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.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

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

CFO Share

SEPTEMBER 12, 2023

Current assets refer to items like: Cash Accounts receivable Inventory, and Short-term investments that can be quickly liquidated, typically within a year. It ensures that resources are available to meet demands, pay staff, and invest in short-term opportunities without needing to secure external debt or equity funding.

Accounts Payable 52

Accounts Payable Prioritization Accounting Leverage 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Grant Writing Submitting proposals for grants from foundations, government agencies, and other organizations can help secure funding for specific projects or programs.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

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. These are precisely the kinds of areas that great human accounting professionals are ideally suited to address. In some ways, it’s already happening.

Accounting 52

Accounting Prioritization Advertising Compliance 52

PYMNTS

OCTOBER 5, 2020

The latest AML/KYC Tracker® explores the use of AI to streamline anti-money laundering (AML) and know your customer (KYC) processes, changing customer expectations for bank security measures, and an in-depth look at how eCommerce platforms keep money launderers away from their storefronts. Developments Around The AML/KYC Space.

Compliance 56

Compliance Prioritization eCommerce Leverage 56

PYMNTS

DECEMBER 29, 2020

Whether it’s simple online purchases or banking, or more complex areas like cryptocurrency or money laundering, Trevor Wingert , a senior know your customer (KYC) and anti-fraud solutions consultant for GeoGuard , told PYMNTS that rapidly changing use cases and technology highlight gaps in the current security approaches being used.

Compliance 108

Compliance Prioritization Securities Banking 108

The Finance Weekly

FEBRUARY 8, 2023

Mercier, who joined the company in 2006, was previously the Senior Vice President of Global Finance and Accounting. By leveraging technology, CFOs can make better-informed decisions, improve the accuracy and timeliness of financial reporting, and enhance the overall performance of the finance function.

CFO 52

CFO Prioritization Finance Communication 52

PYMNTS

AUGUST 19, 2019

In the latest Mobile Order-Ahead Tracker , PYMNTS explores the latest developments in the world of QSR rewards programs and how credential stuffing and account takeovers are plaguing the industry. Here are some examples of restaurants and retailers that have bounced back from mobile data breaches and what they are doing to ensure security.

Securities 63

Securities Prioritization Accounting Leverage 63

PYMNTS

JULY 5, 2019

AvidXchange , for instance, worked with Fifth Third Bank to enhance B2B payments while leveraging the inherent capabilities in the RTP network from The Clearing House. The buyer can prioritize that invoice and approve it through Avid’s existing workflows. The buyer is then told the amount of the early pay discounts. “We

Banking 69

Banking Invoicing B2B Prioritization 69

CSC Advisors

SEPTEMBER 29, 2023

Asset-based lending, offered by Cornerstone Capital Advisors, emerges as a potent financial tool that empowers businesses to leverage their assets for growth and expansion. These assets typically encompass accounts receivable, inventory, machinery, equipment, and other tangible assets.

Finance 40

Finance Prioritization Leverage Investments 40

PYMNTS

OCTOBER 18, 2018

17) that it will enable tokenization services on all cards by 2020, as part of its Digital Commerce Solutions, a suite of offerings geared toward making online transactions speedier and more secure. It is about getting it prioritized and in scale. Mastercard said Wednesday (Oct. Digital Commerce Umbrella.

Prioritization 60

Prioritization Securities Retail Leverage 60

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. Nearly one year since GDPR came into effect, there remain uncertainties about issues like accountability in cases of data breaches at data sharing partners.

Compliance 77

Compliance Prioritization Securities Leverage 77

PYMNTS

APRIL 30, 2020

This month’s Deep Dive examines how consumers are approaching digital banking and how FIs are leveraging online and mobile channels to prevent service gaps during the pandemic. Customers can use mobile banking services to do everything from check account balances and pay bills to temporarily shut down misplaced debit cards.

Banking 60

Banking Prioritization Securities Accounting 60

PYMNTS

AUGUST 10, 2020

Businesses generally prioritize getting customers on eCommerce sites or digital content platforms to make purchases above all else, and digital content platforms have leaned on paywall strategies to increase conversion. A Data-Driven Approach To Enhancing The Payments Experience.

Data Analysis 97

Data Analysis Prioritization eCommerce Leverage 97

PYMNTS

OCTOBER 30, 2020

Businesses also prioritize having up-to-date financial status data that will enable them to carefully oversee liquidity across all their various bank accounts and to make accurate decisions. Carter noted that payroll transactions sent to prepaid cards or digital wallets are often secured via tokenization — a desirable feature.

