The client advisory services (CAS) environment is changing so quickly that it can be hard to keep up. So, what developments should you be paying the most attention to today? Read our recent blog to discover what’s next in CAS. 🔗 https://lnkd.in/d8MUAJMK
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Tailor your asset verification frequency to your industry and risk tolerance. Annual audits and frequent checks ensure reliable financial reporting. 💼📋 #Sapient #sapientservices #explorepage #assetverification
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Audits take time, energy and resources, and auditors demand rigorous documentation and consistency of process. Valuations conducted by an independent third party can go a long way to ensuring both credibility and efficiency. https://lnkd.in/g8SMaQxY
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Analytics | Credit Risk Management | Lending Automation | Marketing Services | Fintech SaaS Sales | Fraud Solutions | Open Banking
The future of lending is definitely more accessible and data-driven, thanks to initiatives like this.
💡 Capital on Tap is enhancing its automated risk decisioning processes through its ongoing partnership with GDS Link. By optimising proprietary modelling through GDS Link's leading platform, Capital on Tap continues to make it easy for small business owners to access funding. Paul Thomas, GDS Link's Chief Revenue Officer, shared, "We're excited to support their UK and US growth strategies with our leading credit risk decisioning and data analytics platform." Hugh Acland, Capital on Tap’s Commercial Director, expressed, “Through our partnership with GDS Link, we can further enhance serving small businesses in the UK and US by complementing our in-house risk modelling, decisioning and analytics processes with their platform.” Learn more about how GDS Link has helped Capital on Tap improve its models here: https://lnkd.in/g-bf2jcn
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Pinpoint the best path forward with data-driven insights to increase efficiencies across your entire #RiskManagement process. https://bit.ly/3Ko9Ubi #BusinessInsurance #InsuranceTrends #MarshMMA
Business insurance report
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INVESTOR NEWS: The Risk Intelligence Q1 Interim Report 1 January – 31 March 2024 is out with highlights including an increase in total revenue by 16%. Highlights: 👉 Total revenue up by 16% 👉 Total invoiced revenue up by 27% 👉 System recurring revenue (ARR) up by 28% 👉 Churn 0% 👉 4 new maritime and 1 LandRisk clients signed during Q1 2024 CEO Hans Tino Hansen It is a pleasure to present a quarterly report for Q1 consisting of some notable positive steps following our 2025 Strategy. In line with our forecast for 2024, we have delivered 28% growth on Risk Intelligence System ARR and 27% on total ARR, while churn again this quarter has been 0%. We have managed to deliver 27% growth in top line i.e. invoiced revenue, while costs have only increased by 3%. For the reported revenue we have seen a growth of 16%, which provides the basis for improved EBITDA with 41% and EBT and net result with 27%. The cash-flow during the quarter has also been positive with a cash flow from ordinary activities of 1.6M DKK and a net cash flow of 528K DKK. Finally, total debt has been reduced by 1.5M DKK during the period. The driver behind the growth in revenue is a combination of the launch of the new platform end-2023 and the impact it provides on revenue from existing clients with new pricing and additional features and third-party data selected by the clients. This is what constitutes the strong NRR of 125% (which is only based on System revenues) during Q1. In addition, after the launch of the new version, we have also had a significant increase in the pipeline of potential clients and have secured four maritime and one LandRisk client during the quarter. Finally, there has been growth in our Advisory Services with new clients and more projects. READ THE FULL PRESS RELEASE AND DOWNLOAD THE REPORT HERE: >> https://bit.ly/4aoqv9F Presentation: Live presentation on 22 May, 16:00 CEST on Stokk. io, please subscribe on: https://bit.ly/4dHBUnD? #investornews #smallcap #dkbiz #spotlight
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🌟 Optimize Client Reporting with Risk-Adjusted Attribution! 🌟 Risk-Adjusted Attribution is designed to gain nuanced insights into portfolio dynamics by integrating both returns and associated risks, enhance alignment with clients' risk tolerance and investment goals, foster greater transparency and trust with advanced performance analysis and position your firm as a leader in innovation and excellence. However, considering risk-adjusted attribution is a new concept in the market, it’s imperative to choose the right technology partner to implement and ensure they can meet your firm’s and clients’ specific needs as well as provide deeper insights. 📥 Download our Comprehensive Vendor Checklist today and take the first step towards optimizing your client reporting with Risk-Adjusted Attribution. https://lnkd.in/gd-Mjb4K #WealthManagement #RiskAdjustedAttribution #InvestmentPerformanceReporting #InvestmentStrategy #Innovation #FinancialPlanning #WealthAdvisors #WealthTech #Fintech #RiskReporting #RiskManagement #FinancialAdvisors Alex Serman, CIPM Craig Wietz Deniqua LaCour Hill
Checklist for Implementing Risk-Adjusted Attribution | First Rate, Inc.
firstrate.com
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Dive into RGA's core business lines and discover how we helped insurers manage risk, grow capital, and achieve outstanding financial results in 2023. Our dedicated teams worked alongside clients and partners around the globe to grow their businesses and expand financial protection to more people. Learn more by visiting the Products and Solutions section of our 2023 Annual Review: https://bit.ly/43AM98I #RGAReview
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Analytics | Credit Risk Management | Lending Automation | Marketing Services | Fintech SaaS Sales | Fraud Solutions | Open Banking
This collaboration shows how powerful data analytics can be in driving business growth.
💡 Capital on Tap is enhancing its automated risk decisioning processes through its ongoing partnership with GDS Link. By optimising proprietary modelling through GDS Link's leading platform, Capital on Tap continues to make it easy for small business owners to access funding. Paul Thomas, GDS Link's Chief Revenue Officer, shared, "We're excited to support their UK and US growth strategies with our leading credit risk decisioning and data analytics platform." Hugh Acland, Capital on Tap’s Commercial Director, expressed, “Through our partnership with GDS Link, we can further enhance serving small businesses in the UK and US by complementing our in-house risk modelling, decisioning and analytics processes with their platform.” Learn more about how GDS Link has helped Capital on Tap improve its models here: https://lnkd.in/g-bf2jcn
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#Assurance services play a crucial role in upholding the accuracy and dependability of your financial data, ensuring adherence to business standards and regulations, and fostering confidence among investors, lenders, and other important stakeholders. The assurance specialists at Gordon Advisors can strengthen internal controls, reduce risk, and elevate your business's comprehensive financial reporting. Learn more at https://bit.ly/43re5ej.
web link
gordoncpa.com
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According to a recent survey by the Financial Planning Association, 85% of clients are more likely to trust advisors who demonstrate a thorough knowledge of the products they recommend. During a recent webinar, our expert panel revealed: 🔺 Strategies to go beyond KYP compliance and build enduring value for both advisors and clients. 🔺 How simplifying KYP compliance can lead to better investment outcomes and client satisfaction. 🔺 The role of data and cutting-edge technology in providing informed advice while ensuring product suitability and regulatory adherence. Click here to watch the full webinar: https://hubs.ly/Q02GsTtf0
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