An organization’s billing process can depend on the goods and services offered and the audiences served. Your company should follow best practices based on industry but there will always be room to customize and improve workflows. Reviewing the billing tactics and tools your business uses will: Save money through more efficient processes Save staff time following up on unpaid invoices …
Business Team Structure for Digital Billing and Payments
New software opens the door to easier workflow processes and simpler daily tasks. This can impact team structures and job titles or even create new responsibilities – like making sure tools are working right and providing a good return on investment. Right now, the most impactful way people are using tech in business is with digital communication. Channels like email …
Electronic Invoice Management: Level Up Your Business
Office processes like invoice management are built and refined through countless rounds of trial and error. Usually though, companies don’t have time to dedicate to changing an entire end-to-end process. As technology advances and consumer communication preferences shift, this can cause a big problem. If your office is only changing sections of your customer invoicing process without reviewing the big …
Understanding Your Business Insurance Policy: Covering Unpreventable Risks
There are countless risks associated with running a business and tactics for preventing or responding to them are always changing. Especially in the accounts receivable industry, there are many unpreventable risks that can become costly if not properly addressed. Earlier this year, Performant Corporate Counsel Lauren Valenzuela and Finexus Insurance Agency CEO Katie Zugsay discussed new risks and better operational …
Operational Risk Management in Financial Services
Operational risk management in the workplace has always been a concern for business owners and managers. However, the changing workplace environments of the last year has created more risks and liabilities for organizations than ever before. Performant Corporate Counsel Lauren Valenzuela and Finexus Insurance Agency CEO Katie Zugsay discussed these evolving risks in a recent CAC webinar, Smarter Risk Management …
6 Tools To Help Employees Succeed at Remote Work
There was a time when remote work—commonly referred to as telecommuting—was widely regarded as an incentive not only for employees but also for their employers. However, with the COVID-19 pandemic, remote work has become less of an incentive than a necessity. After all, telecommuting is pretty much the only way some companies can continue their operations with a semblance of …
Brand Building for Financial Services: An Interview With Phoebe Assenza, Brand Strategist
Phoebe Assenza is a brand strategist and writer behind some of the most innovative fintech companies in wealth management, accounts receivable, and lending. We sat down to discuss the importance of a brand strategy for financial services and ARM firms, and what that entails.Phoebe Assenza Brand Strategist at Rhetorica CreativeWhat is branding or brand building? Why is it important? “Brand” …
Ethics Training Program: An Accounts Receivable Guide
Share this ArticleMany companies focus on incentives and benefits to entice and maintain staff, but a positive company culture can be just as influential. A thorough ethics training program and culture of ethical behavior makes staff feel safe and valued – factors that impact whether staff work their hardest and pursue professional development within your company. Why an Ethics Training …
Grow Business with Employee Professional Development
Investing in employee professional development is a smart strategy for businesses. It takes time, effort, and money to attract talent to your organization, so offering learning opportunities to employees can help you retain them. According to Edward Fleischman, Founder and CEO of The Execu|Search Group in a recent Forbes article, “If you don’t offer learning and growth opportunities, your employees …
10 Things to Consider When Redesigning Your Website
Share this ArticleIn the financial services industry, you need to be able to prove legitimacy and build trust with consumers and potential clients. The best way to do this is to build your web presence through a great company website. We spoke to the experts at Metric Marketing to learn what elements every business should consider when creating or redesigning …
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