Future CFO

FEBRUARY 11, 2024

Results for the business and results for the global impact of the UN Sustainable Development Goals and how these two can align. Results for the business and results for the global impact of the UN Sustainable Development Goals and how these two can align. Sustainability and ESG are closely related concepts.

Net Present Value (NPV) 98

Net Present Value (NPV) CFO Compliance Economics 98

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startups 73

Startups Investments Technology Numbers 73

Fpanda Club

APRIL 18, 2022

They are responsible for understanding consumers, building relationships with them and eventually getting them interested in company’s products and services. FP&A team’s internal customers expect finance professionals to be more interactive and be able to communicate information and insights in the most efficient way.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Nerd's Eye View

FEBRUARY 6, 2024

David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households.

Planning 52

Planning Investments Technology Marketing 52

PYMNTS

JUNE 29, 2020

Under the terms of the new deal, Mastercard will support EedenBull’s product development and digital services. The announcement comes a month after the FinTech companies agreed to expand in Europe to support EedenBull’s operations in Oslo and Edinburgh with the implementation of a new digital platform to process spending and payments.

B2B 99

B2B Banking Technology Marketing 99

Centage

JULY 5, 2023

Grow your customer base, grow larger profits, add more product lines, create bigger margins, add more locations. Understanding SaaS (Software-as-a-Service): Once upon a time, companies had little choice but to physically install software and maintain it on a regular basis. It was likely embedded into every metric you knew at the time.

Finance 98

Finance Budgeting Forecasting Business Analytics 98

PYMNTS

JULY 29, 2020

“Digitization has helped support remittance market continuity in the face of reduced mobility. We also believe money transfers relying on informal or unregulated routes are converting to formal money transfers, and may even help stabilize the market as travel restrictions likely remain.”.

Currencies 96

Currencies Marketing Investments Banking 96

Collectiv

JUNE 16, 2022

This is where your organization can benefit from expert help with Consulting as a Service , or CaaS. Bringing on consultants helps you avoid internal disruption and maximize the technology you’re using. Let’s take a look at how CaaS works and why it’s worth considering. What is Consulting as a Service (CaaS)?

Leverage 52

Leverage Startups Technology Investments 52

PYMNTS

FEBRUARY 14, 2020

Customer service is the lifeblood of financial services, just as much as credit cards, debit cards and checking accounts. But as banking becomes ever-more mobile, and account openings and activities are done through digital channels, the very definition of support – and how it should be provided – is changing.

Banking 91

Banking Education Communication Leverage 91

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. The offering is geared toward small and medium-sized banks aiming to implement domestic and international payment services in the U.S.,

Technology 120

Technology Banking Startups Finance 120

Future CFO

DECEMBER 17, 2023

How can this be achieved, especially in the coming year? Edward Metzger , vice president for payments efficiency at LexisNexis Risk Solutions , supports this, as he thinks that among the changes is the acceleration of the existing trend of digitisation in payments. It’s about how do I know that payments are being executed correctly?”

Forecasting 90

Forecasting Finance Treasury Cost Management 90

Future CFO

MAY 5, 2024

Editor's note: In today's A Day in the Life interview, Tricia Koh (pictured), Commercial Director for Hong Kong, Taiwan and South Korea, Allianz Trade , shares how a recent experience of leading a cross-functional project enabled her to grow professionally and her typical work day. FutureCFO: What does a typical day look like for you?

Leadership 52

Leadership Risk Management Credit Risk Communication 52

PYMNTS

JANUARY 20, 2021

Matt Carpenter, senior vice president and market director of Elan Financial Services , explores how his firm has responded to the drastic changes the pandemic has brought to the financial landscape and the world at large. "We We need to be ever mindful of constituents facing different struggles or seeking new opportunities.

