Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Accountancy Today

JANUARY 12, 2024

Continuously updated with consumer reviews of emerging products, Foodfax is an indispensable resource for both brands and retailers, allowing benchmarking of new products against category norms.

Corporate Finance 96

Corporate Finance Finance Sales Benchmarking 96

CFO News Room

DECEMBER 21, 2022

For consumer brands doing business in China, no date on the retail calendar carries more weight than November 11, also known as Singles’ Day. Today, the event is the pinnacle of the global retail calendar, with over 290,000 brands offering 17 million products to over 1 billion annual active consumers across Alibaba’s ecosystem this year.

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Buy now, pay later (BNPL) solutions hold promise in alleviating some of these issues, but many retailers are still taking hands-off approaches to dealing with pandemic-related shifts in consumers’ spending habits. “I

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

JUNE 17, 2016

Larger multibillion dollar retailers do no better at eliminating the friction associated with transacting online than their smaller million to ten million dollar merchant counterparts. Large retailers leave their customers abandoned at the virtual checkout aisle at the same rate that the smaller guys do. Size doesn’t matter.

Retail 40

Retail Sales Leverage eCommerce 40

PYMNTS

JUNE 6, 2016

The National Retail Federation has asked the FTC to investigate the Payment Card Industry (PCI) Security Standards Council on the grounds that credit card companies “unfairly leverage their brands.” The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Securities Auditing 40

Global Finance

OCTOBER 9, 2024

To get there, they’re leveraging their respective strengths and forging partnerships to create new and innovative payment solutions that can move money across borders at any minute of the day with unprecedented speed. Big banks, like Citi, are jockeying to be their clients’ single “port of call” when it comes to transacting.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Startups Banking Treasury 100

CFO Talks

JULY 4, 2024

For instance, retail businesses need to benchmark their payment solutions against industry standards and customer expectations to ensure seamless and efficient transactions. Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

PYMNTS

FEBRUARY 4, 2019

To serve customers who want to shop in stores and online, retailers and solution providers are working to offer a unified retail experience across multiple channels. According to the latest PYMNTS mPOS Tracker , almost two thirds – or 63 percent – of retailers plan to offer this option within the next three years.

Retail 50

Retail Benchmarking Technology Leverage 50

PYMNTS

OCTOBER 29, 2019

The report notes that AFS was able to onboard the new technology into its operations in as little as four months, leveraging one enterprise-wide platform for its vending machine and office coffee business.

Sales 40

Sales Benchmarking Technology Leverage 40

PYMNTS

JANUARY 27, 2020

Then that expectation is set for every other relationship they have with every other company — not just within the restaurant category, but within retail, travel and a lot of other different categories.”. Domino’s plans to leverage digital opportunities with largely the same mindset that has worked since 2007.

Benchmarking 58

Benchmarking eCommerce Technology Leverage 58

Global Finance

JUNE 6, 2024

Its anti-vishing protocol uses a push notification sent to a client’s phone with a unique code to prove the agent’s identity. Latin America BTG Pactual In recent years, Banco BTG Pactual developed a digital platform to leverage opportunities in Latin America. This has improved the bank’s precision and its capture rate by 50%.

Banking 52

Banking Benchmarking Leverage Prioritization 52

PYMNTS

FEBRUARY 7, 2020

Loans were primarily issued to SMB merchants that sell on the site, and bank partnerships were leveraged in some foreign markets. By the end of last week, shares in the company were up 9 percent to $2,036, and benchmark analysts wrote a note called “Not-so-Subtle Reminder Amazon is Still King.”.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

Future CFO

AUGUST 18, 2023

This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing". A balanced approach which measures both employee and customer satisfaction would be ideal," he said.

Finance 52

Finance Communication Accounts Payable Invoicing 52

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. And, in 2011, eBay acquired eCommerce tech platforms GSI Commerce and Magento to create more synergies with the online retailers that were its customers. Speaking of online retailers, eBay went all out to court them. From the Living Room to the Basement.

Advertising 51

Advertising Retail eCommerce Startups 51

PYMNTS

JUNE 18, 2018

That Index score serves as a benchmark across the establishments we track and helps us identify and analyze trends and patterns. As part of this study, we use eight of the leading QSRs — the big names, including McDonald’s, Taco Bell, Starbucks, Dunkin’ Donuts — as our control group to add additional context to the benchmarking exercise.

