Naehas

Naehas and itea P2B AB - Prospect to Billing are pleased to announce a global partnership that integrates Itea P2B's billing capabilities into Naehas' flexible architecture, and brings Naehas' disclosure management solution to Itea P2B's EMEA bank customers. Read the press release here: https://lnkd.in/eezKY5qN #banking #fintech #billing #product #pricing #disclosuremanagement

During a recent webinar, we surveyed the attendees and discovered that most financial institutions take a month or more to update their disclosures, while a few have adopted new ways to do it in days. Using Naehas, you can reduce your cycle time to 1 week or less. Learn more about our proven solution at some of the top financial institutions: https://lnkd.in/gWjBzyDr

The words we use matter. In our latest BIAN Marketing Business Domain working group meeting, we discussed industry standard definitions for key terms in Financial Services Marketing like “Program,” “Campaign,” “Tactic,” “Channel,” and “Creative.” Getting alignment on marketing definitions is critical to enabling clear communication from the CMO on down, as well as more efficient marketing operations. We appreciate our working group members for being on this journey with us. #marketing #taxonomy #financialservices

We hosted a webinar on disclosure management, through the lens of a Top 4 Bank. Attendees gained the knowledge needed to revamp their own disclosure management practices to ensure compliance and efficiency. Are you interested in learning more? Check out the on-demand webinar by registering here! #Disclosure #Webinar #Learning #Banking #FinTech #Innovate https://lnkd.in/g9WJp22B

Don’t miss out! Join our webinar this afternoon on June 18th at 2 PM EDT to enhance your disclosure management strategies. We’ll review practical tips for ensuring effectiveness and compliance, and present a case study on a major U.S. bank’s transformation. Register now to attend live or receive the on-demand recording later. See you there! #DisclosureManagement #Webinar #Compliance #Finance #FinTech https://lnkd.in/g9WJp22B

Between 2007 to 2022, the number of open-ended funds increased from 66,400 to nearly 137,900. That’s a lot of #disclosures to manage! Can your system keep up? Learn more about disclosure management automation in this white paper: https://lnkd.in/eCFZXMSv #mutualfund #etf #investmentmanagement

On Tuesday at 2:00 PM ET, get ready for our Disclosure Management webinar, hosted by Carolyn Valiquette and Hayat Yahia, where you will learn about a top bank’s disclosure management transformation and #strategies to improve your #disclosure effectiveness and compliance. To learn more, visit our landing page and RSVP! We hope to see you there. #DisclosureManagement #Webinar

#Money2020EU has been great for learning and connecting. If you want to hear more about how we can help manage #disclosures and launch new #products and #offers with competitive #pricing, meet with Hayat Yahia, David McKenna, or Andrew Roth, MBA at booth # 8A216. See you there! https://lnkd.in/gCZHs5ru

Two more weeks left until our webinar on June 18 at 2:00 PM ET on Disclosure Management! Join us for a case study about a top #Bank. Learn more about how you can improve your disclosure management practices and reduce regulatory risk. RSVP here! https://lnkd.in/g9WJp22B #DisclosureManagement #Webinar #Compliance #FinancialServices

Read our latest blog post to learn how the Department of Labor has redefined a fiduciary under the 2024 Retirement Security Rule. https://lnkd.in/eNrPQDnx #compliance #fiduciary #assetmanagement #disclosuremanagement