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Certified Management Accountant (CMA)

Certified Management Accountant (CMA)

What is a certified management accountant (CMA)? A certified management accountant (CMA) is a globally recognized professional certification credential that demonstrates expertise in various accounting and finance disciplines, including corporate finance, management accounting, financial planning, financial analysis, and professional ethics. It is offered through the Institute of Management Accountants (IMA) and is obtained by passing a two-part exam.
by Nathan Calabrese
What Is Data Sampling? How to See the Bigger Picture

What Is Data Sampling? How to See the Bigger Picture

When you need an answer and need it fast, wouldn’t it be nice to ask everyone in the world who could help find an answer?
by Mara Calvello
Voice Assistants in Financial Services

Voice Assistants in Financial Services

The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done.
by Patrick Szakiel
Data Virtualization 101: Why Businesses Need to Virtualize Data

Data Virtualization 101: Why Businesses Need to Virtualize Data

Consumers like to conveniently access data with devices they love.
by Sagar Joshi
2021 Trends in Self-Service and All-Service Analytics

2021 Trends in Self-Service and All-Service Analytics

This post is part of G2's 2021 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Michael Fauscette, G2's chief research officer and Tom Pringle, VP, market research, and additional coverage on trends identified by G2’s analysts.
by Matthew Miller
What is CRM? How It Helps Boost Sales and Efficiency

What is CRM? How It Helps Boost Sales and Efficiency

Getting a customer to buy your solution is only half the battle. 
by Mary Clare Novak
Artificial Intelligence in Financial Research

Artificial Intelligence in Financial Research

Artificial intelligence (AI) has woven itself into the fabric of many types of software by leveraging data to produce relevant insights and carry out repetitive tasks; and financial research software is no exception. AI for financial research  Financial research software aggregates data and documents on user-selected topics for analysts to use in their investment selection process. Financial services professionals use this software to properly vet investments based on the amount of acceptable risk. AI is instrumental in reducing the amount of time needed to aggregate relevant information and data from reputable sources and make sound investments. 
by Patrick Szakiel
Cohort Analysis: An Insider Look at Your Customer's Behavior

Cohort Analysis: An Insider Look at Your Customer's Behavior

Whether you do it subconsciously or on purpose, it’s human nature to put things into groups.
by Mara Calvello
8 Powerful Predictive Analytics Examples Across Industries

8 Powerful Predictive Analytics Examples Across Industries

“Only one in four jokes ever work, and I still can't predict what people will laugh at,” said long-time American comedian Steven Wright.
by Devin Pickell
CX Tech: Artificial and Intelligent

CX Tech: Artificial and Intelligent

Of all technologies that impact customer experience (CX), few have as immediate or obvious an effect as artificial intelligence (AI).
by Marshall Lager