Risk Management Strategies: Prevent, Shift, and Improve

Risk Management Strategies: Prevent, Shift, and Improve

An essential part of running an accounts receivable business is keeping up with trends that will impact the industry and your agency. With the recent changes caused by coronavirus, new regulations and emerging technology, it’s important to understand the risks your company faces. Just as important, you must know the latest risk management strategies to keep issues to a minimum.Operational …

Operational Risk Management in Financial Services

Operational Risk Management for Financial Services

Operational risk management in the workplace has always been a concern for business owners and managers. However, the changing workplace environments of the last year has created more risks and liabilities for organizations than ever before. Performant Corporate Counsel Lauren Valenzuela and Finexus Insurance Agency CEO Katie Zugsay discussed these evolving risks in a recent CAC webinar, Smarter Risk Management …

6 Tools To Help Employees Succeed at Remote Work

6 Tools To Help Employees Succeed at Remote Work

There was a time when remote work—commonly referred to as telecommuting—was widely regarded as an incentive not only for employees but also for their employers. However, with the COVID-19 pandemic, remote work has become less of an incentive than a necessity. After all, telecommuting is pretty much the only way some companies can continue their operations with a semblance of …

Marketing Messaging: Making It Work for Accounts Receivable

Marketing Messaging: Making It Work for Accounts Receivable

The way accounts receivable businesses operate is changing. Consumers and potential clients spend more time researching companies online and less speaking directly to your business. That means your agency’s website must speak to visitors as clearly as possible. A concise marketing message and clear website copy can help you communicate to all your audiences. Use messaging properly and you will …

Brand Building for Financial Services: An Interview With Phoebe Assenza, Brand Strategist

Brand Building for Financial Services: An Interview With Phoebe Assenza, Brand Strategist

Phoebe Assenza is a brand strategist and writer behind some of the most innovative fintech companies in wealth management, accounts receivable, and lending. We sat down to discuss the importance of a brand strategy for financial services and ARM firms, and what that entails.Phoebe Assenza Brand Strategist at Rhetorica CreativeWhat is branding or brand building? Why is it important? “Brand” …

Ethics Training Program: An Accounts Receivable Guide

Ethics Training Program: An Accounts Receivable Guide

Share this ArticleMany companies focus on incentives and benefits to entice and maintain staff, but a positive company culture can be just as influential. A thorough ethics training program and culture of ethical behavior makes staff feel safe and valued – factors that impact whether staff work their hardest and pursue professional development within your company. Why an Ethics Training …

Grow Business with Employee Professional Development

Grow Business with Employee Professional Development

Investing in employee professional development is a smart strategy for businesses. It takes time, effort, and money to attract talent to your organization, so offering learning opportunities to employees can help you retain them.  According to Edward Fleischman, Founder and CEO of The Execu|Search Group in a recent Forbes article, “If you don’t offer learning and growth opportunities, your employees …

10 Things to Consider When Redesigning Your Website

10 Things to Consider When Redesigning Your Website

Share this ArticleIn the financial services industry, you need to be able to prove legitimacy and build trust with consumers and potential clients. The best way to do this is to build your web presence through a great company website.  We spoke to the experts at Metric Marketing to learn what elements every business should consider when creating or redesigning …