Global Finance

JUNE 9, 2025

By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The technology uses a generative AI conversation assistant in Microsoft Teams, analyzing raw financial data to produce personalized insights for Brazilian micro and small businesses.

Compliance 59

Compliance Banking Economics Leverage 59

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Improve steps by doing this: Monitor real-time financial performance to stay on track. Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

PYMNTS

APRIL 7, 2020

Everyone wants to build a smoother, faster and more efficient financial services journey — that isn’t a point of disagreement or friction. Few are investing energy in building taller silos for their data, bumpier and more friction-filled experiences for their customers, or slower and more opaque payments processes.

Leverage 83

Leverage Banking B2B B2C 83

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

FEBRUARY 26, 2025

Solution: Invest in automation tools to streamline reporting and free up FP&A capacity. Establish a dedicated analyst team for tactical financial modeling. Shift FP&As focus from reactive reporting to proactive financial advisory, supporting CFOs and executive teams with scenario planning and real-time analytics.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

Future CFO

OCTOBER 25, 2023

With the rampant incidents of frauds and scams related to finance, machine learning can be leveraged to detect and prevent financial fraud, allowing a company or an organisation to respond in real-time. The post Leveraging machine learning to detect financial fraud appeared first on FutureCFO.

Leverage 52

Leverage Auditing Finance Financial Data 52

CFO Talks

APRIL 17, 2025

The Strategic Power of Information Financial leaders sit at the intersection of every major business decision. Whether it’s expansion into a new market, investment in digital infrastructure, or rationalising product lines, information is the common currency that enables sound judgement.

CFO 52

CFO Compliance Finance Currencies 52

The Finance Weekly

FEBRUARY 26, 2025

Key capabilities include: Scenario Planning Compare various financial scenarios to assess business impact. Investment Planning Evaluate potential investments through dynamic modeling. Data Visualization and Reporting Prophix simplifies financial reporting with intuitive dashboards and customizable reports.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Modeling Forecasting Budgeting 52

Future CFO

FEBRUARY 15, 2021

According to Terry Smagh , senior vice president & general manager, Asia Pacific & Japan, BlackLine, the company undertook the study is to understand and recognise the critical role that financial data plays in informing businesses about strategy and continuity, the poor visibility if any, and the lack of real-time access to data.

Financial Data 52

Financial Data Finance Benchmarking CFO 52

CFO Talks

NOVEMBER 27, 2024

Review existing data: Look at your company’s historical trends, current financial data, and market research. Even if the data isn’t perfect, it can give you a starting point. If you’re uncertain about future sales, you could delay large investments until more information is available. What information is missing?

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Talks

SEPTEMBER 28, 2024

To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Bridge the Gap with Strategic Investments One of the most effective ways to translate financial performance into results is through strategic investments.

Communication 98

Communication CFO Numbers Leverage 98

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Enforce Strong Internal Controls Without internal controls, nonprofits are vulnerable to financial mismanagement and fraud.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. This is crucial for retaining clients as their financial needs evolve.

Compliance 52

Compliance Technology Communication Investments 52

PYMNTS

DECEMBER 12, 2018

Some of them do so when they register their bank account credentials to their Venmo accounts, or set up an investment account with Robinhood , savings account with Acorns or loan repayment details with LendingClub. One in every four consumers in the U.S. has touched this product. For Plaid, he noted, the options going forward are endless.

Investments 59

Investments Banking Accounting Valuation 59

CFO Share

JULY 16, 2024

Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud. The CFO is a strategic financial leader of the organization. They collaborate with executives, investors, and the finance team to manage risk, choose investments, and collaborate on strategic decisions.

Financial Planning and Analysis (FP&A) 98

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

CFO Strategic Partners

APRIL 14, 2025

Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA). EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

PYMNTS

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. The mechanic of digital conduits, and the consent, open the door to digitization and data aggregation, simplifying and streamlining daily financial life.

Banking 114

Banking Financial Data Prioritization Economics 114

Global Finance

JUNE 9, 2025

Its DAX[AI]ON event last year brought together industry leaders, innovators, and experts to explore the transformative potential of Gen AI in the financial sector. Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms.

