CFO Strategic Partners

MARCH 22, 2025

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. 5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

Technology 52

Technology Leadership Auditing Prioritization 52

Future CFO

FEBRUARY 14, 2025

As businesses navigate their way around various technological advancements, finance teams are faced with the task to integrate analytics and automation into their existing processes, determining at the same time which specific system to transform first for maximum operational impact.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Future CFO

SEPTEMBER 16, 2022

She believed that in comparison to the pre-pandemic landscape, the amplified reliance on these principles will likely pave the way for security advancements that ultimately improve privacy. What are the role of Chief Financial Officers (CFO) and senior finance leaders when it comes to data privacy and compliance?

Compliance 98

Compliance CFO Securities Leadership 98

PYMNTS

OCTOBER 9, 2020

Venture capital funding landed at supplier payment and compliance automation firms this week, among other B2B innovators that raised money. Enterprise device security firm Eclypsium has notched $13 million in an oversubscribed funding round , which brings the overall funding of the firm to $25 million. Strike Graph. Firms in the U.S.,

Compliance 107

Compliance Auditing Accounts Payable Valuation 107

PYMNTS

JANUARY 14, 2020

In financial services, demand for ease of use and security are sky-high, even for business customers. But cloud migrations are often complex, particularly when it comes to remaining compliant with the mounting regulatory initiatives designed to address growing security risks in the financial services arena.

Securities 101

Securities Compliance Financial Data Banking 101

Global Finance

APRIL 4, 2025

Pending regulatory approval, Google plans to acquire multi-cloud security platform provider Wiz in an all-cash deal worth $32 billion. These are necessary tools for you to provide what might be called an integrated SecOps platform play, says Philip Bues, Senior Research Manager for Cloud Security at research firm IDC.

Prioritization 88

Prioritization Securities Compliance Finance 88

Bramasol

JANUARY 15, 2025

Once again the move into a new year offers an excellent opportunity to look at the trends that will dominate business technologies in 2025. In this Insights news post we provide an updated look at the four key areas of AI, Cloud, Compliance and Sustainability.

SAP 107

SAP Compliance Leverage B2C 107

PYMNTS

OCTOBER 2, 2020

Adhering to Payments Card Industry (PCI) Data Security Standards (DSS) is an unavoidable requirement for any and all eTailers that accept card payments, but a surprising number of firms are not up to speed on these standards. The need for digital security has never been more paramount than during the COVID-19 crisis.

Compliance 97

Compliance Auditing Securities Numbers 97

Future CFO

DECEMBER 17, 2024

Technological disruption : The rapid emergence of technologies like generative AI requires CFOs to work closely with banks to ensure they remain competitive and compliant. CFOs are increasingly focused on aligning their financial strategies with these technological advancements to enhance user experiences and streamline processes.

Banking 98

Banking Risk Management Leverage Compliance 98

CFO Thought Leader

OCTOBER 28, 2024

Finally, stay curious and keep learning about industry trends and technologies to stay ahead in your career.” We operate at the intersection of compliance and security in a space we pioneered, called trust management. Vanta not only provides visibility and security for companies but also acts as a revenue accelerant.

Leadership 64

Leadership CFO Finance Compliance 64

Nerd's Eye View

AUGUST 28, 2024

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

Technology 98

Technology Compliance Securities Planning 98

Bramasol

SEPTEMBER 29, 2023

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. Globalization CFOs have long needed to assure compliance with two different standards-setting bodies.

Technology 100

Technology IFRS SAP Compliance 100

Nerd's Eye View

AUGUST 28, 2024

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

Technology 98

Technology Compliance Securities Planning 98

PYMNTS

SEPTEMBER 24, 2020

Reducing fees for remittances might push price points low enough that more consumers could resume sending money home, though, and some researchers believe that money transfer service providers could make such price adjustments if they are able to reduce their own expenses through more robust and cost-effective regulatory compliance measures. .

Compliance 89

Compliance Banking Securities Economics 89

PYMNTS

SEPTEMBER 23, 2020

He explained that the cloud can help FIs swiftly respond to compliance and security challenges during the pandemic. He explained that the cloud can help FIs swiftly respond to compliance and security challenges during the pandemic. The Cloud And Compliance Challenges. Security Takes Center Stage.

Compliance 90

Compliance Banking Securities Technology 90

PYMNTS

AUGUST 13, 2020

PAAY said its EMV 3DS offering lets merchants decrease chargeback costs, bolster authorization rates and maintain compliance as they provide an easy as well as frictionless experience for users. PAAY also announced that it had appointed Adam Gluck to be the company’s first chief product officer (CPO) and chief technology officer (CTO).

Technology 99

Technology Compliance Retail eCommerce 99

Global Finance

JUNE 3, 2025

The findings come as artificial intelligence (AI) is emerging as a crucial technology for banks, and demand for the technology is expected to become fierce. Data, security, and compliance are what hold banks back Data privacy and security remain the foremost challenges to AI and cloud adoption.

Banking 52

Banking Compliance Education Risk Management 52

Global Finance

JUNE 11, 2025

. “APIs play a leading role in driving real-time connectivity between Standard Chartered and our clients across both traditional and digital assets,” says Margaret Harwood-Jones, global head of Financing and Securities Services. Pegasystems’ Pega technology connected the Estate Care Center with the bank’s other computer systems.

