POSITIVE IMPACT – REAL ESTATE INVESTMENT FRAMEWORK

Customer service has always been core to the financial services industry. Now more than ever, how do leaders adapt their products and services to meet evolving customer demands in the new era of banking? Join us for this complimentary BAI webinar to gain insights on prioritizing a digital-first approach to deliver effortless customer service. Learn about top trends driving the blend of personalization and artificial intelligence, and how to embrace autonomous finance while empowering customers to be at the center of every interaction.

This webinar will provide the banker with the “basics/ refresher” of accounting. The training session will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.The session will also cover the “ten step” accounting cycle leading up to the creation of the financial statements including the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.

Globally, financial services rank the lowest of all industries for customer trust according to Edelman research. This is why leading brands are harnessing their collective employee voices instead of corporate channels.

Trusting your account reconciliations process is vital. It’s how you can facilitate meaningful reporting and evaluate business performance. That’s why it’s important to ensure accuracy and scalability for your company’s growth and success. With digital financial automation you can secure an accurate and seamless close, including painless account reconciliations.