CATEGORY ARCHIVE

Financial Services

Explore blogs and other resources created by Quisitive's finest.

For additional questions regarding the content shared here, we encourage you to contact us.

Achieving Digital Transformation in Finance: Top 4 Focal Points for CFOs and Finance Teams in 2025

By Quisitive | December 2, 2024

Be ready for disruption. Here are 4 areas of focus to help CFOs and finance leaders prepare for digital transformation in finance in 2025.

AI in Finance: Microsoft Copilot for Finance Coming Soon

By Stephanie Marshall | March 18, 2024

Ready to start using AI in finance? Understand key features of Microsoft Copilot for Dynamics 365 Finance, coming soon!

emPerform: Performance Management You Can Bank On

By Quisitive | February 1, 2024

emPerform Transforms Performance Management at Mortgage Bankers Association

NAIFA Moves Its ERP to the Cloud with Sage Intacct

By Quisitive | March 20, 2023

Learn how NAIFA supports its 90 chapters across America with Sage Intacct in the cloud, providing improved access and data security, and better financial reporting and insights.

Financial Services Trends: Banking in 2022 Part 2

By Weldon Boley | April 4, 2022

In part 2 of this blog series, we explore more trends in banking in 2022: Cost Optimization and Data Analysis.

Financial Services Trends: Banking in 2022 Part 1

By Weldon Boley | February 25, 2022

Familiarize yourself with the trends in banking in 2022 that we’ve identified: Cybersecurity Risk Mitigation & FinTech M&A

Breaking Down Silos in Insurance

By Weldon Boley | September 9, 2021

Explore how insurance companies can leverage the cloud to break down silos and create a data-driven culture to better serve your customers.

The Document Dilemma in Financial Services

By Weldon Boley | July 30, 2021

Explore how loan document management can help improve customer experience in banking and financial services organizations.