Webinar—Financial Dashboards & Metrics That Matter for Financial Services Firms

Thursday, April 29th at 11 AM PT / 2 PM ET

Successful finance leaders are using custom financial dashboards to proactively monitor, analyze, and understand the financial health of their firm—in real time. Now, more than ever, they’re expected to be forward-looking and strategic in order to drive positive business outcomes.

Join this webinar to see how dashboards make it easier to:

  • Track assets under management, cash-on-cash, notes payable
  • Create a shared, unified view of financial performance
  • Use graphs and visuals to uncover opportunities
  • Define strategic priorities and measures of success

Expert Panel

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Stefanie Maragna

VP Corporate
Marketing & Events

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

Join the webinar