Facing a Digital Future: Addressing Four Urgent Insurance Threats

Digital services have come a long way—not only are they the preferred method of interaction for many consumers, but have also become a vital aspect of many organizations’ business models. However, some financial institutions have been slow to implement digital solutions, causing them to fall short of consumer expectations. When consumers aren’t met with their preferred digital channels, it not only contributes to high abandonment rates and erodes brand loyalty, but also causes the financial institution to miss out on key revenue streams.

Modern businesses are prioritizing digital transformation initiatives to automate processes, increase efficiency, reduce costs, and support rapid growth. There is a need to include indirect tax in transformation efforts, as the implementation of cloud-based tax automation technology that integrates with ERP, point of sale (POS),

Planning and budgeting in today’s world require organizations to be agile, with the ability to respond quickly to new market opportunities or threats. This webinar focuses on how a continuous planning process delivers a more insightful and accurate forecast, freeing up time for finance and operational leaders to focus on strategic initiatives.

In a changing fixed-income market environment, investors have to carefully balance yield generation with rising interest rates that are likely to result in slower economic growth, and perhaps even a recession. Some have looked into the high-yield, debt market as a means to generate attractive income opportunities and hedge potential interest rate risks. Others are more cautious due to concerns about the effect rising interest rates will have on the economic outlook. In this upcoming webcast, Phase Capital and ETF Trends outline the benefits of an actively managed approach to high yield bonds to help financial advisors enhance their fixed-income portfolios.