Money Management

WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.

Posted: 08 Nov 2010 | Published: 08 Nov 2010

DATA SHEET: ACTICO Platform is a flexible, scalable software for digitalizing and automating high-volume, operational business decisions. This data sheet helps developers get a better sense of how ACTICO Platform can help train and operationalize machine learning model and apply automatic decision making to any app scenario. Find the details here.

Posted: 23 Dec 2020 | Published: 23 Dec 2020

EZINE: German investment banking giant Deutsche Bank is opening a division focused on innovation as part of its plan to digitise all business operations. Read more details in this edition of CW Europe.

Posted: 03 Dec 2019 | Published: 12 Dec 2019

WEBCAST: Access this webcast to learn how using the latest intent data and AI-driven technologies can transform their productivity and yields from a market, an ICP, or a set of named ABM accounts.

Posted: 26 Feb 2020 | Premiered: Feb 19, 2020

CASE STUDY: In this case study, Tala partners with a Fortune 500 financial institution to address key cybersecurity and operational challenges related to the growing volume and usage of web applications. Read on for an in-depth look at the financial institution’s specific challenges, required capabilities, and the results of their partnership with Tala.

Posted: 18 Aug 2020 | Published: 18 Aug 2020

VIDEO: Today, banks are under an unprecedented amount of pressure that really requires a transformation of the middle/back office. A recent study found that about 40% of time is spent in global operations, or what we call the ”messy middle” performing tasks that are a high administrative burden on many within the organization. Learn more in this video.

Posted: 04 Nov 2020 | Premiered: 04 Nov 2020

RESOURCE: COVID-19 has sparked an economic downturn, and experts have yet to figure out how long it will be, and what its full impact will be on different industries, businesses, and customers. Read this blog post for 7 steps CFOs can take to lead and manage their teams in this continuing crisis.

Posted: 03 Jun 2020 | Published: 03 Jun 2020

WHITE PAPER: Before a P2P automation project can hit the ground running, one critical hurdle must be cleared — getting the buy-in from upper management and other key stakeholders. Download this white paper for tips on building a business case for P2P automation in your organization.

Posted: 24 Sep 2020 | Published: 24 Sep 2020

WHITE PAPER: CFOs are being asked, more than ever, to make business decisions that fall outside the traditional financial department. But this CFO needs to be informed, and by accurate data. Read on to learn 7 ways modern financial departments and their CFOs are becoming data-driven, accurate, and effective.

Posted: 28 May 2020 | Published: 28 May 2020

WEBCAST: Access this resource to learn the 5 stages of analytics readiness for remote working in order to make the most out of the transformation brought on by the coronavirus pandemic.

Posted: 03 Aug 2020 | Premiered: Aug 3, 2020