ISG Software Research Analyst Perspectives

Five9 Bets on Integrations and Partners as the Path From CCaaS to CX

Posted by Keith Dawson on 11 March 2026

It’s clear that the buyer requirements for Contact-Center-as-a-Service (CCaaS) products have moved well beyond traditional notions of “cloud” or “omnichannel” and now focus on how well software providers can make artificial intelligence (AI) workflows real. The differentiation among CCaaS platforms is not so much about how well interactions are handled, but how the platforms embed within complex... Read More

Topics: Operations, Five9, automation, Contact Center, agent management, Customer Experience Management, CCaaS, Generative AI, Customers and CX - Business & Technologies, Workflow, ServiceNow, Salesforce

NiCE Clarifies AI Strategy in Cognigy’s Wake

Posted by Keith Dawson on 12 November 2025

Analyst summits are not where software providers go to make news, it’s where they seek to clarify and validate what they’ve already done and lay out strategies for the future. October’s NiCE summit in Vienna was an opportunity to take stock of the enormous changes artificial intelligence (AI) has wrought in the service industry and put NiCE’s recent moves into context. It’s no exaggeration to say... Read More

Topics: automation, Contact Center, agent management, Customer Experience Management, CCaaS, Intelligent Self-Service, Customers and CX - Business & Technologies, Conversational Intelligence, NiCE, Cognigy

Verint Uniquely Advances AI for CX with New Ownership

Posted by Keith Dawson on 15 October 2025

Verint held its annual Engage conference in September, shortly after it announced the news that it had agreed to be acquired by private equity firm Thoma Bravo for $2 billion. The new ownership plans on merging Verint with its competitor, Calabrio, after the deal closes in 2026. That sequence of events raises many important questions about the direction of both companies and the sector... Read More

Topics: automation, Contact Center, Verint, agent management, Customer Experience Management, CCaaS, Intelligent Self-Service, Customers and CX - Business & Technologies, Conversational Intelligence

Balancing Agents and Automation Enhances the Customer Experience

Posted by Keith Dawson on 16 August 2023

A lot of conversations around contact centers deal with automation, particularly how to balance the way humans and automated systems work together. Self-service, the front end of the customer interaction, is where practitioners get a first taste of the marvels of increasingly advanced automation. As customer expectations ramped up and labor became more costly during the pandemic, deflecting... Read More

Topics: Customer Experience, Self-service, automation, Contact Center, Knowledge Management, agent management

Why Automating Reconciliations Must be a Priority

Posted by Robert Kugel on 25 February 2022

Reconciling accounts at the end of a period is one of those mundane finance department tasks that are ripe for automation. Reconciliation is the process of comparing account data (at the balance or item level) that exists either in two accounting systems or in an accounting system and somewhere else (such as in a spreadsheet or on paper). The purpose of the reconciling process is to identify... Read More

Topics: Office of Finance, automation, Reconciliation

BlackLine Exorcises Accounting Details

Posted by Robert Kugel on 10 January 2019

I recently attended BlackLine’s annual user conference. The company aims to automate time-consuming repetitive tasks and substantially reduce the amount of detail that individuals must handle in the department. The phrase “the devil is in the details” certainly applies to accounting, especially managing the details in the close-to-report phase of the accounting cycle, which is where BlackLine... Read More

Topics: automation, close, closing, Consolidation, control, effectiveness, Reconciliation, CFO, compliance, Data, controller, Financial Performance Management, FPM, Sarbanes Oxley, Accounting, process management, report

Robotic Process Automation is a Cornerstone of Digital Finance

Posted by Robert Kugel on 25 December 2017

Robotic process automation (RPA) relies on programming or the application of analytical algorithms to execute the most appropriate action in an automated workflow. RPA enables business users to configure a “robot” (actually, computer software) to interact with applications or data sources to process a transaction, move or manipulate data, communicate with other digital systems and manage... Read More

Topics: Operations, automation, close, closing, Continuous Accounting, finance, banking, Robotic Process Automation, Accounting

The Virtues of Automating Reconciliation

Posted by Robert Kugel on 29 March 2014

Reconciling accounts at the end of a period is one of those mundane finance department tasks that are ripe for automation. Reconciliation is the process of comparing account data (at the balance or item level) that exists either in two accounting systems or in an accounting system and somewhere else (such as in a spreadsheet or on paper). The purpose of the reconciling process is to identify... Read More

Topics: Office of Finance, automation, close, closing, Consolidation, Controller, effectiveness, Reconciliation, XBRL, Business Performance, Financial Performance, Governance, Risk & Compliance (GRC), CFO, Data, Document Management, Financial Performance Management, FPM