Future CFO

FEBRUARY 25, 2024

This is what Elif Kuralay , Retail & CP Industry Advisor at SAP , points out, saying that the right decision-making from CFOs paves way for continuous investments in growth platforms such as new sales channels, new business models, store modernisation, marketing and developing people.

CFO 52

CFO SAP Finance Cash Management 52

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 87

Nonprofit Practice Management Advertising Leadership 87

CFO Simplified

JUNE 19, 2022

As a business owner, you need to understand what your total cost of marketing and sales is. This might include the amount you’re spending on: Digital marketing. Marketing salaries and bonuses (which depend on whether you’re marketing is outsourced or in-house). Let’s look at customer acquisition first.

CFO 97

CFO Math Advertising Sales 97

CFO Leadership

MARCH 31, 2022

Global operations make it more challenging for small treasury teams in mid-market companies to handle day-to-day operations efficiently and securely. They struggle to keep an overview on their cash and risk positions. A professional cash management solution can help to overcome these challenges. You’re not alone!

Treasury 52

Treasury Cash Management Currencies Reconciliations 52

PYMNTS

MARCH 4, 2020

The value of the technology is evidenced by the vast number of APIs that businesses use and consume. Middle-market companies are increasingly joining larger enterprise counterparts in demanding their banks provide them with treasury APIs. Companies each made an average of 363 APIs available publicly in 2018, for example.

Treasury 96

Treasury B2B Cash Management Leverage 96

Jedox Finance

APRIL 4, 2023

Teams with a strong cash management culture are well positioned to meet those sudden challenges, according to EY research. Working capital management for inflation Organizations can uncover opportunities and build resilience by actively managing working capital and preparing for challenging market dynamics, such as inflation.

Forecasting 52

Forecasting Cash Flow Forecasting Cash Management Profit and Loss 52

Simply Treasury

JULY 12, 2021

Number of fintech’s, but for whom? We could not name the solutions given their huge number. Nevertheless, there has been much less innovation for servicing (larger) companies, despite the potential of this market. The market remains a green field where everything is possible. The two must somewhere converge.

Treasury 130

Treasury Cash Flow Forecasting Concentration Finance 130

PYMNTS

DECEMBER 7, 2020

But most people forget that we're still talking about small businesses with a limited number of resources.". What's more, third-party platforms force sellers to wait to access their revenues, making cash management an even more arduous process. An Alternative To Banks.

eCommerce 142

eCommerce Finance B2C B2B 142

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. But it’s not so simple for global corporate treasurers, given the complexity and sheer number of accounts, and sometimes millions of dollars in fund flows with which they grapple daily.

Treasury 107

Treasury Currencies Cash Management Accounting 107

PYMNTS

MARCH 6, 2018

New research from Asset Benchmark Research suggests ties with regulators and even reputation are not the number one priority for corporate treasurers looking for a cash management provider. Only 13 percent said they decreased the number of cash management solution providers with which they were working.

Banking 43

Banking Benchmarking Treasury Cash Management 43

Simply Treasury

JUNE 3, 2021

Here again, it seems to us that the need to dematerialize, digitize and automate is logical to make companies more resilient and efficient in their financial management. Finally, in this top tier, the management of financial risks, including currency risk, which can be explained by the increased volatility of the markets.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

PYMNTS

OCTOBER 2, 2019

With ongoing shifts in payments, commerce, security and transparency, corporate cash managers have a lot on their plates. The question for any number of treasury professionals is what lies ahead? After all, knowing where funds are at any given point of the journey is a critical part of corporate cash management.

Cash Management 63

Cash Management Reconciliations Treasury B2C 63

PYMNTS

OCTOBER 4, 2020

Those arrangements have become more popular amid the decline of other comparable options for private equity managers to make money, with more funding strains on private equity-owned companies and uncertainty about valuations both contributing to market fluctuations and declines, FT writes.

Valuation 66

Valuation Cash Management Investments Finance 66

PYMNTS

FEBRUARY 1, 2021

We already do see an increase in the number of instant payments,” noted Camporeale, where in the third quarter the percentage of payments done instantly stood at 7.5 Use cases are also developing among small- to mid-sized businesses seeking to improve their cash management practices, moving money between accounts within those firms.

Banking 100

Banking Cash Management Accounting Leverage 100

PYMNTS

JULY 30, 2020

But given the number of stores that were open, the company said it experienced strong demand in June at 10.8 At the close of Q3, Sally Beauty Holdings had $839 million of cash on its balance sheets, compared to $364 million at the end of the second quarter. . As a result of COVID-19, same-store sales dropped by 26.6 percent for Q3.

Sales 56

Sales GAAP Profit and Loss Cash Management 56

PYMNTS

MAY 27, 2020

CEO Anthony Noto told CNBC’s “Squawk on the Street” that the FinTech company’s investing platform has seen a significant uptick in user numbers since January. In 2019, it launched SoFi Invest and SoFi Money, a cash management account. billion composed of shares and cash.

Accounting 52

Accounting Investments Cash Management Economics 52

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. This often involves replacing outdated ERP systems or implementing new cash management solutions. This question was tricky, and we were eager to see the results. This solution promises to revolutionize connected Excel environments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

MARCH 26, 2019

While international growth may seem an opportunity too good to pass up for a small business, Laurent Descout, CEO and founder of corporate cash management FinTech Neo , says hard-hitting fees exacerbate the often damaging threat of currency and exchange rate volatility, leading some firms to give up on global aspirations.

