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  • Person writing financial notes with charts, spreadsheets, calculator and piggy bank on desk.

    Why Financial Statement Automation and Personalisation Matter

Why Financial Statement Automation and Personalisation Matter

When was the last time your customer looked at a statement and thought, “This really gets me”? Probably never. And that’s the [...]

Why Financial Statement Automation and Personalisation MatterTFA-User2025-05-27T12:52:11+01:00
  • hand using a tablet on a dark wooden table. Graphic above the hand showing a clipboard with a tick through it

    5 Benefits Of Financial Document Automation

5 Benefits Of Financial Document Automation

The financial industry continues to move forward with the times. With this, the days of traditional banking and customers traveling to physical [...]

5 Benefits Of Financial Document AutomationTFA-User2024-02-19T10:19:24+00:00
  • Plan projects with a picture of a laptop with several project management documents on a desk.

    How to Plan Projects Effectively

How to Plan Projects Effectively

It is difficult to keep on top of an entire project, especially if you do not have a clear and structured plan [...]

How to Plan Projects Effectivelyegate2025-05-14T15:10:02+01:00
  • Cloud Financial Management a depiction of the Cloud surrounding a major City.

    What is Cloud Financial Management?

What is Cloud Financial Management?

The cloud is becoming a saving grace for many companies in the modern era. With the rising costs of running an office [...]

What is Cloud Financial Management?egate2025-05-14T15:10:02+01:00
  • Remote First showing a woman on a laptop remotely working

    “Remote First” – Unlocking Customer Journeys

“Remote First” – Unlocking Customer Journeys

I recently read a published report describing how the COVID-19 pandemic will accelerate Digital Financial Services; significantly, the report highlighted the need [...]

“Remote First” – Unlocking Customer Journeysegate2025-05-14T15:52:54+01:00

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