Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Planning 55

Planning Education Leverage Technology 55

Global Finance

JUNE 3, 2025

Banks are leveraging AI primarily to enhance fraud detection and elevate customer service, two critical areas given the regions stringent regulatory environment and the imperative to safeguard financial integrity. Governments are doing their part too to bridge the talent gap.

Banking 52

Banking Compliance Education Risk Management 52

Strategic Treasurer

MAY 8, 2023

Liquidity Management: Pain Points and Leverage May 31 | 2:00 PM EDT Register Now Date Wednesday, May 31, 2023 Time 2:00 PM – 3:00 PM EDT Where This is an online event Panelists Ken Akel, Optimum Healthcare IT Boaz Rahav, Hypersonic Force Terry Ragsdale, LSQ Moderator Craig Jeffery, Strategic Treasurer Featuring Hosted By 1.2

Leverage 52

Leverage Healthcare Education Economics 52

Global Finance

DECEMBER 9, 2024

Were also leveraging the power of data and technology to enhance personalization. By leveraging advanced AI and data-driven insights, were helping our business clients achieve remarkable results, from improving ad performance and enhancing customer experiences to increasing brand awareness and simplifying campaign management.

Banking 52

Banking Leverage Advertising Education 52

Global Finance

APRIL 4, 2025

By leveraging our financial expertise and strong regional presence, we contribute to the successful execution of large-scale development projects that drive economic diversification. Al Fulaij: We leverage digital tools to ensure operational efficiency and adherence to evolving standards.

Economics 52

Economics Prioritization Leverage Finance 52

CFO News Room

NOVEMBER 27, 2022

Collaborations allow corporations to leverage nonprofits’ capabilities and reputation when launching new products and services. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. Opportunity #1: Consider nonprofit partnerships to support product launches.

Nonprofit 130

Nonprofit Leverage Education Communication 130

Global Finance

DECEMBER 6, 2024

This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

Lime Light

MAY 1, 2025

Toronto, ON Limelight, a modern FP&A platform designed to save time, enhance data accuracy, and provide actionable insights for nonprofits, higher education, and mission-driven organizations, today announced that it has joined the Blackbaud Partner Network as a Blackbaud Partner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Nonprofit Education Leverage 52

Nerd's Eye View

APRIL 28, 2025

In this guest post, Mikel Bruce, CEO of TinyFrog Technologies, discusses how financial advisory firms can leverage the AIDA (Awareness, Interest, Desire, Action) framework that outlines the stages of a prospect's decision-making process to create a clear, effective content marketing strategy.

Marketing 55

Marketing Education Leverage Numbers 55

Nerd's Eye View

APRIL 18, 2023

In this episode, we talk in-depth about how Charesse developed her approach of not only evaluating an advisory firm’s technology, but also their processes and systems, and incorporates the importance of training the firms’ teams to implement best practices within their existing system, how Charesse defines her three pillars of operations (..)

Education 98

Education Leverage Leadership Technology 98

Collectiv

JULY 13, 2022

In our LinkedIn poll , 55% of organizations revealed that training and continued education are the most effective Power BI adoption strategies. How are Others Leveraging Power BI Training for Success? More people in the organization must use the tool actively to maximize ROI. So how can you drive Power BI adoption cost-effectively?

Leverage 52

Leverage Education Leadership Investments 52

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 98

Education Leverage Planning Investments 98

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. State governments are likely to play a larger role in sectors like urban infrastructure, irrigation, health and education, which fall under their jurisdiction.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Bramasol

OCTOBER 2, 2024

The Importance of Education: Education is a fundamental human right and a key driver in economic development. Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities.

SAP 93

SAP Prioritization Education Compliance 93

PYMNTS

APRIL 13, 2020

It will also present educational sessions both live and pre-recorded. The events will leverage the association’s technology connectivity platform as well as virtual event company Balluun. Attendees will receive a calendar of daily events, browse exhibitors by category and book appointments for virtual demos and chats.

Education 102

Education Entertainment Sales Retail 102

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Education 98

Education Planning Leverage Technology 98

The Charity CFO

FEBRUARY 26, 2025

This requires educating board members and other stakeholders about the nuances of the problem area. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change.