Compliance 52

Compliance Foreign Exchange SAP Banking 52

PYMNTS

NOVEMBER 10, 2020

Atlanta payments encryption firm Bluefin is partnering with New York mobile payments processor PAAY to advance eCommerce security. Founded in 2007 by Miles and John Perry, who serves as chief executive officer, Bluefin specializes in encryption and tokenization payment and data security. . also known as 3DS 2.0

eCommerce 93

eCommerce Securities Compliance Technology 93

Global Finance

JUNE 9, 2025

Most Innovative Financial Technology Company in Western Europe | REDCOMPASS LABS AnalystAccelerator.ai This leads to improved project outcomes and enhanced compliance with regulatory requirements. is the world’s first multiagent AI solution engineered specifically to accelerate payments transformation.

Forecasting 59

Forecasting Cash Management Currencies Compliance 59

CFO Talks

NOVEMBER 29, 2024

Let’s start with this: Gas de Cameroon is recognized for its use of advanced extraction technologies, which offer significant operational advantages but often come with substantial upfront costs. Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5

Finance 98

Finance CFO Profit and Loss Leadership 98

Global Finance

JUNE 9, 2025

Instead, they can open a Banamex account that has features similar to a checking account and securely validate their identity using biometrics. The technology uses a generative AI conversation assistant in Microsoft Teams, analyzing raw financial data to produce personalized insights for Brazilian micro and small businesses.

Compliance 59

Compliance Banking Economics Leverage 59

Global Finance

DECEMBER 26, 2024

Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions. Morgan , which takes home both the Best Execution Algorithms and the Best DeFi Crypto FX Platform awards, employs innovative technologies to execute trades efficiently and effectively.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

PYMNTS

DECEMBER 10, 2020

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. Enforcing AML/KYC Compliance At Cryptocurrency Exchanges. in 2015 and a staggering $13,421.44

Compliance 88

Compliance Treasury Currencies Leverage 88

E78 Partners

MAY 16, 2025

In mergers and acquisitions , technology can be a powerful enabler – or a hidden barrier that slows value realization. IT system integration is the process of unifying technology infrastructures, platforms, and data environments after a merger or acquisition. How should technology evolve to support growth?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance Prioritization Securities 52

Global Finance

MARCH 20, 2025

They are now using technology as a lever to reduce costs and innovate. To optimize costs, banks are reducing the number of applications and investing in technology that enhances customer experiences while maintaining efficiency. A strategic commitment to this technology helps banks rapidly increase efficiency and productivity.

Banking 59

Banking Compliance Technology Sales 59

Bramasol

APRIL 29, 2025

Healthcare providers can pay monthly fees for the use of the equipment, which includes regular maintenance, software updates, and access to the latest technology without worrying about large upfront capital expenditures. This software would be updated regularly with new features, AI-driven insights, and security patches.

SAP 81

SAP Leverage IFRS Healthcare 81

CFO Dive

JUNE 17, 2025

With more C-suite, investor and board-level focus on AI and bigger budgets supporting the efforts, technology leaders are under pressure to get the formula right, from picking a scalable, beneficial use case to tracking its success post-deployment. The company wanted to democratize generative AI access without sacrificing security.

CFO 139

CFO SAP Manufacturing Restructuring 139

Global Finance

JUNE 9, 2025

Wenov’s WeLab experiments with emerging technologies. In 2024, Wenov purchased more than $750,000 of these technologies. Currently, lab activities focus on the adoption of cutting-edge technologies in fields such as the metaverse, mixed reality, decentralized finance, and AI. The lab has focused heavily on AI and automation.

Startups 52

Startups Banking Compliance Investments 52

Future CFO

APRIL 7, 2025

Benjamin Soh, founder and managing director at Singapore-based ESG data and technology company ESGpedia , believes finance leaders are well-positioned to drive both sustainable growth and cost efficiency, given their oversight of financial strategy, risk management, and capital allocation.

Compliance 52

Compliance Leverage Finance Risk Management 52

Global Finance

JUNE 5, 2025

GF : Where does technology and innovation have the biggest impact within finance? Our technology, products, and processes facilitate access to trade finance, which is key to facilitating trade flows. With big data and AI, we are optimizing key processes, automating compliance checks, and enhancing risk management.

Risk Management 59

Risk Management Finance Leverage Economics 59

E78 Partners

JUNE 21, 2024

Private equity (PE) firms are constantly looking for ways to improve their operations and create value for their shareholders, and outsourcing their tax and compliance operations is one way this can be made possible.

Compliance 59

Compliance Leverage Finance Technology 59

Future CFO

FEBRUARY 16, 2025

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. Verma identifies three essential components for establishing a robust data intelligence framework: people, processes, and technology.

Finance 64

Finance Forecasting CFO Compliance 64

E78 Partners

APRIL 23, 2025

In 2025, private equity (PE) firms and PE-backed companies are leveraging artificial intelligence (AI) to drive value creation amid economic complexity and technological disruption. Data Governance : Establishing frameworks for data security, compliance, and lineage, vital for regulatory adherence and exit due diligence.

Auditing 52

Auditing Compliance Healthcare Forecasting 52

Future CFO

SEPTEMBER 2, 2024

However, challenges such as data security concerns, the need for specialised AI talent, and cultural adaptation to AI-driven decision-making processes may require careful navigation. At Oracle, we run our applications on a single Oracle Cloud Infrastructure that offers enterprise-grade security,” he adds.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

CFO Plans

MAY 5, 2025

Explore Strategies to Diversify Your Revenue and secure your business’s future. Leveraging Technology for Financial Management In today’s digital age, technology is a crucial asset for effective financial management for hospitality leaders. Discover How Technology Can Transform Your Financial Management.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

Future CFO

APRIL 15, 2025

In the AI and the Future of the Global Chartered Accountancy Profession report, 85% of respondents say they are at least fairly willing to use AI technology, given the opportunity, although many still feel unprepared for it. ISCA says some companies have established internal governance structures to ensure compliance.

Accounting 52

Accounting Compliance Securities Technology 52