Strategic Treasurer
MAY 12, 2022
Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. 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. The findings explore what this under-examined vertical prioritizes.
The Finance Weekly
DECEMBER 5, 2023
Managing vast amounts of data, finance leaders now play a crucial role as data custodians. Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. Prioritize freeing up cash to repay loans.
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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.
The Charity CFO
JUNE 7, 2023
By examining the cash flows related to investing activities, it helps assess the organization’s ability to fund capital projects, acquire assets, and allocate resources strategically. It helps monitor cash flow cycles, anticipate cash needs, and manage working capital efficiently.
E78 Partners
APRIL 13, 2023
Private equity firms try to increase its value through various strategies such as implementing an inorganic growth plan, improving processes and systems that will enable scaling and operating leverage, and improve operational efficiency and productivity. We are highly involved with all parties to deliver an effective operational playbook.
PYMNTS
FEBRUARY 15, 2018
Many SMBs prioritize attributes of their bank beyond the rewards and pricing that community banks are well-positioned to address — including personalized service, local presence and involvement and convenience. To gain more traction on the card front, she recommended that community banks take a proactive approach with their SMB clients.
Strategic Treasurer
JANUARY 3, 2022
You know, the topics that will have the biggest impact in 2022 are those that already have kind of identified use cases for it really have already been prioritized by the treasurer. And really how best to leverage those across their enterprises, what sort of data to give access to those solutions? Jon Paquette 1:43 .
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