Category: Industry Insights

ARM, SaaS, and other sector-specific lessons and trends.

  • The Missing Identity of Money

    The Question That Wouldn’t Go Away A few months ago, I participated in an ARM industry webinar focused on a topic that most people outside of finance rarely think about: how to properly maintain and reconcile multiple trust bank accounts across multiple clients, with payments flowing through multiple third-party processors.We discussed internal controls, segregation of…

  • Industry View: Why the CFO Role Must Be Reinvented in SMEs

    LinkedIn markets the role of CFO as: That’s the textbook definition, but it’s incomplete and misleading, especially for small and mid-sized companies.  And adding the secret code word “hands-on” does not do it justice. The Reality: “CFO” in the SME Market Means ‘Hands-On CFO + Controller + Process Architect’ In enterprise environments, the CFO has…

  • AI for Auto-Posting and Reconciliation: The Last Frontier in Collections Technology

    Collections technology has evolved dramatically over the past decade — but almost entirely on the consumer engagement side of the business. AI is already transforming: This is the “AI front end” revolution, and it has rightly attracted attention. But there is another half of collections operations, one far less glamorous and far more operationally painful:…

  • Why a Collections CRM Is Not a CRM — Even in the Age of AI

    Tech vendors love to say they’re building a “CRM for collections.” But in reality, the distance between a sales CRM and a collections CRM is not a short hop. It’s an entirely different planet. Collections is one of the only industries where you must: A traditional CRM does one of those things. A Collections CRM…

  • Start With the Foundation: What Does That Really Mean in the ARM Industry?

    Mike Gibb at AccountsRecovery is hosting another great webinar, “What Smart Organizations Automate First: A Decision Framework for Choosing the Right Workflows.”Great topic, as usual – current and right on point. Kudos to Mike for pulling along the ARM industry with cutting edge, relevant best practice discussions. This topic got me thinking. What comes first?…