DELIVERING GREEN ENERGY THROUGH FINANCE AND INNOVATION

In today's market, harnessing interactions data is key. This data validates the value that sell side firms provide, and can have material benefits in respect of fewer rejections, ease of payment justification, faster invoice payments and improved cash flow.Capturing and deploying this data is still an administrative burden for many firms. In this 30 minute webinar, we will discuss how the automation of data capture can transform the conversation that sell side firms are able to have with the buy side.

Financial institutions routinely open accounts for consumers and businesses and the rules for providing account disclosures, account agreements, and signature cards are well established. However, the legal and compliance issues involved with closing accounts are often more complicated. Why? Because there are wide-ranging situations, including accountholder death, suspected fraud or money laundering, disputes between account owners, and requests to levy funds. This session will address two focal areas. First will be the challenges of closing or changing consumer accounts. Second will be specific complexities regarding various ownership categories of business accounts.

A holistic service approach that focuses on the customer experience can drive efficiency through the entire organization. Extraco’s SWARM Banking™ is more than a cross training, rotation, and technology method used to create a successful universal banker in this new bank era. In this webinar, discover a proven methodology with measurable results.

Hear from leading experts on proven methods and approaches for initiating and delivering transformation efforts to bring process improvement in the finance organization. Discover how to leverage your investment in BlackLine and other cloud platforms to digitize the financial close, planning, and reporting processes to drive value for your company.