Corcentric’s Post

EPISODE #93 IS NOW LIVE! On this week’s episode Scott Heinila, RICP®, CLTC was joined by Ryan George, CMO of Docupace; the leading cloud-based fintech platform that simplifies how financial services and wealth management firms process and digitize data. In this episode you will learn the following:  - All about Docupace and how it helps advisors optimize their practice - Fintech/wealth management tech trends: What's worth paying attention to, and what isn’t - How AI comes into play to analyze data - The back-office revolution in wealth management: Why enhancing how the work is done is improving the client experience - Unlocking growth: The future of financial advice and how technology will change the financial services industry in the coming years Check it out on YouTube or your favorite podcast platform! https://lnkd.in/gSY8_5MV #optimizedadvisorpodcast #marketing #financialservices #producerschoicenetwork #podcast #fintech #insuranceplanning #financialplanning #marketing #data

We have just released Episode 20 of our podcast, Ahead of the Curve, where we delve into the world of fully automated collateral settlement. Listen here : https://hubs.la/Q025N2K80 Join us as Will Thomey and Richard Barton discuss the incredible benefits of improving efficiency and streamlining the settlement process. In this episode, we highlight the groundbreaking launch of Settlement Manager, a platform that empowers firms to effortlessly access a unique, controlled, and robust settlement process. With this innovative solution, collateral is settled instantly once a transfer has been agreed upon, revolutionizing the way we handle settlements. Will Thomey and Richard Barton also delve into how our industry can move towards improved settlement netting and tokenization. By implementing these game-changing technologies, we can further reduce friction and cut down on unnecessary costs, taking the efficiency of collateral settlement to new heights. Don't miss out on this insightful episode! Tune in now and stay ahead of the curve by embracing the future of collateral settlement automation. Watch here : https://hubs.la/Q025N0Sv0 #podcast #industryinsights #automation #settlementmanagement

We came across a video that has Ford CEO Jim Farley talking about the challenges of the digital age in a very insightful episode of the Fully Charged Podcast. As a systems integrator helping organizations gain control over their data and technology roadmap, it was especially the part about challenges related to software that spoke to us. Disruption is no longer just a possibility—it’s a reality. In order to mitigate this risk, companies should make sure they have in-house expertise and skills on critical aspects of their business and remain in control over (software) technology and roadmap. That’s exactly why, at Klarrio, we are passionate about building data platforms that are future-proof by avoiding vendor lock-in. We strongly encourage our customers to embrace this paradigm shift by proactively investing in the skills, expertise, and creation of sustainable and scalable data platforms—the foundations of tomorrow. https://lnkd.in/egm_3XCe #streamingahead #dataplatforms #paradigmshift #digitaltransformation #digitalage #software #scalability #sustainability

🎙️ Welcome to the first episode of 'CFO Insights,' a PwC Podcast that brings you valuable insights into the world of finance and beyond. 💼 In this episode, our host Roel Boons is joined by expert speakers Michiel De Keyzer and Nick Van Den Bosch take you on a journey through the transformative power of AI and its impact on finance processes and professionals. 💡 Learn how CFOs can leverage this technology to capture efficiencies, upskill themselves and their teams, and drive the strategic growth agenda. 🔗 Listen to the episode and meet our speakers: www.pwc.be/cfoinsights #CFOInsights #PwCPodcast #FinanceTransformation #FutureofFinance

Major companies are changing how they hire services in the quest for innovation. In episode #202 of the podcast "The Shift", Daniel Prianti, our Co-CEO, discusses how EGMs (BPool's business model) revolutionize this dynamic. Through a Marketing EGM, BPool, a leading platform of Enterprise Gateway Marketplace services, enables large companies to contract multiple suppliers with a single contract and payment, easing the entry of small and medium-sized enterprises into the corporate market. 🎧 Check out an excerpt from the chat. https://lnkd.in/gKUmckEP

Ready to revolutionize your AP processes? Check out our podcast episode: "Reshaping the Landscape of AP Automation." Learn from industry experts Robert Johnson and Anthony Mignogna as they reveal the drawbacks of point solutions and the benefits of embracing a comprehensive AP + Payments strategy. Discover how your enterprise can achieve operational efficiency, leverage cutting-edge tech, and self-fund AP transformation. Don't miss out! Listen here - https://lnkd.in/gExxgrjt #AP #Automation #Payments

🎙️ Welcome to the first episode of 'CFO Insights,' a PwC Podcast that brings you valuable insights into the world of finance and beyond. 💼 In this episode, our host Roel Boons is joined by expert speakers Michiel De Keyzer and Nick Van Den Bosch take you on a journey through the transformative power of AI and its impact on finance processes and professionals. 💡 Learn how CFOs can leverage this technology to capture efficiencies, upskill themselves and their teams, and drive the strategic growth agenda. 🔗 Listen to the episode and meet our speakers: www.pwc.be/cfoinsights #CFOInsights #PwCPodcast #FinanceTransformation #FutureofFinance

🎙️ Welcome to the first episode of 'CFO Insights,' a PwC Podcast that brings you valuable insights into the world of finance and beyond. 💼 In this episode, our host Roel Boons is joined by expert speakers Michiel De Keyzer and Nick Van Den Bosch take you on a journey through the transformative power of AI and its impact on finance processes and professionals. 💡 Learn how CFOs can leverage this technology to capture efficiencies, upskill themselves and their teams, and drive the strategic growth agenda. 🔗 Listen to the episode and meet our speakers: www.pwc.be/cfoinsights #CFOInsights #PwCPodcast #FinanceTransformation #FutureofFinance

🎙️ Welcome to the first episode of 'CFO Insights,' a PwC Podcast that brings you valuable insights into the world of finance and beyond. 💼 In this episode, our host Roel Boons is joined by expert speakers Michiel De Keyzer and Nick Van Den Bosch take you on a journey through the transformative power of AI and its impact on finance processes and professionals. 💡 Learn how CFOs can leverage this technology to capture efficiencies, upskill themselves and their teams, and drive the strategic growth agenda. 🔗 Listen to the episode and meet our speakers: www.pwc.be/cfoinsights #CFOInsights #PwCPodcast #FinanceTransformation #FutureofFinance

Team build vs Technology for a high transaction finance team comes with some trade-offs and can be hard to navigate. We were able to get some great advice from Dave Adams on the CFO Stack podcast earlier this month and he was gracious enough to share the philosophies he has from leading finance at companies like eBay, Kyte & Trustly! Dave shared a bit about creating a natural pressure by not over hiring and thereby highlighting issues, efficiencies and ultimately opportunities for technology investment. For the full podcast episode see link in the comment below. Next up we've got Larecha Wynn next where we'll talk about Finance Transformation and Joe Blanchett from SeatGeek to talk about AI vs Automation in finance. #cfotech #cfostack #financeandaccounting