Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Financial Modeling & Analysis We can provide you with a comprehensive understanding of your business's financial performance and future prospects.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

PYMNTS

OCTOBER 14, 2020

The head of the country’s only licensed and publicly traded cryptocurrency broker says tighter regulation and exponentially higher yields are causing corporate treasury and cash management accounts to seriously consider this alternative asset class. This in the wake of the OCC’s Sept.

Treasury 129

Treasury Currencies Benchmarking Cash Management 129

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. The survey’s questions probed NBFIs on their plans, activities, and priorities and gathered details ranging from account use to AI/ML adoption and collateral management. Benchmarking: Personal Best.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

APRIL 14, 2020

In an interview with Karen Webster, Sairam Rangachari, global head of Digital Channels and Open Banking, Wholesale Payments at JPMorgan , said treasurers seeking to gain visibility into cash management can find application programming interfaces (APIs) to be a useful (and even critical) tool. Age And Complexity.

Cash Flow Forecasting 92

Cash Flow Forecasting Treasury Foreign Exchange Benchmarking 92

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

JUNE 21, 2019

As a global leader in cash management, JPMorgan has been investing heavily in this space to better serve our clients, and we continue to invest and set a new benchmark for innovation in the banking industry,” said Rani Gu, head of Treasury Services for China and head of Treasury Services Product for Greater China at JPMorgan, in a statement.

Treasury 40

Treasury Benchmarking Cash Management Investments 40