Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

Creative CFP

AUGUST 11, 2020

Whether this investment comes in the form of equity or as a loan to be repaid, the investor will usually want to see specific information about your business. This is a combination of business and financial data about your company that helps the investor decide whether or not to invest.

Investments 52

Investments Accounts Payable Benchmarking Cash Flow Forecasting 52

PYMNTS

JANUARY 19, 2021

Dinie will enable these customers to easily purchase online, make investments in technology and digital marketing, whilst ensuring their cash flow isn’t so heavily impacted since they have an opportunity to match their investment with the revenue they generate later,” Ferreira said in the announcement.

eCommerce 85

eCommerce Finance Credit Risk Investments 85

PYMNTS

NOVEMBER 10, 2020

Those are the kind of numbers that explain why Zest received a $15 million investment last week from software developer Insight Partners. De Vere said when he shows would-be clients that his company’s ML software package offers a 10- to 50-times return on investment, “it becomes a very easy pill to swallow.”. 15M In New Funding .

Math 138

Math Credit Risk Compliance Banking 138

Barry Ritholtz

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Spreadym

SEPTEMBER 12, 2023

Create a Revenue Forecast: Estimate your expected income sources, including salaries, sales revenue, investment income, grants, or any other sources of revenue. Be as realistic as possible and base your estimates on historical data or market research. The accuracy of your budget relies on the quality of the information you gather.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

PYMNTS

DECEMBER 21, 2020

The first was the investment in early December of procure-to-pay healthcare payments company Procurement Partners. The new fund, according to the company, Serent’s Fund IV will remain focused on “investing in successful, bootstrapped businesses where Serent’s business-building capabilities can help drive future growth.”

B2B 79

B2B Healthcare Investments Auditing 79

Future CFO

MARCH 2, 2021

“China’s fintech industry participants will have to adjust to tighter regulations that will have a broader and stronger oversight, leading to a period of moderating fintech growth and investment in the sector,” said Yan Li, a Moody’s Assistant Vice President and Analyst.

Credit Risk 52

Credit Risk Economics Banking Securities 52

PYMNTS

FEBRUARY 22, 2019

21), C2FO and Euler Hermes announced their partnership, which will link C2FO small business customers with Euler Hermes’ Single Invoice Cover product, protecting B2B firms against the risk of non-payment and optimizing credit terms for buyers. In an announcement on Thursday (Feb. Euler Hermes U.K.

Invoicing 53

Invoicing Credit Risk B2B Finance 53

CFO News Room

JANUARY 21, 2023

By the end of 2021, it was clear that this bout of inflation was not as transient a phenomenon as some had made it out to be, and the big question leading in 2022, for investors and markets, is how inflation will play out during the year, and beyond, and the consequences for stocks, bonds and currencies.

Treasury 130

Treasury Currencies Numbers Investments 130

The Finance Weekly

NOVEMBER 20, 2023

Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. By entering variables, assumptions, and market conditions, these tools swiftly generate various scenarios, offering insights into how they affect financial performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

Future CFO

MAY 5, 2024

Staying informed about market trends, competitor activities, and regulatory changes is crucial in the insurance industry. I allocate time to review market research reports and analyse data to make informed decisions. I attend networking events, conferences, and industry forums to stay connected and explore partnership opportunities.

Leadership 52

Leadership Risk Management Credit Risk Communication 52

PYMNTS

APRIL 2, 2020

Big Data analytics reached a market valuation of $29.87 Financial data is useful in helping banks develop wide-reaching marketing campaigns, but social data is critical to developing offers for specific customers. Bank of America (BoA) is one notable success story in the field of analytical risk assessment.

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

MAY 28, 2020

The FinTech enterprise Software-as-a-Service (SaaS) company, which is focused on automating treasury management and order-to-cash processes, said the new technology reinforces its investment and plan to make AR automation an important driver for business expansion, according to an announcement.

Technology 52

Technology Reconciliations Accounts Payable Credit Risk 52

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Future CFO

SEPTEMBER 20, 2023

These primary research sources cover insights from 17 markets: Australia, Brazil, Canada, China, France, Germany, Hong Kong, India, Italy, the Netherlands, the Kingdom of Saudi Arabia, Singapore, Spain, Sweden, Switzerland, the UAE, the UK, and the US, the firm noted.

Cash Management 52

Cash Management Treasury Credit Risk Compliance 52

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Talks

JUNE 7, 2022

Competencies include: Working knowledge of risk management, budget, and forecasting tools. Investment and credit risk knowledge. Treasury and investment management. Strategic risk management. Information quality and control rationalisation are top-of-mind issues for the Steward. Project management.

CFO 52

CFO IFRS Leadership Risk Management 52

PYMNTS

NOVEMBER 22, 2020

Credit Key offers businesses an alternative payment solution intended to give financing for purchases at the point of sale. The company takes on the credit risk and loan servicing, offering buyers a "transparent" experience with competitive interest rates, the report writes. The booming B2B market in the U.S.

B2C 72

B2C B2B Credit Risk eCommerce 72

PYMNTS

DECEMBER 13, 2016

Good for them” argued that it is a good thing that the young are staying away from the “American Dream of owning their own home” as the merits of houses as an investment are low, and the opportunity costs associated with owning one (and thus being rooted to one spot) are quite high. “We TransUnion’s projections are based on U.S.

