E78 Partners

FEBRUARY 14, 2024

CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. Talent acquisition and retention: Attracting and retaining top talent is a critical issue for middle-market private equity-backed businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Marketing Compliance Communication 52

CFO Plans

MAY 16, 2024

This capability provides CFOs with up-to-the-minute insights into their company’s financial health, fostering more informed decision-making and quicker responses to market changes. Learn About Integration Benefits Security and Compliance in SaaS Accounting Solutions Security is a paramount concern for any financial manager.

Accounting 52

Accounting Compliance Manufacturing CFO 52

PYMNTS

DECEMBER 10, 2020

Cryptocurrency is one of the fastest-moving industries in the digital world, with a market that was valued at $1.03 Thousands of other cryptocurrencies began circulating on crypto exchanges in recent years, such as Ethereum, Monero and Ripple, many of which leverage blockchain technology to serve as a transaction database.

Compliance 88

Compliance Treasury Currencies Leverage 88

VCFO

SEPTEMBER 21, 2023

Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. After years spent pouring their life’s work into building a business, an owner invariably forms a perception of its worth.

Valuation 87

Valuation Marketing Benchmarking CFO 87

PYMNTS

SEPTEMBER 23, 2019

Financial crimes risk management software company Quantifind and Oracle Financial Services have teamed up to improve anti-money laundering (AML) compliance and to add intelligence and automation properties directly into the compliance workflows, according to a release.

Compliance 65

Compliance Risk Management Leverage Technology 65

PYMNTS

JULY 5, 2018

Partnerships end up a win-win: Banks remain competitive with leading-edge services while FinTech companies score market reach and the solid reputations of their bank partners. Maintaining compliance and security , though, must be at the top of the priority list, according to Stemmle and Kull.

Compliance 43

Compliance Banking Marketing Securities 43

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. According to Accenture , 68% of organizations see an uptick in cyber incidents the month of a deal closure, and mid-market companies are hit the hardest.

Investments 59

Investments Compliance Securities Benchmarking 59

Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Leverage 92

Leverage Compliance Numbers Securities 92

PYMNTS

OCTOBER 13, 2016

Regulation and compliance can be a tough space for many to wrap their heads around. As technology advances, the threat to digital security and identity protection becomes greater, forcing regulations to quickly adapt. Compliance Decoded. Why Compliance Is Going Social.

Compliance 76

Compliance Leverage Technology Securities 76

PYMNTS

JUNE 5, 2020

Such solutions can “empower people to control their financial well-being,” Andrew Davies, vice president of global market strategy and financial crime risk management at financial services technology company Fiserv , told PYMNTS in a recent interview. The federal entity is charged with monitoring the U.S.

Securities 69

Securities Banking Leverage Accounting 69

Future CFO

FEBRUARY 22, 2024

The pressure on finance leaders to deliver strategic insights and ensure compliance is mounting in this dynamic environment. In an increasingly global market and increasing digitisation of the world, it is essential to a company’s ability to organise, match and report on performance across a company,” Chee adds.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Finance Compliance SAP 97

Nerd's Eye View

AUGUST 4, 2023

Treasury securities), some observers suggest that the factors cited by Fitch for the downgrade (from the growing national debt to the recent debt ceiling standoff in Congress) do not necessarily portend a default, at least in the near term. government's creditworthiness from an AAA rating to AA+.

Treasury 87

Treasury Compliance Leverage Securities 87

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

IFRS 94

IFRS Technology SAP Compliance 94

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data Analytics and Big Data : Utilizing advanced data analytics and big data technologies to gather insights from vast amounts of financial data.

Finance 52

Finance Prioritization Compliance Leverage 52

Bramasol

FEBRUARY 13, 2023

Analytics firm Statista estimates that the SaaS market is worth approximately 146 billion in U.S. Rapid adoption of subscription-based DSE offerings, with usage-based services and bundling of products Marketing automation to enhance marketing campaigns and target customers more effectively. dollars by 2023.

SAP 77

SAP Compliance Leverage Accounting Standards 77

Bramasol

SEPTEMBER 10, 2023

Evolution of AI in Subscription-Based DSE Systems Before the widespread adoption of generative AI, both B2C and B2B markets have been utilizing various AI and machine learning applications to enhance their subscription-based services and products. Netflix, Spotify) to suggest content based on user preferences and viewing/listening habits.

SAP 88

SAP B2C B2B Microsoft Office 88

PYMNTS

JUNE 9, 2020

FinTech firms and government bodies are responding to the wave of cybercrime by developing new anti-money laundering (AML) and know your customer (KYC) technologies, particularly those leveraging biometric authentication factors. Deep Dive: Using Biometrics To Enable And Enhance AML/KYC Compliance. billion by 2024.

Compliance 78

Compliance Leverage Valuation Securities 78

PYMNTS

SEPTEMBER 11, 2019

Nicolas Dinh , chief operating officer of year-old Canadian financial startup STACK , recently spoke with PYMNTS about the key forms of fraud that nascent mobile financial services firms face and how companies can leverage security technologies and partnerships to gain customers’ trust. Partnering With Established Players.

