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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

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Collaborative Budgeting Process

Spreadym

This can lead to more effective strategic planning. Define budget goals: Clearly articulate the financial objectives and targets that the budget should achieve, aligned with the organization's strategic plan.

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Finding the Patterns in Big Data

The Finance Weekly

We're all searching for the easy way out, whether we're data analysts, executives, product managers, or marketers. Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1

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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

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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What is Financial Planning and Analysis (FP&A)?

Spreadym

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

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Mid-Year Update on Key Trends to Watch

Bramasol

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning.

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7 Best Budgeting Software for Small Businesses

The Finance Weekly

Market Segment: 63% Mid-Market 37% Small-Business Datarails , Datarails is an FP&A tool that helps finance teams by automating financial reporting and planning tasks using Excel spreadsheets and financial models. It uses advanced technology to analyze real-time data and predict future results, allowing for confident planning.