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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Optimizing Data Fabric is Key to Migration, Integration and Innovation of Business Processes

Bramasol

It automates all data management functions — including ingestion, transformation, orchestration, governance, security, preparation, quality, and curation — enabling insights and analytics to accelerate use cases quickly."

SAP 78
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How to introduce data integrity in your regular FP&A activity?

Spreadym

Data integrity is a critical aspect of data management and is essential for maintaining the trustworthiness of data for various purposes, including decision-making, compliance, and security. Security: Data integrity is closely related to data security. Ensure compliance with legal and regulatory requirements.

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Simplifying The B2B Cybersecurity Shopping Experience

PYMNTS

Traditional channels for choosing the right security solutions include searching through hundreds of companies on Google, attending trade shows and conferences or dealing with constant cold calls and cold emails from security company sales reps,” said Armistead Whitney , CEO of Apptega , which recently launched CyberXchange.

B2B 83
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Beyond the Basics: 7 Key Focus Areas for New CFOs

CFO Talks

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Building on this foundation, it’s essential to explore the broader spectrum of the CFO’s role in today’s fast-paced business environment.

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GE’s FX Payments Chief On Optimizing FX And Supply Chain Efficiencies

PYMNTS

PYMNTS’ latest research report, The Mastering Multichannel Commerce Playbook: Digital Payments And The Road To Growth , lays out the shifting dynamics of digital commerce — and how corporate treasurers and other finance leaders can best leverage them.

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Deep Dive: How Firms Can Avoid Costly Mistakes Come Tax Season

PYMNTS

Paper-heavy expense and payroll systems can obscure important compliance data, for example, or might otherwise complicate tracking if SMBs or their employees qualify for exemptions. These outdated processes are frustrating and could also lead to costly mistakes. That more-measured approach is not necessary, though.