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How Middle Market Companies Can Avoid a Liquidity Crisis

Harvard Business

Managers tend to think about liquidity as a finance issue, but in face the behaviors of the sales and operations team — and how they communicate and work together — can have a direct affect on a company’s cash position.

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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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3 Questions Sales Teams Should Ask After Losing (or Winning) a Deal

Harvard Business

In the authors’ experience leading and coaching sales teams, they see evidence that a brief, well-pointed sales retrospective, where you unpack the reasons behind a win or a loss, can significantly improve a team’s future win rate. But very few take the time to assess why they won the business.

Sales 41
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Progressus Advanced Projects April Release Now Available

Progressus

The April release notes bring key enhancements, improving inventory management and time tracking. Advanced Projects is a single, cloud-based solution that provides what professional services companies need, including robust business management functionality such as financial management and customer relationship management (CRM) functionality.

Sales 52
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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. Major traditional asset managers include: Blackrock. Affiliated Managers.

Industry 113
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The Transformative Power of AI in Business

Tom Spencer

As a result, businesses are able to provide recommendations that simultaneously enhance customer satisfaction and increase sales revenue. For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention.

Data 147
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Progressus Advanced Projects March Release Now Available

Progressus

About Progressus Advanced Projects by Progressus integrates directly with Dynamics 365 Business Central, delivering an integrated solution for the professional services industry, addressing industry requirements with project management, billing, and inventory management functionalities.