CRM

The finance leader's playbook to digital transformation
Read this playbook for a roadmap to identify modernization goals, evaluating what you need to get there,...

Ensuring compliant communications in Financial Services
The pandemic has reshaped business in myriad ways, none so much as how people communicate. In a few months,...

An Overview of Insider Threat Management
As organistions move towards a more distributed workforce, the traditional perimeter of the office network...

The State of Systems of Agreement, 2021
Over the past year, digital agreement processes have become essential for organisations around the world....

Beyond the dotted line. How e-signatures improve IT workflows
Find out how e-signatures can drive efficient digital workflows across an organization, improving the...

Digital Document Processes in 2020: A Spotlight on Financial Services
The COVID-19 pandemic has transformed how and where we work. Businesses have had to respond quickly to...

The State of Systems of Agreement 2020
All business processes rely on agreements — whether those are agreements between business units, clients,...

2021 Professional Services Maturity Benchmark
Service Performance Insight (SPI), LLC is a global research, consulting and training organization dedicated...

Today's Process Automation is Built on Low Code and Integration
Innovation and digital transformation are a matter of growth and survival for today's businesses. Companies...

Solving the Talent Puzzle
The top five percent of professional services organizations (PSOs) are experiencing low levels of attrition,...

The Buyer's Guide To Financial Management Software
Managing your company's financials is the backbone of your business and is vital to the long-term health...
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