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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Furthermore, artificial intelligence and data analytics are revolutionizing wealth management by offering deeper insights and enhancing operational efficiency. Financial institutions can deliver more sophisticated, secure, and responsive services by automating processes and analyzing data to identify investment trends and opportunities.

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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Start with solving a business problem, offering tools to make the lives of your business partners easier, educating your non-finance colleagues on finance topics.

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Moving 5G Beyond The Marketing Realm And Into Reality

PYMNTS

In an interview with PYMNTS, Alex Gellman, CEO of Vertical Bridge , which owns and manages communications infrastructure across the U.S. But to get there, to get 5G up to full potential, requires a mix of infrastructure deployments, private sector and government collaboration, and education. It isn’t, contended Gellman.

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The AI CFO: Understanding the impact of AI on the role of CFOs

CFO Share

The integration of AI in finance operations has already transformed the way CFOs analyze data, make decisions, and navigate complex financial landscapes. Achieving CFO automation may come with challenges in ensuring compatibility, data integration, and seamless communication between AI tools and existing systems.

CFO 40
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4 Types of Financial Reports Every FP&A Team Should Be Using

Planful

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The FP&A team has the job of tracking departmental actuals against budgets, capturing commentary from department managers that explains any variances, and communicating the status to the executives.

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How Data Errors Thwart Firms’ Automation Goals

PYMNTS

Often, too, this situation requires a lot of back-and-forth communication between buyers and suppliers via email or phone. Today, explained Halverson, many businesses are looking for solutions that automatically send a document with erroneous data back to the sender — instead of having the recipient initiate the correction process. “I

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What is Enterprise Performance Management (EPM)?

Planful

companies, government entities, educational institutions, and non-profits) link their strategies to their plans and execution. The objective of EPM is to ensure strategic goals and objectives are clearly communicated and understood by managers, and are reflected in their budgets and plans. So here goes. What is EPM? To Learn More.