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DCPA2302. How to Deliver Proactive Business Insights with Bill Pay and Spend Management Technology

To deliver the proactive business insights your clients need and want, you must leverage the right technologies to automate processes, allowing your staff the opportunity to deliver real-time analytics and insights of your clients’ overall financial health. During this session you’ll hear from profession experts on the three approaches to an advisory practice, including how they’re leveraging bill pay and spend management technology to gain efficiencies, achieve higher margins, and deliver deeper business insights to clients. Our panelists will share best practices, lessons learned and what’s next for firms looking to take their CAS practice to the next level.

Learning Objectives:

  • Identify the basics of spend management and how the panel of firms define the service
  • Distinguish the drivers behind spend management and how it’s impacting firms and clients
  • Analyze how to deepen client engagements and what insights spend management can deliver