Prioritization 71

Prioritization Communication Investments Accounting 71

Centage

APRIL 11, 2023

Successful business owners know that customer support is crucial to achieving your goals. So it’s no surprise that customer feedback is one of the most valuable tools in a company’s product development arsenal. The goal is to deliver consistent innovation and enhancements that are reflective of customer usage and adoption.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Construction Budgeting Forecasting 52

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Banking customers are seeking more control over their banking data than ever before.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

PYMNTS

DECEMBER 5, 2019

Satisfied customers are key to any company’s success. Those experiencing issues like declined payments or damaged products will want to share their frustrations with merchants, but direct communication grows more challenging when digital screens separate businesses and their customers. . Keeping Customer Service Running Smoothly.

Foreign Exchange 89

Foreign Exchange Currencies Communication Budgeting 89

PYMNTS

OCTOBER 6, 2020

To that end, Monit said last week that it is rolling out its mobile finance platform to help give smaller firms more visibility into cash flow management. In the broad category of FinTech, we see Monit as part of the emerging [non-wealth] advisory space. The app works across browsers deployed across tablets, mobile devices or desktops.

Leverage 118

Leverage Banking Finance Sales 118

PYMNTS

AUGUST 11, 2020

With the announcement that BPN is expanding to include support for ACH and wire transactions as well as card payments, Visa and Billtrust are casting a wider net of collaborators. “As we bring in that FI channel, they in turn bring in their corporates, both from a buy-side and a supply side,” he told Karen Webster.

B2B 110

B2B Accounts Payable Reconciliations Healthcare 110

Bramasol

JANUARY 2, 2024

In this blog post, we will delve into what change management is, explore its key aspects, and discuss how it provides benefits for digital transformation projects. In this blog post, we will delve into what change management is, explore its key aspects, and discuss how it provides benefits for digital transformation projects.

SAP 52

SAP Communication Planning Technology 52

VCFO

MARCH 9, 2023

So how did Schoox move from a startup with a bold vision to a strong and rapidly growing organization with now more than 2,000 customers and 20 million learners around the world? centered on building the network that would be needed to support the business. Incorporating in the U.S.

Startups 60

Startups Leadership CFO Leverage 60

PYMNTS

OCTOBER 28, 2020

Justin Benson, CEO of Spreedly, explains how the COVID-19 pandemic has caused a spike in demand among all payment ecosystem participants for greater choice and flexibility. "We We see that merchants are able to digitize their commerce faster when these kinds of services are available and effective," he said.

Leverage 70

Leverage Marketing 70

PYMNTS

SEPTEMBER 3, 2020

PayPal has launched its iZettle Food & Drink app, the point of sale (POS) platform for iOS to support food and drinks service in the U.K. The app was crafted to support the hospitality industry including restaurants, cafes and pubs for a fast and easy way to pay the check. Sales fell by 87 percent from April through June.

Sales 119

Sales Retail Technology 119

Centage

FEBRUARY 21, 2023

We provide emergency services, diagnostic services, day surgeries, outpatient specialty clinics, rehabilitation services, family care, and cancer care. We provide emergency services, diagnostic services, day surgeries, outpatient specialty clinics, rehabilitation services, family care, and cancer care.

Budgeting 98

Budgeting Finance Planning CFO 98

Centage

NOVEMBER 21, 2022

G7 Tech Services aggregates data from across internal and external platforms into easy-to-understand, always-up-to-date dashboards for our clients to create instant reports and answer questions easily to support strategic decision making. We eliminate stupid tasks. We employ twenty amazing people across Texas and Latin America.

Problem Solving 98

Problem Solving Budgeting Pharmaceutical Forecasting 98

PYMNTS

JANUARY 22, 2021

Sergi Herrero co-CEO of VEON , explores how the COVID-19 pandemic has triggered the acceleration of cashless payments, and how that has posed a challenge to the world's unbanked population. The coronavirus pandemic has fundamentally changed the world we live in, and nowhere is this more apparent than in our perception and use of cash.

Marketing 73

Marketing Education B2B Communication 73

PYMNTS

NOVEMBER 16, 2020

Fresh off its acquisition of Finance-as-a-Service technology platform Ario , Thinking Capital is looking toward the future of SMB financing. The focus of the technology is to support application programming interface (API) integrations and data exchange, said Marceau, with the ability to introduce microservices in conjunction with financing.

