Three Big Reasons Why Client Fee Billing Operations Need Workflows

08 Oct 2020
Date submitted
08 Oct 2020
Resource type
Best practice
File type
Web page Web page
Client fee billing, invoicing and revenue management in buy-side investment management can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Here are three key reasons why workflow controls are increasingly important for investment management CFOs and their teams.
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