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White Paper
Wednesday, October 1, 2025
Elan Credit Card
Download Your Consumer-Credit Blueprint
Credit unions that provide members with personalized education and proactive support can strengthen trust, deepen relationships, and grow long-term impact. Download the full whitepaper to learn more.
White Paper
Wednesday, October 1, 2025
Elan Financial Services
Download Your Consumer-Credit Blueprint
Financial institutions that provide customers with personalized education and proactive support can strengthen trust, deepen relationships, and grow long-term impact. Download the full whitepaper to learn more.
White Paper
Wednesday, October 1, 2025
Bankjoy
Unlock New Growth Opportunities with Vertical Banking A White Paper for Credit Union Leaders
Discover how targeted digital strategies can help your credit union attract underserved communities, differentiate your brand, and drive sustainable growth.
White Paper
Tuesday, September 30, 2025
Intuit
AI Is Reshaping Tax & Accounting. Is Your Firm Ready?
AI is transforming tax practices. Learn how leading firms are using AI and automation to save time, reduce errors, and elevate client service. Download the white paper to see the strategies shaping the future of the profession.
White Paper
Wednesday, September 17, 2025
magentIQ
The Exec’s Guide to a Multi-Agent Workforce
AI is reshaping every industry, but most initiatives stall or fail to deliver value. This guide shows how the multi-agent workforce AI agents working alongside people drives speed, scalability, and smarter outcomes without losing human judgment.
White Paper
Wednesday, September 17, 2025
Suralink
AI at Suralink: Built for trust. Designed for you.
Suralink’s new AI features are here to support your work, simplify engagement tasks, and keep your data safe, every step of the way.
White Paper
Tuesday, September 16, 2025
magentIQ
Agentic AI in Finance: The Executive Playbook
Finance leaders face a choice: fall behind with outdated systems or lead with agentic AI. This guide reveals how CFOs can drive accuracy, compliance, and growth by pairing AI’s scale with human judgment.
White Paper
Monday, September 15, 2025
Franklin Madison
"My Financial Institution Sells Insurance--Really?" Why Is This News to Consumers?
Most consumers trust their bank or credit union with their money—but ask them if their institution offers insurance products, and you’ll likely get a blank look. Let’s unpack why this disconnect exists—and how to fix it.
White Paper
Wednesday, August 27, 2025
Axos Advisor Services
Advisory Fees in 2025: Are You Aligned With Your Clients?
In today’s fast-changing advisory landscape, your fee structure isn’t just how you get paid; it’s how clients judge your transparency, trustworthiness, and value. Robo-advisors, new pricing models, and generational shifts are reshaping expectations. Are your fees keeping pace, or quietly pushing clients away?
White Paper
Monday, August 25, 2025
SecureSheet Technologies, LLC
The Secure, Scalable Spreadsheet Platform for Compensation Planning
Keep the power of your spreadsheet—while adding enterprise-grade security, real-time collaboration, and scalability from 100 to 100,000 employees.
White Paper
Wednesday, August 20, 2025
CobbleStone Software
6 Contract Data Analytics Tools to Boost Contract Oversight
Discover how to supercharge contract analytics with Contract Management Software features.
White Paper
Wednesday, August 20, 2025
Microbird