Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Compliance 80

Compliance Communication Startups Technology 80

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Be conservative (but also plan for best and worse cases). Increased cash requirements are a common pain point when exceeding plan. Begin with the end in mind.

Forecasting 87

Forecasting Planning Reconciliations Leadership 87

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. With the start of 2023, it’s important to look back on some of the highlights that occurred in the previous year. Read the article here.

Finance 98

Finance Compliance Economics Prioritization 98

Adam Kae

AUGUST 18, 2023

Strategic planning is your compass. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious. You communicate. Transparent communication is your anchor in stormy waters. What do you do?

CFO 52

CFO Communication Strategic Planning Education 52

The Finance Weekly

MAY 14, 2024

These SKUs usually combine letters and numbers to convey crucial product details swiftly. For example, TMP013-4101_EP is an internal SKU that’s coded to communicate specific information for an office supply store. So, prioritize those inventory receipts in your plan. Accuracy in stock check-in is crucial.

Forecasting 52

Forecasting Profit and Loss Prioritization Sales 52

PYMNTS

OCTOBER 31, 2018

. “Cloud Elements helps companies simplify the process of managing their growing number of API connections with its unique ‘one-to-many’ approach to integration.” The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

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. ” FinTech firm recovr is among the startups based in Belgium.

Marketing 87

Marketing Communication Startups Finance 87

PYMNTS

MARCH 27, 2020

The publication pointed to commentary from angel investor and entrepreneur Jason Calacanis, who predicted “that 50-80 percent of the venture-backed startups currently operating will shut down or go on life-support.” In a recent report, CrunchBase looked back at how VC investors reacted to the market downturn over a decade ago.

B2B 72

B2B Startups Economics Education 72

Centage

SEPTEMBER 7, 2021

You can examine the numbers and look at what happened over the last month, or quarter, or year. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts. This is what only looking at traditional financial reporting is like.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

PYMNTS

NOVEMBER 25, 2019

In today’s top payments news, India’s mobile payments startup Paytm said on Monday (Nov. The exposed information, however, reportedly did not include password data, Social Security numbers or any financial information. But the cyber thief got users’ names, phone numbers, billing addresses, account numbers and plan information.

Securities 52

Securities Accounts Payable Startups Transportation 52

PYMNTS

SEPTEMBER 20, 2019

This week, the largest funding round went to a B2B startup developing autonomous trucking technology to boost fleet efficiency, with other rounds landing at small business bookkeeping, workforce communications, and IBAN fraud mitigation startups for a combined $236 million-plus landing at B2B startups.

B2B 49

B2B Startups Communication Construction 49

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. , Why you might ask?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

BlueLight

MAY 6, 2020

In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

Communication 52

Communication Startups Finance Benchmarking 52

PYMNTS

JANUARY 30, 2019

Curve said it plans to fight Amex’s move to block it from accessing the payment cards. In 2016, when Curve was just launching as a startup, Amex blocked Curve. A very small number of Amex Card Members participated in the test. and European Union on its side when going up against Amex. “We

Communication 65

Communication Startups Numbers Planning 65

PYMNTS

APRIL 12, 2019

The White House and the Federal Communications Commission (FCC) have announced they will prioritize 5G to make sure America is at the forefront of pushing out the new technology. Also, they announced a plan to spend $20.4 billion to bring broadband to rural communities.

Prioritization 47

Prioritization Communication Startups Technology 47

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

The Finance Weekly

MARCH 1, 2022

Reporting, planning, and forecasting are all manual processes that take a lot of time and effort to complete and are based on general ledger data. The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Forecasting Budgeting 52

PYMNTS

NOVEMBER 29, 2019

The data did not reportedly include password information, Social Security numbers or financial information. The cyber thief got a hold of users’ names, billing addresses, phone numbers, plan information, and account numbers. Paytm , India’s mobile payments startup, said on Monday (Nov. Other investors include T.

Accounts Payable 51

Accounts Payable Entertainment Nonprofit Communication 51

PYMNTS

JULY 22, 2016

In recent years, the city has seen an exponential growth of its startup community and may be on its way to taking the country’s startup capital top spot. Pune has the highest number of software companies in India (212). Last year, Pune was home to 322 startups. The city’s GDP is approximately $48 billion.

Startups 41

Startups Education Communication Transportation 41

The CFO College

FEBRUARY 19, 2021

Elevated reporting goes beyond basic balance sheets and income statements, which makes it easier to identify and mitigate risks, as well as communicate vital data to board members, investors, and lenders. Any “big” items planned ahead (exits, acquisitions, etc.)? What financials and reports are currently being completed?

