January 16, 2018
Graber presents “Cash Management: A User’s Perspective – The How’s, Why’s and Wherefores”, a webinar
Cash management seems simple enough; money comes in, money goes out. However, managing the flows and gathering the right information at the right time is complicated and tricky. Understanding the pitfalls and anticipating Murphy’s Law is both a science and an art.
Why you should attend:
Cash is King! You’ve heard that I’m sure. But managing cash can be a pain in the butt. Establishing procedures, maintaining banking relationships, and getting good, reliable information are some of the key elements of good cash management.
The larger the company, the more complex the issues and hence the solutions. No longer a pencil and paper enterprise; managing cash is the Rubik’s Cube of finance.
December 13, 2017
Graber presents “Bitcoin: Fear, Uncertainty, and Doubt”, a webinar
Bitcoins have been adopted by a wide range of user – the good, the bad, and the ugly. Understanding how they and the block chain operate is essential to preparing for is further adoption and incorporation into financial society.
Although primarily associated with bitcoin, the blockchain is increasingly being eyed by the financial services world as a potential boon for a range of functions. Senior bankers are discussing the potential of blockchain technology as a way to cut costs and improve transparency for financial transactions.
November 15, 2017
at the VERVE Crowne Plaza, Natick, MA, 9:00-10:00am, Gemini I
Refining the Customer Experience: The Importance of Marketing Beyond Customer Engagement
The customer experience is so much more than selling; it’s about feeling heard, getting answers to questions, having problems fixed, and feeling a connection to your brand. Marketing and customer service groups need to be thinking in terms of customer engagement.
Because our customers live in a 24/7 world they expect their suppliers to anticipate and meet their needs in real time, e.g. Amazon. For marketing professionals, this means that the separation between customer service and marketing is getting smaller and smaller.
Customer engagement is about encouraging your customers to interact and share in the experiences you create for them as their financial institution. With a well-executed customer engagement strategy you will nurture brand loyalty and customer growth.
The end game is creating value by focusing on customer engagement and not cross-selling. You must give people something meaningful - beyond a sales pitch. A well-developed, all-inclusive customer experience that includes great content, or interactive, real-time customer support.
November 8, 2017
Co-Founder of BankSight, Inc. and Former Senior Leader of Oracle and Siebel
Terafina Inc., a full service omni-channel digital sales solution provider, announced today that Ashwin Goyal is the company’s new President and Chief Operating Officer. He is located in Terafina’s Bay Area, California headquarters.
Ashwin will be responsible for Customer Success, Product R&D and Sales & Marketing at Terafina. He brings a wealth of experience to that position. Most recently, he served for almost two years as the founding President of BankSight, Inc., a San Francisco-based provider of customer-experience solutions for banks.
Prior to BankSight, Ashwin served for nine years as Group Vice President in Oracle’s financial services division. In that position he was responsible for the P&L of three Oracle product lines: Banking Platform; Revenue Management & Billing; and Banking Digital Experience.
October 3, 2017
Ray Graber webinar on credit card surcharging and the stipulations for compliance for Compliance Online
Surcharging had been historically prohibited in the U.S. per the networks' merchant rules, as well as prohibited by law in 10 states. Any state laws will continue to "trump" networks' merchant rules. The recent changes in surcharging law could not only affect your merchant processing transactions but also your credit card usage. The worst thing end-user organizations can do is to have an uninformed reaction to surcharging.
October 11, 2017
Ray Graber webinar on Accounts Payable Fraud Mitigation Compliance Trainings
This webinar will discuss several key areas to investigate, how to uncover fraud, and put a plan in place to prevent it going forward. We will cover duplicate payments where a simple quarterly scan can uncover potential issues. By identifying some strategic areas to review, you can educate your staff on what to look for and modify some applications, either internal or vendor developed, to identify potential hazards. With these two steps alone, you may be able to pinpoint leakages that otherwise may go unnoticed.
October 16, 2017
Special Issue Lauds GTreasury for Full Suite of Solutions that Illuminates All Liquidity, Manages Risks, and Automates Treasury Processes
CHICAGO--(BUSINESS WIRE)--In today’s fast-moving world of financial information technology, according to CFO Tech Outlook’s special October 7 issue on financial reporting, the need for quality reporting remains undiminished. But optimum in financial reporting is much more than spreadsheet-based tracking and recording of financial data. The need for all growing organizations is a scalable SaaS solution such as that delivered by GTreasury, which CFO Tech Outlook has named as one of its Top 10 Providers of Financial Reporting Solutions for 2017.