The Finance Weekly
MARCH 5, 2024
Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.
Strategic Treasurer
MAY 12, 2022
Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. This survey is designed as a benchmarking guide for corporate treasury. The vast majority were North American corporates (91%).
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CFO News Room
DECEMBER 26, 2022
Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., The key point is that firm owners can use benchmarking data to better understand how they can improve their business. Traditional options to do so include tapping the advisor’s network (e.g.,
CFO News Room
NOVEMBER 28, 2022
And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving.
Onplan
NOVEMBER 30, 2022
Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Benchmarking and KPI tracking across the organization to stay on course. Financial and business performance management.
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