Financial Services

Sage Unveils Vision for “Agentic AI Era” to Modernize SMB Operations for CFOs

At the Sage Future conference in Atlanta, the company unveiled its strategic direction towards Agentic AI, enhancing CFOs' capabilities and SMB productivity through autonomous AI solutions, while emphasizing trust, transparency, and partnerships to ensure accurate, context-aware, and secure AI deployment.

ERP Strategy and Planning

Sage Unveils High-Performance Finance Software Misson at Sage Future

Modern CFOs are transforming from financial stewards to strategic leaders amidst a significant role expansion, as revealed by Sage's High-Performance Finance Software initiative aimed at equipping them with AI solutions, executive training, and collaborative networks.

ERP Strategy and Planning

Sage Looks at the Future with Supply Chain Intelligence Solution and LPGA Collaboration

Sage has launched its Supply Chain Intelligence solution to enhance visibility and automation in supply chain management for SMBs, while also announcing a partnership with the LPGA to support women's sports and financial transformation.

Application Development and Integration

How Advanced Data Integration Bridges ERP Systems with Modern Analytics

ERP systems protect vital financial data essential for FP&A teams, but integration into modern analytics platforms like Databricks and Snowflake faces challenges due to a lack of connectors, the need for a unified data view across various systems, and the necessity for real-time data access, prompting the emergence of solutions like CData to streamline this integration while enhancing operational efficiency, data utility, and security.

Analytics and AI

Digital Labor, Real Trust: Salesforce Launches Agentforce to Reinvent Front-Office Financial Services

Salesforce's upcoming Agentforce for Financial Services introduces AI agents designed to alleviate the administrative tasks of financial professionals, enhancing client engagement and compliance amid workforce shortages and rising customer expectations.

Analytics and AI

Sage 50’s AI-Powered Copilot to Boost UK SMB Efficiency

Sage has integrated AI into its Sage 50 platform to better serve UK small and mid-sized businesses, enhancing financial operations with features like faster reporting, automated data extraction, and improved security, while emphasizing the importance of technology for operational success.

Cloud Platform and Technology

EY and SAP Launch Integrated Finance Managed Service Built on S/4HANA Cloud

EY and SAP have introduced an Integrated Finance Managed Service solution utilizing SAP S/4HANA Cloud to enhance enterprise transformation by streamlining critical functions and leveraging AI capabilities, enabling organizations to focus on strategic growth.

Analytics and AI

Oracle CloudWorld NYC 2025: AI Takes Center Stage

At Oracle CloudWorld 2025, Executive VP Steve Miranda highlighted AI's transformative role in business operations, stressing Oracle's commitment to embedding AI across its cloud technology stack while showcasing real-world applications with major clients like TD Bank, ultimately positioning Oracle as a partner in navigating technological change.

Cloud Platform and Technology

How CloudPaths & NetSuite Help Finance Teams Master the Cloud

Finance teams face numerous challenges including complex reporting, compliance standards, cybersecurity threats, and the need for accurate forecasting, which outdated systems cannot address; however, CloudPaths leverages NetSuite's cloud-native architecture and consultative approach to optimize compliance and operational efficiency while preparing for future advancements like AI integration.

Financial Management

Unit4 Research Finds M&A Growth Hindered by Finance Systems

Research from Unit4 reveals that professional services firms face significant M&A integration delays and risks due to outdated back-office finance systems, necessitating modernization for enhanced value realization and competitive growth.

Financial Management

Building custom applications for a FTSE 100 financial services organisation

A financial services organization transformed its finance department by standardizing workflows and eliminating outdated processes, resulting in improved service quality, enhanced user experience, operational efficiency, and better visibility of status information for management.

Analytics and AI

Virtual Agent launch reduces agent interactions by 85% for top financial services firm

A financial services organization reduced person-to-person support chats by 85% and maintained pre-COVID incident levels by implementing a Virtual Agent to facilitate self-service solutions for common queries, ultimately freeing up agents to handle more complex issues and improving overall support efficiency.

