As organizations plan for 2026, workforce strategy is becoming a central area of focus. Despite improvements in broader economic indicators, operational staffing challenges remain persistent across financial services, factoring, insurance services, and commercial lending.
Compliance
The final quarter of the year has historically been the highest-risk period for fraud in transportation and logistics. Fraudsters capitalize on reduced holiday staffing, increased shipping volume, and tighter year-end cycles. Unfortunately, 2025 has proven to be one of the most challenging years yet, with a substantial rise in identity theft, false documents, and fraudulent carrier activity.
Compliance has long been viewed as a cost of doing business — a necessary but resource-intensive function. However, forward-thinking organizations are reframing compliance as a strategic advantage, transforming traditional back-office operations into centers of intelligence, insight, and value creation.
In the insurance and risk management ecosystem, the Certificate of Insurance (COI) has emerged as a critical document — a small form with big implications. It validates coverage, enables contracts, and protects organizations from liability exposure. Yet, many companies underestimate the complexity and importance of managing COIs accurately and consistently.
In 2025, specialty finance lenders are increasingly adopting ESG-aligned products, meeting rising demand for sustainable finance. According to a February report, firms are using outsourced ESG tools to integrate environmental, social, and governance criteria—without having to build these capabilities internally.
What started as a cost-cutting trend has evolved into a strategic powerhouse for U.S. companies—especially in insurance and specialty finance. Outsourcing finance and accounting (F&A) isn’t just about saving money anymore—it’s about enhancing agility, compliance, and scale.
As insurance companies increasingly rely on outsourcing to optimize operations and control costs, regulatory compliance remains a critical responsibility—especially when it comes to protecting patient and customer data. The Health Insurance Portability and Accountability Act (HIPAA) mandates strict safeguards around the handling of Protected Health Information (PHI), and those requirements do not stop at your company’s front door.
Amid rising costs, talent scarcity, and compliance pressure, finance leaders in insurance and specialty finance are increasingly turning to outsourced F&A solutions. Here’s what’s shaping the global landscape—and how smart firms are responding now.
The Secured Finance Network (SFNet) has released its Year-End Factoring Survey, providing a comprehensive overview of the factoring industry’s performance in 2024 and projections for 2025. The survey highlights key trends, challenges, and opportunities that are shaping the sector.
Today’s CFO is facing a high-stakes balancing act: reduce costs, improve efficiency, and deliver on strategic goals—all while navigating an uncertain economic landscape. With finance departments pulled in multiple directions, many leaders are looking beyond the spreadsheet for solutions.