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AI in Finance Awards 2025 | Consumer Banking

Global Finance

Financial institutions worldwide are leveraging AI, marking a shift from traditional rule-based systems to responsive, intelligent solutions. Nowhere does the fusion of data and AI hold more potential than in one of banking’s core functions—consumer lending—which AI promises to make smarter, faster, more efficient, and potentially more inclusive. “Since launching our AI-powered lending solution, SME clients enjoy a much simpler and faster process for eligible applications,” says Mikheil Nadareis

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Financial Analysis Involves More Than Ratios

Trade Credit & Liquidity Management

There are many things to consider when reviewing a company’s financials to determine creditworthiness and an appropriate credit limit. Most importantly, trends related to revenue, profit, and equity, for example. Reviewing the relationship between key financial factors enables you to peel back the onion to get a better view of how a company is performing.

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Fedwire® Adopts ISO® 20022 Modernizing U.S. Payments

Trade Credit & Liquidity Management

From a Press Release dated July 15, 2025, Chicago, Illinois The Federal Reserve Financial Services (FRFS) has completed the migration of the Fedwire Funds Service to the ISO 20022 message format, marking a significant modernization of the U.S. payments infrastructure. This upgrade aligns American payment processing with international standards, enabling greater efficiency, richer payment data, and more robust risk and fraud mitigation.

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Sebi bans 4 entities from securities mkt; fines Rs 4 cr in Zee Business guest expert case

CFO News

SEBI has barred four entities from the securities market for two years and imposed a total penalty of Rs 4 crore for engaging in fraudulent trading practices. These entities exploited advance information of stock recommendations from Zee Business channel experts. They profited by trading ahead of public announcements, creating information asymmetry and harming investors.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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Intelligent agents to transform finance operations

Future CFO

Advancements in artificial intelligence (AI) are reshaping the finance function worldwide, with intelligent agents leading the charge in transforming operations through automation and enhanced decision-making. Mike Whitmire , co-founder and CEO of FloQast , emphasises the growing importance of these technologies in the modern finance organisation, stating: “AI agents have the potential to fundamentally shift how CFOs and finance teams plan, analyse, and report their financials by enabling real-t

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AI in Finance Awards 2025 | Corporate and Investment Banking

Global Finance

The integration of artificial intelligence into the financial sector is moving beyond the experimental stage as the new technology becomes a cornerstone of modern banking operations. Take DBS Bank, for example, whose former CEO Piyush Gupta proclaims AI an “absolute game changer.” DBS has deployed over 800 AI models across 350 use cases, projected to yield over $1 billion Singapore dollars (about $778 million) in economic impact in 2025 and reflecting a broader industry trend.

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From Finance to Frontline: How CFOs Are Leading the Charge in Digital Transformation

CFO News

Amit Chand, CFO of REA India, writes on the shifting role of finance leaders as they move beyond number crunching to drive strategy, innovation, and digital transformation. He explains how CFOs are leveraging AI, balancing risk, and shaping growth in an increasingly complex business landscape.

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Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?

Nerd's Eye View

From the advent of personal computers and the Internet to smartphones and sophisticated financial software, the profession of financial advice has always been in continual dialogue with technology. However, the rapid rise of artificial intelligence has brought a deeper wave of disruption to the financial advice profession. As clients increasingly expect seamless, automated financial solutions – what might be thought of as ‘self-driving money’ – advisors are left to consid

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FASB advances GAAP codification refresh

CFO Dive

More than 30 accounting rule updates were affirmed by the U.S. standard setter Wednesday as part of a broad refresh of the codification that underpins GAAP.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Banks shift focus to innovation and growth as AI delivers measurable impact

Global Finance

When a shift of this nature occurs, bankers are driven and evaluated more on customer acquisition, product innovation, and digital engagement which we can see in the market. Interestingly, the findings also revealed that artificial intelligence (AI) is generating measurable business value, with more banks seeing strong returns as initiatives mature.

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Embedding Credit and Collection Risk Awareness Across the Organization

Trade Credit & Liquidity Management

Credit professionals operate at the nexus of financial stability, revenue growth, and organizational risk, playing a mission-critical role that is often undervalued outside their immediate function. Every decision made by credit has cascading effects across the enterprise: approving credit terms fuels sales and drives cash flow, revenue, and from a lender’s point of view, a company’s borrowing rate and capacity.

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Inflation, growth outlook to decide rate cuts, not current CPI data: Malhotra

CFO News

Reserve Bank Governor Sanjay Malhotra says future rate cuts will depend on inflation and growth outlook. He assures that rate cuts won't cause asset bubbles. RBI possesses more tools beyond rate cuts. Credit growth is better than the decadal average. The central bank aims to provide the right macroeconomic conditions. RBI is simplifying regulations and reviewing them regularly.

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Transcript: Sonal Desai, Franklin Templeton Fixed Income CIO

The Big Picture

The transcript from this week’s, MiB: Sonal Desai, Franklin Templeton Fixed Income CIO , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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EY: Most of SG-listed companies not prepared for sustainability reporting under ISSB standards

Future CFO

Taking the magnifying glass on sustainability reporting, majority of Singapore-listed companies are deemed not prepared under ISSB standards that comes into effect in the financial year 2025. According to a findings of the third edition of EY 's  Transparency in focus: State of Climate Reporting in Singapore, among the 359 companies that published sustainability reports for the financial year ended 31 December 2024, 98% or 351 contained disclosures that met at least one of the Task Force on Clim

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From Automation to Augmentation – AI In Finance Awards 2025

Global Finance

Traditional artificial intelligence, including machine learning and statistical modeling, is nothing new to financial institutions. AI has long been instrumental in data analysis, trend forecasting, automation, risk management, and enhancement of customer service. At the same time, however, traditional AI was paving the way for the emergence of a more revolutionary tool: generative AI (GenAI).

