Posts by Lisa Teet
“Too complicated. Too risky. Too expensive.” Suggest that your firm start accepting electronic payments, and you’re likely to hear objections along those lines. But those concerns, while valid, aren’t necessarily aligned with the reality of modern electronic payment processing platforms. In fact, your firm might save money on some transactions by offering an alternative to…
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Do you recognize yourself in the following story? Frustration is building at your firm. Your financial software system just isn’t enough anymore. Reporting is the biggest problem—you can’t get the data sets you need. Without them, you’re locked out of the deeper financial insights that the firm needs at this stage of growth. Something’s got…
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