PYMNTS

JULY 15, 2020

In the current climate, it is more important than ever for subscription businesses to offer flexible plan features — and this includes the ability to temporarily “ pause ” accounts. MaskClub will ship subscribers one cloth mask per month in a wide range of styles, including popular superhero and cartoon themes.

Education 95

Education Economics Accounting Startups 95

Planful

AUGUST 26, 2021

Perform 2021 will bring us together around our theme this year: Accelerate Now. Industry expert Glenn Snyder will provide insights on “Architecting Tomorrow’s FP&A Dream Team,” focusing on how FP&A can take a growth-oriented approach to hiring, technology, geography, and scope expansion to build a best-in-class team.

Planning 40

Planning Budgeting Forecasting Finance 40

PYMNTS

OCTOBER 19, 2018

The service includes features specifically designed for college students, such as the ability to pay with a meal plan. Like world-famous theme parks, many small chains and mom-and-pop restaurants are looking to capture more sales through mobile order-ahead. ChowNow’s Approach To Mobile Order-Ahead Security.

Securities 63

Securities Education Sales Investments 63

Planful

DECEMBER 1, 2020

Over the past year, Planful has released an incredible number of enhancements to our existing products and new features and capabilities across our entire suite of solutions. Fall20 continues these themes as they reach across FP&A and out into all corners of the business. But first, a little recap. .

Forecasting 40

Forecasting Planning Numbers Sales 40

PYMNTS

NOVEMBER 13, 2019

The bank is testing out a themed bank branch, dedicated to the Green Bay Packers football team, and will offer personalized experiences surrounding that theme to in-branch customers. Other banks, such as Wisconsin-based Associated Ban k, are exploring new ways to improve the in-person banking experience.

Banking 43

Banking Technology 43

PYMNTS

MARCH 4, 2020

He said treasurers are interested in the prioritization of simplicity and usability over features, and integration and interoperability are top of mind. Intelligent systems can learn about users, and can then integrate more sources of data and translate that data into actionable insights. “We Some Foreshadowing.

Banking 81

Banking Cash Flow Forecasting Forecasting Prioritization 81

PYMNTS

MAY 17, 2018

The idea of “social reputation,” the overarching theme of the app, led individuals to link their social media accounts to Klout, which, through analytics, assigned a score tied to influence. Perhaps predictably, an outsized media or political figure, such as a pop star or U.S. president, might be assigned a perfect 100 rating.

Transportation 46

Transportation Numbers Accounting Technology 46

PYMNTS

APRIL 6, 2017

However, a new white paper from Synchrony Financial highlights some of the biggest themes that may take the retail world by storm over the next decade. Of those themes, Arghirescu explained that automation nation, or the use of smart data to provide customization, stands to be the most influential.

Retail 41

Retail Entertainment Technology Accounting 41

PYMNTS

AUGUST 17, 2018

Naspers joins a slew of other investors, such as Insight Venture Partners and Accel. Detailing the inspiration behind app-based letgo, the CEO said the overarching theme is that it should be as painless to resell something as it is (and was) to buy it in the first place. Both features are available to letgo users in the United States.

eCommerce 42

eCommerce Technology Numbers Finance 42

PYMNTS

NOVEMBER 7, 2019

One of the themes of the coming decade — we’ve sprung for a top-shelf crystal ball here at PYMNTS, so we can state such things — is getting more value from payments, and making them an even more central part of the overall consumer experience. However, like anything interesting or worthwhile, that will be easier said than done.

Technology 41

Technology B2B Investments Sales 41

CFO News Room

JANUARY 18, 2023

The numbers yield interesting insights. . While this is a phenomenon that has played out in business after business, over the last two decades, there are a couple of common themes that have emerged in the excess return data.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Jack [06:59] Yeah, they do.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

PYMNTS

DECEMBER 13, 2019

Through the pilot, we’ll gain insights that will enable us to further develop and refine our service, while helping Walmart create the best end-to-end customer experiences.”. The Nuro pilot is now Walmart’s second of the kind; the first was with Udelv to test autonomous grocery deliveries in Arizona. The lesson Walmart has learned?

Retail 52

Retail Leadership Planning Startups 52

Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.

Planning 68

Planning Investments Technology Communication 68

Musings on Markets

FEBRUARY 27, 2022

The numbers yield interesting insights. While this is a phenomenon that has played out in business after business, over the last two decades, there are a couple of common themes that have emerged in the excess return data.

