Category: Industry Insights

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

  • 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?…

  • It’s Not the Software, It’s the Setup – Trust Accounts Best Practice

    In a recent webinar on trust accounting, I shared a few thoughts that aren’t always popular in the collections industry. The topic itself isn’t flashy—trusts aren’t sexy—but at least sixty intrepid souls still showed up. And yet, even with that level of interest, it’s clear that the industry still focuses its energy almost entirely on…