Foreign Exchange 69

Foreign Exchange Currencies Cash Management Profit and Loss 69

PYMNTS

JULY 15, 2020

The report comes as a number of big banks have also reported trading volumes are up as they report their earnings. unveiled a new mobile-focused money management experience named Samsung Money by SoFi to assist users in handling their everyday finances per news in May. Our total users have nearly tripled since January.

Cash Management 64

Cash Management Investments Banking Finance 64

Future CFO

DECEMBER 6, 2023

Maniego-Eala says in 2023, the company was focused on how to continue ensuring long-term value creation while juggling near-term value protection against the backdrop of high inflation, a weak economy, and a volatile market. She acknowledged that 2023 saw the company operate in a challenged macroeconomic backdrop.

CFO 98

CFO Finance Financial Analysis Transportation 98

PYMNTS

MAY 29, 2020

Elsewhere, another slide from the call noted that bitcoin has been used in Ponzi schemes and ransomware attacks (where last year there were 1,000 such attacks costing $7 billion), and darknet market revenues reached roughly $800 million last year. We noted then that JPMorgan is providing cash management services for the exchanges’ U.S.

Currencies 74

Currencies Investments Cash Management Economics 74

PYMNTS

APRIL 17, 2018

Correspondent banking is an issue of particular importance to our members, few of whom have a global reach and most of whom are in emerging or developing markets,” said CIBAFI Secretary General Abdelilah Belatik in an interview with Reuters. Islamic banks in Southeast Asia added that cash management services were most impacted for them.

Banking 44

Banking Cash Management Finance Numbers 44

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Yet, for advisors using fee-for-service models, being able to demonstrate value beyond portfolio management is often a necessity to attract and retain clients.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

NOVEMBER 7, 2017

Citi’s Treasury and Trade Solutions is bringing its accounts receivable (AR) Payer ID solution to more markets around the globe. The accounts receivable solution enables companies to gain visibility into incoming payments for greater working capital management, Citi explained.

Reconciliations 48

Reconciliations Treasury B2B Cash Management 48

PYMNTS

JANUARY 11, 2021

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

Treasury 79

Treasury B2C Prioritization Healthcare 79

PYMNTS

FEBRUARY 25, 2020

He added that “we lessened our dependency on major partners and invested in international market expansion. Management also said on the call that the direct-to-consumer digital business is reaching younger consumers and that the loyalty program is live in 12 countries.

GAAP 43

GAAP Cash Management Marketing Investments 43

PYMNTS

NOVEMBER 16, 2018

The star of this week’s roundup is undoubtedly data: Two Robotics Process Automation (RPA) companies focusing on enterprise data analytics and automation landed a combined $565 million, while other high-value rounds were closed in the workspace sharing and asset-based lending markets. Automation Anywhere.

Accounts Payable 77

Accounts Payable Foreign Exchange Currencies Startups 77

PYMNTS

MAY 22, 2019

Currencycloud is teaming with Lithuania’s Evarvest for cross-border payments, Alipay and ininal are working to help visitors from China connect with merchants in Turkey and BCS Global Markets is rolling out an international payments solution in the U.K. Mark Judd, managing director of CDS Global in the U.K. In Australia and the U.K.,

Cash Management 43

Cash Management Communication Currencies Startups 43

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. How adult children can more effectively give advice to their parents. Several easy ways advisors can help find unclaimed assets and save money as the year comes to an end.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

APRIL 9, 2018

Because of the scale of the change, it seems the transition will happen over a number of phases and stages. Stifel analyst Kevin Cassidy said in a note that he believed the market was “overreacting” to the report. “We But Goldman Sachs has been pushing for growth of late, and expanding into new markets.

Cash Management 56

Cash Management Banking Treasury Leadership 56

Future CFO

DECEMBER 11, 2023

In the US, the US Federal Reserve is set to introduce to the local market FedNow – an instant payment solution that will enable customers of participating banks and credit unions to instantly send and receive money transfers outside of traditional banking hours. Efforts are underway in other markets to facilitate cross-border e-payments.

Banking 98

Banking Finance CFO Leverage 98

Future CFO

JANUARY 10, 2024

Among such challenges in the market include insolvencies, denoting the state of financial distress wherein a business is unable to pay its debts. Edmond Lee , CEO of Hong Kong, Taiwan, and South Korea for credit insurance company Allianz Trade , delves deep into the insolvency challenges and climate being dealt with in Asian markets.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

PYMNTS

DECEMBER 31, 2020

From the back-office bean counter to the overseer of cybersecurity and anti-money laundering (AML) compliance, the modern corporate treasury has undergone an extreme makeover in recent years that goes well beyond its historic roots in cash management. There are a number of things that intersect here: data, privacy, consumer protection.

Healthcare 115

Healthcare B2B Foreign Exchange Treasury 115

PYMNTS

AUGUST 14, 2018

Cvent , a market leader in meetings, events and hospitality technology, announced a strategic alliance with Citi that will give both companies’ clients a simplified payment option for all Meetings & Events (M&E) expenses.

Treasury 40

Treasury Cash Management Accounting Finance 40

PYMNTS

SEPTEMBER 25, 2018

The solution will streamline businesses’ cash management, working capital management, trade and information services offered by the bank across 25 countries, Barclays explained, noting that the platform aims to expand the services it already offers U.K.

Cash Management 49

Cash Management Banking Investments Numbers 49

PYMNTS

DECEMBER 13, 2019

According to the companies, professional investment advisory services were only accessible by a small number of high-net-worth individuals in China in the past. They will have a minimum investment of approximately USD 113 or RMB 800. Alipay serves more than 1.2

Investments 53

Investments Cash Management Technology Finance 53