Application Development and Integration

Companies House increases collaboration and developer efficiency by integrating ServiceNow and Jira with Inetum UK&I

Companies House collaborated with Inetum UK&I to enhance their Change and Problem processes by successfully integrating Jira with ServiceNow, resulting in improved efficiency, streamlined communications between teams, and reduced reliance on external development expertise within just 10 days.

image of Larry Ellison, Oracle CTO | CloudWorld

Cloud Platform and Technology

Lloyds Banking Group Deepens Strategic Cloud Partnership with Oracle to Drive Innovation and Agility

Lloyds Banking Group has expanded its partnership with Oracle to adopt next-generation multicloud infrastructure solutions, migrating critical databases to Oracle Database@Azure and deploying Oracle Exadata Cloud@Customer, enhancing innovation and customer satisfaction in its digital transformation journey within the UK financial services sector.

Data and Data Management

From a 300-Day Marathon to a 20-Day Sprint: How NJM Unlocked ERP Value with CData

Data-driven organizations like NJM Insurance Group significantly enhance their decision-making and profitability by overcoming data silos through efficient integration solutions like CData Sync.

Cloud Platform and Technology

NTT DATA Business Solutions gets SAP certification for Finance Accelerated package

NTT DATA Business Solutions has achieved SAP-qualified partner packaged solution certification for its Finance Accelerated for GROW with SAP, a scalable financial solution designed to aid high-growth businesses by leveraging SAP S/4HANA Cloud and industry best practices, promising rapid implementation and enhanced operational efficiency through advanced analytics and automation.

Analytics and AI

Salesforce: AI Agents Can Boost Competitive Differentiation in Financial Services

Fewer than half of consumers are fully satisfied with financial institutions, emphasizing the critical need for standout customer service and digital experiences, particularly through AI agents, to maintain loyalty as competitive pricing becomes less viable.

Financial Management

Revenue Recognition in NetSuite: How CloudPaths Enhances Value for Users

CloudPaths leverages its expertise in NetSuite to help companies navigate complex revenue recognition challenges, ensuring compliance with IFRS and ASC 606 standards while providing tailored, efficient solutions for businesses with subscription and mixed revenue models.

Cloud Platform and Technology

ATB Financial Deploys Gemini for Google Workspace to 5,000+ Employees

ATB Financial has successfully deployed Google's Gemini for Workspace to over 5,000 employees, leveraging generative AI to enhance productivity and streamline workflows across tools like Gmail, Docs, and Sheets, following a successful pilot that demonstrated significant time savings and improved efficiency.

Application Development and Integration

Case Study – Cloudpaths and Kyriba

Kyriba, CloudPaths optimized Kyriba’s global NetSuite operations by addressing inefficiencies in collections processing, deferred revenue visibility, and vendor invoice reconciliation. Tailored solutions, including Dunning automation and custom reporting, improved Days Sales Outstanding (DSO), revenue visibility, and operational scalability. Read More

Implementing Cloud ERP: Codestone’s Six-Phase Approach

Cloud Platform and Technology

NetApp Sells Spot FinOps Platform to Flexera for $100 Million

NetApp's sale of its Spot by NetApp FinOps business to Flexera for $100 million indicates a strategic shift towards cybersecurity and AI, prompting CIOs and senior leaders to reevaluate their cloud management strategies and focus on integrated solutions amidst evolving industry demands.

Tax Compliance

Talent shortages threaten progress in digital tax transformation, Vertex study finds

New study by Vertex has exposed critical skills gaps in tax teams that could hinder businesses' progress in tax transformation.

Cloud Platform and Technology

Workday is not just a people platform, bet your bottom dollar on it

Equiniti on the financial management side of Workday.

Analytics and AI

Gartner on why CFOs need inhuman accountants

Exclusive: Mark D. McDonald, senior director analyst in the Gartner Finance Practice, talks GenAI use in the financial space

Analytics and AI

Can AI be trusted to battle money laundering and fraud?

AI has reached the scope of multiple industries, but banking might be one of the more unexpected fields to adopt the budding technology.

Financial Management

Deltek: how the D.C. giant is going global with PSA

ERP Today sits down with Deltek CEO Michael Corkery to discuss the company’s European chapter.

Speed and compliance for M&G expansion with Oracle and IBM

M&G is a British company headquartered in London, operating for over 170 years in the savings, investments, and heritage industry.