Credit Risk 84

Credit Risk Banking Economics Marketing 84

PYMNTS

FEBRUARY 14, 2019

The current size of the BBB-grade (near junk) corporate bond market is now at the highest level it’s ever been. The total value of BBB-gate corporate debt is five times what it was just one decade ago, separate reports in MoneyWeek said, with half of $6 trillion in investment-grade corporate bonds now with a BBB rating.

Economics 49

Economics Credit Risk Investments Marketing 49

The Finance Weekly

AUGUST 26, 2023

For example, it manages borrower’s credit data and spots early financial signs. This helps lenders proactively tackle credit risks. Also, AI's predictive analysis forecasts borrower defaults and risk levels using data. AI aids loan decisions, assessing individual risk profiles for granting loans and setting rates.

Risk Management 52

Risk Management Profit and Loss Currencies Compliance 52

PYMNTS

FEBRUARY 3, 2020

Loans were primarily issued to SMB merchants that sell on the site, and bank partnerships were leveraged in some foreign markets. Goldman is transitioning from trading and investment banking to a comprehensive financial services group. Recent consumer undertakings were lower than 3 percent of 2019 revenue.

Credit Risk 52

Credit Risk Leverage Banking eCommerce 52

PYMNTS

OCTOBER 7, 2016

Plati Potom develops post-payment solutions for eCommerce and offline retailers, as well as data analysis and credit risk management tools. For QIWI, this transaction is another step in implementing its M&A strategy of investing in promising teams and technologies in the FinTech space. “Our

Data Analysis 55

Data Analysis Credit Risk Risk Management eCommerce 55

PYMNTS

JULY 16, 2019

Last year, Lendbuzz’s loan origination grew 320 percent, and the company increased its dealership network across the United States to include key markets, including California and Florida. credit history,” Amitay Kalmar, co-founder and CEO of Lendbuzz, said in a press release.

Finance 49

Finance Credit Risk Securities Technology 49

Spreadym

OCTOBER 3, 2023

Their work often influences important decisions related to investments, cost control, and revenue growth. Business Acumen: A strong understanding of the business's industry, market dynamics, and competitive landscape is essential. Risk Management: Skills in identifying, assessing, and managing financial risks are important.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

PYMNTS

OCTOBER 4, 2019

More than $874 million in fresh funding landed at B2B startups this week across a range of market segments and geographies. India’s FinBox landed an undisclosed amount of pre-Series A funding, reports in Inc42 said this week, with investors at Arali Ventures leading the investment in the credit risk management technology startup.

B2B 51

B2B eCommerce Startups Foreign Exchange 51

PYMNTS

DECEMBER 22, 2020

said they are focusing their automation investments on AR and AP. Artificial intelligence (AI) is an increasingly popular investment, the report found, with technologies able to accelerate workflows that benefit both buyer and supplier. According to a survey, more than 74 percent of financial executives in the U.S.

Accounts Payable 79

Accounts Payable B2B Invoicing Accounting 79

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. She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

Musings on Markets

JANUARY 27, 2022

By the end of 2021, it was clear that this bout of inflation was not as transient a phenomenon as some had made it out to be, and the big question leading in 2022, for investors and markets, is how inflation will play out during the year, and beyond, and the consequences for stocks, bonds and currencies.

Treasury 84

Treasury Currencies Investments Numbers 84

PYMNTS

FEBRUARY 29, 2016

The investment by Moody’s will reportedly help Finagraph develop its data analytics technology and help propel adoption of its tools among SMEs and lenders, the companies said. The financial details of the acquisition were not disclosed.

Credit Risk 40

Credit Risk Risk Management Investments Technology 40

PYMNTS

JANUARY 26, 2018

More than $150 million in venture capital bolstered the B2B FinTech market this week, and while investors made big steps into areas like human resources, fleet management and artificial intelligence (AI), it was an old favorite that saw the most, and largest, investment rounds: alternative lending. StreetShares.

B2B 54

B2B Invoicing Startups Finance 54

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Never underestimate the value of logistics.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

SEPTEMBER 4, 2019

The Hong Kong Monetary Authority has, as finews.asia reported this past week, amended its credit risk management guidelines in a way that seeks to boost the embrace of analytics when lending to smaller firms. Cash invested on the platform, said the company, stands at $2.7 Open Banking Partnerships – Focus On Romania.

Cash Management 53

Cash Management Data Analysis Credit Risk Risk Management 53

PYMNTS

OCTOBER 12, 2018

Nubank : Gets a $180 million investment from Tencent, which brings Tencent into the Latin American market and also makes Nubank among the most highly valued startups in the region. Wall Street also is raising concerns over credit risk as the firm branches out into consumer-facing installment loans.

Advertising 42

Advertising Credit Risk Startups Budgeting 42

PYMNTS

FEBRUARY 9, 2018

As Brexit dawns, this partnership arrangement will provide our customers the confidence to expand sales to new buyers and markets.”. “We Trade, investment and consumer spending are driven by confidence, and uncertainty is the enemy of confidence.”. We live in uncertain times,” added Euler Hermes U.K.

Invoicing 40

Invoicing Risk Analysis Credit Risk Financial Data 40