Technology 115

Technology Finance Financial Analysis Invoicing 115

The Finance Weekly

NOVEMBER 8, 2022

How each winner was chosen? That is why we put together a list of the best software in each category of the finance department that keeps all of the important factors in mind: • Most bang for your buck. • Level of customer support. Customer feedback/ pros and cons. . Level of customer support.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

Future CFO

AUGUST 23, 2022

As Singapore lift a two-year moratorium on building data centres and sustainability becomes an even greater issue for businesses, how will new data centre buildouts impact the environment? Just as important, how can CFOs help address sustainability objectives as part of their overall ESG initiatives? The CFO’s ESG footprint.

CFO 98

CFO Auditing Finance Treasury 98

Creative CFP

NOVEMBER 27, 2023

But Creative CFO believes that SMEs should have access to this service too. Improving decision-making can further ensure that the world we live in is one where more SMEs succeed. Traditionally, business intelligence tools were reserved for well-established businesses capable of affording such solutions. What Is Business Intelligence?

CFO 52

CFO Problem Solving Communication Leverage 52

PYMNTS

AUGUST 20, 2020

The coronavirus pandemic was an unanticipated disruption for every business, but for organizations that remain mired in paper, it became what Dave Robertson , managing director of payment advisory services at Deluxe , described as “the ultimate stress test.” A Gradual Process.

Banking 104

Banking B2B Treasury Accounting 104

PYMNTS

NOVEMBER 12, 2020

banking-as-a-service (BaaS) Startup Railsbank closed a $37 million funding deal co-led by MiddleGame Ventures and Ventura Capital. The funding is being earmarked to launch credit cards-as-a-service in the U.S. He added that the company anticipates that Railsbank’s scalable model will “be the category winner in Banking as a Service.”

Startups 88

Startups Leadership Financial Systems Banking 88

CFO Thought Leader

NOVEMBER 12, 2023

leadership about his plans, diligently outlined 24 months of departure prep, and set aside an extra helping of patience. I think think that we all know the brand very well from its domain days and our old Super Bowl ads. A lot of people like to talk about small businesses, but we’re really the friend of the micro business.

CFO 52

CFO Leadership Finance Technology 52

CFO Thought Leader

NOVEMBER 12, 2023

leadership about his plans, diligently outlined 24 months of departure prep, and set aside an extra helping of patience. I think think that we all know the brand very well from its domain days and our old Super Bowl ads. A lot of people like to talk about small businesses, but we’re really the friend of the micro business.

CFO 52

CFO Leadership Finance Technology 52

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. For any public company, the goal of successfully complying with periodic financial reviews by external auditors cannot be overstated.

Auditing 90

Auditing Compliance SAP Accounting Standards 90

PYMNTS

DECEMBER 23, 2020

Whether it is with a small, medium or mega-sized merchant, Hondal said businesses need to reimagine their loyalty strategies to manage customer experiences and ensure that they are consistently delivered throughout the organization. In short, it’s about how you treat the customer before, during and after the sale.

Currencies 106

Currencies Budgeting Communication Sales 106

Future CFO

APRIL 1, 2024

Juvanus Tjandra (JT): At KPMG, I lead finance and corporate services transformation in the firm, with a focus on strengthening the performance of business functions. We also look at enhancing the overall operating model of the business through the use of digital technologies. FutureCFO: What does a typical day look like for you?

Finance 52

Finance Risk Management Practice Management Budgeting 52

PYMNTS

SEPTEMBER 16, 2020

If we take only one lesson away from 2020, it’s that disasters are going to happen. And yet here we are. And yet here we are. PSCU CEO Chuck Fagan told Karen Webster in a recent conversation that his company has spent much of this year helping credit unions (CUs) navigate these disasters and challenges. How It Works.

Leverage 105

Leverage Banking 105