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Five Reporting Best Practices for Financial Services Companies

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The importance of modernized reporting.

Five Reporting Best Practices for Financial Services Companies

This eBook examines how top-performing finance teams at banks, credit unions, asset managers, and other financial services organizations have set up automated, self-service reporting to empower stakeholders with the data they need to make decisions.

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Resource Excerpt
Millions or billions of assets under management. Volatile economic, interest rate, and currency conditions. Rapidly evolving competitive landscapes and shifting regulatory requirements. Mountains of consumer data and metrics like assets under management (AUM), net interest margin, member surveys, and loan-to-value ratios. Welcome to the complex world of financial services, where dynamic environments place high demands on finance to provide timely, accurate reporting.

Reporting to the board is an integral, and stressful, part of being a CFO.

Learn 5 CFO tips to create and present strong board reports without the last minute scramble.

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