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

Global Finance

This demographic tend to be more inclined to explore international markets and diversify their investment portfolios beyond their home countrys borders, driven by increased mobility and the pursuit of superior opportunities. GF : How do cross-border clients perceive and deal with risk in different regions?

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How Can AI Help Financial Planning?

The Finance Weekly

AI in financial planning is changing how businesses analyze data and make decisions. Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. For example, it can find links between investments and market changes.

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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. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

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Members’ Spotlight: Charles Westermeyer

CFO Talks

The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO
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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

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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. As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”. including wireless and broadcast towers, said COVID-19 is likely to spur the evolution of 5G over the longer term.

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Marketing Planning Process

The Finance Weekly

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.