Kugamon’s Post

Please read the following information regarding revenue reconciliation and the importance of having the right solution to manage this process. Proud to be a partner of DigitalRoute, if you want to know more about this solution send me a DM. #Revenue #Revenuereconcilitation #Finance #DigitalRoute #DigitalCALA

Sarna Technologies' admin and risk solutions were built in parallel with the full suite of real-time brokerage tech engines and the white label platform. Whether you take advantage of our API suite or white label platform, you'll have a ready-made admin and operations interface. #MarginMasters #RealTimeTech #TplusOne

1 Article = 6-Figure Client. Here’s how we did it by answering these 5 questions:

Tired of wasting hours gathering client documents during tax season? 📂⏳ In our recent webinar with Caleb L. Jenkins, EA, CQP of RLJ Financial Services Inc. and Daniel Fritz, CSM of SmartVault Corporation we revealed how 370 firms identified this as their #1 time drain. But there’s a solution! 🚀 With Liscio and SmartVault, you can streamline document collection and securely store everything in one place. Ready to ditch the outdated systems? Watch the recap and discover how to save time and improve the client experience below! Learn More! ➡ https://lnkd.in/eqFSmQDs

Imagine a world where your vendor bill reconciliations are easy and automated… No hand-offs. No delays. No mistakes. In this video, you’ll learn how to automate your reconciliation workflow across your media, analytics, and finance teams by using the latest technology. https://hubs.ly/Q02yNdmp0

💸Mastering #VendorPayments in #Dynamics365 #BusinessCentral ! 💸 Learn step-by-step how to correct vendor payments with our latest video #Tutorial. Unlock valuable insights and ensure accuracy in your financial transactions. #WatchNow to learn how to streamline your processes: https://bit.ly/4aB7kd9

All the latest industry stats. ✅ All in one place. ✅ Get your State of Revenue Operations report now! 👉 https://bit.ly/3G6aV5z #StateOfRevenueOperations #RevenueOperations #RevOps

Here's how it works 👉 Sync Properties allow you to automatically copy data in one direction from a source property, like 'Company Name' on a company record, to a sync property on an associated record, such as 'Company Name (sync)' on a contact record. Keep your data consistent across associated records effortlessly. Update a property once, and watch it sync automatically—no more repetitive manual inputs across multiple records! 🤩 #HubSpotUpdate #SchedulingSimplified #DigitalSolutions

Effortless Client Information Management with BOSS Deal. Automate and validate client data like never before. Save Time & Get More Business 🚀! #M3Tech #BOSS #MortgageBrokers #MortgageTechnology #Efficiency #ClientManagement

It's an incredible feeling when your customer experiences the true value of your product in record time! 🚀 Thanks to Unleash and Michael Ferranti for being part of this journey, contributing valuable insights, and helping us improve every day. Let's continue breaking barriers together! 💪 #customersuccess #developergtm #developermarketing #devtools