealth for their clients’ future lifestyle needs.

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Auto Shield

Auto Shield prides itself on delivering Protection Plans and niche Warranty Programs throughout Canada, USA & Abroad. Auto Shield is a member of the Ai Organization, an interrelated group of financial companies, specializing in Warranty Protection Plans and related insurances, all focused on creating consumer certainty. Auto Shield Canada and Auto Shield USA are operated by licenced insurance brokers, and wholesaler Affinity Insurance Inc., Ai Surety Bonding USA, LLC and Approved Casualty.

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Crypto in B2B Payments: Visualizing Future of Digital Currency

Infographic | June 27, 2023

Discover B2B digital payments using cryptocurrencies, where secure transactions are backed by blockchain, enabling trust and independent verification.

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How To Create And Manage A Budget?

Infographic | January 23, 2020

Have you heard about BUDGET YOUR MONEY? Most of us heard about this for thousand times. If your organization or your family wants financial security, a budget is the only answer. Let’s know What is Budget? The budget is the estimate of income or expenditure for a period of time. In simple words, a budget is a financial plan based on finance and expenses. The budget involves revenues, resources, quantities, expenses, assets, etc. Some people opt to write the budget by hand, while others use a spreadsheet or budgeting apps.

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MAKING DIGITAL WORK: FINANCIAL SERVICES

Infographic | November 30, 2021

With the acceleration of digital business, financial services organisations need to ensure their IT capabilities keep up with customer and employee demands. Seamless connectivity, end-to-end security and cloud readiness are just some of the IT prerequisites that the industry must address to support hybrid working models, compete with newcomers to the sector and comply with evolving regulations.

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Three Best Areas for Automation in Finance

Infographic | March 30, 2022

Automation has a critical role to play in managing the financial processes. Fraud prevention: Financial teams need best practices to manage and detect fraud in financial activities.

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Financial Service Providers: Changing the Workforce of the Future

Infographic | March 9, 2022

25% of leading companies are taking the steps towards reshaping the futuristic workforce.

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Are You Keeping Up With FinTech in 2021?

Infographic | January 19, 2021

Ask yourself: Is your IT where it needs to be to keep up in the world of finance? Financial organizations are experiencing some of the most rapid changes of any industry and it’s thanks in large part to technology. Big data, automation, security — these are the areas organizations like yours need to be thinking about and investing in.

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Spotlight

Auto Shield

Auto Shield prides itself on delivering Protection Plans and niche Warranty Programs throughout Canada, USA & Abroad. Auto Shield is a member of the Ai Organization, an interrelated group of financial companies, specializing in Warranty Protection Plans and related insurances, all focused on creating consumer certainty. Auto Shield Canada and Auto Shield USA are operated by licenced insurance brokers, and wholesaler Affinity Insurance Inc., Ai Surety Bonding USA, LLC and Approved Casualty.

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