Bank, finance leaders brace for rate volatility
CFO Dive
MARCH 7, 2023
The majority of leaders at financial institutions say interest rates will drive business model guidance this year but few are leveraging financial data to support these changes.
PodChats for FutureCFO: Becoming a transformative finance leader in 2025
Future CFO
DECEMBER 29, 2024
She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This includes real-time data analysis, which allows finance leaders to respond swiftly to market changes and identify growth opportunities.
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Webinars
Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Trending Sources
Financial alchemy: How CFOs can lead the tech revolution in their organisations
Future CFO
JANUARY 22, 2025
This shift from traditional finance transformation towards a growth-centric mindset underscores CFOs' need to leverage technology strategically. For CFOs, this means managing financial data and utilising technology to provide insights that drive strategic decision-making.
Webinars
Doing More With Less: The Modern Finance Miracle
The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It
From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Taking a strategic approach to AI adoption
Future CFO
FEBRUARY 14, 2025
"The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks." In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.
The Pivotal Role of the CFO in Hospitality Growth
CFO Plans
DECEMBER 2, 2024
These insights empower owners to make data-driven decisions that support long-term growth. Leverage Financial Insights in Hospitality In the hospitality industry, leveraging financial insights is essential to remain competitive.
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Making AI Pay Off in Global Banking
Global Finance
DECEMBER 16, 2024
However, from the perspective of our 1,000 financial advisors, even though each of them has around 400 clients, they are only familiar with around one-third of their customers. If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. That is on the horizon for us in 2025.
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Why Do I Need ERP If My System Already Works?
Navigator SAP
MARCH 11, 2022
Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? Bookkeeping and financial tracking tend to get more complicated over time. Read on to learn why ERP can improve your bottom line.
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Trends to Watch in 2025 as Innovation Morphs into Acceleration
Bramasol
JANUARY 15, 2025
The Spread of Agentic AI Over the past two years, the rise of Generative AI applications, started by Open AI's ChatGPT and quickly followed by big players such as Google, Meta, Apple and more, have radically changed the world of business and personal usage cases for leveraging artificial intelligence.
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Consumer Financial Protection Bureau Seeks Advice On Financial Data Access
PYMNTS
JULY 26, 2020
The announcement by the Consumer Financial Protection Bureau ( CFPB ) comes on the heels of a symposium it held in February which included experts from consumer groups, financial technology (FinTech) companies, trade groups, banks and data aggregators. Congress created the legislation in 2010 that created the CFPB.
Leveraging Open Banking To Build The New Trust Ecosystem
PYMNTS
APRIL 7, 2020
What we’re trying to do is leverage open banking to replicate a FedEx or Amazon experience where businesses know where their payment is at any given point of time, so they have real-time cash flow positioning.”.
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Riding The Disruption Wave
Global Finance
DECEMBER 27, 2024
Cloud computing is having a significant impact on organizations and especially the CFO, where its allowing for real-time access to financial data, says Craig Stephenson, global head of Tech, Ops, Data/AI, and InfoSec Officers Practice at Korn Ferry. We dont always see that happen, she says.
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Financial Reports That Don’t Age Like Milk: The Power of Real-Time Data
CFO Talks
MARCH 13, 2025
This is the power of Financial Information Systems (FIS). Financial data is no longer just about tracking income and expenses; its a strategic tool that helps businesses make smarter, faster, and more informed choices. Often, finance teams work separately from sales, operations, and HR, leading to inconsistent financial data.
Leveraging machine learning to detect financial fraud
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.
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Elevate Middle-Market Business Growth and Performance with Advanced FP&A
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.
Unlocking Credit Decisions: Six Financial Metrics That Matter
Trade Credit & Liquidity Management
JUNE 9, 2025
Share The Role of AI in Financial Statement Analysis The integration of artificial intelligence (AI) into financial statement analysis is transforming this process. By automating routine calculations and data preparation, AI frees credit analysts to focus on deeper interpretation and strategic judgment.
10 Best Practices for FP&A
The Finance Weekly
FEBRUARY 23, 2025
Budget approval ensures financial stability, prevents unnecessary expenses, and keeps projects on schedule. Present financial data with clear charts for faster decision-making. Provide business context to support data-driven discussions. Leverage FP&A software for real-time tracking and forecasting.
Why PE-Backed Companies Struggle with FP&A—and How to Fix It
E78 Partners
FEBRUARY 26, 2025
Shift FP&As focus from reactive reporting to proactive financial advisory, supporting CFOs and executive teams with scenario planning and real-time analytics. Learn how leveraging financial analytics improves decision-making 3. Utilize real-time dashboards for cash flow, working capital, and key financial indicators.
PodChats for FutureCFO: Bridging the confidence gap in financial data
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.
Xero Links With Kaseya To Help Firms Wrangle Financial Data
PYMNTS
FEBRUARY 2, 2018
Information technology (IT) management solutions provider Kaseya, which targets managed service providers (MSPs) with its offerings, is linking up with small and medium-sized business (SMB) accounting firm Xero to help businesses gain greater control over their financial data. The companies said Thursday (Feb.
Increasing Efficiency with Private Equity and Technology
E78 Partners
DECEMBER 12, 2024
Automation Solutions: Streamlining Back-Office Operations The operational complexity of private equity, from regulatory compliance to financial data management, can burden resources and divert attention from strategic priorities.
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Industry Calls For Data-Sharing Framework To Enhance Security
Global Finance
OCTOBER 22, 2024
A panel of industry experts at the Sibos 2024 conference on Tuesday discussed the critical role of data sharing and fraud detection in the modern financial landscape. However, due to existing privacy laws and regulations, banks remain hesitant to share financial data. If data is shared, it is done via lateral agreements.
