The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. This enables companies to make well-informed decisions affecting future investments, product development initiatives, and strategic planning. What is Revenue Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 52

CFO News Room

NOVEMBER 29, 2022

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

Leverage Planning Concentration Tax Planning 130

PYMNTS

JULY 31, 2019

This starts with payment technology, the essential infrastructure needed to support current and future digital payment developments, from contactless and push payments to transactions on real-time payment rails. Payment technology is in many ways the flagship among the fleet of innovations that banks are pursuing.

Concentration 60

Concentration Banking Leverage Technology 60

PYMNTS

SEPTEMBER 16, 2020

Cross-border payments technology company Payoneer debuted its Payoneer for Banks program last week, an initiative that provides financial institutions (FIs) and other service providers with infrastructure to send and receive global payments. Payoneer Debuts Program For Banks. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

Future CFO

JUNE 23, 2021

The implications of any new technology need to be considered carefully — especially ones that, according to Stephen Hawking, could make humanity extinct.¹. In addition to envisioning new ways to make it truly useful, societal pressures that come with any new technological advancement must be addressed. write in their report.²

Invoicing 52

Invoicing Accounts Payable Technology Concentration 52

PYMNTS

SEPTEMBER 23, 2019

Advanced technology is increasingly raising the stakes of how CUs should operate, with members coming to expect the instant payments and slick mobile interfaces that large banks and FinTechs have made standard. Investments in digital banking are paying dividends for CUs by improving membership and creating more efficient services.

Concentration 63

Concentration Leverage Healthcare Advertising 63

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. It involves streamlining processes, reducing waste, improving supply chain management, and leveraging technology to automate and improve operations.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News Room

NOVEMBER 11, 2022

But not only that, I mean, UNCTAD from its inception was focusing on the financing challenges, on the technological challenges that face developing countries as they moved from being politically dependent to being independent economies. And very much, UNCTAD at that time was really looking to reform the existing system.

Economics 100

Economics Concentration Investments Finance 100

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. The technology helps small and mid sized firms access loans from banks and other financial providers. The company has raised $34 million to date. Cybereason.

B2B 46

B2B Accounts Payable Concentration Leverage 46

The Finance Weekly

FEBRUARY 22, 2023

While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication. While a CEO can effectively communicate what makes the company unique, investors are more interested in the potential return on their investment rather than just an innovative idea.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

MARCH 1, 2017

A bit more than $783 million in investment activity marked last week’s fund flow. The biggest transaction in that space, and, indeed, across all investment activity, came from Ant Financial’s $200 million investment in Kakao Pay was the largest deal. The majority, at 72 percent, came from FinTech.

B2C 49

B2C Concentration Leverage Investments 49

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

OCTOBER 9, 2019

wholesale by continuing to reduce our concentration in that channel.”. We worked with the ‘Nike By You’ program to allow consumers to create their own case custom Nike’s with Levi’s fabrics and trends using our FLX technology.”. “Growing our U.S.

Concentration 55

Concentration eCommerce Sales Leverage 55

PYMNTS

JULY 17, 2017

Leveraging mobile payments, GPS- or Bluetooth-tracking, QR code or other mobile-based authentication and auto-locking kickstands, the next generation of bike-sharing companies in China are ditching the dock in favor of letting riders view available bikes nearest them and reserving one on their phones. sometime soon.

Transportation 48

Transportation Startups Concentration Leverage 48

Future CFO

MARCH 7, 2021

Ng: When it comes to gender equality, finance and technology industries have progressed much recently, but more work can still be done to inspire and empower female talent in these areas: Vyin Ng, Finance Director of Microsoft Hong Kong and Macau. Soriano: Women need to advocate for other women.

Finance 52

Finance SAP Leadership CFO 52

Barry Ritholtz

DECEMBER 19, 2023

In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. 00:01:37 [Mike Rockefeller] Thanks for having me, Barry.

Healthcare 61

Healthcare Investments Construction Concentration 61

PYMNTS

AUGUST 21, 2017

Margins have taken a hit at the hands of investments in marketing, seller services and the core product to keep sellers on board, new buyers coming and existing ones spending. Perhaps leveraging its social networks across all of its platforms around a Marketplace model could be one of those logical paths to explore.

Advertising 51

Advertising Retail Startups eCommerce 51

PYMNTS

JANUARY 22, 2018

In an ecosystem in which success is defined by scale and time to market, it’s no longer good enough to have a great product, a well-known brand or a compelling technology. Warehouse clubs are a $200 billion business, highly concentrated among a few big brick-and-mortar players: Costco (the largest), BJ’s and Sam’s Club. Distribution.

Sales 54

Sales Concentration Marketing Manufacturing 54

PYMNTS

JUNE 27, 2016

It’s been nearly two years – 20 months to be precise — since it was launched after significant investments in engineering, marketing and promotion. So how did one of the most powerful technology companies in the world miss this mark so badly? Apple Pay is a slick use of the technology – there is no question about it.

Numbers 66

Numbers Concentration Technology Retail 66

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. VASSALOU: I think it’s much more nuanced. VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO Talks

FEBRUARY 20, 2024

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. You mentioned the two financial managers that you invest in. Farhaan: Sure.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And I’d been there just over two years.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. Or you have to create a real partnership or investment committee in order to have the decision making be more a result of everyone versus one person.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

CFO News Room

NOVEMBER 27, 2022

Tokyo is also continuing defense research and development efforts to make electromagnet rail guns, high-powered microwave energy systems to counter drone swarms, a loyal wingman drone and scramjet engine technology. So far it is just a US effort, and China can still get advanced chips and chip equipment from places like South Korea and Japan.

Manufacturing 100

Manufacturing Economics Investments Securities 100