article thumbnail

Leveraging the right kinds of technology to handle communications more effectively

CFO Dive

As companies continue to face challenges in mobile communications — from both an administrative and budget perspective — better solutions are sorely needed.

article thumbnail

Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?

Nerd's Eye View

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Changing Role of CFOs in a Technology-Driven World

Bramasol

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 97
article thumbnail

What Controllers Can Do to Help Leverage FP&A Solutions

The Finance Weekly

CPM involves a greater emphasis on improving communication and business strategies within a company. Thus, they communicate with C-Level executives differently and more frequently than in the past. HPM is a subset of HR that aims to improve operational capability as well as employee productivity and satisfaction.

article thumbnail

How Cargomatic Leverages Geocoding To Meet Pandemic-Driven Supply Chain Challenges

PYMNTS

Transformation that would have unfolded over five years was compressed into less than five months,” said Sunil Sharma , Cargomatic’s chief product and technology officer, in a recent interview with PYMNTS. Geocoding's Accuracy And Insights.

article thumbnail

Webinar: Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors | June 15

Strategic Treasurer

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. How to ensure good communication between vendors and clients post-implementation. June 15 | 11:00 AM EDT.

article thumbnail

Weekend Reading For Financial Planners (April 13-14)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)