The Future of E-Commerce Compliance, Part II
You’ve probably heard of Maslow’s hierarchy. Basically, it’s a pyramid of our human needs, with physiological necessities like food and shelter at the base and self-actualization at the peak. But what about your needs as a financial professional? How do financial leaders go beyond what’s expected and reach their true potential?
We surveyed more than 500 financial professionals in order to better understand how they are navigating e-commerce compliance — as well as how they foresee the landscape changing in the future. We’re bringing you our results and the insights they’ve provided in three parts.
In this second, standalone part of our report, Addressing the Needs of Financial Professionals, you’ll learn:
- The hierarchy of needs for financial professionals
- How financial roles are evolving in response to e-commerce growth
- Key functional needs of financial professionals
- Reported emotional needs of financial pros

From part II of the report:
The massive growth in e-commerce and digital commerce has forced financial professionals to grapple with the impact on their business as well as on their evolving roles and responsibilities. In an ideal world, financial professionals would spend their time focused on managing profit and growing revenue. But because of the risk inherent in selling to multiple tax jurisdictions, staying tax compliant often takes a front seat to strategic business goals.
Download Part II and get access to the entire report — plus, stay tuned for a webinar featuring compliance and research experts.