Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Strategic Treasurer.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

CFO Network

MARCH 11, 2024

Accounts Payable Management: Ensuring Timely Payments Another critical aspect of cash flow management is managing accounts payable effectively. Neglecting accounts payable can result in missed payments, damaged vendor relationships, and even disruption of essential supplies or services.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

PYMNTS

JANUARY 22, 2020

In the simplest terms, the data laws place parameters around the collection and use of data that springs from a staggeringly large market – as many as 560 million individuals, if we count the number of people who have internet access in India. The aggregators have duties as fiduciaries to manage consent. The Roadmap.

Accounting 52

Accounting Banking Education Leverage 52

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation 80

Valuation Economics Leverage Investments 80

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. IoT support.

Budgeting 176

Budgeting Leadership Communication Leverage 176

PYMNTS

AUGUST 8, 2019

Tighter security and authentication methods for digital IDs are necessary to lessen the magnitude of these breaches, and hopefully stop them entirely. . Selfies in the name of security. AI can also be leveraged for a variety of other security purposes, such as anomaly detection. More than 4.5

Securities 51

Securities Healthcare Manufacturing Leverage 51

PYMNTS

FEBRUARY 24, 2020

In Europe, the continued evolution of data policies and regulation now point toward a single market across the Continent. As reported mid week, the European Commission is planning a single European market for data , in hopes that by pooling talent, the region can compete with Big Tech in Silicon Valley and China.

Marketing 52

Marketing Leverage Securities Accounting 52

PYMNTS

JULY 25, 2019

Banks need to keep this requirement top of mind as they compete against other FIs in newer markets, however. It is thus imperative that those seeking to expand into new markets adjust their fraud protection strategies to better fit local customer needs. Bringing a global fraud approach to a new local market. operations.

Marketing 65

Marketing Leverage Banking Securities 65

PYMNTS

SEPTEMBER 11, 2019

Nicolas Dinh , chief operating officer of year-old Canadian financial startup STACK , recently spoke with PYMNTS about the key forms of fraud that nascent mobile financial services firms face and how companies can leverage security technologies and partnerships to gain customers’ trust. Partnering With Established Players.

Securities 45

Securities Startups Compliance Budgeting 45

PYMNTS

APRIL 23, 2019

The market has the potential to expand even further, too, as Puerto Rico is reportedly considering legalization. . Money laundering, account takeovers and other illicit activities threaten to turn away legitimate consumers, as well as the government agencies that provide gaming licenses. . A Data-First Approach . Key Issues.

Securities 43

Securities Leverage Compliance Accounting 43

PYMNTS

AUGUST 1, 2019

Such boxes represent a small segment of the broader subscription market, but they face the same challenges, including fraud attempts like card-and-wallet tests and account takeovers (ATOs). Box-of-the-month services constantly struggle to secure their payment processes and remain a step ahead of bad actors.

Securities 43

Securities Math Leverage Numbers 43

PYMNTS

NOVEMBER 24, 2020

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. A convenient, yet secure solution could be just a few taps away, however.

Sales 108

Sales Leverage Securities Banking 108

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

JULY 18, 2023

The Financial Stability Board groups entities in these less transparent and regulated parts of the financial system as other financial institutions (OFIs), which include investment funds, securities dealers, broker dealers, finance and leasing companies.

Banking 52

Banking Leverage Risk Management Financial Systems 52

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. CFOTL: Tell us about Dwolla … what does this company do, and what are its offerings today?

CFO 52

CFO Financial Modeling Forecasting Finance 52

Future CFO

FEBRUARY 15, 2022

Finance and accounting outsourcing (FAO) buyers are increasingly open to third-party support for complex, judgment-intensive processes, and digital solutions; providers are further differentiating themselves with talent strategies, governance models and ESG initiatives. Trends driving FAO. FAO providers prepping for growth.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Leverage Finance 52

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

MAY 24, 2016

The firm revealed the rollout of its commercial payment solution, TSYS Virtual Payment Precept (VPP), a virtual payment tool for accounts payable and accounts receivable to streamline reconciliation and heighten risk controls in the B2B payments space, the company said.

B2B 41

B2B Securities Accounts Payable Reconciliations 41

Future CFO

DECEMBER 11, 2023

In the US, the US Federal Reserve is set to introduce to the local market FedNow – an instant payment solution that will enable customers of participating banks and credit unions to instantly send and receive money transfers outside of traditional banking hours. Real-time payments also mean account balances stay up-to-date.

Banking 98

Banking Finance CFO Leverage 98

PYMNTS

NOVEMBER 13, 2020

Multifactor authentication (MFA) and biometric scans are quickly becoming the norm in numerous fields, including online accounts for banks and other businesses. The telecommunications industry is but one of many sectors looking to more securely verify customers and avoid fraud, which remains a growing problem. More than 6.2

Securities 97

Securities Banking Leverage Numbers 97

Bramasol

FEBRUARY 13, 2023

Analytics firm Statista estimates that the SaaS market is worth approximately 146 billion in U.S. Accounting and finance processes as businesses look to automate and streamline their financial operations. dollars and estimated to reach 195 billion U.S. dollars by 2023.

