Industry Insights

Industry Insights

As industry thought leaders we are constantly researching and advising our clients on the latest trends and topics in financial services & technology. We strive to share that knowledge to enhance the community we serve.

As industry thought leaders we are constantly researching and advising our clients on the latest trends and topics in financial services & technology. We strive to share that knowledge to enhance the community we serve.

READ MORE

Security Matters You Should
Consider Before Integrating
Salesforce and Microsoft Outlook

Workday Rising: FinServ's
Key Takeaways

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

READ MOREREAD MORE

Understand the security vulnerabilities
of a Salesforce and Outlook integration
and what your firm can do to ensure
your data is secure.

Getting the Most Out of
Your Software through an
Operational Assessment

Learn how FinSev helped a fast-growing
healthcare provider get the most out of
their large ERP investment

READ MORE

Salesforce Lightning: Compelling
Reasons to Upgrade or Purchase
Salesforce for Your Firm

The time is now to update to Salesforce
Lightning. Lightning enhances the efficiency
and effectiveness of how users interact
with their data in the system. 

READ MORE

What FinServ Provides that a
Workday Implementation
Requires

Workday Rising: FinServ's
Key Takeaways

A Workday implementation warrants
the critical need to have the right partner
with a combination of Workday expertise
and specific industry knowledge.

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

READ MOREREAD MORE

New Functionality in Workday
Can Minimize Support Emails,
Streamline Requests, and Prepare
Your Organization for Audits

Workday Rising: FinServ's
Key Takeaways

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

READ MOREREAD MORE

FinServ used the Request Framework to help
a client with its security and audit processes
by leveraging this new functionality.

How Hedge Funds are Saving
Time and Money by Automating
their Financial Statements

Workday Rising: FinServ's
Key Takeaways

Learn how automation of financial
statement preparation is
advantageous for your fund.

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

READ MOREREAD MORE

Microsoft Teams A Killer App
for Collaboration

Workday Rising: FinServ's
Key Takeaways

Microsoft Teams is a powerful tool
that funds can leverage to automate
business processes and enhance
collaboration.

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

READ MOREREAD MORE

Industry Insights

Industry Insights

As industry thought leaders we are constantly researching and advising our clients on the latest trends and topics in financial services & technology. We strive to share that knowledge to enhance the community we serve.

As industry thought leaders we are constantly researching and advising our clients on the latest trends and topics in financial services & technology. We strive to share that knowledge to enhance the community we serve.

READ MORE

Security Matters You Should
Consider Before Integrating
Salesforce and Microsoft Outlook

Understand the security vulnerabilities
of a Salesforce and Outlook integration
and what your firm can do to ensure
your data is secure.

READ MOREREAD MORE

Salesforce Lightning: Compelling
Reasons to Upgrade or Purchase
Salesforce for Your Firm

Salesforce Lightning: Compelling
Reasons to Upgrade or Purchase
Salesforce for Your Firm

The time is now to update to Salesforce
Lightning. Lightning enhances the
efficiency and effectiveness of how users
interact with their data in the system. 

READ MOREREAD MORE

The time is now to update to Salesforce
Lightning. Lightning enhances the
efficiency and effectiveness of how users
interact with their data in the system. 

What FinServ Provides that a
Workday Implementation
Requires

With a Workday implementation comes
the critical need to have the right partner
with a combination of Workday expertise
and specific industry knowledge.

READ MOREREAD MORE

A Workday implementation warrants
the critical need to have the right partner
with a combination of Workday expertise
and specific industry knowledge.

New Functionality in Workday
Can Minimize Support Emails,
Streamline Requests, and Prepare
Your Organization for Audits

New Functionality in Workday
Can Minimize Support Emails,
Streamline Requests, and Prepare
Your Organization for Audits

FinServ used the Request Framework to help
a client with its security and audit processes
by leveraging this new functionality.

READ MOREREAD MORE

FinServ Used the Request Framework to help
a client with its security and audit processes
by leveraging this new functionality.

Workday Rising: FinServ's
Key Takeaways

How Hedge Funds are Saving
Time and Money by Automating
their Financial Statements

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

Learn how automation of financial
statement preparation is
advantageous for your fund.

READ MOREREAD MORE

Workday Rising: FinServ's
Key Takeaways

Microsoft Teams a Killer App
for Collaboration

FinServ Consulting explains our key
takeaways from this year's
Workday Rising conference.

Microsoft Teams is a powerful tool
that funds can leverage to automate
business processes and enhance
collaboration.

READ MOREREAD MORE
Explore our insights
Archives: October 2016
October 2016
Microsoft has been rapidly improving the OneDrive for Business and SharePoint Online products. Here are some useful workarounds for some current limitations. Read More
October 2016
Retaining your top talent is largely based on your new hire's first day on the job. Here are some insights from FinServ on how to ensure it is a great one. Read More
October 2016
Ensuring your fund's data is safe can be a full-time job. Learn how Office 365's MDM can make that job easier. Read More
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