Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. This strengthens financial institutions’ resiliency and security.

Leverage

CFO Talks

OCTOBER 31, 2024

Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing. Finally, remember that leadership is about people.

CFO

PYMNTS

MAY 5, 2020

Issuers may be eying the coming chargeback and dispute storm, but right now, said Quevedo, they’re concentrating on prioritizing claims processing. Subscriptions, groceries, even buying shoes are all being introduced to digital channels in ways and volumes they haven’t been before. The Issuer Side Of The Equation.

Concentration

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. CFOTL: Tell us about Semperis … what does this company do, and what are its offerings today?

CFO

CFO Plans

OCTOBER 9, 2024

Robust financial systems streamline operations, allowing companies to maintain compliance effortlessly and concentrate on expansion. To prevent these pitfalls, businesses should prioritize regular audits, stay informed about regulatory changes, and invest in scalable financial services to manage their financial operations efficiently.

Compliance

PYMNTS

SEPTEMBER 5, 2019

While Ultimate Finance will not offer unsecured loans as a standalone offering, reports noted the company will connect business borrowers to cash flow loans in conjunction with the company’s secured loan products. Existing customers of unsecured loans will continue to be serviced by the company as well. “We

Finance

Global Finance

OCTOBER 14, 2024

Banks need to grow, and there’s little room for that in markets such as China or Europe right now,” explains William Trout, director of Securities and Investments at Datos Insights. The ultimate prize is an evolving market projected to reach $1.3 trillion in assets by 2029, according to a recent report by Research and Markets.

Banking

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A)

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments

PYMNTS

AUGUST 2, 2018

This group is also more likely to abandon a merchant than other consumers, lending significant weight to securing its loyalty, and putting tremendous pressure on retailers to pursue strategies that can keep these influential consumers happy.

Retail

CFO News Room

JANUARY 8, 2023

Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. The cloud is changing security. For years, security was treated as a blocker — albeit a critical one — that slowed progress to ensure security protocols were in place.

Budgeting

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system.

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning

Barry Ritholtz

OCTOBER 24, 2022

And, you know, it really struck home with me that money is very personal, that it’s closely tied to security. It’s not just their security. NORTON: So what we do is we have the individual security portfolios. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments

CFO News Room

NOVEMBER 8, 2022

gains tax rate where some of these clients are retiring early before they turn pension and Social Security on. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. And then we have the 0% cap. Cean: Correct.

Restructuring

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. There’s no one in the industry that questions the need for this industry to be very secure. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook. A hundred percent.

Investments

The Big Picture

JULY 8, 2025

It does feel the largest in part because I’ve been so concentrated on being an investor over the course of my career. It is like four to eight names, a more concentrated expression around a theme. I’ve now come to believe that investment in, in security software is existential for companies, right?

Mergers and Acquisitions (M&A)