5 Ways to Optimize Data and Reporting for Budgeting and Planning


On-Demand Webinar

With budget season just around the corner, finance leaders should act now to improve their budgeting and reporting processes. To streamline planning ― and provide valuable insights that can drive vital business decisions for your financial institution in an uncertain environment ― you’ll need to access and report on key data in a timely manner.

Join Jim Marous of The Financial Brand and Heather Hinchley of Syntellis Performance Solutions for valuable tips and recommendations around:

– Data import processes and frequency
– Ensuring data accuracy
– Data sources and permissions-based access
– Streamlining the reporting process
– Best practice reporting

Key Takeaways:

  • Ensure the right data at the right time
  • Create good, repeatable processes around data hygiene and validation
  • Develop security guardrails through built-in processes
  • Streamline the mechanics, allowing more time for value-added analysis

Watch now by filling out the form on the right.

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