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Elevate your Profile as a Partner in the Banking Integration Landscape

April 5th, 2023
1pm EST/10 am PST
Duration: 45 minutes
Brittany Russell
Claire Robinson
About This Webinar

As a Sage Intacct partner, you know that your customers are demanding solutions that make their lives easier everyday. Embedded banking within Sage Intacct could be your ticket to easily accelerating your clients’ digitization strategy with minimal lift and time to onboard for your clients. In this webinar, we will chat with Brittany Russell, Partner, Strategic Accounting Outsource Solutions, LLC, about how she has been able to help her clients work with their banks to enable automated treasury management processes within their Sage Intacct environment. We will discuss what the entire ERP ecosystem looks like and the different ways consultants can step in and unlock client success like never before. We’ll help you uncover your clients business banking and treasury management needs, discuss how banks are thinking about ERP integrations, and review other distribution channels that are available.

In this session you’ll learn how to:

  • Take advantage of your clients’ business bank as a distribution channel
  • Make your clients happy and build a scalable integration across your client base
  • Decrease integration costs and time spent on building and configuring these solutions in-house
  • Service more clients
  • Outsource customer service and support
Speaker Bios

Brittany Russell

Partner, Strategic Accounting Outsource Solutions, LLC

As Partner, Brittany is a strategic leader driving SAOS to provide the best accounting solution for organizations. She is enthusiastic about client service and has a passion for helping leaders maintain clean financials and improve their organization as a whole. She is a certified Sage Intacct implementation specialist and accounting specialist.

Claire Robinson

Product Owner

Claire Robinson is the VP of Product at FISPAN, where she leads the product functions from client-led discovery to implementation. Claire previously managed FISPAN’s relationships with three of the four largest banks in the US where she gained experience in the delivery of embedded banking solutions. She has taken this experience over to Product to build solutions that balance the needs of and drive value to Banks and their corporate clients.