Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 72

Marketing Communication Numbers Planning 72

PYMNTS

OCTOBER 3, 2020

Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. In their defense.

Marketing 121

Marketing Communication Leverage Numbers 121

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Communication 88

Communication Startups Planning Compliance 88

Future CFO

MAY 21, 2023

Global top 100 firms have seen their largest market capitalisation drop by 11% in 2023, equivalent to almost US$3.8 Report highlights A challenging macroeconomic environment caused by ongoing tightening of fiscal policy, high inflation, and uncertainty surrounding the US and European banking sector have weighed on equity markets globally.

Marketing 52

Marketing Communication Accounting Numbers 52

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Communication 93

Communication Budgeting Securities Planning 93

PYMNTS

APRIL 22, 2020

When you look at the history of retailing you see that some goods and services lend themselves to the standardized experience and market disruption that you’ve seen from the Amazons of the world,” said Shift CEO Toby Russell. Shift has adapted its model to deal with the COVID-19 pandemic.

Marketing 78

Marketing Communication Advertising Sales 78

CFO Share

JUNE 6, 2024

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. CFOs monitor market trends, employ hedging strategies, and diversify investments to shield the business from market volatility.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

The Finance Weekly

MARCH 16, 2022

In many cases, marketing teams are nervous about approaching the CFO in regards to the budget or new campaigns. The combination of the two can create a scenario where a CFO wants to be conservative in spending while the CMO or heads of marketing want to expand their horizons in order to create and spend more.

CFO 52

CFO Marketing Budgeting B2B 52

CFO Thought Leader

APRIL 11, 2023

Known as NYSE Technologies, the business was established to target revenue opportunities for a number of software technologies that NYSE had developed in-house, as well as a number that had been acquired by NYSE. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52

CFO Communication Numbers Finance 52

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

PYMNTS

MARCH 14, 2017

Founded in 2010, internet-of-communications startup Unified Inbox works in part to enable device-to-smart appliance communications via text. Since the beginning of 2017, Alexa has integrated with a number of smart products and services ranging from smartphones to fridges to smart car user interfaces.

Communication 40

Communication Manufacturing Startups Retail 40

PYMNTS

MAY 1, 2020

In an interview with PYMNTS, Alex Gellman, CEO of Vertical Bridge , which owns and manages communications infrastructure across the U.S. As he told PYMNTS: “There’s a lot more marketing of 5G than there really is 5G.”. including wireless and broadcast towers, said COVID-19 is likely to spur the evolution of 5G over the longer term.

Marketing 72

Marketing Education Analyzing Data Concentration 72

PYMNTS

AUGUST 16, 2018

The country has the fifth-highest number of FinTech deals in Europe, according to an analysis from Belgium-based European FinTech platform B-Hive. The average FinTech deal size in the region is doubling, but B-Hive noted a decrease in the number of deals. It is a very good test market,” Drappa said.

Marketing 87

Marketing Communication Startups Finance 87

Adam Kae

MARCH 12, 2024

The constant juggling act of acquiring new clients, retaining the existing ones, and trying to keep those revenue numbers in the green. The Digital Marketing Landscape: Challenges and Opportunities Embracing Sales Strategy for Success Running a digital marketing agency is no walk in the park.

Sales 52

Sales CFO Communication Benchmarking 52

CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 94

Communication Tax Planning Technology Planning 94

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 84

Leverage Education Planning Communication 84

PYMNTS

OCTOBER 31, 2016

Big growth is expected over the coming years for the global ATM market. A new study by Grand View Research predicted that the rising demand for automated wireless communication devices, along with growing security standards, will drive the ATM industry to reach $24.92 billion | The predicted size of the global ATM market by 2022.

Marketing 66

Marketing Communication Securities Numbers 66

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 83

Communication Compliance Advertising Technology 83

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Compliance 83

Compliance Communication Technology Planning 83

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 68

Concentration Analyzing Data Tax Planning Leverage 68

CFO News Room

JANUARY 25, 2023

But right now, with a tight labor market and rising worker organizing, companies should reconsider this approach, and opt for ones that lead to better outcomes for both workers and employers. First, we have the surprising persistence of a tight labor market. An ugly anti-union effort can hurt morale, reputation, and increase turnover.

Communication 130

Communication Numbers Marketing Economics 130

CFO News Room

NOVEMBER 4, 2022

On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends. On Friday, Morgan Stanley’s Adam Jonas pulled the firm’s ratings and price target on the used-car retailer, citing deterioration in the used car market and a volatile funding environment.

Profit and Loss 130

Profit and Loss Forecasting Economics Sales 130

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Valuation 89

Valuation Communication Securities Planning 89

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Integrated AI and e-commerce with digital marketing.

Budgeting 175

Budgeting Leadership Communication Leverage 175

CFO News Room

NOVEMBER 6, 2022

Twilio — Shares tumbled 16% after the cloud communications software maker issued a weaker-than-expected revenue forecast for the fourth quarter, despite an otherwise strong third-quarter report. Carvana said it’s seeking to decrease expenses given the macro backdrop, and declined to give a 2023 quantitative outlook.

Restructuring 130

Restructuring Forecasting Advertising Communication 130

PYMNTS

MAY 13, 2019

The estimated value of the global intelligent vending machine market by 2025 is $15 billion. The wall-mounted machine also has a 21-inch screen for consumer interaction, and comes ready to accept near-field communication (NFC) contactless and card payments. The expected CAGR of the global parking meter market from 2018 to 2025 is 6.97

Retail 71

Retail Marketing Communication Forecasting 71

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Communication 80

Communication Marketing Numbers Planning 80

Nerd's Eye View

DECEMBER 14, 2023

In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast.

Communication 83

Communication Finance Investments Numbers 83

PYMNTS

OCTOBER 1, 2018

1) that Paytm, the largest payments firm in that country, and owned by One97 Communications, makes up the largest contribution to UPI Payment. Alibaba and Paytm said the latter had registered as many as 137 million transactions across UPI, which gives the firm a 33 percent market share.

Marketing 46

Marketing Communication Economics Investments 46

Future CFO

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A

Leadership 98

Leadership IFRS Finance Communication 98

CFO News Room

JANUARY 13, 2023

Think tanks apply in-house expertise and research to design policy or systemic solutions, then introduce, market, and socialize the approach to others and find implementers for those solutions. Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences.

Prioritization 130

Prioritization Communication Leverage Leadership 130

PYMNTS

MARCH 23, 2016

Is there a limit to how many marketing emails customers will put up with? “Too many” appears to equate with five or more marketing emails per week, with two-thirds of the respondents to the First Insight survey categorizing that threshold as such. . According to a new study, the answer is very much yes.

Marketing 43

Marketing Communication Retail Sales 43

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Communication 65

Communication Planning Technology Numbers 65

Spreadym

NOVEMBER 8, 2023

Communication: Effective communication is essential, both in terms of sharing information and collaborating on the budget, as well as in reporting on budget performance throughout the year. Technology: Collaborative budgeting is often supported by budgeting software and tools that facilitate the collaboration and data sharing process.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

PYMNTS

JULY 19, 2017

Today’s corporate travel and expense management market is all about consolidation and collaboration. Addressing this market also means understanding all of the service providers that come into play. Facilitating this communication and cooperation is the digitization of many of these processes.

Numbers 43

Numbers Communication Compliance Investments 43

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Chief Compliance Officer. Senior Accountants.

Finance 130

Finance Budgeting Compliance Financial Analyst 130