Insights

How CRM helps the financial industry

Mobile banking. Videoconferencing. Push notifications.

In the financial sector, clients might already have been embracing technology at a steady clip but the novel coronavirus pandemic has accelerated the pace of adoption. While a few financial institutions are scrambling to cover up the inefficiencies such a tech pivot has exposed, the pandemic has also shown that now is the time to reboot the technology conversation — and focus it squarely on the client.

8/24/20
By: Tim Fargo
Industries: Financial Institutions
Services: Tech Consulting, Consulting

Welcome to the club: A quick guide for new nonprofit board members

Congratulations! Your passion and professional skills have been recognized, landing you an esteemed spot on a nonprofit board of directors.

So, what exactly did you sign up for?

8/17/20
By: Deron J. Kling
Industries: Nonprofits

How salesforce helps the financial industry

Gone are the days when clients used to visit a bank and conduct every single transaction in person. Online desktop and mobile banking have been popular for a while and the COVID-19 pandemic is only accelerating adoption of remote services. Clients today are demanding: not only are they particular about what they want, they are looking to access financial services when they want and through the channel of their choice.

8/10/20
By: Tim Fargo
Industries: Financial Institutions
Services: Tech Consulting, Consulting

How one nonprofit used technology to address the increasing and shifting needs of its communities and constituents

For many nonprofits, new technology is a like-to-have asset.

While it’s clear that in today’s world, technology is actually a need-to-have asset because it enables nonprofits to reach more people and make a greater impact, they know they’re dealing with very real resource constraints. The budget, the people, the expertise — with this lack of resources, many nonprofits are challenged to evolve their current technology into something that can truly help them excel, grow and further work towards achieving their mission.

8/6/20
By: Lauren Haapakoski, Andrew J. Potasek
Industries: Nonprofits
Services: Tech Consulting, Consulting

Guidance on how tribes can modernize technology with CARES Act funds

As most reading this article already know, the CARES Act allocated $8 billion of relief funding for tribal governments, and those funds have come with a usage deadline of December 30, 2020. It’s now August, and tribes are experiencing increasing anxiety over what many consider to be vague guidance on how funds can be spent and how to properly document/justify spend.

8/4/20
By: Jason Winkler
Industries: Tribal Gaming and Government
Services: Tech Consulting, Consulting

Wisconsin employers have until August 15, 2020 to request relief from benefit charges due to COVID-19

You may qualify for relief of unemployment insurance (UI) benefit charging if your employees were laid off due to the public health emergency declared by Executive Order 72 (COVID-19 Coronavirus) and filed initial unemployment claims for weeks starting after May 16, 2020.

8/3/20
By: Erika Young
Services: Consulting, Human Capital Management Solutions, Employee Benefits

How to prepare for your first IT audit

Preparing for your first IT audit can be a very stressful task for not only yourself but also your entire team. Mostly because you’ve never done it before, so you don’t know what to expect.

That’s why we’ve put together three tips to help you prepare for your IT audit.

7/31/20
By: Drew Baker, David T. Rich
Services: Consulting, Internal Audit Outsourcing & Consulting Services, Governance & Risk

Senate proposes revisions to Paycheck Protection Program

On July 27, U.S. Senators Marco Rubio (R-FL) and Susan Collins (R-ME) introduced the Continuing Small Business Recovery and Paycheck Protection Program Act, which is part of the larger $1 trillion GOP-proposed HEALS Act.

7/31/20
By: Terry Hoover
Services: Tax