Future Ready Finance Survey 2019

December 12, 2019

KPMG International’s Future Ready Finance Global Survey provides key insights on finance’s priorities, challenges and capabilities. The good news is that success is achievable. Indeed, Finance functions at high-performing companies have not only been able to adapt to this new environment, but to thrive in it.

Spotlight

SagePoint Financial

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you.

Other Infographics
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TOP 5 FINANCIAL TRENDS IN 2020 FOR BETTER MONEY DECISIONS

Infographic | January 16, 2020

The way people spend, save, and handle money nowadays have drastically changed. With the introduction of fintech solutions and new investment vehicles, it’s not surprising to see banking and financial industries now adapting to the modern needs of the younger generations. More tech trends are set to disrupt financial services in 2020,

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Why Fast and Accurate Financial Reporting is Critical for Construction Firms

Infographic | March 9, 2020

Executing the vision of your construction firm is priority number one. This list shows the top ten ways that fast and accurate financial reporting delivers increased value to your firm, helping to round out your vision. From enabling cash flow for new projects to the decision-making process needed for predictive trends, this infographic can empower your organization to meet both today’s and tomorrow’s challenges in the construction industry.

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Unscrambling the U.S. Auto Debt Explosion

Infographic | December 16, 2019

Owning a car should make life much easier. But while automobiles have become a modern necessity, for others, it’s a costly amenity. This infographic, courtesy of CarPaymentCalculator.net, shows how automotive debt has grown rapidly due to rising vehicle prices, longer loan terms and consumers increasingly opting to trade in vehicles with negative equity.

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Banking Frauds: What the FTC Data Says

Infographic | August 17, 2022

There was an increase of 70% in losses due to banking fraud in 2021. Over 2.8 million consumers reported banking fraud to the FTC.

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Make Big Data Your Big Advantage in Financial Services

Infographic | December 1, 2021

But what is Big Data? In a nutshell, it is the ability to retain, process, and understand data like never before (Zikopoulos, 2015). Big Data is when you have challenges that cannot be handled by traditional database systems. Challenges in the context of Volume, Variety, Velocity, Veracity. These can be found in Financial Services. In fact, technology is so integral to banking that financial institutions are now almost indistinguishable from IT companies. This article looks at the Financial Services industry to examine Big Data and the technologies employed. It further covers ROI, Big Data analytics, regulation, governance, security, and storage as well as obstacles and challenges that have made the industry what it is today.

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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

SagePoint Financial

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you.

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