As we kick off the new year, many teams are reassessing risk exposure, customer health, and monitoring strategies to align with 2026 goals.
We’d love to hear from you:
👉 How are you using Finance Analytics right now to support your business decisions?
- Are you using your portfolio, folders, or alerts differently than you were last year?
- Which metrics or dashboards are you trusting most for early risk signals?
- Have you made any workflow changes to improve monitoring or reporting efficiency?
- What’s one best practice you’ve learned that others in the group could benefit from?
There’s no right or wrong answer—whether you’re a power user or just getting started, your experience helps the entire FA community learn and grow.
Drop your thoughts below 👇
And if you’re curious how others are approaching Finance Analytics this year, jump into the comments and join the conversation!