Nerd's Eye View

APRIL 4, 2024

In other professional industries like accounting and law, the training and development of newly minted CPAs and attorneys are often provided by the largest firms who hire and train in bulk each year, knowing full well that many new hires will move on in just a few years.

Communication 74

Communication Leverage Planning Sales 74

Bramasol

MARCH 10, 2023

This can help them plan and invest for the long term, rather than relying on variable sales of individual products. By focusing on a smaller number of products and services that are regularly updated, they can optimize supply chains and reduce production costs.

SAP 84

SAP Manufacturing Compliance Leverage 84

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers.

Sales 141

Sales Prioritization eCommerce Invoicing 141

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

VCFO

AUGUST 9, 2023

6 Operating Performance Metrics for Professional Services Firms Professional services firms come in all shapes, sizes, and types – law, accounting, architecture, engineering, field services, janitorial, specialized consulting, and the list goes on. To capture Direct Labor, most firms need some sort of time-tracking system.

General Ledger 83

General Ledger Benchmarking Leverage Budgeting 83

PYMNTS

OCTOBER 16, 2020

Numerous quick-service restaurants (QSRs) have deployed these technologies to support their operations, tailor their customer service approaches and even boost sales, but many players, including several big names, have been reluctant to invest in such innovations. The alteration led to a 3 percent increase in sales in Canada, the chain said.

Leverage 109

Leverage Data Analysis Sales Securities 109

PYMNTS

NOVEMBER 16, 2016

household held five mobile devices, while, at the start of 2016, that number has increased to about 13. of every $100 of sales are at risk. of every $100 in digital sales remains at risk. Upward and onward seems like a hopeful phrase, doesn’t it? Unless it’s fraud you are talking about. At the end of 2014, the average U.S.

Sales 82

Sales Education Retail Accounting 82

Centage

JANUARY 17, 2024

Whether you’re wrapping your annual budget process or starting to lay the ground work for next year’s, it’s never a bad time to take stock of how your projected numbers line up with your actuals. Ask yourself: Are your quarterly numbers still on track? Is current cash flow at the expected levels?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 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

JANUARY 21, 2021

In terms of customers going online to bank, BofA added that digital sales accounted for 45 percent of all consumer banking sales for the quarter. Citibank can now open accounts online in 50 countries and in the year 2020 it opened 14 million accounts digitally — a 200 percent increase over 2019.

Banking 101

Banking CFO Leverage Accounting 101

PYMNTS

JUNE 22, 2016

In B2B payments, accounts payable automation is a hot topic, as are the challenges AP professionals face when it comes to paying suppliers and managing the data from those transactions. But as Corcentric and IOFM revealed, the accounts receivable department may not have total control over its ability to get automated.

Accounting 42

Accounting Invoicing Reconciliations Accounts Payable 42

PYMNTS

JUNE 24, 2020

For financial institutions (FIs), there’s the increased attention that must be paid to digital onboarding and card account openings that can be co-opted by bad guys. CNP fraud, Nolte said, has become a numbers game. Just having information like your address or your Social Security number just does not cut it anymore,” Nolte explained.

Leverage 104

Leverage Securities Banking Numbers 104

PYMNTS

JANUARY 26, 2021

The Seattle-based coffee giant’s loyalty program has 19 million active members that account for 48 percent of its annual revenue. . The coffee giant has built a loyal customer base over the course of 13 years, leveraging data it gathers from its customers’ ordering and payments preferences. . consumers, helps explain why.

Leverage 106

Leverage Sales Numbers Accounting 106

PYMNTS

JULY 2, 2020

Venmo will introduce a new feature for businesses to accept payments separate from the individual owner’s account, a press release says. Once set up and running, users will have access to data about transactions and number of customers, according to Venmo. More than 75 percent of the small businesses in the U.S.

Budgeting 92

Budgeting Leverage Accounting Sales 92

PYMNTS

DECEMBER 21, 2020

It recently opened its first digital-only location after reporting that its digital sales grew by 203 percent in Q3 compared to the same period in 2019. Digital revenues represented 49 percent of the chain’s total sales during the same quarter, revealing that consumers are clearly seeking digital access to restaurants in record numbers.

Sales 120

Sales Leverage Investments Technology 120

The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. After all, one of the primary solutions to grow revenue is to grow sales from new and existing customers. You'll have to look beyond the numbers to get this information. Like a pyramid, FP&A builds on top of this.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

PYMNTS

OCTOBER 19, 2020

Armistead recently offered PYMNTS an inside look into the different techniques that fraudsters leverage as well as the initiatives Zelle undertakes to protect itself and its users. There are extremely elaborate scams with puppies for sale, for example,” Armistead explained. Leveraging AI To Fight Cybercrime.

Accounting 68

Accounting Leverage Transportation Banking 68

PYMNTS

MARCH 13, 2019

This stumbling block to innovation is often visible in accounts payable (AP) departments, Corcentric SVP of Sales Daniel Andrew told PYMNTS in a recent conversation. Manual, paper-based invoicing systems are objectively worse in every metric when stacked against automated, digital AP systems that leverage straight-through processing.

