financial management

Insights

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The Future Is Unwritten: Writing The Future Of Financial Advice

Vijay Raghavan August 1, 2019
Weigh in on how financial advice will change over the next 5-10 years.
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CEOs Own Software Competency — And The Structure Of Innovation Delivery

Randy Heffner July 30, 2019
World-class innovation delivery requires weaving together three foundational realities: “Software is eating the world.” Marc Andreessen famously said this in a 2011 essay in The Wall Street Journal. It was true then, and it’s all the more true today. Whether your firm is disrupting markets or playing catch-up, every major business activity and strategy requires […]
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Biometrics, Digital Decisioning, And APIs: These Are The Droids Investment Firms Are Looking For!

Vijay Raghavan April 8, 2019
Wealth management firms are leveraging emerging tech to create differentiated, valuable investor experiences. Read how.
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“Alexa, Did Any Of My Clients Add Cash Last Week?”

Vijay Raghavan March 11, 2019
Thanks to emerging technologies, financial advisors can connect with clients with greater frequency and efficiency. We list three technology classes that are enhancing the industry.
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Adapt Corporate Finance Practices To Support Digital Transformation

Margo Visitacion February 28, 2019
We’ve been researching a central dilemma for software leaders over the last year: If software is so important to digital business and customer engagement, why isn’t software development better understood by the C-suite? To foster an environment of fast and valuable software development, CEOs must be in the driver’s seat; they must master software as […]
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Answers To An Agile FAQ: People Over Process

Margo Visitacion February 28, 2019
What Our Clients Tell Us All The Time . . . “Our organization has gone to great lengths to become Agile, and we are well on our journey, but there is friction between our org and those within the company who have not yet transitioned to Agile practices.” Agile teams feel bogged down and relevant […]
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‘Tis The Season – Your Customers Might Need A Little Nudge

Aurelie L'Hostis November 6, 2018
On November 5, in line with tradition, a huge array of sparkling displays took place across the UK to celebrate Guy Fawkes night (“Remember, remember, the fifth of November . . . ”). As days get shorter, Bonfire Night is also a friendly reminder that it’s that wonderful time of the year (again) when we […]
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Apptio Moves To Automate Enterprise Tech Optimization

James Staten October 3, 2018
Nearly all CIO organizations struggle to optimize cloud consumption. It’s helpful that there is a growing set of tools to help you learn how to best leverage cloud platform services and how to identify when your use is suboptimal and overly costly. But this guidance would be far more effective if it could give you […]
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New Tech Spotlight: Fintech Investments Reach All-Time High In Q2 2018

Carlton Doty September 6, 2018
Fintech is white-hot. Venture capital and private equity firms just can’t get enough of it. You’re probably thinking that fintech has been hyped for years now, but Q2 2018 turned out to be the largest quarter of private investment dollars we’ve seen in this category — EVER. Fintech is a parent category of technology that includes […]
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Build The Business Case For Your Digital Investments

Dan Bieler March 2, 2018
Transformative digital investments tend to play out over the long term and have broad implications for business processes across the entire value chain. This is where more accurate ROI calculations become critical, as: Your organization’s digital investments need to reflect its vision. Your organization’s vision forms the guiding light for developing the right investment strategy […]
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PODCAST

The Economics Of Data

What It Means January 25, 2018
Data is currency and has value, but the majority of firms have not baked data into their economics. Principal Analyst Jennifer Belissent discusses the dynamic world of data and how companies can use data to drive revenue.
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Progress At The White House: A TBM In Every Pot

Eveline Oehrlich July 25, 2017
I was fortunate to participate in a historic morning gathering last week at the White House! Industry-leading private sector CIOs discussed and shared their technology business management (TBM) best practices, approaches, and ideas with CIOs and technology leaders of federal agencies. The White House leader for strategic initiatives kicked off the morning by setting expectations […]
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