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Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments: #FASuccess Ep 448 With Monish Verma

Nerd's Eye View

Welcome everyone! Welcome to the 448th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Monish Verma. Monish is the CEO of Vardhan Wealth Management, a dba of the RIA Summit Financial and based in Farmington Hills, Michigan, that oversees $560 million in assets under management for 225 client households. What's unique about Monish, though, is how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for par

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#369 – Developing Trends in Cash Forecasting & Visibility (TIS)

Strategic Treasurer

Episode 369 Developing Trends in Cash Forecasting & Visibility (TIS) Cash forecasting is evolving, and the pace is accelerating. In this episode, we explore developing trends from the 2025 Cash Forecasting & Visibility Survey. We’ll look at rising complexity, higher expectations, and the push for more frequent updates. From controls, tools, and AI to treasury’s expanding role as a strategic enabler, this episode highlights how teams are adapting and what is still needed to forecast with

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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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Vision Without Execution is Just Delusion 

CFO Talks

Vision Without Execution is Just Delusion There is a quiet epidemic spreading through executive boardrooms, and CFOs are not immune. It is called Strategic Posturing. It looks impressive from the outside, sounds inspiring in meetings, and feels productive when documented in a glossy strategic plan. But underneath the surface, most of it is just hot air.

CFO
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How to Do 5-Year and 3-Year Financial Forecasting: A Complete Guide for 2025

Lime Light

Discover how 3-year and 5-year forecasting can help your finance team plan for uncertainty, model growth scenarios, and align decisions with long-term strategy in 2025.

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GCC Digital Upheaval – Fintechs vs Banks

Global Finance

Across the Gulf Cooperation Council (GCC) states, a new generation of fintech start-ups are challenging the dominance of incumbent banks and brokerage firms. With the United Arab Emirates emerging as a hub, the region is experiencing a widespread digitalization of financial services, driven by mobile-first platforms, specific regulations, and growing consumer demand for transparency, specialization, efficiency, and speed.

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Major Compliance Risks When Using AI Tools (And Best Practices To Mitigate Them)

Nerd's Eye View

AI tools like ChatGPT and automated meeting notetakers offer meaningful time savings and productivity gains that can be a game-changer for supporting RIA marketing, client service, and investment research efforts. But the same capabilities that make AI so useful – namely, its ability to analyze and generate human-like content at scale – also introduce complex compliance and regulatory risks.

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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SBI leads $9.2 billion wave of Indian fast-tracked share sales

CFO News

Indian companies are leveraging the stock market rally to raise funds through qualified institutional placements (QIPs). Led by State Bank of India's record offering, around 40 firms plan to raise over $9.2 billion via QIPs in July. This fast-track method allows companies to quickly secure capital from professional investors, fueling optimism and growth despite recent market fluctuations.

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Frankenstein’s Index Fund

CFA Institute

How over-diversification and redundant active management created a monstrous inefficiency in US public pension investing—at taxpayers’ expense. The post Frankenstein’s Index Fund appeared first on CFA Institute Enterprising Investor.

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Award Winners Shaping the Future of Financial Risk

Trade Credit & Liquidity Management

From a Press Release dated July 29, 2025, New York, New York Taktile has announced the winners of its inaugural "Top Voices in Risk ’25" awards, which honor individuals redefining risk management in the financial services sector. The awards recognize a diverse group of leaders from around the world, each selected for their impactful contributions in one of four categories: Voices of Innovation : Pioneers developing new technologies and risk systems.

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1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk

CFO Thought Leader

When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the course.

CFO
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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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Hong Kong's stablecoin bill to take effect August

Future CFO

Hong Kong's stablecoin ordinance, which seeks to establish a licensing regime for issuers of such stablecoins, is set to take effect on August 1. The bill, which was passed by the Hong Kong Legislative Council back in May, aims to boost the regulatory framework for digital assets, safeguard financial stability, and solidify Hong Kong's position as a leading international financial center.

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Sebi, market bodies launch 'SEBI vs SCAM' drive to fight financial frauds

CFO News

SEBI, in collaboration with MIIs and AMFI, has launched a joint investor awareness campaign named 'SEBI vs SCAM' to combat financial frauds in the securities market. The initiative aims to educate investors about fake trading apps, unregistered investment advice, deepfakes, and other fraudulent practices. Investors are encouraged to identify red flags and use trusted grievance redressal mechanisms.

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Investment Banking Surge in the GCC: From Oil to Assets

Global Finance

Lenders like what they are hearing from Gulf region businesses. Corporate and investment banking (CIB), which already accounted for more than half of total banking revenues in the Gulf Cooperation Council (GCC), is expanding at an annual rate of 14%, more than twice the regional average, according to a recent McKinsey study. Lenders expect CIB revenues to reach the $100 billion mark by 2030 as the region deepens its economic transformation.