CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Communication 78

Communication Leverage Planning Sales 78

PYMNTS

JULY 21, 2020

We leave that to the program manager to communicate, and we ask on our partners to make it very clear so that at the end of the day, consumers know how much they’re going to spend.”. The consumer knows whatever their crypto balances are and what conversion rates and other fees that may be there,” he said. “We

Sales 127

Sales Currencies B2B Communication 127

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Centage

JUNE 2, 2023

Technology has been a boon for manufacturing in a million different ways – from online ordering, to faster invoicing, to optimizing sales teams. For companies with seasonal sales cycles, labor hours can be a variable cost that may be more costly right at the moment it’s needed most.

Manufacturing 85

Manufacturing Budgeting Forecasting Analyzing Data 85

Collectiv

JULY 17, 2023

To increase the product’s value to its customers, Brian aimed to develop visualization capabilities to help auditors easily communicate their results. What they needed was an expert perspective to guide them on the right path, helping them implement Power BI to fully leverage the power of visualization.

Auditing 52

Auditing Communication Leverage Budgeting 52

Navigator SAP

FEBRUARY 17, 2022

Marketing and Sales Artificial intelligence helps marketing and sales teams automate processes and save a lot of time with administrative tasks. Sales data related to customer visits, expenses, shipping, invoicing, forecasting, and competitor analysis are all available in one place.

SAP 130

SAP Invoicing Manufacturing Compliance 130

PYMNTS

JULY 6, 2018

As such, grocers are turning to old retail standbys — sales and discounts — to help spur purchases, and for good reason. Sales and promotions won’t attract customers if consumers don’t know they exist, though, and many stores are now working to find improved, tech-fueled ways to better promote their discounted goods.

Sales 52

Sales Retail Leverage Data Analysis 52

Jedox Finance

FEBRUARY 24, 2022

Whether you are scaling your FP&A program, engaging more stakeholders across the organization through a formal xP&A initiative, or simply needing to speed up management and ad hoc reporting for your sales organization, 2022.1 Communicate data in simple language where dynamic labels reflect specific language (e.g.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Communication 98

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

Collectiv

JUNE 13, 2023

Solid processes around nonprofit data give you critical information to highlight unique aspects of your organization, boost morale, increase credibility, enhance transparency, and build community awareness to support your mission. Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

MAY 11, 2020

Its most recent consumer research predicts that over half (54 percent) of total eCommerce sales will be mobile by 2021, and currently over 81 percent of all traffic to Shopify stores comes from a mobile device. Its solution helps marketers first to generate subscribers, then segment them and then build customized conversations with them.

Retail 70

Retail Communication eCommerce Leverage 70

PYMNTS

JUNE 16, 2020

With respect to Apple Pay, the EU wants to determine whether Apple is violating rules by limiting access other firms have to its Near Field Communication (NFC) functionality. percent of all retail and food services sales excluding online and auto. There are at least some indications that access to NFC chips will be broadening.

Compliance 90

Compliance Communication Leverage Sales 90

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. By using Power BI, healthcare organizations can leverage the insights of day-to-day activities to make effective decisions.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. By using Power BI, healthcare organizations can leverage the insights of day-to-day activities to make effective decisions.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

APRIL 9, 2020

Clienteling — the practice of assigning retail sales associates to high value customers — is having a moment. Clienteling has been around for several years as a way to empower sales associates with customer data and mobile customer engagement technology. They can also send customers attachments from a photo library.

Retail 52

Retail Communication Leverage Sales 52

PYMNTS

JANUARY 11, 2019

In a move to target small and medium-sized businesses and hospitality companies, HP has announced it has teamed up with PayPal to release what it calls an “all-in-one” point of sale (POS) unit, with PayPal handling the payment processing and other financial-related services. The Android-based POS will be called the HP Engage One Prime.

Leverage 60

Leverage Leadership Communication Retail 60

Focus CFO

MARCH 3, 2022

It all boils down to data-driven analysis, scenario planning, communication, collaboration, and—just as important—coordination. Also, there is the challenge of aligning sales management with pricing strategy and concessions, not to mention keeping the strategy current with changing inflation rates. . Elevate scenario planning .

CFO 52

CFO Strategic Planning Communication Credit Risk 52

PYMNTS

DECEMBER 28, 2020

PYMNTS December 2020 Global B2B Payments Playbook done in collaboration with Worldpay makes a simple, somewhat baffling observation: “Many B2B payments are [still] being made over the same rails that firms have leveraged for decades, utilizing familiar payment tools and being supported by the same pre- and post-payment systems.”.

B2B 71

B2B Cash Flow Forecasting Invoicing Leverage 71

PYMNTS

JULY 23, 2020

The EU wants to determine whether Apple Pay violates rules by limiting access other firms have to its near-field communication (NFC) functionality. As a result, other firms offering consumers the ability to make payments can’t leverage the functionality into their apps.

Communication 63

Communication Leverage Sales Technology 63

PYMNTS

MARCH 11, 2020

SpotOn, a point-of-sale payment solution company for small and medium-sized businesses (SMBs), has raised $50 million in a Series B funding round, according to a report by TechCrunch. The company also offers SMBs different tools to help them move forward, like appointment booking, loyalty services and marketing help.