Securities 45

Securities Startups Compliance Budgeting 45

PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. Certainly, the use and availability of cryptocurrencies is another emerging area that is contending with its own unique set of compliance issues, but it is also one Wingert said appears to be closing gaps in regulation.

Compliance 108

Compliance Prioritization Securities Banking 108

Future CFO

MAY 1, 2023

As generative AI continues at a breakneck pace, organisations need to act now to formulate an enterprise-wide strategy for AI trust, risk and security management (AI TRiSM), said Gartner recently. In addition, enterprise leaders need to know that there are two general approaches to leveraging ChatGPT and similar applications, Gartner said.

Risk Management 52

Risk Management Leverage Compliance Securities 52

Future CFO

DECEMBER 7, 2023

Chief financial officers will need to consider the potential impact of China's debt situation on their companies’ credit ratings since a downgrade in the country’s sovereign credit rating could lead to downgrades for corporates as well, which could further increase borrowing costs and potentially limit access to capital markets.

Economics 52

Economics Currencies Communication Risk Management 52

Nerd's Eye View

NOVEMBER 11, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. Also in industry news this week: Why “SECURE 2.0”

Compliance 77

Compliance Planning Leverage Investments 77

PYMNTS

JULY 15, 2020

With Paxos Crypto Brokerage, companies can leverage our expertise and regulatory compliance to easily and securely integrate crypto into their applications. We’re proud to offer financial market infrastructure that supports an open, digital financial future.”. Paxos will hold crypto assets for Revolut’s users in the U.S.,

Compliance 93

Compliance Leverage Securities Accounting 93

Future CFO

JANUARY 16, 2024

Adaptable policies are a must These systems are increasingly being integrated with corporate travel policies, ensuring compliance and helping to prevent unauthorised spending. CFOs are also turning their gaze inwards, focusing on employee education and policy compliance.

Cost Management 52

Cost Management Budgeting Compliance Education 52

PYMNTS

DECEMBER 8, 2020

The latest arena for money laundering is through cryptocurrency , a burgeoning market expected to be valued at $1.4 Some exchanges even deliberately avoid having KYC systems by obfuscating their country of origin to make it harder for regulators to impose national compliance guidelines. billion by 2024. billion in 2019, including $2.8

Compliance 104

Compliance Communication Leverage Banking 104

PYMNTS

NOVEMBER 26, 2019

SAFE has been delivering on-demand experiences since 2016, when it launched a targeted marketing function on its mobile app. The CU leverages this capability to provide customers with instantly accessible promotions and special offers, and the company is now working to balance its outreach efforts and member privacy.

Marketing 52

Marketing Leverage Prioritization Advertising 52

E78 Partners

JULY 13, 2023

Automated data collection for technology asset aging and compliance, as well as technology licensing creates a foundation for additional analysis, risk assessment and transition planning. Mitigating Risks IT due diligence plays a crucial role in mitigating risks associated with technology infrastructure, cybersecurity, and compliance.

Compliance 52

Compliance Leverage Technology Investments 52

CFO News Room

NOVEMBER 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. Also in industry news this week: Why “SECURE 2.0” Read more of Adam’s articles here.

Planning 130

Planning Compliance Leverage Investments 130

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Pundits continue to expect “SECURE 2.0” Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. What data governance, privacy and security procedures do we have in place or need?

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. Robert E Parker: Finance leaders have always played a critical role in stewarding a company’s performance.

Finance 98

Finance Compliance Data Analysis Leverage 98

PYMNTS

JANUARY 19, 2021

The shift to digital commerce has opened up new markets for companies across all verticals and sizes. The complexities of striking up a local market presence — market by market, bank by bank — can quickly mount, maintained Schott, and result in missed sales, chargebacks, fines and penalties — and eventually, loss of reputation.

eCommerce 128

eCommerce Compliance Invoicing Retail 128

PYMNTS

APRIL 23, 2019

The market has the potential to expand even further, too, as Puerto Rico is reportedly considering legalization. . At the same time, these providers cannot afford to implement security procedures that slow onboarding processes, as that could risk losing customers to competitors that offer the speed and ease they seek. .

Securities 43

Securities Leverage Compliance Accounting 43

Future CFO

OCTOBER 4, 2023

Only 18% included competition-related reasons, such as responding to customer demands, enhancing market insights, introducing 24/7 capabilities, or maintaining competitive advantage. Additionally, cost remains the top challenge when adopting technology, but organisational culture also remains a critical factor in successful adoption.

Accounting 52

Accounting Compliance Leverage Technology 52

Future CFO

NOVEMBER 15, 2023

Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

PYMNTS

SEPTEMBER 9, 2019

On one hand, this brings opportunity, with businesses reaching more customers in more markets. The ideal cross-border payment solution provides speed, security and compliance and transparency, while also being ubiquitous enough to be widely available for use.

Compliance 69

Compliance Construction Leverage Securities 69

PYMNTS

OCTOBER 29, 2020

Digital payments have become commonplace for businesses and individuals alike, with the global payments market expected to be valued at $6.7 Compliance and privacy regulations aren’t necessarily getting easier — in many cases, [the process is] getting more complex, and it's also expensive,” Swanback said. trillion by 2023.

B2B 85

B2B Compliance Reconciliations Leverage 85