Ressources

Analyses et recommandations sur l’automatisation, la communication et la performance opérationnelle

Le centre de connaissances et de ressources centralise guides, études de cas et analyses d’experts, portés par celles et ceux qui façonnent l’avenir de l’automatisation des processus métiers, de la communication client et des opérations financières.

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Blog

Creating Emotionally Resonant, Compliant Communications with AI-driven CCM


Learn how modern Customer Communications Management (CCM) platforms offer advanced AI capabilities that enable the rapid creation of empathetic, compliant communications at scale.

Blog

Bending Your Credit Policy To Gain A Customer


Should you modify your company’s credit policy to gain or retain a customer? Take a look at pros and cons and a few examples of when it is worth the risk.

Webinar

Tax-Season Fraud Edition:Red Flags Most Overlooked by CFOs & AP Teams


Tax-season fraud is surging. Watch this on-demand webinar to spot AP red flags, stop bank-change scams, and prevent payment fraud without slowing approvals.

White Paper

Replacing/Upgrading On-premises Legacy Customer Communication Systems


Your customers’ perception of your business hinges on your communications. If your current system is outdated, you may be missing opportunities to deliver exceptional customer experiences. Modern CCM systems ensure your customers feel prioritized with tailored, efficient communications—reducing churn and boosting satisfaction. Legacy systems...don't. Stay ahead of the curve with this CCM Transformation Guide.

Webinar

How Finance Leaders Can Navigate US-Canada Trade Relations


Join our expert panel discussing US-Canada cross-border trade challenges and opportunities. Learn strategies for navigating tariffs, regulations, currency volatility, and supply chain issues in this $2.7 billion daily trade relationship.

Video

Accounting Life: Celebrities


Discover how AP automation could prevent costly financial mistakes learn from celebrity fails and protect your business.

Blog

What is a virtual credit card and why do you need one?


A virtual credit card is a unique number generated automatically during a transaction. Learn how businesses can process a payment without seeing a physical card number.

Webinar

From Bots to Brains: What Agentic AI Means for Finance Leaders


Watch this on-demand webinar to learn what Agentic AI is and explore its potential to transform finance workflows, from AR/AP automation to decision-making at scale.

Blog

Five things controllers need to know about AP


Manual AP workflows are challenging and tedious – here are five things controllers need to know to help their AP team find efficiency in automation.

Analyst Report

Automation use cases to improve loan origination and lending processes


Get complimentary access to the Garter report to learn how financial services CIOs are improving CX by leveraging automation across the loan origination and lending process.