CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

Future CFO

NOVEMBER 22, 2023

Business investment would increase though firms in many countries are dealing with the highest interest rates they have seen in years, said Grant Thornton recently. Globally, more than half of respondents the firm surveyed expect to increase investment across technology, R&D, and staff. Don’t rush into investment decisions.

Investments 52

Investments Leverage Technology Economics 52

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

PYMNTS

OCTOBER 22, 2018

Tala, the consumer lending app in emerging markets, announced Monday (Oct. 22) a strategic investment from PayPal. In a press release , Tala said the undisclosed investment from PayPal will help the company bring visibility and access to underserved regions in emerging markets across the world.

Investments 77

Investments Marketing Financial Systems Leverage 77

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

CFO News Room

JANUARY 11, 2023

Country Risk: Drivers and Measures. An investment in Nigeria or Turkey clearly exposes a firm or investor to more risks than an otherwise similar investment in Germany or Canada, but why? Country Risk: Equity Risk .

Marketing 130

Marketing Currencies Valuation Treasury 130

E78 Partners

FEBRUARY 14, 2024

CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. Talent acquisition and retention: Attracting and retaining top talent is a critical issue for middle-market private equity-backed businesses.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

Investments 81

Investments Leverage Economics Technology 81

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. How CFOs can leverage AI 1.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Utilizing and leveraging organizational data like this isn’t a one-time task.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Future CFO

AUGUST 17, 2023

In addition, to accelerate growth and keep pace with the evolving expectations of empowered digital customers, leaders should consider investing in and experimenting with AI in terms of planning and budgeting, the firm noted. To deliver greater customer value, leaders must leverage AI for efficiency and effectiveness.

Budgeting 52

Budgeting Investments Planning B2B 52

Future CFO

MARCH 27, 2023

When it comes to investment planning, the majority of public companies will update their methodologies to include sustainability metrics as a key part of their return on investment (ROI) analysis by 2026, said Gartner recently.

Investments 52

Investments Planning Risk Management Leverage 52

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Leverage 102

Adam Kae

JULY 17, 2023

As a Chief Financial Officer (AKA ChiefFUNancial Officer) for digital marketing agencies, CFOAdam plays a vital role in ensuring the financial health and growth of your organization. Capital Investment and Financing Options Scaling a digital marketing agency sometimes requires capital investments.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

Navigator SAP

JULY 28, 2023

They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Business operates differently now.

SAP 130

SAP Technology Leverage Investments 130

PYMNTS

NOVEMBER 12, 2020

Consumers’ desire to go contactless or cardless during the pandemic presents plenty of opportunities for FinTechs, banks and other card issuers to bring innovative credit solutions to market, but such investments much be approached strategically.

Investments 120

Investments Technology Leverage Banking 120

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. In the long run, companies will be able to use financial planning processes for a wide array of applications and departments, from sales to marketing, HR to procurement, IT to forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

Future CFO

MARCH 11, 2021

Quantitative analysis will change investing strategy Gartner predicts that by 2025, the AI- and data-science-equipped VC or PE investor will become commonplace. This data is increasingly being used to build sophisticated models that can better determine the viability, strategy and potential outcome of an investment in a short amount of time.

Investments 52

Investments Quantitative Analysis Quantitative Data Leadership 52

PYMNTS

SEPTEMBER 16, 2020

based startup plans to use the money to speed up work on its core home workout system and “bring Zwift-designed hardware to market,” the company said in a press release. This investment fits perfectly with our growth equity strategy of backing leading tech entrepreneurs as they scale globally.”. The Long Beach, Calif.-based

Investments 66

Investments Leverage Startups Planning 66

Future CFO

SEPTEMBER 8, 2022

Southeast Asia’s growth during 2022-23 is projected to outpace most other markets such as the US, the EU, and China while its long-term growth will remain robust, said Bain & Company recently. Southeast Asia is seeing more foreign direct investment (FDI) being channeled into the region.

Marketing 52

Marketing eCommerce Forecasting Accounting 52

Finvisage

DECEMBER 31, 2019

Finvisage operates in Treasury Management System (TMS) industry which has become a great investment space from the last few years. This reflects the fact that there is an array of companies left untapped, mostly SMEs, which leaves us with a market opportunity to cease.

Marketing 52

Marketing Mergers and Acquisitions (M&A) Treasury Investments 52

PYMNTS

OCTOBER 6, 2020

The Abu Dhabi Investment Authority (ADIA) is putting about $750 million into Reliance Retail Ventures Ltd., The investment gives the Abu Dhabi sovereign wealth fund a 1.2 a subsidiary of Reliance Industries, the Mumbai-based parent company announced Tuesday (Oct. percent stake in Reliance Retail, the announcement states.

