5 Ways to Make Beautiful Financial Charts and Graphs in Excel
Financial charts and graphs are the foundation of every pitchbook and report in the industry. To present data as clearly as possible for your clients and stakeholders, it’s vital to create Excel graphs and charts that help you tell impactful stories with your data. In this blog, we share our top tips on how to […]
AI in Finance: Insights From a B2B SaaS CEO
In the past few months, we’ve seen growing excitement around AI and its potential to reinvent the way we work. However, many unanswered questions remain about practical business applications of the technology, particularly for heavily regulated industries like finance. Having spent the last decade improving finance firms’ efficiency through technology, we wanted to dig deeper into how […]
Will Microsoft Copilot Reinvent the Future of Work in Finance?
The Artificial Intelligence (AI) arms race is truly heating up. As tech giants go all in on this revolutionary technology, Microsoft’s latest announcements could give them the edge over the rest. Just over a month after launching a new, AI-powered Bing, the tech company has pushed the envelope with the announcement of Microsoft 365 Copilot. Having worked for over […]
What Bankers Really Want… from the Bankers Themselves
Today’s bankers are trying harder than ever to preserve their mental and physical well-being – a desire which extends to all ranks in the industry, even the C-level. According to our research, 72% of investment bankers are considering leaving the industry to avoid workplace burnout. Those who don’t feel supported are not afraid to quit […]
7 Ways Investment Banks are Improving Junior Banker Retention
Investment banks are currently experiencing the busiest time the industry has ever seen, bringing in over 33 billion in fees in Q1 last year. This ever-growing workload, along with the increasingly blurred lines between home and work throughout the pandemic, has reportedly contributed to 85% of analysts leaving investment banks within their first two years. […]
Report: How Productive Is the Finance Industry in Microsoft Office?
Microsoft Office is used widely across all areas of the banking and finance industry (Investment Banks but also Asset Management, Private Equity, Transaction Services, etc.) In order to learn more about how they use the Microsoft Office suite, we conducted a study in partnership with the CSA and surveyed 178 professionals from the banking, financial […]
The Top 3 Use Cases for Power BI in Finance
Big data, data science, data-driven… these phrases have become part of our everyday vocabulary. Today, the widespread use of data makes it possible to accurately monitor changes in real time, a recent example being the WHO’s online dashboard which allows daily monitoring of Covid-19 figures. The financial industry has always been data orientated, what with […]