Startups 52

Startups Banking Compliance Investments 52

PYMNTS

APRIL 2, 2020

One of the most powerful tools in the financial sector is data analytics. Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. Its Corporate Investment Group (CIG) used a data analytics system to calculate the default probability of approximately 9.5

Banking 94

Banking Risk Management Credit Risk Advertising 94

The Finance Weekly

SEPTEMBER 22, 2024

Invest in fostering a positive company culture and explore retention incentives beyond salary, such as additional paid time off, enhanced benefits, and flexible work opportunities. Breaking Down Data Silos for Smarter Budgeting Thriving in the current 2024 budgeting season requires unified, accessible, and accurate data.

Budgeting 69

Budgeting Forecasting Compliance Economics 69

Bramasol

OCTOBER 2, 2024

SAP green ledger provides bottom-up, audit-ready sustainability values that are managed with the same precision as corporate financial data. Leveraging Regulatory Compliance - by drawing investment from funds and individuals who prioritize ESG values and by avoiding fines and sanctions.

SAP 94

SAP Prioritization Education Compliance 94

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Businesses are really seeking ways to harness data to leverage their data.

Finance 98

Finance CFO Forecasting Leadership 98

Future CFO

JANUARY 25, 2024

Not all priorities were included in the list of areas to cut or pause investment. For planned cuts or pauses to investments, only select response options are shown. The top challenge that CFOs face is the need to balance short- and long-term investments. Only comparable response options are shown.

CFO 94

CFO Finance Investments Leadership 94

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

Less Stress Leads to More Success: Why a Faster Monthly Close Is Key Faster and more accurate closing cycles ensure your advisors, CFOs, and controllers have up-to-date financial data to base important decisions. Regularly reconcile accounts: Instead of waiting until the end of the month, reconcile your accounts regularly.

Leverage 62

Leverage Financial Data Accounting Financial Systems 62

Future CFO

MAY 15, 2024

Efforts to standardise reporting practices are also underway, and we see firms investing in technology to enhance their disclosure capabilities. Businesses can also leverage regulatory technology solutions that automate compliance monitoring, identify regulatory changes, and help organisations quickly adapt to new requirements.”

Finance 98

Finance Auditing Compliance Leverage 98

Future CFO

SEPTEMBER 21, 2023

There are cases where software vendors while conceding defeat, have introduced add-ons to their offerings that support the use of spreadsheets through data exports or linkages. Parambath suggests that CFOs invest in digital technologies to automate processes, freeing employees from repetitive, labour-intensive work.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

Bramasol

MAY 6, 2022

Unwillingness to invest in a comprehensive enterprise-wide software roadmap. Bramasol's core practices are aligned with SAP's recommendations for leveraging a Fit-to-Standard approach to configure solutions that are as close as possible to standard processes. Leveraging RISE with SAP. Common Symptoms of Digital Debt.

SAP 74

SAP Finance Reconciliations Leverage 74

Future CFO

JULY 21, 2024

The finance team can make this possible through the management of associated risks with AI, as it plays a greater role in the accounting and financial reporting of businesses. Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field."

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Centage

SEPTEMBER 13, 2022

Financial Statements The following statements are essential components for understanding your financial position: Balance sheet: This financial statement reports your liabilities, assets, and shareholder equity during a specific time. It shows what your business owes and owns, along with how much shareholders have invested.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Future CFO

AUGUST 7, 2024

"This should lead to further market share gains and reduce inventory turnover days and investment." However, Ho concedes that CFOs will find it challenging to scale the data analytics function without an understanding of data structures and data warehouse.

CFO 98

CFO Data Analysis Budgeting Performance Measuring 98

PYMNTS

NOVEMBER 29, 2018

Investments are significant, with 71 percent of FIs saying they would invest up to $20 million in Open Banking solutions. Nearly a quarter plan to invest even more. The financial returns on investment (ROIs) in Open Banking will only be realized, though, if banks focus on what their corporate customers want. .

Banking 56

Banking Financial Data Investments Cash Management 56

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

CFO Talks

SEPTEMBER 18, 2024

Maximizing capital employed doesn’t always require hefty investments; instead, you can use cost-effective strategies to ensure that every rand works hard for the company. Leverage Asset Utilisation Maximizing the usage of your assets ensures that the capital employed in assets delivers maximum value.

Auditing 52

Auditing Leverage Benchmarking CFO 52