Global Finance

JULY 30, 2025

AI has long been instrumental in data analysis, trend forecasting, automation, risk management, and enhancement of customer service. Traditional artificial intelligence, including machine learning and statistical modeling, is nothing new to financial institutions.

Finance

Global Finance

JUNE 9, 2025

Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms. It partners primarily with startups in Series A and Series B rounds of investments—those that have already demonstrated strong market traction and a market fit for their products.

Startups

Future CFO

NOVEMBER 27, 2024

Manual work is being challenged and companies need to invest in Automation and Digital experience for people to stay engaged," says Pervez. Companies should invest in the continuous professional development by taking a more holistic approach to upskilling to stay ahead and be equipped for the future."

Accounting

The Big Picture

JULY 5, 2025

Good conversation with Sammy Azzous: Barry blends behavioral finance with data analysis to uncover some of the most common (and costly) investing mistakes — and how to steer clear of them. Tune in for actionable takeaways on failing better, managing market noise, and navigating the world of financial “experts.”

Data Analysis

Global Finance

DECEMBER 9, 2024

Most offer well-designed client interfaces, AI-powered portfolio management, and big data analysis. OCBC has invested SG$30 million since 2021 to launch a suite of sustainability training modules. This will enable the banks front office to assess ESG performance data based on MSCIs ESG ratings.

Banking

The Finance Weekly

FEBRUARY 22, 2025

Cons High Implementation Costs Requires significant investment in setup and customization. The platform's robust reporting capabilities, including customizable dashboards and drag-and-drop functionalities, are frequently praised for facilitating efficient data analysis.

Financial Planning and Analysis (FP&A)

CFA Institute

MAY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter.

Concentration

CFO Strategic Partners

MARCH 22, 2025

Invest in tech where it can deliver measurable value and look for chances to automate and standardize. Prioritize Clean, Integrated Data – If your data still resides in multiple systems that can’t talk to each other, you won’t be able to generate reports and insights efficiently.

Technology

CFO Thought Leader

APRIL 3, 2025

A pivotal moment came when he partnered with engineers to turn auction data into both operational insights and a customer-facing productproving finance can be a catalyst for innovation across the business.

CFO

Future CFO

AUGUST 10, 2025

The initial wave of AI, characterised by data analysis and predictive modelling, has given way to agentic AI —systems capable of executing tasks autonomously. CFOs see measurable gains “CFOs investing in AI are seeing measurable gains: higher order values, lower friction, and faster global cross-border expansion,” notes Singh.

Compliance

CFO Talks

MAY 7, 2025

Whether its tackling cash flow issues, managing regulatory compliance, optimising tax structures, or making high-stakes investment decisions, your ability to solve problems with precision is what sets you apart. Always start with a root cause analysis. Then ask it again. For a CFO, this means going beyond the financial statements.

Problem Solving

CFO Talks

DECEMBER 5, 2024

The role of a CFO in a company has evolved over the years, providing key insights through financial analysis is an integral part of the role as this helps with decision making. Investing in technology (smart accounting and data analysis systems, etc.),

CFO

Barry Ritholtz

MARCH 11, 2025

How different is it applying those wares on Wall Street in an investment environment versus the corporate world in a more, you know, execution basis? 00:17:11 [Speaker Changed] So you combine data analysis with both narrative storytelling and judgment over traditional macroeconomic models. The second is a policy error.

Economics

PYMNTS

OCTOBER 15, 2020

Keep your game going with a golf simulator from Shop Indoor Golf, and be sure to add @HelloExtend product protection to protect your investment. Extend’s data analysis can also track which servicers repair broken items correctly the first time, as well as specific customer insights as to why a particular product might have malfunctioned.

Investments

PYMNTS

SEPTEMBER 17, 2019

German crypto investment startup Neufund announced it has launched its first retail offering. The company aims to give clients greater control over their crypto assets, allowing them to monitor the blockchain state in real time via the ParsiQL programming language.

Data Analysis

Centage

MAY 10, 2022

According to Gartner’s 2021 Emerging Technology Product Leader Survey , nearly half of respondents chose cloud-based software as a top three emerging technology investment. Traditionally, implementing and/or upgrading your technology represents a significant investment. Bring SaaS to Your Budgeting & Planning.

Financial Planning and Analysis (FP&A)

PYMNTS

JANUARY 20, 2021

“Our goal is to provide technical and auto-billing management services for 100 million micro-business online stores in China through big data analytics, machine learning mechanisms, social network recommendations and multi-channel data analysis,” the company said in its filing.

