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 I suspect there’s a fair number of companies that are going to make it,” he said.

Advertising 130

Advertising Education Investments Leverage 130

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

PYMNTS

JUNE 9, 2017

To that end, cross-border payments firm Flywire and CashNet, which offers a payments platform focused on education-related payments, have entered into a new strategic relationship to help smooth friction in paying for studies abroad. Flywire has built payment methods into the suite of CashNet’s services.

Education 40

Education Investments Leverage Numbers 40

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Practice Management 98

Practice Management Education Leverage Planning 98

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

Musings on Markets

FEBRUARY 8, 2025

In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. The second set of inputs are prices of risk, in both the equity and debt markets, with the former measured by equity risk premiums , and the latter by default spreads.

Hurdle Rate 75

Hurdle Rate Valuation Corporate Finance Currencies 75

PYMNTS

DECEMBER 4, 2020

Still, she said she doesn’t expect the high numbers demonstrated by debit cardholders on Prime Day to continue for the holiday shopping season as a whole. “I 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.

Education 89

Education Leverage Sales Numbers 89

Future CFO

AUGUST 13, 2024

True enough, the Finance function now is not just about crunching the numbers and making use of data obtained from traditional work, as AI-powered risk management has been deemed a game-changing approach against identity theft and other fraudulent activities.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

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

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

PYMNTS

MAY 22, 2020

These numbers are expected to rise as the pandemic spreads because fraudsters see any disruptions to normal operations as opportunities. I got an email just recently that said that my Social Security number had been frozen and to click ‘this link’ to unfreeze it.”. million in losses. Understanding the Scope of Financial Crimes.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

Nerd's Eye View

JUNE 6, 2023

We also talk about how Adam almost didn’t land his first job with Equitable because he didn’t do well on his insurance exams and only lucked into the job because a newly-hired manager happened to need one more insurance producer to meet his own numbers, how, in the early stages of his career, Adam wanted to work with business owners and (..)

Education 98

Education Concentration Planning Compliance 98

Future CFO

JANUARY 13, 2025

CFOs should be vigilant in evaluating how AI technologies could affect their organisations' exposure to these risks, urging them to leverage AI analytics for deeper insights into potential vulnerabilities." Dipak Golechha He urges CFOs to prepare for this shift by investing in ongoing education and training for themselves and their teams.

Risk Management 52

Risk Management CFO Leadership Finance 52

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. When you can answer those three questions, you then have an ability to start to ask how we most effectively leverage video experience to affect the goal for that audience at that touchpoint.

Banking 116

Banking Communication Leverage Prioritization 116

PYMNTS

APRIL 2, 2020

billion by 2025, with banks of all sizes leveraging such capabilities. This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. When number crunching is needed, however, data analytics can help. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Advertising 94

Nerd's Eye View

SEPTEMBER 19, 2023

What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging their firms by deeply understanding their business expectations, educating them on the transaction process, valuing their firm so they can get the best deal for them, and guiding and (..)

Mergers and Acquisitions (M&A) 94

Mergers and Acquisitions (M&A) Sales Education Leadership 94

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. ID theft, in general, is behind 80 percent of all banking industry credit card losses, he noted.

Leverage 78

Leverage Risk Management Education Communication 78

PYMNTS

JANUARY 3, 2019

The interaction point comes amid a steady flow of data as devices, software and the continuum of commerce itself all play across any number of apps. “A Perhaps with some education, the change could come a bit faster. A revolution is going on within our industry,” Jeronski said. “We

Education 75

Education Sales Leverage Retail 75

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 98

Planning Communication Education Leverage 98

PYMNTS

JANUARY 19, 2021

And increasingly, those services are being leveraged in verticals such as online sports betting, where location must be verified at the time of the wager (to make sure the activity is in a legally permissible area) to help banks comply with international Know Your Customers (KYC) rules. Not all data are created equal, of course. noted Boyer.

Banking 90

Banking Education Compliance Leverage 90

PYMNTS

NOVEMBER 23, 2020

For now, Vosburg said some level of education is in order. Rather, many banks are becoming more strategic with digital efforts and can leverage their deep relationships and resources to find new revenue streams amid the trend toward open banking. He pointed to bill payments and identity verification as examples. “We

Banking 117

Banking Financial Data Nonprofit Education 117

Barry Ritholtz

SEPTEMBER 18, 2024

Brian Portnoy : So you’ve pointed accurately to a number of studies on this and maybe it’s 75,000 or 90,000 I’d also point out that a dollar spent in Manhattan NY versus Manhattan KS those are very different conversations.

