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Make a smarter investment in data
Finance & business services companies know the value of information—how the right piece of data at the right time can lead to a smart investment, or how understanding the market can help you build a better portfolio. But these same companies often rely on archaic data systems for their planning, budgeting, and forecasting work.
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Streamlining sales letters with Anaplan + DocuSign
In the finance & business services industry, sales leaders need to spend as much time in the field as they can. By finding efficiencies in sales planning, you can get to consensus on your goals faster and start selling sooner. With Anaplan and DocuSign, Spaulding Ridge can take one part of the process—sales letters—and streamline it. Watch as Spaulding Ridge's Emina Kolar walks through our solution in three easy steps.
Corporate FP&A
Plan and operationalize your business strategy using detailed revenue and expense modelling capabilities. By bringing revenue, compensation and non-compensation expenses into a cohesive framework, you’ll have better insights on business line performance the risks and opportunities associated with your organizations overall spend.
Workforce planning
Hiring is one of the most critical investment decisions you can make. Increase your ability to manage resource allocation, cost optimization, and strategic decision-making to ensure optimal workforce utilization and drive financial growth
Compensation planning
Compensation is often the largest expense in finance & business services. Leverage a secure system that allows you to quickly plan for and modify compensation packages for your employees and connect the outputs across all areas of your company.
AUM and fee forecasting
Enable accurate predictions of assets under management and fee revenues, facilitating informed decision-making and strategic planning.
Treasury management
A good treasury program keeps your assets accessible and safe from risk. A great one helps you maximize the earning potential of every dollar.
Portfolio monitoring & analysis
Develop the ability to enable real-time tracking and analysis of investment portfolios, allowing for informed decision-making and risk management.
Talent review & performance management
Do you have the right people in the right roles for maximum performance? We can help you get there. By tracking your team’s performance and adjusting accordingly, you can reach a higher level of profitability.
Systems for profitability.
Finance & business services companies are increasingly turning from legacy systems to fully cloud-based business technology. This transition promises new insights and new capabilities, allowing organizations to see a clearer picture of their performance and their opportunities to optimize. With a dedicated partner, organizations can bring their systems together to maximize performance and minimize risk. We can provide end-to-end solutions for financial planning, operations, sales, technical optimization, and beyond.
We work with you to create a tailored solution that’s right for your business, putting you in control of your operations. Here’s how some of our tools can help:
Anaplan
Put the power of connected planning behind your organization, with comprehensive data analytics, scenario planning, and supply chain management capabilities for your finance team.
Docusign
Make sense of your universe of contracts. Keep every agreement you’ve signed in an easy-to-use, easy-to-analyze system and find efficiencies.
Salesforce
Whether you’re tracking a patient journey or a sales cycle, the most powerful CRM tool can give you the ability to manage your ties with your most valuable contacts more easily.
Onestream
Make closeout and consolidations a breeze—and then get a deeper level of insight into what your data is telling you to drive profit.
Coupa
Your procurement operation can be a great place to find savings, increase your sustainability rating, and standardize tools across your organization. With a spend management system built for enterprise organizations, you can do that and simplify the process of buying.
Data Solutions
Are you getting the most out of your data? An integrated data stack and flexible integrations can help show you better intel on your organization, allowing decision-makers to work faster with the right information.
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Transform the way you do business.
At Spaulding Ridge, our team of platform, industry, and line of business experts can transform your siloed processes into a data-driven & strategic omnichannel ecosystem. Simultaneously, we help address operational excellence performance indicators: total cost of service, reliability, process standardization, automation, and performance for any size company. Let’s talk about how we can make your organization more adaptable and resilient.