The Big Picture

JUNE 16, 2025

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. Because they tend to be overly leveraged and with inflation, their debts tend to get inflated away.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

MARCH 4, 2025

And I also wanted to make sure that I was going somewhere that would really leverage the quantitative skills that I was acquiring at Chicago. I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. And new technology.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 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

Future CFO

JULY 17, 2023

Global corporate treasury leaders can serve as particularly essential strategic advisers right now— if they can harness the right data, analysis, and technology strategy to navigate choppy market conditions. Treasurers should leverage cash forecasts to achieve better cash conversion. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CS Lucas

NOVEMBER 29, 2023

The Need for Specialized Technology Solutions To address this pressing need, treasury teams are relying on CS Lucas Treasury Management System’s dedicated syndicated loan modules. Let’s explore some of the key capabilities of CS Lucas: 1. Alerts notify appropriate stakeholders as threshold limits approach.

Technology 52

Technology Treasury IFRS Compliance 52

PYMNTS

JANUARY 26, 2021

Artificial intelligence (AI) technology company Ariel AI has been acquired by Snap. Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. Ariel AI had landed $1.1 Ariel AI was established in the U.K.

Startups 77

Startups Concentration Leverage Retail 77

CFO News Room

FEBRUARY 2, 2022

The technology relating to digital assets, including blockchain, is new and developing and the risks associated with digital assets may not fully emerge until the technology is widely used. Small- and medium-capitalization companies may be subject to elevated risks.

Concentration 130

Concentration Investments Securities Currencies 130

Global Finance

JUNE 14, 2024

Financial institutions have been facing tough challenges between economic uncertainty and an unprecedented technology-powered speed of change, especially since the Spring Bank Run of 2023. A value-based approach can leverage the existing power of digital and cloud to evolve quickly with complete transparency and auditability.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Barry Ritholtz

MAY 16, 2023

Economists have lamented the growing coastal concentration of their wealth. Fact and fiction frequently collide when it comes to the technology we use in our daily lives. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund.

Concentration 103

Concentration Leverage Economics Education 103

CFO Thought Leader

AUGUST 6, 2024

Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs. He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions.

CFO 52

CFO Concentration Leverage Finance 52

Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” What makes this AI race particularly compelling is the stark contrast in how the two superpowers approach technological innovation.

Economics 111

Economics Construction Leverage Technology 111

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth. ICD takes home the Best Investment Management Solution award.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Nerd's Eye View

OCTOBER 25, 2022

Read More.

Leverage 52

Leverage Concentration Communication Planning 52

Future CFO

APRIL 22, 2024

Source: Gartner 10 digital must-do for CFOs With the new advancements in technology that are coming in left and right, finance leaders and teams are expected to face challenges in talent, what with all the requisites of attraction, acquisition, and retraining. Yes, companies are doing that.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. Collaborative technologies and virtual worksites have also generated greater potential around off-cycle reporting and self-service. Embracing Remote Work. Now, it’s not only possible; this hybrid is becoming the norm.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

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 Technology Leverage 60

PYMNTS

OCTOBER 12, 2020

“Automated monitoring and third-party tools in this area have made major strides in recent years, so we try to leverage a combination of several different automations along with support from an internal team that makes sure we are up to date on best practices for fraud prevention,” he said.

Retail 79

Retail Concentration Leverage Entertainment 79

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Lastly, resilience and adaptability are critical.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. Leverage also comes into play, as firms with lower debt-to-equity ratios are less risky, particularly in high-interest-rate climates.

Concentration 75

Concentration Economics Investments Leverage 75

Barry Ritholtz

MAY 15, 2023

As it’s currently imagined, the technology promises to concentrate wealth and disempower workers. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Bonds : Short-term costs for insuring U.S. doomers are focused on the wrong threat.

Math 57

Math Concentration Construction Leverage 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

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. Deep Dive: How CUs Leverage Social Media. Credit unions (CUs) are facing an ever-shifting financial services landscape.

Concentration 63

Concentration Leverage Healthcare Advertising 63

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Communication 98

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

Global Finance

OCTOBER 11, 2024

The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. JPMorgan also invested significantly in artificial intelligence and machine learning, identifying 400 instances where the technology can improve fraud detection.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

Future CFO

JULY 4, 2023

Tax leaders who consider transforming their tax and finance functions by leveraging data and the latest technologies will probably have an easier time complying with changing laws and regulations while their tax and finance functions may be better positioned to provide more strategic value to their organisations.” The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 52

PYMNTS

JANUARY 24, 2019

“We also saw a 350 percent increase last year in customers sending live payments, and we’re beginning to see more customers flip the switch and leverage XRP for on-demand liquidity.”. Among the dominant players: UPI, IMPS and others.

Concentration 62

Concentration Banking Leverage Retail 62

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

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. However, an increased emphasis on members’ emotions does not mean that CUs are falling behind technologically. The CUs were able to eliminate more than $2.5 About The Tracker.

Concentration 52

Concentration Leverage Banking Compliance 52

PYMNTS

FEBRUARY 4, 2020

Canada’s FoodHero , in one case, has technology that connects retailers with consumers to help sell surplus food that might otherwise be wasted. On the retailer side, the company has developed technology and procedures for merchants to use when they start with the platform. The Retail Market.

Concentration 57

Concentration Retail Education Forecasting 57

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. Execution - Evaluate the necessary resources, and identify potential risks and dependencies among various factors such as budget, technology, data, and anticipated shifts.

Planning 72

Planning Sales Forecasting Strategic Planning 72

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. These expenses generally range from 15 to 20 basis points per annum on the institutional class of shares,” Quinn said.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

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 Technology Accounts Payable Concentration 52

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

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

CFO Share

APRIL 11, 2024

Reputable outsourced CFO firms adhere to best practices and technologies that elevate financial security, such as separation of duties, best-in-class password management, and continuous fraud education. Outsourced bookkeeping services leverage size and scale to deploy policies faster and cheaper than your small business could.

Securities 52

Securities CFO Invoicing Education 52

PYMNTS

JULY 26, 2017

“Many banks have increasingly leveraged and become dependent on third-party service providers to support key operations within their banks,” the report stated. Over time, consolidation among service providers has resulted in large numbers of banks reliant on a small number of service providers.”.

Banking 46

Banking Compliance Currencies Concentration 46