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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52
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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

So the system facilitates fast, regular research amongst your targets, clients and referrers. As well as sending each participant a personalised report, the CogniClick platform will automatically create a White Paper version and provide evergreen industry thought-leadership content.

Banking 130
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Why great CX is the doorway to success with open banking for financial services firms

Zendesk

Open banking allows non-banking organizations to offer financial services to customers via application programming interfaces (APIs). From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances.

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13 best invoicing software to facilitate your payment process in 2022

PandaDoc

Invoices facilitate making those payments occur. Payment method (this one is not an absolute necessity but many contractors put payment methods on their invoices, sometimes including bank details). Pros: Its level of security is the same as online banks. What are the best options for invoicing software? Brightpearl.

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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

I facilitate various workshops designed to increase commercial awareness. I invited him once to facilitate a junior professionals’ networking event for an accountancy practice – where he talked about one of his other books “All you need to know about the City” (latest version updated in 2022). For young professionals.

Finance 130
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How Ideation Transformed the Culture of the Largest Bank in the Southern Hemisphere

Planview

Commonwealth Bank , the largest bank in the Southern Hemisphere, is an example of a company that has heavily invested in the creation of a culture of innovation and as a result of their efforts has started to see the fruits of their investment. Ultimately, ideation facilitates the development of intrapreneurship. Final thoughts.

Banking 61
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Design Thinking Driven Problem Solving and Innovation

Flevy

Design Thinking Methods and Tools Design thinking has various methods and tools that can be used to facilitate the process. Banking and Finance: Design thinking can be used to create better banking experiences, develop new financial products and services, and improve the user experience of financial apps and websites.