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Leveraging the Power of Automation for CPA Firms

Are you wrestling with daily repetitive, mundane, and manual tasks or looking for ways to create capacity? Gary Thomson, CPA Practice Management Consultant, and Jessa Barnes, Principal Consultant – Intelligent Automation, sit down and discuss exactly what a “bot” or “automation” is and how it can be applied in the accounting and finance world. This is not just something “big firms” can talk about. Whether you consider your firm to be big, small, or something in between, automation technologies are great tools for creating capacity as well as providing many other significant impacts.

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Digging In

  • Financial Services

    Laying the Foundation: Data Governance in AI for Core Banking

    Before embarking on the transformative path of integrating Artificial Intelligence (AI) into core banking systems, the critical foundation of data governance must be addressed. As banks prepare for significant AI investments, the importance of establishing robust data governance frameworks cannot be overstated. Proper data governance is crucial for ensuring that the data fueling AI systems […]

  • Financial Services

    GDPR & CCPA Implications for Banks Using AI

    A Primer on Navigating in the New Privacy Landscape In an era where data is the new gold, the introduction of the General Data Protection Regulation (GDPR) in the European Union and the California Consumer Privacy Act (CCPA) in the United States has fundamentally altered the landscape for financial institutions leveraging Artificial Intelligence (AI). These […]

  • Financial Services

    A Primer on Integrating AI in Banking

    As we delve deeper into the digital age, the banking sector is witnessing a transformative shift, led by the integration of Artificial Intelligence (AI). Core banking systems, traditionally characterized by their robustness and reliability, are now on the front lines of this revolution. In 2024, core banking systems need to be ready to leverage AI, […]

  • Financial Services

    Modernizing a Credit Union for a Global Merger Event

    The credit union overcame backlogged challenges and modernized their systems and processes in time for the merger event while improving overall member satisfaction and engagement.

  • Financial Services

    Data Strategy for Credit Unions

    Build A Robust Data Strategy Getting your credit union to leverage data effectively in the decision-making process requires a sound data strategy. However, having a data strategy by itself is not sufficient. Successful organizations develop a data strategy that is actively supported throughout the organization. Data is one of the most robust assets a credit […]

  • Financial Services

    Credit Union Data Insights | CULytics Takeaways

    Recently I attended the CULytics 2023 Summit in Seattle, and as someone with two decades of experience in financial services data and analytics, I found it to be a valuable experience. The CULytics Summit brings credit union leaders together to discuss real-life motivations and challenges around data and digital. This was my first time attending […]