B2B 59

B2B Economics Prioritization Banking 59

PYMNTS

FEBRUARY 20, 2019

million from social media account hacks between April and September 2018, shedding light on another rising cyberthreat for SMBs. ” In addition to Mastercard, the Global Cyber Alliance is working with a range of other businesses to create the toolkit, including the Cyber Readiness Institute and the Center for Internet Security (CIS).

Education 56

Education Prioritization Leverage Securities 56

Collectiv

FEBRUARY 2, 2022

By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year. After an implementation, IT is responsible for keeping your new tool and the data within it secure. Specialized training for IT support staff.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

AUGUST 8, 2020

Businesses generally prioritize getting customers on eCommerce sites or digital content platforms to make purchases above all else, and digital content platforms have leaned on paywall strategies to increase conversion. A data-driven approach to enhancing the payments experience.

Data Analysis 75

Data Analysis Prioritization eCommerce Leverage 75

Planful

OCTOBER 19, 2021

From there, you can decide how to leverage your financial acumen and recommend the best way forward. Including transparent disclosures about executive compensation in your company’s annual report is key to practicing good governance and remaining accountable to your stakeholders—be it shareholders, investors, or employees.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

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” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

APRIL 16, 2018

And not because everyone who touches the consumer shouldn’t consider data privacy and security part of the deal they must have with their consumers if they want those consumers — their crown jewels — to keep coming back. But unsettling because it fails to consider the fact that platforms differ a lot in how they get and use data.

Advertising 48

Advertising Transportation Numbers Sales 48

PYMNTS

SEPTEMBER 17, 2018

This was not a payment going to a business bank account but to his personal account, which probably does double duty as his business bank account for all I know. Neither he nor his bank could figure out how to connect his account in order to accept my payment. He has a PayPal account, so that’s how I’ll pay him today.

Invoicing 78

Invoicing Accounting Banking B2B 78

PYMNTS

NOVEMBER 9, 2020

Open banking at its basic level refers to parties sharing financial data — between banks and FinTechs or other third parties — through digital means with the account holders’ explicit consent. The consumer with a range of bank and other financial accounts spanning several firms can have all that data collected at a single point of access.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

MAY 6, 2019

Small and medium-sized businesses (SMBs) often satisfy their accounting and similar needs by relying on third-party software and services, requiring them to allow banking data access to their providers. On the other hand, FIs using APIs can promote more secure access to data, Chaib said. you might have two million customers.

Banking 74

Banking Prioritization Securities Compliance 74

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., It’s not uncommon for us to see million-dollar accounts these days. John: Securities America.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.”

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. Who comes to a conversation about social security and Medicare?

Education 130

Education Planning Numbers Securities 130

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

PYMNTS

SEPTEMBER 20, 2019

Visa itself is part of that “convergence of payment rails,” as Phalen explained it, having launched an entirely new payment network — Visa B2B Connect — to address the most significant problems and challenges of high-value, account-to-account, cross-border B2B payments. Today (Sept. A Different Approach To B2B Payments.

B2B 82

B2B Prioritization Securities Technology 82

Bramasol

DECEMBER 14, 2023

This includes evaluating the service provider’s infrastructure, security features, and pricing models. We've also seen benefits from our experience with related functions such as treasury, lessor accounting and the overall S/4HANA ecosystem as new DSE offerings from our clients become more complex with multi-element bundles.

Technology 88

Technology SAP IFRS Compliance 88

CFO News Room

JANUARY 23, 2023

Treasury draws on banking accounts at the Federal Reserve to fund federal governmental activities—remitting paychecks to federal government employees, sending Social Security checks, paying U.S. These accounts are fed on an ongoing basis by both tax revenues and the proceeds from selling bonds (debt). Overview The U.S.

Economics 130

Economics Treasury Budgeting Securities 130

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

the SECURE Act, which passed in the final weeks of 2019 ), as each chamber tries to pass new laws before many of them are replaced and as deadlines approach for ‘must-pass’ spending and defense bills. While SECURE 2.0 cash management programs ). It also comes after a hedge fund claiming to own 7.2% Sheryl Rowling | Morningstar).

Planning 130

Planning Leadership Healthcare Accounting 130