Financial Data Leverage Strategic Planning 
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.
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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Global Finance
JUNE 9, 2025
Working with the Ozone API open banking company, Bancolombia is building the type of open application programming interface (API) infrastructure essential for secure data sharing. This innovation will empower banks to harness shared financial data for enhanced customer insights and personalized services. million (about $1.9
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.
CFO Plans
SEPTEMBER 24, 2024
Get Expert Financial Forecasting Services Now Understanding Small Business Financial Advisory Services Financial forecasting is an integral part of Small Business Financial Advisory services. This proactive approach is vital for strategic planning and long-term success.
VCFO
MAY 17, 2024
v360 goes beyond traditional financial analysis and simple snapshots. Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA.
Global Finance
SEPTEMBER 9, 2024
And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.
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