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The Innovators 2025: Latin America
Global Finance
JUNE 9, 2025
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. The bank is also working with the Bancolombia Foundation to incubate and scale social impact projects.
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Lack of formal financial data remains barrier for MSMEs; experts eye tech-driven solution
CFO News
MARCH 16, 2025
MSMEs face challenges accessing credit due to traditional assessments, lack of formal financial data, and high operational costs. Experts suggest leveraging alternative data, digital processes, and government incentives to improve credit accessibility and support fintech partnerships for better risk assessment and scalability.
Regulators Call For ‘Vigilant Monitoring’ Of Big Tech’s Financial Data Use
PYMNTS
DECEMBER 8, 2019
“Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said.
Traditional FIs Drive Modernization Through FinTech Pairings
PYMNTS
DECEMBER 29, 2020
Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. The company is focusing on users that may be underbanked, lacking traditional bank accounts.
Mastercard, Finicity and Standardizing Open Banking’s Data Flow
PYMNTS
JUNE 24, 2020
Specifically, payments giants are buying up data aggregators, which let consumers share data with thousands of apps — and in the process are taking on the roles of trusted intermediaries as information flows across the financial services landscape. We’ll leverage expertise, and we’ll leverage technology.”.
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Clarity in Chaos: Decision-Making Strategies for Uncertain Times
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. Use visuals, like charts or dashboards, to explain financial data. Ask questions: What information do you have now?
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1076: Where Finance Meets Factory Floor | Gabi (Bressack) Gantus, CFO, Mytra AI
CFO Thought Leader
MARCH 3, 2025
Guillenwho led the automakers push for production scale and supply chain agilitybelieved a different path could better serve the company, but needed someone with operational and financial data at her fingertips. Read More Lets go talk to himjust you and me, Guillen said. “Always stay connected to the details.
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1067: The Power of Storytelling in Scaling Businesses | Matt Collis, CFO, PairSoft
CFO Thought Leader
JANUARY 29, 2025
Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. Someone has to be the storyteller, Collis tells us, emphasizing how framing financial data in relatable terms helps drive organizational alignment and decision-making.
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From Spreadsheets to Strategic Insights: How to Transform Financial Reporting With Power BI
Collectiv
JANUARY 24, 2025
Instead of squinting at endless rows and columns, visualizing data is easy with Power BIs intuitive dashboards. For organizations leveraging Microsoft Fabric , Power BI becomes even more powerful. Centralize Financial Data Data silos are the enemy of efficiency. Small wins lead to big momentum.
Nonprofit Budgeting 101
The Charity CFO
FEBRUARY 20, 2025
Provide Financial Literacy Training: To department heads and anyone else in the organization interested in being part of the process and empowering better decision-making. Leverage Your Board : The reason your board exists is strategic oversight and supporting your team in these matters.
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Prophix Reviews
The Finance Weekly
FEBRUARY 26, 2025
Charting and Graphing Tools Create interactive financial visuals to support decision-making. Self-service Reporting Empower stakeholders with easy access to real-time financial data. Automated Report Generation Streamline financial reporting processes with pre-built templates.
Finicity Extends API Expertise; Signs Data Access Agreement With Brex
PYMNTS
DECEMBER 18, 2020
We look forward to working with Brex in pioneering the way financial data is utilized to help businesses grow and achieve their goals.”. Both Finicity and Brex use the Financial Data Exchange (FDX) API standard, which leverages the OAuth standard for authenticating and authorizing account access.
An Entrepreneur Leverages AI to Revolutionize Finance Operations | Tal Kirschenbaum, Co-Founder & CEO, Ledge
CFO Thought Leader
JULY 19, 2024
This insight spurred the creation of Ledge, a platform designed to automate repetitive tasks and streamline financial data management Read More Tal’s experiences highlighted the critical role of AI in transforming finance functions. Jack Sweeney: We want to want to touch on AI with you. I think rightfully so.
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Mastercard’s Vosburg: Trusted Intermediaries Will Drive Consumer Data Aggregation
PYMNTS
NOVEMBER 23, 2020
There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Last week, the Department of Justice gave the green light to Mastercard’s $825 million acquisition of data aggregator Finicity.
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If You Don’t Use the Data, Someone Else Will!
CFO Talks
APRIL 17, 2025
Critically, CFOs must move beyond siloed financial data and begin synthesising a broader spectrum of intelligence. The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time.
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Is Your Nonprofit Ready for Increased Funding Scrutiny? Here’s How to Prepare
The Charity CFO
MARCH 13, 2025
Enforce Strong Internal Controls Without internal controls, nonprofits are vulnerable to financial mismanagement and fraud. Establish clear approval processes for all financial transactions, including vendor payments and employee reimbursements.
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Translating Financial Performance into Tangible Results: A CFO’s Guide
CFO Talks
SEPTEMBER 28, 2024
To translate financial performance into actionable results, start by understanding the key drivers behind your financial data. Turn Data into Decisions Data is your secret weapon. By leveraging data analytics, you can turn financial insights into strategic decisions that drive tangible results.
Unpacking the value of digital transformation in finance
Future CFO
APRIL 3, 2023
Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.
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AI in the finance function
Future CFO
AUGUST 21, 2023
As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes.
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The Key Differences Between a Controller and a CFO in Small Businesses
CFO Share
JULY 16, 2024
For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They regularly audit processes to maintain the integrity of financial operations.
An Open Road For Open Banking?
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.
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Xero Integrates Capital One’s New API
PYMNTS
MAY 11, 2017
With direct, secure integration through Capital One’s new application programming interface (API), small businesses will be able to connect their Capital One financial data to their Xero cloud-accounting solution through a fully digital process. Many of the world’s leading financial institutions now share this vision.
Update on SAP Green Ledger Sustainability Solutions Ahead of COP29
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.
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