Finance leaders should always be looking for ways to improve their budgeting and reporting processes. To streamline planning ― and provide valuable insights that can drive vital business decisions for your financial institution in an uncertain environment ― you’ll need to access and report on key data in a timely manner.
Listen to Jim Marous of the Financial Brand and Heather Hinchley of Syntellis Performance Solutions discuss valuable tips and recommendations around:
- Data import frequency and report timing
- Ensuring data accuracy
- Security and permissions-based access
- Streamlining the reporting process
- Best practice reporting
In this on-demand webinar designed to help you optimize planning and transform data into effective strategies for the future!