Chief Financial Officers are essential for designing and managing an entire organization's financial structure. They are responsible for tracking the financial progress of their company, as well as analyzing their financial strengths and weaknesses. However, the past few years have become a sort of transition period for CFOs across all industries, one that has been accelerated by recent world events such as the global pandemic. 

On 28 December, a $900 billion pandemic relief bill was signed into law, which included enhanced unemployment benefits and direct cash payments. The immediate effect for financial services companies was an increase in customer inquiries, placing a large and unplanned burden on customer support teams, with some companies citing volume increases of over 1000%... yes 1000%.

To become one of the fastest growing CX solutions and technology companies, Everise needed to digitally transform the inner and outer functions of the company in order to scale effectively. One department we had to work on was finance. To do this, we partnered with Netsuite to update our back-end systems and sustain rapid growth within our operations.