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 49

Securities Currencies Retail Financial Data 49

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 43

Securities B2B Accounting Accounting Firms 43

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 59

Investments Banking Valuation Accounting 59

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 96

Finance Financial Data Economics Budgeting 96

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Visit the link to learn more about it.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

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 43

Financial Data Investments Planning Technology 43

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 52

Financial Data Auditing Financial Reporting CFO 52

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 56

Startups Financial Data Securities Financial Systems 56

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 130

Finance Budgeting Compliance Financial Analyst 130

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 41

B2B Investments Startups Financial Data 41

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 128

Corporate Finance Valuation Finance Investments 128

The Finance Weekly

OCTOBER 15, 2023

But, there are important things to think about, like data security, ethics, rules, and biases. Smarter Decision-Making By using AI-generated insights, CFOs can make informed decisions based on real-time and accurate financial data. Generative AI can help in saving costs, making better decisions, and developing skills.

Financial Data 52

Financial Data Finance Securities Compliance 52

Spreadym

JULY 21, 2023

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance 52

Finance Prioritization Compliance Leverage 52

The Finance Weekly

MARCH 25, 2024

Well, CEOs are cluing in on the fact that having a financial expert on board can steer their ship in the right direction and spur business growth. In a nutshell, companies are starting to view CFOs as smart investments rather than just expenses. Highest Paid CFOs in the World in 2024 1.

CFO 97

CFO Finance Forecasting GAAP 97

Future CFO

FEBRUARY 4, 2024

NP: Training AI models to understand and interpret complex financial data accurately requires dedicated time and resources. You may consider setting up a cross-functional team to bring together domain experts from finance and tech. FutureCFO: What are the challenges facing APAC finance functions in implementing GenAI?

Finance 98

Finance CFO Leadership Risk Management 98

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. Organize the dashboard into sections or tabs for different financial areas (e.g.,

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

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. This speeds up the monthly close and keeps your figures correct and records up-to-date.

Leverage 62

Leverage Financial Data Accounting Communication 62

Future CFO

OCTOBER 25, 2023

Financial institutions are investing in building robust solutions that provide optimum security to their customers, and machine learning is a critical component of this process. Mobile app developers are also actively integrating various algorithms and explicit programming to create fraud-free apps for financial institutions.

Leverage 52

Leverage Auditing Finance Financial Data 52

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

PYMNTS

AUGUST 21, 2018

s open banking initiative, which gives online banking customers the ability to share their financial data with FinTechs. Equifax added that the partnership enables consumers and small businesses to provide consent to organizations to access financial data. Open Banking Hurdles. But banks cannot afford to wait around.

Banking 40

Banking Investments Budgeting Financial Data 40

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 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

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 Leadership Investments 94

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data.

CFO 52

CFO Prioritization Finance Communication 52

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 130

Investments Budgeting Finance Marketing 130

Future CFO

NOVEMBER 15, 2023

Ervina Waty : Here are some key changes that CFOs might need to put in place: Enhanced Data Governance and Quality Control CFOs should implement stronger data governance practices to ensure the accuracy, consistency, and integrity of financial data.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

OCTOBER 10, 2023

Using these AI tools in their current state in sensitive areas like finance and accounting raises security concerns. Therefore, it’s crucial to have robust data governance policies in place when implementing AI, ensuring that the software only has access to the necessary data and is monitored for any unusual or potentially harmful activity.

Finance 95

Finance Accounting Auditing IFRS 95

The Charity CFO

MAY 11, 2023

A study by the Stanford Social Innovation Review found that nonprofits that invested in strong financial management practices, including bookkeeping, were more likely to achieve their mission and grow their organization. Strong financial management can come in many forms and there is no one size fits all for any nonprofit organization.

Nonprofit 52

Nonprofit Communication Auditing GAAP 52

PYMNTS

JUNE 19, 2020

Until then, PYMNTS rounds up the most recent B2B FinTech investment rounds below. Also based in Brazil, Remessa Online secured $21 million in funding, Contxto reported this week, with investors backing the FinTech’s B2B money transfer offering. FTV Capital recently announced that it has closed its sixth fund, and totaling $1.2

B2B 73

B2B Startups Reconciliations Financial Data 73

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Spreadym

SEPTEMBER 12, 2023

Gather Financial Information: Collect all relevant financial information, including past financial statements, income sources, expense records, and any other financial data. Be as realistic as possible and base your estimates on historical data or market research.

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

PYMNTS

DECEMBER 14, 2018

They include Internet of Things (IoT)-connected manufacturing machines, cross-platform financial data analysis, predictive analytics for inventory management and more. million was raised by B2B startups tearing down data silos. Guru said it will use the investment to focus on further innovation of its solution.

B2B 51

B2B Startups Treasury Financial Data 51

The Finance Weekly

AUGUST 26, 2023

Risk of Insufficient Liquidity The initial facet of liquidity risk involves whether businesses possess sufficient cash reserves to meet their financial obligations. AI empowers businesses to make tactical and strategic choices backed by accurate financial assessments.

Risk Management 52

Risk Management Profit and Loss Currencies Compliance 52

Bramasol

SEPTEMBER 29, 2023

They are expected to provide financial leadership and insight into the organization's strategic direction. This involves not just managing financial data but also interpreting it to guide decision-making. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 97

IFRS Technology SAP Compliance 97

PYMNTS

JUNE 21, 2019

In India, where investors have shied away from alternative nonbank financial companies as of late, one small business (SMB) lender managed to secure an impressive funding round. Alternative small business lender Lendingkart secured new funding this week to the tune of $11.5 Lendingkart. million from Alteria Capital.

Startups 43

Startups B2B Marketing Investments 43

PYMNTS

JANUARY 29, 2020

But according to Cichy, when banks invest in these value-added services for their corporate clients, they also find a new opportunity in opening up data. To be competitive in the P2P space today, especially at the mid- to high-end of the market, the investment would be millions of dollars and a number of years of development,” he said.

Banking 52

Banking Accounts Payable Vendor Management Reconciliations 52

The Finance Weekly

DECEMBER 30, 2021

Business intelligence, data security, and and has proved particularly effective for finance departments, given the recent powerful innovations in finance technologies. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist? Maximizing Benefits.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

PYMNTS

DECEMBER 26, 2018

The FI launched its API gateway to integrate into its CashPro corporate cash management platform late last year, and has since continued to invest in API technology to enable corporate clients to more easily obtain their data, funnel it into the right systems, and more easily analyze it. “In

B2B 70

B2B Treasury Banking Startups 70