SAP 77

SAP Compliance Leverage Accounting Standards 77

Accountancy Today

APRIL 12, 2023

The Institute of Financial Accountants (IFA) has announced a new partnership to provide capital support for SMEs. The professional accountancy membership body has partnered with White Oak, one of the largest FCA regulated non-bank lenders in the UK.

Finance 52

Finance Invoicing Accounting Leverage 52

CFO Thought Leader

DECEMBER 18, 2023

Greg Robbins began his career inside the realm of Big Six accounting houses, an experience that he tells us laid the foundation for a career in financial operations and strategy. He also highlights the necessity of understanding the commercial side of the business to effectively partner with other departments, especially sales and marketing.

CFO 52

CFO Leadership Leverage Accounting 52

PYMNTS

JULY 23, 2018

This one may be familiar: Wide receiver and cryptographer walk into a bar and … set the data security landscape on its ear. Neal himself had been hacked while in college and became interested in data security and technology. The HyperSpace team is now coming to market with that game-changing idea, rendered across APIs and hardware.

Securities 53

Securities Education Accounting Numbers 53

Boston Startup CFO

MAY 9, 2016

Among the top 10% of jobs most likely to be automated: insurance underwriters, tax preparers, loan officers, credit analysts, and accounting professionals. Consider, for example, the impact of new artificial intelligence innovation on the current job market. Brian Peccarelli is president, Thomson Reuters Tax & Accounting.

Accounting 52

Accounting Prioritization Advertising Compliance 52

PYMNTS

MARCH 4, 2020

APIs can become major targets for hackers and fraudsters, however, and businesses need to step up their API security in response. Banking services and money transfer app Revolut recently partnered with an open banking API provider to provide new services to account holders, for example. Around The B2B API World. About the Tracker.

Treasury 96

Treasury B2B Cash Management Leverage 96

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

IFRS 95

IFRS Technology SAP Compliance 95

Future CFO

OCTOBER 2, 2023

The increase in spending on AI , including software, services, and hardware, reflects a shift to leveraging technology in companies’ operations, as well as in improving customer experience and keeping up with the ever-changing market. This is expected to reach nearly US$38.4 billion by 2027 at a compound annual growth rate of 24.8%.

Leadership 52

Leadership Risk Management Forecasting Leverage 52

FISPAN

JANUARY 12, 2022

This lack of control is leading the drive towards a secure solution-based platform that merges data and financial technology. About FISPAN Since 2016, FISPAN has built and continued to expand the breadth and depth of a platform that securely houses both financial and business data. The end result?

Reconciliations 96

Reconciliations Banking Securities Leverage 96

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. This includes offering mobile banking apps, online account management, and personalized financial advice through digital channels.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Share

FEBRUARY 23, 2024

Streamlining Cash Receipts Efficient management of accounts receivable is pivotal to achieving small business cash flow optimization. Managing Vendor Payables Strategically Strategic management of accounts payable is another key aspect of optimizing cash flow in small businesses. Reduce the risk of incurring late payment penalties.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Also in industry news this week: Why many clients of robo-advisors are seeking out human advisors in the current market climate.

Auditing 75

Auditing Planning Leverage Investments 75

PYMNTS

NOVEMBER 10, 2020

“Most things take 10 to 15 years to drive through the ecosystem,” McCarthy told Webster — especially when a range of stakeholders are involved, spanning two-sided markets, consumers, merchants and governments. We leverage that information before you get onboarded to get a card.

Currencies 129

Currencies Leverage Securities Banking 129

PYMNTS

NOVEMBER 16, 2020

Mastercard has added a new Account-to-Account (A2A) service to its Track Business Payment Service , to help businesses exchange data more efficiently and perform payments across multiple rails, a press release says. The Track Business Payment Service was rolled out in the U.S.

Reconciliations 81

Reconciliations B2B Leverage Accounting 81

PYMNTS

JUNE 20, 2016

Now that emojis have burst onto the scene as an entire generation’s de facto mode of digital expression, it’s less about figuring out where they came from than it is about maximizing their marketing potential. Leveraging them as marketing assets may be a feasible first step away from their original, non-consequential forms.

Marketing 40

Marketing Advertising Leverage Securities 40

PYMNTS

SEPTEMBER 21, 2020

But by leveraging data, and advanced technology, you get the details that can help drive decision-making processes or the routes that a payment can take.”. The rise of eCommerce can give merchants information ahead of transactions, which can be used to route those transactions with speed and security.

eCommerce 124

eCommerce Currencies Securities Leverage 124