Planview

JUNE 19, 2019

Executives and stakeholders can lose touch with their customer base and, despite their best efforts, fail to innovate. A professional accountant in the finance department came up with the idea of using endoscopes to inspect engines. One way to do that is through crowdsourced innovation.

Innovation 55

Innovation Insurance Suppliers Healthcare 55

Nutshell

MAY 21, 2024

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. It’s also a great way to maintain transparency and instill trust with your business’s stakeholders and the governing regulatory bodies.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Zendesk

OCTOBER 9, 2023

Health Insurance Portability and Accountability Act (HIPAA) : HIPAA is a federal law designed to prevent sensitive health information from being shared without a patient’s consent. Companies in the healthcare industry must be sure they maintain HIPAA compliance while using AI.

Computers and Electronics 52

Computers and Electronics Artificial Intelligence Prioritization Customer Experience 52

SmartKarrot

FEBRUARY 12, 2021

Optimize customer engagement, retention, renewals & account growth across real estate and business (Auto, Finance, Digital, etc). Unlock value at every level. Drive enhanced scale and depth of team by continuously building or improving upon efficiency programs and removing internal or external blockers.

Customer Success 10

Customer Success Transportation Insurance Financial Services 10

SmartKarrot

JULY 6, 2021

Help your customers to navigate payment issues or claims inquiries (serving as a liaison between claims and finance teams). Liaise with product and insurance teams to continuously improve the product, coverage and digital experiences for clients.

Customer Success 10

Customer Success Onboarding Insurance Partnership Management 10

SmartKarrot

OCTOBER 19, 2022

This includes bonuses and other benefits like medical insurance and paid leave. The highest-paying industries are IT, technology, finance, and banking. As an accounts manager, you will be responsible for dealing with all the finances related to these services, such as billing and invoicing.

Account Management 10

Account Management Management Healthcare Telecommunications 10

Red Star Kim

OCTOBER 18, 2022

She summarises the key emerging ideas in the context of strategy as transient competition, long term orientation, focus on customers, need for a higher purpose and building alliances amongst stakeholders. The City of London Insurance Company – Engaging employees. The 6 Box Leadership Model in Action: Practical Examples.

Organization 130

Organization Innovation Management Leadership 130

Account Management Skills

MAY 22, 2023

At that point, if it’s a founder that’s been leading the sales effort and it looks like there’s a deal to be done, bring in someone very commercial, either internally or externally, to help structure the negotiation with procurement and other stakeholders. Talk to your finance director. Jenny Plant Very good.

Procurement 52

Procurement Negotiation Supply Chain Insurance 52

Envisio

AUGUST 14, 2023

This also doubles as, “Identify the stakeholders involved.” Step 4: Communicate and Collaborate around your Performance Measures The Government Finance Officers Association (GFOA) stresses the importance of communicating with clarity and transparency in the process of developing KPIs and measuring performance. Is this an internal KPI?

Government 52

Government Energy and Utilities Cybersecurity Insurance 52

Hubspot Sales

JANUARY 21, 2025

Gives critical stakeholders (like investors and creditors) the information they need to understand the value of their investments to drive decisions on future actions (like increasing investments) Is an income statement the same as a profit and loss statement? Or switching to a cheaper insurance provider or office space.

Profitability 111

Profitability Investors Decision-making Insurance 111

Hubspot Sales

FEBRUARY 26, 2025

As someone who does not have an MBA or finance degree, Ive never conducted revenue forecasting. A few years ago, we started seeing an increase in demand for appraisals tied to insurance compliance and environmental regulations, she recalls. Revenue forecasting shouldn't be siloed within the finance team, he says.

Finance 85

Finance Decision-making Insurance Profitability 85

PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. By including stakeholders and sales reps, your deal desk team can streamline the buyer’s journey by avoiding bottlenecks and close deals.

Software 52

Software Software Finance Sales 52