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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Use AI and Insurance Insights to Make Better Decisions

CFO Leadership

The post Use AI and Insurance Insights to Make Better Decisions first appeared on CFO Leadership. The post Use AI and Insurance Insights to Make Better Decisions appeared first on CFO Leadership. Stay up-to-date by visiting the Aon Newsroom and sign up for News Alerts here.

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Mastercard: Using AI To Cure Healthcare’s $240B Fraud, Waste And Abuse Problem

PYMNTS

Healthcare in the U.S. in 2017 on healthcare services. Mastercard is no stranger to healthcare, Griffin said, as it has been deeply enmeshed in the payments side of the business for two decades. The world of FWA in healthcare is often successfully targeted by fraudsters because there are so many weak points, Griffin noted.

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Optimizing Data Fabric is Key to Migration, Integration and Innovation of Business Processes

Bramasol

It automates all data management functions — including ingestion, transformation, orchestration, governance, security, preparation, quality, and curation — enabling insights and analytics to accelerate use cases quickly."

SAP 78
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vcfo Austin Team Grows With the Addition of Brandon Green – Consulting CFO & Business Development Executive

VCFO

At the operational level, Brandon’s hallmark is empowering existing teams to thrive by eliminating or automating redundant tasks and employing the reclaimed time to elevate employees through leadership training and professional development. Prior to joining vcfo, Brandon was a CFO for companies in a variety of industries.

CFO 40
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Beyond the Basics: 7 Key Focus Areas for New CFOs

CFO Talks

Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

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FAO flourish during the pandemic

Future CFO

Mature buyers are becoming more open to leveraging third-party support across more complex, judgment-intensive processes [such as financial planning and analysis (FP&A) and tax] as well as industry-specific processes (such as premium collections and claims accounting in the insurance sector). Trends driving FAO.