Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Benchmarking: Personal Best.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

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

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

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., stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS).

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

MARCH 8, 2019

This strategy helped the company secure $8 million in Series A funding from Goldman Sachs’ Principal Strategic Investment group and others, the firm revealed last month, which will be used to continue building out the Rabbet solution.

Construction 50

Construction B2B Invoicing Benchmarking 50

Onplan

NOVEMBER 30, 2022

Benchmarking and KPI tracking across the organization to stay on course. Financial and business performance management. The tool has several custom reporting features, including providing scorecards and benchmarking with external data. Size constraints that can impact usability and even security. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52