Hurdle Rate 80

Hurdle Rate Investments Accounting Entertainment 80

Centage

JULY 25, 2023

While recent versions of Excel may offer multi-user features, you may still face the challenge of inefficient data consolidation. Larger businesses may spend more time consolidating data than analyzing the data for valuable insights. The final result will be a collection of several exchanges of files and data.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

PYMNTS

OCTOBER 20, 2020

They can gain insight into different redemption options tied to their rewards cards, for example, or be educated by the CU on how to turn their cards on and off (remotely) or control spend. For payment types other than credit, one common theme dominates 2020: The culture of immediacy. That expectation carries over to payments, he said.

Entertainment 107

Entertainment Education Leverage Banking 107

Centage

DECEMBER 13, 2021

Top Priorities of FP&A Teams We asked FP&A leaders about their top priorities for improving budgeting, forecasting, planning and reporting those insights to their organizations. Challenge #1: increased pressure on the office of finance to provide strategic insights and complete picture of financial health delivered on demand.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 84

Musings on Markets

DECEMBER 2, 2020

I will end the section by looking at information disclosed in the recent prospectus filing that provides insights into the company’s journey to its initial public offering. In this section, I will start with a brief history of the company, move on to reviewing its financials leading into 2020, and then look at how it has performed in 2020.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

JUNE 27, 2016

This service was positioned as a critical feature in driving demand for other products and services in the company’s portfolio. That’s an insight that we first observed in March 2016, but it appears to be more than an aberrant data point. In the mood for a little role play today? It’s that they don’t want to.

Numbers 66

Numbers Concentration Technology Retail 66

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? It has fixed-income features but it also has equity components, right? Never miss a Financial Advisor Success podcast episode! Get notified of the latest episodes (and all our research as it’s released!)

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

DECEMBER 24, 2019

We regularly feature podcast conversion with the leading experts, executives and entrepreneurs involved in transactions and commerce and all the related areas in between. And 2019 was no exception. Finding Payments’ Hidden Value.

Banking 53

Banking B2B Economics Technology 53

PYMNTS

OCTOBER 13, 2017

To put it another way, the theme of the fairy tale applies to the transactional world in which we live — getting it all just right and in balance, a crucial concept when it comes to the consumer experience and security in card-not-present (CNP) transactions.

Securities 43

Securities eCommerce Technology Leverage 43

PYMNTS

MARCH 13, 2019

Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances. Wealth of Knowledge is a weekly podcast featuring tips and expert insight on all things money: personal finance, careers, investing, real estate and more. Wealth of Knowledge Podcast.

Finance 46

Finance Budgeting Accounting Investments 46

Barry Ritholtz

AUGUST 7, 2023

HARRIS: First of all, I think it’s a really good insight on your part. ” That’s a huge insight. I mean, that’s an insight. I mean, I’ve been lucky in just so many areas of my life, and I also think there is some strategy and some lucky insights, you know? Tell us about that. It’s true.

Entertainment 52

Entertainment Transportation Investments Finance 52

CFO News Room

DECEMBER 28, 2022

He is a regular contributor to Forbes.com, as well as numerous industry publications, and is commonly sought after by journalists for his insights. continues the theme of expanding available options for getting money into Roth accounts. You can follow Jeff on Twitter @CPAPlanner. Read more of Jeff’s articles here.

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

APRIL 25, 2023

That’s really insightful. So, for that entrepreneur who doesn’t want to make so many of the decisions that naturally go with entrepreneurship, but they want all the features and the independence and autonomy of running their own business, right? RITHOLTZ: Right. HAMBURGER: And so that really stuck with me. HAMBURGER: Yes.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

OCTOBER 4, 2022

MCRANEY: I always wanted to do feature pieces. That was the world that I love when I was in journalism school and Frank Sinatra has a cold, electric Koolaid acid test, I just wanted to write features. Tell us about one or more surprising things that you covered. MCRANEY: Just that whole thing, hidden worlds are it for me.

Entertainment 118

Entertainment Numbers Finance Math 118

Barry Ritholtz

AUGUST 22, 2023

in the morning, he’ll send you a note saying, “I have a glimmer of an insight. They can be manipulated because they’ll focus on one or two features of, let’s say, a product rather than seven. And that means they’ll get two features they like and five that they in the long run will despise.

Economics 98

Economics Finance Investments Numbers 98