MAKING THE BANK’S TREASURY FUNCTION MORE EFFICIENT AND STRATEGIC

May 2, 2018

This infographic presents the findings of a global survey that was carried out across 42 countries. of the survey respondents say they are thinking of transforming their treasury system to meet future demands. Their top three priorities are: Responsibility to provide regulatory compliance on behalf of the organization. Change over the last three years.

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Pacific Advisors

Pacific Advisors is a financial services firm offering a full range of insurance and investment services through 165 Financial Specialists, 10 corporate branch offices, more than 3,000 active brokers, and over 40,000 clients throughout California. We help business owners and professionals design strategies that financially produce and support a good life for the rest of their life.

Other Infographics
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Why Do Businesses Outsource Financial Services?

Infographic | March 22, 2022

The most common reasons for outsourcing financial services are: Reduce Costs, Focus on Core Business, Enhance Service Quality, Access to Financial Skills and Infrastructure, Critical to Business Needs, Drive Transformational Change, and Manage Business Environment.

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3 Reasons Tokenization Can be an Intelligent Move for Investors Today

Infographic | March 9, 2022

Three ways tokenization will assist investors in making wise investment decisions: Reduced Extrinsic Value, Follows Safety Measures Rather Than Encryption and PCI Complaint Security Measure.

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GAINING A SPECIALTY BANKING EDGE IN SMALL BUSINESS BANKING

Infographic | December 24, 2019

Small Business owners across the United States are asking for relationship-based services that local banks and credit unions already provide. By layering on digital innovation and tools, community based financial institutions are ready to compete in an often-overlooked segment.

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WHEN WE SAY “CLOUD”, WHAT DO WE REALLY MEAN?

Infographic | January 7, 2020

More and more banks are on their journey to the cloud. It is no longer seen as the future or an emerging trend; it has become a critical tool to remain competitive. But the first question banks must ask themselves is, what does ‘cloud’ mean to them?

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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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State of the Fintech Industry

Infographic | December 24, 2019

Tech firms have enjoyed a deluge of funding in the last few years. As discussed in our State of Venture Capital report, 2018, in particular, was a bumper year, with a total of $254 billion invested globally into ~18,000 startups through venture capital funds—a sharp increase of 46% from 2017’s total. Figures for 2019 are not yet completely finalized, but initial reports point to a slowdown in funding levels in the first half of the year and a mild rebound in Q3.

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Spotlight

Pacific Advisors

Pacific Advisors is a financial services firm offering a full range of insurance and investment services through 165 Financial Specialists, 10 corporate branch offices, more than 3,000 active brokers, and over 40,000 clients throughout California. We help business owners and professionals design strategies that financially produce and support a good life for the rest of their life.

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