PYMNTS

DECEMBER 11, 2020

India-based B2B eCommerce company SOLV secured an investment from SC Ventures , the companies announced this week, although they did not reveal the value of the funding. SOLV said it plans to expand into new geographies to reach more SMBs around the globe. Core banking technology provider Modularbank , based in Estonia, has secured $4.85

B2B 77

B2B eCommerce Banking Healthcare 77

CFO News Room

FEBRUARY 4, 2022

His plan has shifted videogames at Microsoft from its two-decade emphasis on its Xbox videogame hardware to a vision of assembling a roster of studios whose games can be played across a range of devices. Cloud-based gaming has been a priority for Mr. Spencer, shown playing Microsoft’s Minecraft on his phone.

Leadership 130

Leadership Entertainment Communication Technology 130

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The intersection of planning & technology. Table of Contents.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 11, 2019

However, there are many available technology tools that can simplify planning tasks and make planning and budgeting easier and far more accurate for finance professionals. Many of the algorithms used for budgeting, planning, and forecasting are already in use and were proven decades ago. Experimental” Technology.

Forecasting 59

Forecasting Budgeting Planning Technology 59

PYMNTS

JANUARY 15, 2021

SalesTrip pointed to its integration partnership with Salesforce as a key driver of growth, and highlighted the growing need for businesses to gain greater control and visibility into expenses as the coronavirus crisis continues. The company revealed the funding in a recent blog post, though the firm did not discuss who provided the funding.

B2B 67

B2B Finance Treasury B2C 67

PYMNTS

JANUARY 2, 2019

In a blog post , DoorDash claimed that just three orders per month pays for the membership. The companies said in an announcement in April that drivers would be able to swap out vehicles based on their current needs. The offering enables diners to receive free delivery on orders over $15 for a fixed monthly charge.

Transportation 70

Transportation Marketing Planning Technology 70

Jedox Finance

FEBRUARY 20, 2020

In our previous blog post “ Proven AI solutions for modern planning “, we shared detailed insights from Dr. Rolf Gegenmantel, our Chief Marketing & Product Officer, into data management and data integration as a basis for advanced analytics and automated sales forecasts at Mitsui Chemicals Europe.

Planning 52

Planning Forecasting Finance Financial Data 52

Michigan CFO

MARCH 30, 2023

Without an exit plan, you could find yourself in a difficult situation if something happens and you have to sell your business or retire. In this blog post, we will discuss what an exit strategy is and why you need one for your business. We’ll also provide tips on how to create an effective exit plan.

CFO 40

CFO GAAP Sales Planning 40

CFO News Room

NOVEMBER 14, 2022

And because many of the tech-enabled tools and platforms at their fingertips were often designed to be used across teams, these Millennials often excel in team-based settings and tend to prefer collaborating with others over working solo. The first is that many ‘next-generation advisors’ (i.e., performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

OCTOBER 11, 2018

In a company blog post , Schulman said this marks an important milestone for the digital payments company. Whether you are new to banking, don’t have regular paychecks or typically manage money with cash, we believe the Greenhouse experience can help you manage day-to-day spending while planning for the future.”.

B2B 60

B2B Forecasting Banking Budgeting 60

Onplan

DECEMBER 16, 2021

Preparing a cash flow is a complex process with a lot of moving parts that’s based on 7 fundamental steps: Pick your cash flow forecasting method : direct or indirect? The direct method is based on actual cash transaction records, while the indirect method starts with the income statements and then adjusts it for non-cash items.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Preparing a cash flow is a complex process with a lot of moving parts that’s based on 7 fundamental steps: Pick your cash flow forecasting method : direct or indirect? The direct method is based on actual cash transaction records, while the indirect method starts with the income statements and then adjusts it for non-cash items.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

CFO News Room

DECEMBER 14, 2022

The key point is that, when entertaining and planning for a new idea or opportunity (e.g., For example, some clients are very resistant to updating their estate plans, despite their advisor’s frequent reminders and the importance of leaving a legacy for their children. keeping the current job) versus Plan B (e.g.,