Communication 52

Communication CFO GAAP Accounting 52

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

PYMNTS

MAY 22, 2019

Inserts, packaging and leaflets can come with near-field communication (NFC) tags and quick-response (QR) codes to allow customers to sign as well as pay using their smartphones for their subscriptions. And global payments platform Currencycloud has teamed up with Evarvest, a startup based in Lithuania, Currencycloud said in an announcement.

Cash Management 43

Cash Management Communication Currencies Startups 43

PYMNTS

AUGUST 21, 2018

Having $1 billion in bookings and more than 200 destinations globally – those are big numbers, to be sure, but these are not stats gleaned from an airline. Throw another round number into the mix: $200 million. The market opportunity is a sizable one. Divide, Conquer … and Book.

Startups 41

Startups Communication Numbers Planning 41

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

PYMNTS

FEBRUARY 16, 2018

Enter Shping , an Australian startup seeking to change the way consumers research products — and the way brands market them. The startup originally started as an authentication application to help solve the problem of counterfeit products in the marketplace. In those cases, brands pay a website for access to their audience.

Startups 40

Startups eCommerce Retail Communication 40

PYMNTS

MARCH 31, 2017

Alexa also has a digital presence, or soon plans to have one, in Toyota, VW and Hyundai models, to name a few. If this move by Starbucks is any indication, expect voice-activated coffee ordering to roll out across a number of vehicle brands sometime soon.

Communication 40

Communication Startups eCommerce Manufacturing 40

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling. Scalability: Xero caters to businesses of all sizes, from small startups to large enterprises.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

PYMNTS

FEBRUARY 25, 2016

s fasted growing startup, WorldRemit said it has set its sights on California, as the state is home to one in four migrants in the U.S. Just as WhatsApp and Skype changed the way we communicate globally, WorldRemit is modernizing our financial connections,” Ismail Ahmed, CEO and founder of WorldRemit, said in a press release.

Valuation 40

Valuation Communication Startups Finance 40

Future CFO

DECEMBER 7, 2020

I bring with me more than 20 years of extensive experience from startups to global multibillion-dollar organisations, including the two largest banks in Malaysia and a renowned low-cost airline loyalty programme. It’s equally critical to communicate this proactively with the board and investors as well.

CFO 52

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

PYMNTS

JUNE 8, 2020

The EU’s revised Payments Services Directive ( PSD2 ) requires FIs to securely offer up data about their customers to third parties, and Australia plans to enact similar laws this summer. Google reported that the number of phishing attacks involving fake websites rose 350 percent between January and March.

Banking 60

Banking Accounts Payable Securities Accounting 60

PYMNTS

FEBRUARY 14, 2017

A number of vehicle manufacturers, like Hyundai , Ford and Volkswagen , as well as various third-party developers, are working to incorporate Alexa into cars in various ways. BMW iVentures recently invested in Burlington-based Desktop Metal, a startup working to incorporate metal 3D printing into manufacturing.

Investments 40

Investments Manufacturing Leverage Startups 40

PYMNTS

OCTOBER 3, 2018

The program starts and stops easily – displaying the numeric targets on-screen only when being accessed through voice commands – and the numbers disappear when a user touches the screen and stay gone until the Google Assistant is woken again. Amazon, thus far, has offered no official comments on those plans.

Healthcare 64

Healthcare Entertainment Communication Pharmaceutical 64

PYMNTS

MARCH 9, 2020

And before they did so they checked an app to either plan, review or order food from their eatery of choice. And a new startup called DineVite sees a way to connect apps to restaurants and their constituents without potential cannibalization. In fact, 56 percent of them dined out more than three times a week.

Advertising 52

Advertising Communication Startups Sales 52

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Planful

FEBRUARY 23, 2016

A number of the panelists advised getting the best legal counsel and accounting advice when the company is at an early stage. It pays to think big and plan for growth 3-5 years down the road. This is especially true if the company is planning to raise capital, looking for loans, or considering an IPO or any exit opportunity.

Auditing 40

Auditing CFO Leadership Leverage 40

Future CFO

JUNE 10, 2020

His experience cuts across a number of industries and roles from a business analyst for a management consultancy firm to corporate strategist for a global brewer’s Asia-Pacific operations. Philip Lam: As a startup, The Great Room is a lean organisation throughout, and Finance is no exception. How is the finance organization structured?

CFO 52

CFO Finance Forecasting Leadership 52