Data Analysis

Global Finance

OCTOBER 7, 2024

In an industry with tight margins, significant capital investments and sometimes long supply chains, optimizing cash generation and ensuring a disciplined liquidity management is vital. Tanganelli: AI has the potential to revolutionize finance by enhancing data analysis, improving forecasting accuracy and automating routine tasks.

CFO

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.

Data Analysis

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. That means accountants will be expected to become business advisers, not just number checkers.

Data Analysis

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. 2) Utilise advanced liquidity management techniques. 3) Enhance working capital management.

Treasury

Fpanda Club

FEBRUARY 5, 2024

Good news is that 66% of organizations are going to invest in finance business partnering between now and 2030. Here are some prerequisites to get return on these investments and achieve successful implementation of finance business partnering. But where to start? These are the basic that should be in place and in good standing.

Finance

Jedox Finance

NOVEMBER 19, 2020

And the demand for modern tools is growing fast: In the most recent BARC Survey, 56% of those questioned stated that the introduction or modernization of software for planning and forecasting is one of the necessary investments to optimize processes. The improvement in data quality follows with 53%.

Financial Planning and Analysis (FP&A)

Future CFO

AUGUST 7, 2024

Ho notes that CFOs, with their wider lens, can lead a team to draw insights from data to address specific strategic needs. There is a clear distinction between data analysis for analysis sake (e.g. This should lead to further market share gains and reduce inventory turnover days and investment."

Data Analysis

VCFO

JULY 8, 2022

Workplan analysis is led by a senior CFO or CHRO professional with deep experience in applying the tool and a full understanding of the concerns, questions, and decisions that need to be weighed. The process itself is comprised of three steps: data collection, data analysis and visualization, and findings review.

Data Analysis

PYMNTS

NOVEMBER 16, 2020

PwC has spun out its technology for proprietary intelligent data capture to help create a new business, LIKEZERO , focused on next-generation data capture, a press release says. The new development comes from a management buyout by Souter Investments , a private equity-focused family investment office, and Manfield Partners Limited.

Data Analysis

Centage

SEPTEMBER 14, 2021

Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. An investment bank analysis of Tesla ’s purchase of Solar City undervalued the company by $400 million after double-counting its debt in a spreadsheet.

Budgeting

Future CFO

JANUARY 2, 2025

How these shifts affected the Finance department's decision-making process, Navarro says, leaned on the way businesses and consumers moved to digital platforms--driving organisations to invest in secure and efficient payment systems.

Finance

PYMNTS

OCTOBER 16, 2020

Numerous quick-service restaurants (QSRs) have deployed these technologies to support their operations, tailor their customer service approaches and even boost sales, but many players, including several big names, have been reluctant to invest in such innovations.

Leverage

Centage

JANUARY 31, 2022

The cash flow statement is an important tool that shows how your business decisions impact cash and cash equivalents – and breaks the analysis down to operating, investing, and financing activities. This insight provides a full understanding of the cash flow statement and offers powerful predictive capabilities.

Cash Flow Forecasting

Centage

OCTOBER 28, 2021

Is now the time to move forward with that planned investment? It’s the cash and liquid assets available to you that allow you to pay your bills, plus make the necessary investments to drive growth. While businesses have adjusted to operating during a global pandemic there is still so much uncertainty.

Cash Flow Forecasting

Centage

MAY 23, 2023

Additionally, investing in a cloud-based financial platform can help team members communicate virtually. The end result is that experts can view data and weigh in on key decisions no matter where in the world they’re located. Count Cash Flow Cash is king for a reason.

Budgeting

PYMNTS

MARCH 1, 2019

According to The Japan Times , the country’s National Police Agency is trying to ward off illegal transactions by training specialists in data analysis, as well as looking into artificial intelligence (AI) technology that can detect illegal trades.

Foreign Exchange

PYMNTS

MARCH 10, 2020

And I think there’s a short list of investments that financial institutions want to make, to position them to grow their digitally engaged customers and members.”. an FI must invest in technology that can support and maintain such efforts at scale. Streamlining the Onboarding Process.

B2C

Centage

JULY 19, 2022

Because the targets are coming from above, there’s less of a burden on lower management to invest time and resources in budget creation. Top-Down Business Budgeting Conceived with the company’s future goals in mind, a top-down budget offers several advantages over a bottom-down approach. So, employees can focus on doing their jobs.

Financial Planning and Analysis (FP&A)

Future CFO

OCTOBER 21, 2021

Executives indicated that automating the following functions are providing the greatest benefits, Kofax noted.

Accounts Payable

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Excess Returns on investments 4. Dividends and Potential Dividends (FCFE) 1. Buybacks 2.

Valuation