Financials
75 whitepapers and resources
Financials
Finance transformation projects in insurance
A small percentage of insurers have already started their finance transformation journey and doubtless others will begin the journey in the coming years. This white paper sheds light on ten factors driving the need for finance transformation within insurance and how to ensure a smooth transition.
Supporting the move to a cloud general ledger
A strategic approach to cloud is critical for today’s digital finance departments. In this white paper we look at some of the risks inherent in a move to a cloud general ledger and profile two companies who have successfully mitigated these challenges.
Automating insurance reconciliations: Challenges and opportunities for 2022
This whitepaper offers a deep dive into the benefits of automating insurance reconciliations, the key challenges with manual processes and also describes the type of reconciliation solution that will deliver the most business value to modern insurance firms.
Automated bordereau reconciliations and financial controls
Brokers and insurers have highly complex bespoke relationships. These result in unique financial control processes to effectively manage financial operations. This content highlights how AutoRek can aggregate the multiple data sources involved in bordereau reconciliations.
Going for gold: Why automated reconciliations are crucial for firms trying to reach first place
The 2022 Winter Olympics has brought to the fore another batch of sporting superstars all trying to reach the podium. So, what can the insurance industry learn about going for gold? This content highlights why automated reconciliations are crucial for firms trying to reach first place.
CASS for insurance: What to expect in 2022
Client money requirements have been at the forefront of many insurance firms' thinking in the last 12 months. With the FCA indicating its intention to increase the scrutiny insurance firms are placed under for their CASS compliance, this blog highlights what the industry can expect in 2022.
Nine ways insurers can accelerate their digital transformation
This content sheds light on nine ways insurers can accelerate their digital transformation - from creating frictionless consumer experiences to optimising payment handling and reconciliations. Learn how insurers can capture more opportunities across multiple devices, audiences, and channels.
Finance digital transformation in insurance
In many ways, the success of digital transformation initiatives in finance is mission critical for insurance CFOs. In this paper, we lay out a model step-by-step approach on how insurers can orchestrate a successful finance digital transformation journey.
Insurance and data management: Five key points to streamline your financial data management to increase profitability
Developing more effective financial data management processes is a top priority across the modern insurance landscape, but legacy system issues need to be addressed first. This blog provides some top tips on how insurers can streamline financial data management and increase profitability.
Video: Transforming financial data management in insurance
In today's fast-paced insurance industry, accessing reliable and accurate data is vital both for informing decision-making and meeting regulatory obligations. Watch our latest video to discover how AutoRek can help insurers on their journey to transforming data management.