Budgeting 60

Budgeting Communication Leverage Sales 60

Focus CFO

DECEMBER 6, 2021

Unlike other financial professionals that may only have accounting or financial analysis under their purview, a fractional CFO can look at the broader picture to understand how strategy will affect areas like HR, sales, marketing, and manufacturing. Increasing Communication. Strategic planning relies on good communication.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Spreadym

JUNE 15, 2023

Enhanced communication and collaboration: Driver-based planning encourages cross-functional collaboration as it requires input and insights from various departments and stakeholders. It facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

DECEMBER 5, 2019

“This investment is going to give us the resources we need to further fuel our mission of leveraging blockchain to reinvent lending, borrowing and investing for consumers and the financial industry, both in the U.S. and abroad.”. The company has also recently added new hires, including C.D.

Technology 52

Technology Leverage Valuation Communication 52

PYMNTS

OCTOBER 8, 2020

They will need to leverage customer data from all channels to put the customer at the center of the experience, and to listen for buying signals as customers traverse from one channel to the next. And they need to use the data to determine the next best action to nurture that customer towards the ultimate [sales] goal.”. .

Leverage 64

Leverage eCommerce Communication Sales 64

PYMNTS

JUNE 24, 2020

Aided by the dark web, where data is for sale, spanning medical records to credit card numbers, the bad guys can ply their trade, cobbling together synthetic IDs or using brute force credit card attacks. He pointed to the emergence of QR codes and near field communication (NFC) as avenues of contactless payments that are gaining ground.

Leverage 104

Leverage Securities Banking Numbers 104

PYMNTS

MARCH 12, 2020

In the global world of eCommerce, said Wang, digital trends that had already started to emerge in the market – around decentralized work, remote communications and pushing global remittances, for example – are now mission-critical in the age of COVID-19. As a result, the company’s sales reached 44.73 billion RMB ($6.4

Sales 113

Sales eCommerce B2B Communication 113

Beacon CFO Plus

MARCH 21, 2023

The key to success is effective communication with all associates in the company so they understand how their actions can positively influence the bottom line. The pricing grid is then used by the sales team for uniformity. Experienced managers know the best ideas often come from people on the front line of the operation.

CFO 52

CFO Communication Leverage Planning 52

PYMNTS

DECEMBER 16, 2019

Even the smallest of enterprises can leverage services like cross-border payments, data analytics and customer management tools, transforming one-time purchasers to loyal customers. Many MSPs, including acquirers, independent sales organizations, payment gateways and payment facilitators, are starting to recognize this.

Communication 52

Communication Leverage Planning Sales 52

PYMNTS

OCTOBER 8, 2020

The key, she added, has to focus on what the company does well, and leverage those strengths across the internet. The pandemic has also upended the way smaller firms approach sales and strategy and find new customers. Our business has completely changed from pre-COVID, post-COVID,” and he noted that “it wasn't about sales anymore.

Communication 67

Communication B2B Leverage Technology 67

The Finance Weekly

APRIL 27, 2022

They drive the operations, from developing business leads and sales to delivering products and services. In order to mitigate check and payment tampering risk, for example, first address delegation of responsibility issues, utilize check logs, leverage the bank’s positive pay controls, and then review account reconciliations.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

PYMNTS

AUGUST 26, 2019

Leveraging PAI’s infrastructure and ATM expertise will benefit both our customers and staff through continued growth.”. The opportunity to join PAI is important to all of us at Eclipse,” added Biedrzycki. “The The opportunity to join PAI is important to all of us at Eclipse,” added Biedrzycki.

Communication 51

Communication Leverage Sales Marketing 51

PYMNTS

JUNE 5, 2020

Slack’s Q1 results came two days after video conferencing app Zoom Video Communications Inc. Analysts surveyed by FactSet had expected adjusted earnings of 9 cents a share on sales of $230.6 reported booming demand. The San Jose, California competitor said its Q1 revenue grew 169 percent to $328.2

CFO 52

CFO Communication Leverage Sales 52

CFO News Room

NOVEMBER 14, 2022

For many large firms, the challenge of retaining financial advisors is rooted in our industry’s tendency to favor rainmaker-producers who excel in sales over advisor-planners who provide advice and manage relationships. Think about how this alone has impacted the traditional sales culture. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

JUNE 15, 2017

Cloud company Vlocity and invoicing company Globys are teaming up to target the communications industry and provide its members with a streamlined procurement solution. ” Vlocity’s cloud apps leverage the Salesforce Intelligence Customer Success Platform for omnichannel capabilities, Gerber added. .

Accounting 42

Accounting Accounts Payable Invoicing Communication 42

The Finance Weekly

APRIL 12, 2022

After all, one of the primary solutions to grow revenue is to grow sales from new and existing customers. Sales and marketing executives, for example, will be intimately familiar with your company's value propositions and differentiators. To succeed, there must be a sense of accountability, effective communication, and a common vision.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

The Finance Weekly

FEBRUARY 8, 2023

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. By leveraging technology, CFOs can make better-informed decisions, improve the accuracy and timeliness of financial reporting, and enhance the overall performance of the finance function.

CFO 52

CFO Prioritization Finance Communication 52