Investments 40

Investments Retail Leverage Marketing 40

PYMNTS

NOVEMBER 19, 2020

One restaurant that is working to incorporate AI into numerous parts of its operations is Boston Market , a Colorado-based fast-casual chain that has 330 locations in 37 states. I’m very excited about what AI can do for restaurants, and we are looking at how it fits with Boston Market right now,” he said. “I

Marketing 80

Marketing Analyzing Data Leverage Securities 80

PYMNTS

DECEMBER 22, 2020

The automotive market continues to fire on all cylinders despite the pandemic as online and offline sales have either remained flat or trending up for Q3. CarMax’s business model is rooted in the physical dealership model as the company has increasingly leveraged its online channels.

Marketing 66

Marketing Leverage Sales Planning 66

PYMNTS

JUNE 10, 2020

A high-powered slate of investors led by BlackRock is buying a stake in Trustly , the fast-growing Swedish FinTech, its new investment partners announced in a press release. The investment deal values Trustly at more than $1 billion, according to TechCrunch.

Investments 52

Investments Leverage Banking Accounting 52

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. Read More.

Valuation 81

Valuation Economics Leverage Investments 81

Future CFO

OCTOBER 8, 2020

"This is a particular challenge for companies in hard-hit sectors, including some companies rated low investment grade,” he pointed out. Rating agency analysts expect that many investment grade companies will continue to show resiliency to the economic stress caused by the global health crisis.

Investments 52

Investments Corporate Finance Economics Leverage 52

PYMNTS

DECEMBER 3, 2019

Accomplice led the investment round, which was also backed by Wufoo Co-founder Kevin Hale and Kayak Co-founder Paul English, among others, according to reports. . The eCommerce companies that have a new product coming to market, and want to tell their most frequent shoppers about it first, can put a message onto the dashboard of Postscript.

Leverage 52

Leverage eCommerce Startups Retail 52

E78 Partners

NOVEMBER 2, 2023

The role of a CFO in middle and lower middle market private equity-backed companies is challenging, especially when you may be the first CFO in the company’s history. Leverage Due Diligence Process Reports. Assess and Invest in Talent : A strong supporting finance and accounting team is one of your most significant assets as a CFO.

Marketing 52

Marketing CFO Communication Finance 52

PYMNTS

OCTOBER 6, 2016

The new service is intended to give artisans an edge by giving them clear access to digital marketing services — without having to necessarily allocate a major digital marketing budget and staff commitment that usually goes along with ramping up services.

Leverage 74

Leverage Advertising Budgeting Investments 74

PYMNTS

OCTOBER 8, 2019

Citi is leveraging a newly formed strategic partnership with Cachematrix to create an online investment gateway for money market funds (MMF), Citi announced in a press release on Tuesday (Oct. The alliance intends to pilot development in the handling of money market funds to automate and simplify investment decisions.

Investments 40

Investments Foreign Exchange Treasury Cash Management 40

Future CFO

JANUARY 7, 2024

As the market shifts here and there, the role of the chief financial officer continue to evolve, juggling priorities and strategies to keep up with the changes. By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

CFO News Room

FEBRUARY 6, 2022

While the sizeable increase in infra spend and sectoral initiatives in Union Budget augur well, there is need for policy reforms that help create a robust private investment ecosystem. In terms of investments, roads and railways have seen a significant increase in outlays, with y-o-y increase of over 50%.

Budgeting 130

Budgeting Leverage Transportation Finance 130

CFO Talks

MARCH 14, 2024

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.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JANUARY 12, 2020

Preparing for an IPO last Friday (Jan 10), Casper cautioned investment backers that the company was powerless over any future influencer messaging, and that lack of control could consequently put investor money at higher risk. Use of social media and influencers may materially and adversely affect our reputation,” the company said.

Investments 52

Investments Communication Leverage Accounting 52

Navigator SAP

JULY 15, 2022

Cloud-based ERP enables midsize businesses to reduce implementation costs and take advantage of subscription-based models that reduce upfront investment and enable users to access information on any device from any location. Integrated AI and e-commerce with digital marketing. Scalability.

Budgeting 179

Budgeting Leadership Communication Leverage 179

PYMNTS

OCTOBER 17, 2018

17) an investment from Amazon’s Alexa Fund. In a press release , SevenRooms said the funding marks the first time the Alexa Fund has made an investment in a restaurant technology company, and will pave the way for SevenRooms to integrate Amazon Alexa into its restaurant operations and guest relationship management.

Investments 49

Investments Leverage Technology Planning 49