All Insights

Find everything from eBooks and white papers to blog posts, articles and news.

  • If I Outsource My Accounting Processes, How Talented Will My Team Be?

    If I Outsource My Accounting Processes, How Talented Will My Team Be?

    You might be considering outsourcing some of your accounting tasks, but are worried about the qualifications of offshore talent. I take great pride in building high-performing teams that exceed

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  • [PODCAST] The Reality of Doing More With Less

    [PODCAST] The Reality of Doing More With Less

    Michael Murphy —CFO of Personiv, was invited as a guest to speak on the MarketScale Retail Podcast with Sean Heath, where he shared his experience and insight as a financial leader sometimes required

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  • Improving Your Accounting Processes Through Outsourcing

    Improving Your Accounting Processes Through Outsourcing

    Keeping your company's books and financial information in order is crucial to keeping, well, your company. After all, business comes down to the numbers. If you do it yourself, you're probably already

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  • Making Your Mark: Improving Accounting Processes Without Breaking What Works

    Making Your Mark: Improving Accounting Processes Without Breaking What Works

    If you're a CFO that's moved into a new role – through headhunting, traditional hiring processes, or through a recent promotion – you can expect at least one thing about the transition

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  • Digital Done Right

    Digital Done Right

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  • Think You Know Outsourcing? Not if You Believe These 6 Myths.

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  • Tech-Driven CX + Live Support

    Tech-Driven CX + Live Support

    Today’s digital age has transformed the way customers interact and share their experiences with organizations. The success of video, real-time messaging, chatbots and artificial intelligence has...

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  • 5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 3]

    5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 3]

    This week, we wanted to know exactly why Bora thinks that live support and the people who provide it aren't going anywhere, and how offshore customer service is about to get better than it's ever been

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  • 5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 2]

    5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 2]

    This week, we asked Vishal Bora to share his thoughts on how data collected on customers and how technology is also impacting customer experience outsourcing behind the scenes.

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  • 5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 1]

    5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 1]

    5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers is our three part series on how new technologies are affecting one of the oldest aspects of business - client care.

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  • We Are ‘One Personiv’: How 50 Employees Spread Across the Globe Came Together to Give Back

    We Are ‘One Personiv’: How 50 Employees Spread Across the Globe Came Together to Give Back

    When you’re a global company, finding ways to foster cohesion isn’t always an easy prospect. It takes dedicated leadership and a set of values that prioritizes unification as a company culture.

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  • CEO David Lesniak on Sourcing and Securing Hard-to-Find Accounting Talent

    CEO David Lesniak on Sourcing and Securing Hard-to-Find Accounting Talent

    It’s no secret: there’s a talent accounting shortage in the United States. Between automation, changing regulations, and the looming mass retirement of CPAs, the talent pool is diminishing.

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  • CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    When you’re first beginning to consider outsourcing for your business, it’s almost impossible not to feel a little overwhelmed by the sheer volume of information available. That’s not necessarily bad

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  • [Infographic] Leading Gen Z in the Workplace

    [Infographic] Leading Gen Z in the Workplace

    Did you know that generation Z is entering the workplace now? This infographic details everything you need to know to manage the newest generation.

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  • [Infographic] The Competitive Edge for Startups

    [Infographic] The Competitive Edge for Startups

    Looking to scale fast as a growing startup? With such fierce competition, outsourcing is the answer. Find out how to get an edge in the crowded startup/incubator scene with our infographic.

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  • 3 Big Reasons to Implement a Wellness Program at Work

    3 Big Reasons to Implement a Wellness Program at Work

    When it comes to enticing and retaining employees, perks can be pivotal. And across industries, wellness programs are among the most common types of perks there are. It’s easy to see why benefits...

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  • [PODCAST]: The Magic Ratio: How to Focus Your Efforts for Top Productivity

    [PODCAST]: The Magic Ratio: How to Focus Your Efforts for Top Productivity

    Evan Green, Founder, and Chairman of Personiv was invited as a guest to speak on the Pro AV podcast over at Marketscale.

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  • Meet Gen Z: How to Lead the Newest Generation of Workers

    Meet Gen Z: How to Lead the Newest Generation of Workers

    A new generation is making its way out of the classroom and into the boardrooms, cubicles and coworking spaces that comprise the modern workplace.

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  • What To Do When Your BPO Isn't Working Out

    What To Do When Your BPO Isn't Working Out

    When your BPO firm isn’t working out, it can have serious consequences. By missing targets, leaving customers dissatisfied or losing key talent, your BPO firm could be negatively affecting your succes

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  • How Austin's Startup Community Made Our First Event a Big Success

    How Austin's Startup Community Made Our First Event a Big Success

    On August 8, 2019, we had the unique pleasure of hosting our first event in Personiv's home city of Austin, Texas. Smart Outsourcing for Startups and Incubators was an evening dedicated to...

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  • Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    The world is changing at a faster pace than it ever has before. Technology, globalization and constant connectivity tend to affect almost everything we do, and that’s especially true when...

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