PERSONAL FINANCIAL PLANNING

If your financial life seems to be spinning out of control, you’re not alone.Today more than ever,Certified finan Cial Planner™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage,“finances” doesn’t mean just one thing for most Americans—and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

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OTCapital

OT Markets Pty Ltd (trading as OTCapital) ("OTCapital") is no longer provides Corporate Authorised Representative services.

OTHER WHITEPAPERS
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Capital markets CRM vs. standard CRM

whitePaper | December 13, 2019

Capital markets firms today need to do more with fewer resources, which is in part because of the changing dynamic between the buy side and sell side. These firms are turning to digital transformation, realizing in this regulatory landscape that it’s the best way to transform their business while saving time and money.

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Digital Payments Materialization & Beyond

whitePaper | June 8, 2022

The non-cash payments typically constitute digital payments. The global payment landscape is rapidly changing and offers newer innovative solutions to retail and wholesale customers. As customers adopt these payment solutions, there is an increase in payments volume and value worldwide. Over the last few years, the global payments revenue has been growing consistently at 6-8% across geographies.

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Innovation is Crucial to the Success of Finance & Accounting

whitePaper | March 16, 2022

Companies can innovate in any number of ways. They can design new products, embark on new market strategies, rethink company organization. They can innovate by automating processes that used to be done manually, and they can extend that automation to help transform operations beyond finance and accounting.

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Restructure Your Bank for the Digital Age Using APIs and Microservices

whitePaper | July 27, 2022

It’s time for financial services providers to stop firefighting external challenges and technology developments and start taking control of their own destiny. That doesn’t mean taking on the full burden of core banking transformation as an individual enterprise, assuming it as a competition point – but instead working together with the wider industry to build a standardized model. From there, financial enterprises will be empowered to compete in the areas that matter – namely, the service and products they offer to customers.

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Transforming the Last Mile of Finance

whitePaper | February 2, 2020

The ability to close the books, consolidate results, publish financial disclosures, and provide insightful performance reports in the least amount of time possible is widely regarded as a proxy for good corporate governance. However, the financial close and reporting process is weighed down by inefficiency and unnecessary information. Accounting and finance professionals must fight to manage and optimize an increasingly complex and disconnected ecosystem. The available amount of data is only going to increase, and CFOs are tasked with leading financial transformation initiatives to address the disparities. The pressure is on finance teams to modernize and improve.

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TOP 5 DIGITAL TRANSFORMATION CHALLENGES INWEALTH MANAGEMENT

whitePaper | January 24, 2020

Although the wealth management industry is in agreement on the importance of digital innovation, few organizations manage to achieve any business value from their transformation initiatives. This is because most wealth management firms pursue digital transformation as a feature selection exercise, implementing stop-gap solutions that address a pressing need to keep up with competitors or consumer trends. As a result, firms are left with digital capabilities that are basic, disconnected and insufficient to meet clients’ needs.

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Spotlight

OTCapital

OT Markets Pty Ltd (trading as OTCapital) ("OTCapital") is no longer provides Corporate Authorised Representative services.

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