Accounts Payable 44

Accounts Payable Accounting Invoicing Benchmarking 44

PYMNTS

JANUARY 14, 2021

In the move toward digital payments in cash-centric economies, building trust in bank accounts and payments done in bits and bytes is critical. Users can register for and open accounts by downloading the JazzCash mobile app from Google Play or Apple’s App Store. It’s about adding more value to the JazzCash business accounts.

Leverage 93

Leverage Accounting Banking Numbers 93

CFO News Room

JANUARY 6, 2023

As 2022 closes and 2023 begins, we spoke with the members of our senior sales team for the construction industry to get their thoughts on the challenges construction companies will face in the new year. In any economic environment, companies need to closely manage cash flow, and by extension, their accounts receivable.

Construction 130

Construction Economics Forecasting Finance 130

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Planning 88

Planning Technology Leverage Investments 88

PYMNTS

AUGUST 5, 2020

In the current environment, of course, the pandemic decimated foot traffic across any number of verticals — restaurants and retailers come to mind, of course. In fact, our bitcoin sales on our machines have increased dramatically week over week for the last 10 to 12 weeks,” amid an online and in-store advertising boost.

Currencies 135

Currencies Advertising Numbers Accounting 135

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial analysis reports in Power BI go beyond simple number-crunching. Sales Scorecard Report in Power BI.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Healthcare Budgeting 52

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial analysis reports in Power BI go beyond simple number-crunching. Sales Scorecard Report in Power BI.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Healthcare Budgeting 52

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.”. At least some of that data, he said, can be gathered at the point of sale interaction.

eCommerce 124

eCommerce Currencies Securities Leverage 124

PYMNTS

DECEMBER 22, 2020

The automotive market continues to fire on all cylinders despite the pandemic as online and offline sales have either remained flat or trending up for Q3. The latest case for its resiliency comes from CarMax, announcing Q3 earnings on Tuesday (Dec 22) that showed solid sales as the company gears up for a push into the digital-first economy.

Marketing 66

Marketing Leverage Sales Planning 66

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

NOVEMBER 10, 2020

Businesses of all sizes struggle with capital management, regardless of whether they employ staff or seek out third parties to handle their cash flows, accounts payable (AP) and accounts receivable (AR) processes and other related tasks. Automating Capital Management.

Accounts Payable 87

Accounts Payable Invoicing Treasury Sales 87

PYMNTS

OCTOBER 9, 2020

Overall, the number of live-sales in the region increased nearly 67 percent, thanks to the heaviest usage among shoppers in Singapore and Thailand. Technological improvements leveraging artificial intelligence will create innovative use cases that merchants can build on to develop new strategies and sales channels.”.

Advertising 88

Advertising Leverage Retail Sales 88

PYMNTS

NOVEMBER 12, 2018

Hackers and fraudsters have been relentless in the past year or two, attacking retail websites, scraping gift cards and probing accounts for weak passwords,” he explained. “We We are modernizing our systems and environments to leverage open source platforms and public cloud environments,” Siddiqui said.

Sales 59

Sales Retail Data Analysis Technology 59

PYMNTS

OCTOBER 6, 2020

Robo-advisors [which were effectively asset allocation models with minor tuning] aside, there is tremendous opportunity to leverage data and machine intelligence to counsel SMBs to make better decisions about their complex financial situations.”. Intelligence Plugin .

Leverage 118

Leverage Banking Finance Sales 118

Centage

NOVEMBER 14, 2023

Sales teams meet frequently and keep a close eye on a prospect’s position in the funnel. Reforecasting adjusts your path based on changes to assumptions and unforeseen complications that were not accounted for when the budget was initially created. Change is a constant in the world of business operations planning.

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 52

PYMNTS

FEBRUARY 27, 2020

The company reported that total net sales were down year over year by 6 percent for the quarter, and 3 percent for the full year ending Dec. Office Depot is changing tactics in 2020, leveraging its strength in catering to businesses, schools, healthcare organizations and government agencies.

B2B 60

B2B eCommerce Healthcare Investments 60

PYMNTS

SEPTEMBER 30, 2020

Luxury retailers are also targeting millennial and Generation Z consumers to expand their customer bases, with one report showing that millennials accounted for 35 percent of high-end retail purchases, for example. Around The Buy Now, Pay Later World. Offering these BNPL options in the U.S.

Planning 111

Planning eCommerce Retail Leverage 111

PYMNTS

DECEMBER 11, 2020

As for the paper checks themselves, even in the 21st century: They can account for as much as 40 percent of all medical claim payment transactions and 88 percent of all dental claim payments. Artificial intelligence (AI) is being leveraged to adjudicate the claim and issue the payment immediately, he said. “In The Mechanics .

Healthcare 67

Healthcare Reconciliations Invoicing Numbers 67

VCFO

JUNE 2, 2023

Coping with Inflation in Retail Environments The impact of inflation on retail operations presents a new challenge for many (especially younger) finance and accounting professionals. During that prolonged period of inflationary stability, teaching aspiring finance and accounting professionals how to deal with inflation wasn’t an emphasis.

Retail 66

Retail Finance Leverage Technology 66

PYMNTS

FEBRUARY 1, 2021

But progress has been significant: At present, she said, there are about 260 banks adhering to the schemes, which means more than 60 percent of payment service providers in the country – and by extension, the percentage of accounts “covered” by instant payments functionality is about 85 percent, as measured in bank clients.

Banking 100

Banking Cash Management Accounting Leverage 100