Insights

Our subject matter experts provide insights on a broad range of topics, including regulatory compliance updates, the impact of emerging technologies, transaction considerations, and more, helping you stay ahead in an evolving business landscape.

Bank Board Forum, Banking Technology, Salesforce, ServiceNow

Consolidate or Coexist? A Decision Framework for Salesforce and ServiceNow in Banking

Banks are increasingly asking: Where does Salesforce end and ServiceNow begin? Both platforms now extend well beyond their original missions, creating overlap in client servicing, onboarding, risk, and compliance. For financial institutions, the choice to consolidate or coexist isn’t just a technology decision—it’s about aligning front-office growth priorities with back-office operational resilience. This article offers a framework to help banking leaders evaluate each platform’s strengths, avoid duplication, and design a strategy that supports business outcomes.

Accounting & Finance Operations Support, Fraud

Are Your Accounting Practices Enabling Fraud?

Accounting fraud often hides in plain sight—within unreconciled accounts, outdated processes and misplaced trust. This Insight explores how companies unintentionally create the conditions for fraud to thrive and what leaders can do to reverse course. From warning signs to proactive steps like fostering a “perception of detection,” learn how to make your accounting practices more fraud-resistant.

Accounting & Finance Operations Support, ASU, CECL, Credit, Credit Losses, FASB

The FASB Provides a Practical Approach to Estimating Credit Losses

FASB’s new guidance under ASU 2025-05 simplifies CECL requirements for many organizations—especially private companies—by introducing a practical expedient and accounting policy election. These changes reduce the burden of forecasting future credit losses and allow companies to exclude balances already collected before financial statements are issued. Learn how this can streamline your reporting and compliance process.

Corporate Tax Services, FASB, Tax Compliance, Technical Accounting

Nothing is Certain but Increased Income Tax Disclosures

The FASB’s ASU 2023-09 brings new requirements for income tax disclosures—mandating more detailed, jurisdiction-specific data and a restructured rate reconciliation table. With deadlines approaching for public and private entities, now is the time to evaluate your systems and readiness. Learn why these changes matter and what steps your organization should take to stay compliant.

Acquisition, Acquisition Integration, CRM, PE, PE Services, Private Equity Services, Risk Management

Integration: The Make-or-Break Factor in Add-On Acquisitions

In the world of private equity, the success of an add-on acquisition often comes down to one critical factor: integration. From cultural alignment to customer retention and operational planning, integration isn't a post-deal afterthought—it's where value is made or lost. This article offers PE firms a roadmap to ensure their integration approach drives growth, not risk.

AI, Artificial Intelligence, Data Architecture, Data Governance, Data Leaders, Data Science, Data Solutions, Information Management

From Data Governance to AI Ops: Empowering Information Managers

As AI reshapes how we work, the true enablers of data-driven success are emerging: information managers. These professionals bring the governance, organization, and context that AI and analytics tools need to function effectively. Learn how their evolving role is unlocking the full value of enterprise data and driving smarter, faster business decisions.