Benchmarking 47

Benchmarking Accounting Sales Numbers 47

CFO Talks

MARCH 19, 2024

The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. Leveraging Technology for Communication In today’s digital age, leveraging technology to communicate the finance agenda is crucial.

CFO 52

CFO Communication Finance Budgeting 52

Global Finance

MAY 8, 2024

China and Environs China’s banks faced a challenging 2023 due to feeble retail and mortgage loan demand, policy initiatives directing cut-rate lending to strategic sectors, and dwindling NIMs, which fell 22 basis points (bps) over the year, extending 2022’s decline. per share for a record annual AU$4.50 Nepal’s Global IME Bank (GIB) serves 4.6

Banking 52

Banking Profit and Loss Construction Retail 52

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. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And now, some of the retailers are talking about easing Amazon and Walmart. And I think that’s reflective of employee having a lot of leverage over employers. How do you track performance? TROPIN: Yeah. They overhired.

Profit and Loss 120

Profit and Loss Foreign Exchange Valuation Marketing 120

Barry Ritholtz

MARCH 7, 2023

And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The hedge fund industry, generally, is outperforming their benchmarks. VASSALOU: — which are effectively retail investors. The market microstructure has changed.

Marketing 67

Marketing Investments Risk Management Economics 67

Barry Ritholtz

SEPTEMBER 19, 2023

So it’s a problem that institutions offer often suffer from that retail investors do not like you and me, we probably don’t have this bucketing issue. Are, are the clients primarily retail? And occasionally have comments on the retail side that may be tangential, but it’s mostly institutions. Is it a mix?

Investments 57

Investments Math Risk Management Benchmarking 57

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And ultimately, to make a very long story short, I fell in love with derivatives.

Investments 117

Investments Marketing Profit and Loss Banking 117

Global Finance

DECEMBER 6, 2024

These include first-class risk analytics and portfolio management services that serve as a benchmark for many in the industry. In fact, despite the phenomenal advances in technology in 2024, this award reflects a much longer journey, leveraged by years of consistent investments in the area, through both good and challenging times.

Banking 97

Banking Education Investments Leadership 97

CFO News Room

NOVEMBER 28, 2022

Furthermore, because clients today have access to myriad options (from robo-advisors to DIY retail platforms) for setting up an appropriate asset allocation (often at a lower cost than using a human advisor), portfolio management is not the differentiator that it once was. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

FEBRUARY 24, 2020

Thanks to Huygens, the world has made a cottage industry out of watching the time, benchmarking it and counting it in any number of ways, and for any number of reasons. Everything that a person wants or needs to get done in a day has to fit within the 1,440 minutes that start every day at 12:00 a.m. and end at 11:59 p.m., 24 hours later.

Currencies 83

Currencies Benchmarking Banking Transportation 83

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. It seems like an easy one, but there’s a lot of missed benchmarking that goes on. RITHOLTZ: Okay.

Investments 109

Investments Finance Marketing Math 109

PYMNTS

NOVEMBER 24, 2020

meal delivery service, for $950 million, and could pay an additional $550 million if Freshly hits certain growth targets and benchmarks. Grocery retailers and restaurants hit hard by the pandemic have also looked to meal kits as a potential business to pursue during the shutdowns. An Increasingly Crowded Field .

Benchmarking 85

Benchmarking Startups Forecasting Sales 85

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. That’s amazing leverage. And so it actually turns out that away from the retail space, passive is even larger in the institutional space. It once was.

Concentration 67

Concentration Marketing Valuation Investments 67

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, the leverage in the system builds. There is alpha.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Marketing Investments Education 57

Barry Ritholtz

JULY 15, 2024

I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Matt Eagan.

Investments 57

Investments Marketing Banking Benchmarking 57

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? You can see it also in futures positioning.

Marketing 62

Marketing Finance Leadership Investments 62

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. It had gone from a fairly, fairly heavy retail business to a very institutional business. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Yeah, exactly.

Marketing 109

Marketing Banking Treasury Profit and Loss 109

The Finance Weekly

JANUARY 26, 2025

Leverage ratios hold the answer. Why Do Leverage Ratios Matter? Insights for Lenders Most lenders use leverage ratios to evaluate whether a company poses a high or low risk. A healthy amount of leverage can boost returns, but excessive debt could cut into profitability , sending warning signals to investors.

Leverage 95

Leverage Benchmarking Finance Manufacturing 95

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. That gold in this example needs to outperform to have that portfolio or at least keep up with over the long run for that portfolio to not under underperform the benchmark.

Leverage 57

Leverage Investments Marketing Math 57