Education 110

Education Numbers Investments Planning 110

CFO Talks

DECEMBER 5, 2024

I believed in the accounting route owing to my passion for numbers, coupled with my personality, and interest in working with people in general. Numbers can be unpacked to tell a story. How do you contribute to the development of others in your field? Mentoring and coaching young finance professionals.

CFO 52

CFO Finance Accounting Communication 52

CFO News Room

DECEMBER 21, 2022

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? The efforts have yielded record customer engagement. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Ethoca , she said, “allows us to take a look and to educate each other when we [have] transactions [that] look fishy based on consumer behavior. The Fraud Factor.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

NOVEMBER 16, 2020

KeyBank’s strategy for fighting APP fraud is twofold, consisting of customer education and back-end authentication procedures. Fighting Fraud Through Technology and Education. Educating customers on APP fraud is the first step toward preventing it, Kakani explained. How The Pandemic Makes APP Fraud More Pernicious.

Education 72

Education Securities Banking Leverage 72

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. So, we take a very educational approach when dealing with clients and we have to explain what we’re asking for, why we’re doing it and how we’re going to be compliant with U.S. regulations.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

SEPTEMBER 16, 2020

The COVID-19 pandemic’s negative effects are hitting almost every sector, and higher education is no exception. The following Deep Dive explores the pandemic’s effects on colleges’ student onboarding processes as well as how these digital shifts are altering educational institutions’ overall handling of data. institutions.

Education 56

Education Budgeting Securities Leverage 56

Centage

AUGUST 8, 2023

Plus, more team members will need to have input into the numbers that make up a company’s budget. If your spreadsheet leverages advanced functionality or programming within Excel, changes and updates can be a time sink. Scenario planning is useless if you can’t trust the numbers.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

PYMNTS

OCTOBER 18, 2018

As of 2017, a little more than 600,000 Chinese students left the country to pursue their education overseas. million Chinese students enrolled in overseas higher-education institutions and, over the last 20 years, almost 5.2 or Canada — and that number is growing quickly, increasing by about 12 percent between 2016 and 2017.

Education 61

Education Banking Healthcare Leverage 61

CFO Talks

JUNE 3, 2025

He instructs his managers to spend no more than 10 percent of their time on accounting and the rest interpreting what the numbers mean. Interestingly, although we are a government entity under the Department of Higher Education and Training, we are not fully funded. In my leadership, I emphasise leveraging real-time data and analytics.

Leadership 52

Leadership CFO Finance Auditing 52

PYMNTS

OCTOBER 30, 2020

Customers save debit and credit card information to their third-party payment accounts, enabling them to log into those accounts and have those payments charged to their cards without providing card numbers, card verification value (CVV) codes or other details to merchants.

eCommerce 77

eCommerce Leverage Retail Advertising 77

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. With increased risk comes the need for increased duty of care. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

OCTOBER 7, 2020

You need a number of tools in place to validate and authenticate that this person is in fact who they claim to be.” Historically, security has been looked at as a barrier to a better user experience, but with the technology that's available, it can now be leveraged as an enabler” for a better relationship between users and their FIs.

Securities 98

Securities Banking Healthcare Education 98

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. We're also further expanding our more 'deep-dive' educational programs.

Education 59

Education Technology Planning Leverage 59

PYMNTS

JANUARY 24, 2020

Phishing is always the number one cause of [security] incidents, not only for DocuSign, but also for every other company I’ve ever worked for,” Emily Heath, chief trust and security officer for electronic signature provider DocuSign , noted in a recent interview with PYMNTS. Phishing attacks often take one of two forms, Heath explained.

Education 52

Education Securities Leverage Numbers 52

PYMNTS

NOVEMBER 16, 2016

household held five mobile devices, while, at the start of 2016, that number has increased to about 13. Fortunately, he added, with the emergence of Software-as-a-Service, “you can leverage someone else’s massive investment in technology and the cloud [to combat fraud], and you as the retailer can focus on what you need to do.”.

Sales 82

Sales Education Retail Accounting 82