CFO Talks

NOVEMBER 29, 2024

Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO. How do you balance your personal and professional life?

CFO

Global Finance

DECEMBER 27, 2024

They need to understand what capabilities and return-on-investment will be delivered. Leading technologies like AI, machine learning, and generative AI (genAI) promise improved financial forecasting, better data-driven insights, and greater efficiency via automation. CAGR to 2034. increase from last year.

Technology

Future CFO

FEBRUARY 2, 2025

Implementation Budget and Costs: The investment (budget and resources) for implementing AI in finance, including technology refreshment, change management towards best practices and training, can be challenging for businesses in APAC, especially for small and mid-market companies.

Accounts Payable

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

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)

Bramasol

JANUARY 15, 2025

Although these topics have been on our radar in past years, the outlook for 2025 holds a common thread as the accumulated innovation and investment in each of these areas morphs into tangible acceleration, scalability and productivity payoffs going forward. We firmly believe that knowledge and skills are important.

SAP

CFO Thought Leader

FEBRUARY 24, 2025

By championing technology that marries predictive power with secure financial data, Koefoed tells us he is helping steer OneStream toward a future where finance and AI intertwine. I was lucky to have great partners on the investment banking side, and my board has been fantasticI cant appreciate that enough.

CFO

E78 Partners

JUNE 16, 2025

Overlooked Technology Risks: Failing to assess and align IT systems early can lead to duplicative tools, data silos, and security vulnerabilities. Early IT due diligence, followed by a structured integration plan, ensures scalability and data consistency from the outset. Google and Motorola (2012) – $12.5

Mergers and Acquisitions (M&A)

Bramasol

JULY 16, 2025

Operational Efficiency and Cost Management Cost Reduction Pressures : With increasing pressure to reduce operational costs, utilities are investing in ERP systems to streamline workflows, reduce redundancies, and automate financial reporting. Cloud-based ERP systems also lower the total cost of ownership compared to legacy solutions.

SAP

PYMNTS

JANUARY 14, 2020

In financial services, demand for ease of use and security are sky-high, even for business customers. But cloud migrations are often complex, particularly when it comes to remaining compliant with the mounting regulatory initiatives designed to address growing security risks in the financial services arena.

Securities

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments

PYMNTS

JANUARY 22, 2021

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

B2B

PYMNTS

NOVEMBER 2, 2018

Whether driven by regulation or market competition, the financial services sector in several jurisdictions is progressing toward open banking, interconnectivity and a freer flow of data between customer accounts and third parties. and multinational banks.

Securities

PYMNTS

JANUARY 8, 2021

And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. With the funding, Yesler plans to invest in its marketing and engineering teams. Backers zeroed-in on a range of industries, including SMB banking and lending. Zerone Microsystems Private Limited.

B2B

PYMNTS

SEPTEMBER 12, 2018

Omni Security and Authentication. Consumers expect to do business with their bank online seamlessly, without the hassle of complicated security checks, whether through their mobile phone, smart watch, home speaker or other connected device. Around The Security And Authentication Space. About the Report.

Securities

PYMNTS

SEPTEMBER 16, 2019

16) that it has received strategic investments from Mastercard and Visa. The investments were part of a previously disclosed $250 million Series C funding round that took place last year. Visa’s investment in Plaid is the latest way we are bringing the global scale, brand, security and reliability of Visa to the FinTech community.”.

Investments

CFO Share

AUGUST 15, 2024

An Outsourced Chief Financial Officer (CFO) can be an invaluable ally in navigating this complex process. Here’s how small business advice from a CFO can help you secure funding for your business while ensuring your interests are protected. How does a CFO secure business funding?

CFO

PYMNTS

JULY 27, 2017

Security in the digital age is a goal for most retailers and consumers — and nearly everyone else in the business world. When it comes to personal information, especially data linked to payment accounts, the level of privacy and accuracy of security are key in keeping the retail world spinning. In other U.S.

Securities

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. It is not, he added, on or even near the firm’s to-do list today — but, as the world is growing, anything is possible.

Investments

PYMNTS

JULY 5, 2017

Born, who spoke with PYMNTS about what’s missing in today’s array of business intelligence tools, noted that despite the field having adopted sophisticated technologies like data analytics and artificial intelligence (AI), there is often a human element missing from the reporting process.

Financial Data

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Investment Banker. One industry that tends to be recession-resistant is finance.

Finance

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance

PYMNTS

NOVEMBER 17, 2020

Compared to their direct-to-consumer (D2C) counterparts, the heavy-lifting, hardworking B2B businesses of the world have always been chided for being a few clicks behind when it comes to embracing and investing in payments technology. B2B historically has been pretty behind, especially around payments,” Prados said. The Case For Change.

B2B

PYMNTS

APRIL 25, 2017

Partner Fund is a hedge fund that is suing the once-hot Silicon Valley health care tech firm in the wake of a $96 million investment stemming from 2014. . Those allegations come from nearly two dozen former Theranos workers, ranging from employees to directors, who were in turn deposed by a law firm hired by Partner Fund Management LP.

Financial Data

PYMNTS

OCTOBER 1, 2018

One-quarter of small businesses continue to record financial data on paper instead of keeping digital records, according to a new survey by Clutch, a B2B ratings and reviews firm, and the tactic is exposing these companies to security risks. A press release from Clutch on Monday (Oct.

Securities

PYMNTS

FEBRUARY 12, 2018

. “Banks will always have a role as the custodians of money – as the literal vault to keep money secure,” said Ray Brash, CEO of banking infrastructure provider and card issuer PrePay Solutions , in a recent chat with PYMNTS. All they want to do, probably, is invest the money they have on their balance sheets and lend.

Financial Data

PYMNTS

FEBRUARY 20, 2020

The parent company of Fidelity Investments , FMR LLC, is launching an independent personal data startup called Akoya in conjunction with The Clearing House (TCH) and 11 of its member banks, Fidelity announced on Thursday (Feb. Johnson, chairman and CEO of Fidelity Investments.

Startups

PYMNTS

MAY 6, 2016

There hadn’t been any investments in B2B finance and payments startups in the first half of the week, a void that casts doubt on those earlier reports of investors cozying up to startups targeting businesses, not consumers. Canada-based Bench stands as this week’s sole B2B FinTech company that secured venture capital this week.

B2B

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

PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Some may say, 'data is the next oil,' but it can't be if the company doesn't have the platform to optimize its use.". "One

Treasury

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)

Jedox Finance

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. To stay on top of your income and expenses, you need a solid corporate financial plan. It forms the basis for future financial decisions. Sales planning.

Planning

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

Collectiv

MARCH 14, 2022

What is Data Governance? Data governance is a collection of processes, policies, roles, standards, and metrics that are needed to protect data assets to guarantee trustworthy, complete, and secure corporate data. When stakeholders distrust data, it negatively influences the process of reporting and analytics.

Leadership

CFO Talks

SEPTEMBER 17, 2024

Building Robust IT Systems for Financial Reporting As financial operations become increasingly complex, having the right IT infrastructure in place is no longer just a back-office necessity—it’s a strategic advantage. Cloud-Based Solutions: Cloud technology allows CFOs and their teams to access financial data anytime, anywhere.

Financial Reporting