Planning 130

Planning Numbers Communication Entertainment 130

Jedox Finance

JULY 30, 2019

How many do zero-based budgeting or pure beyond budgeting? Most are stuck doing the traditional one-year budget and five-year plan. The “what” of FP&A which we defined in the other posts in this blog series and the future mindset of FP&A professionals which we defined here. Wishful thinking.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 24, 2016

Ride-hailing service Lyft announced on Monday (May 23) that it will begin testing a capability that allows riders to plan trips at least 24 hours in advance. Testing for scheduled rides begins shortly in San Francisco, and we look forward to making the feature available to more passengers this summer.”.

Transportation 42

Transportation Planning 42

Planful

JULY 27, 2017

These and other questions were the focus of a recent blog by Planful. Based on our work with over 800 customers on Finance process transformation, we shared Finance best practices and even held a discussion with two of those customers. Eliminate reliance on spreadsheets and email for financial planning and reporting processes.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

PYMNTS

OCTOBER 28, 2019

The company said it plans to get rid of 40 percent of its staff, reports said. was among several credit providers also participating in the loan, which will be used to unlock new levels of growth for both Fair and its partner Uber by boosting the supply of rideshare vehicles for Uber drivers. SoftBank Group Corp.

Valuation 40

Valuation Startups Treasury CFO 40

PYMNTS

OCTOBER 28, 2019

The company said it plans to get rid of 40 percent of its staff, reports said. was among several credit providers also participating in the loan, which will be used to unlock new levels of growth for both Fair and its partner Uber by boosting the supply of rideshare vehicles for Uber drivers. SoftBank Group Corp.

Valuation 40

Valuation Startups Treasury CFO 40

PYMNTS

JANUARY 25, 2019

These are some of the features that merchants – from luxury automaker Mercedes-Benz to consumer goods eCommerce retailer Boxed , are using to turn potential customers into subscribers: Nearly all – or 95 percent – of the top merchants in the Index had implemented plan options in the fourth quarter of 2018.

eCommerce 49

eCommerce Retail Communication Planning 49

PYMNTS

NOVEMBER 28, 2019

He said there hadn’t been much result from the company’s $100 million in marketing investment over the last year, and that Grubhub’s plans to spend $150 million on “other unproven strategies” won’t help. We have been testing the new model this month and refining the details based on feedback we’ve received from Dashers. comes from U.K.-based

Investments 57

Investments Startups eCommerce Planning 57

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

PYMNTS

MAY 11, 2017

In a 2016 blog post , he outlined how the bank’s internal hackathons challenge employees to use the bank’s services as if they were a customer, finding ways to improve them and offering funding to move the solutions forward. But it’s definitely a benefit-driver.”. Hacking the Future of APIs. Venturo said U.S. As a result, U.S.

B2B 57

B2B Banking Investments Accounting 57

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 91

Finance Strategic Planning Auditing CFO 91

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. The best way to stay in the driver’s seat during client acquisition is to adapt an “alpha” mindset.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

FEBRUARY 2, 2022

Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop solid foundations in heir preparedness and ensure their wealth can actually be transferred beyond three generations.

Communication 130

Communication Planning Education Numbers 130

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post. Step 2 – Demand planning.

Forecasting 98

Forecasting Planning Sales Education 98

PYMNTS

MAY 20, 2016

In fact, the concept dates back to 1921 in Dallas, where motor vehicles were booming in popularity and two entrepreneurs realized that drivers might like the convenience of having food brought to their cars instead of having to park them and go inside to eat. The concept of curbside pickup is nothing new in the world of omnichannel offerings.

Retail 40

Retail eCommerce Sales Investments 40

Jedox Finance

NOVEMBER 18, 2021

In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples. We will also show you the associated analyses and the step-by-step development to a maximum value-oriented Sales and Operations Planning in Stage 5 of maturity.

Forecasting 52

Forecasting Sales Planning Communication 52

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 7, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130