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

The Finance Weekly

OCTOBER 13, 2021

Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Thus, they communicate with C-Level executives differently and more frequently than in the past. A prime example of such innovations is of course CPM software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

PYMNTS

JULY 10, 2020

Fraudsters who manage to gain access to customers’ banking profiles in this manner can then set new usernames and passwords, Leblond explained, allowing them to leverage those credentials to tap into the accounts whenever they want while locking out legitimate users.

Education 53

Education Securities Banking Leverage 53

E78 Partners

JANUARY 28, 2025

Solutions: Educate and Quantify: Highlight potential culture and change management risks and their measurable impacts if left unaddressed. Leverage the integration window to tackle cultural, operational, and transformational opportunities that will yield significant business improvements.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

CFO News Room

FEBRUARY 6, 2022

They are looking to educate people because not a lot of people have heard of these companies, and there is still some confusion about what crypto even is,” he said. Binance will encourage people to educate themselves about crypto investing. “I But DeFi is still in its early stages, which means there are risks. WSJ explains.

Advertising 130

Advertising Education Investments Leverage 130

PYMNTS

DECEMBER 4, 2020

Step 1: Educate The Members. That means CUs must train their staffs to educate members on exactly how to leverage a CU-issued card in a variety of digital contexts. Phillips said that’s what’s going to make members comfortable leveraging their cards digitally. Now Is The Time To Tout A CU’s Services.

Education 89

Education Leverage Sales Numbers 89

CFO Share

JULY 16, 2024

Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Leverage 98

Leverage Prioritization Sales Education 98

Global Finance

DECEMBER 9, 2024

The worlds biggest exporter of liquified natural gas leverages innovation to pursue diversified growth. Building A Digital Economy Qatar is also making substantial investments in emerging sectors such as artificial intelligence applied to healthcare and education, sustainable farming with little water, and advanced robotics.

Technology 52

Technology Startups Economics Leverage 52

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Future CFO

JUNE 1, 2025

Leveraging digital transformation for treasury efficiency Digital transformation is revolutionising treasury operations in Asia. Additionally, he believes collaborations with educational institutions and industry bodies can provide specialised courses and certifications.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

PYMNTS

JANUARY 14, 2021

Forty-two percent of respondents report using mobile apps as their main source for financial education, and 36 percent report using social media to learn about financial products. To learn how financial services firms are leveraging digital tools such as contextual video to engage with customers, download the report.

Banking 89

Banking Leverage Education Retail 89

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Communication 130

Communication Prioritization Leverage Education 130

Global Finance

MARCH 3, 2025

The groups innovative financing solutions delivered renewable energy projects, green buildings, affordable housing, basic infrastructure, access to education, and financial inclusion. billion rands and leveraged a structure that penalizes funds not deployed into green projects within 24 months. The group funded about 219.9

Finance 52

Finance Banking Education Currencies 52

PYMNTS

MAY 5, 2020

Financial institutions should leverage data analytics to their benefit. ” Phishing, Smishing and the Value of Education . Delivering more robust analytics for predictive modeling as well as [continually investing in and deploying] multilayered fraud mitigation tools helps identify spending trends and fight fraud.”

Education 95

Education Leverage Securities Technology 95

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 98

Leverage Planning Education Numbers 98

CFO News Room

FEBRUARY 3, 2022

Alphabet leverages its various platforms and services to generate a substantial portion of its revenue from advertising. Alphabet leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Major competitors include Amazon.com Inc.

Profit and Loss 130

Profit and Loss Advertising Leverage Entertainment 130

Nerd's Eye View

JUNE 28, 2023

Ultimately, sending planning and educational materials to clients in advance helps advisors transform the plan 'presentation' meeting into a plan 'engagement' meeting. Monte Carlo analysis) that might otherwise be difficult to understand when first encountered in a plan presentation meeting.

Planning 98

Planning Education Leverage Technology 98

Future CFO

AUGUST 13, 2024

The significance of this approach extends to educating users about their online presence, promoting safer online practices, and fostering greater awareness towards identity theft risks. says this method allows organisations to gain insights into user behaviour and potential risks, enhancing their overall fraud prevention strategies.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Practice Management 98

Practice Management Education Leverage Planning 98

PYMNTS

MAY 22, 2020

Banks must instead leverage multilayered defenses that harness employee and customer education, ironclad verification and artificial intelligence (AI)-enhanced fraud detection systems to keep customers’ money and personal data safe. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74