financial advisor

SMB Accountants Pull Data Integration To The Top Of Their Priority Lists

SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
May 13, 2019  |  B2B Payments

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. In...

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What Payroll Innovation Says About Accountants’ Shifting Role
What Payroll Innovation Says About Accountants’ Shifting Role
April 19, 2019  |  B2B Payments

The shifting role of small business (SMB) accountants is largely driven by the increase in automated solutions available to business owners today. With machines now...

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How Accountants-Turned-Advisors Can Manage The FinTech Deluge
How Accountants-Turned-Advisors Can Manage The FinTech Deluge
December 18, 2018  |  B2B Payments

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the...

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Amazon And Fidelity Labs Launch VR Financial Advisor
Amazon And Fidelity Labs Launch VR Financial Advisor
May 16, 2018  |  Amazon

Amazon and Fidelity Labs have teamed up to create a digital financial advisor that people can interact with using a virtual reality headset. Get the...

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NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
May 17, 2017  |  Digital Banking

From automation to mobile-first institutions and solutions, disruption is the new normal for the digital banking space. Get the Full Story Complete the form to...

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