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

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Leverage 79

Leverage Planning Technology Numbers 79

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 78

Concentration Treasury Budgeting Leverage 78

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 94

Benchmarking Communication Leverage Numbers 94

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Tax Planning 80

Tax Planning Auditing Leverage Investments 80

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. For midsize companies, ERP should be a cloud-based solution rather than on-premise. Scalability. Typically:

Budgeting 176

Budgeting Leadership Communication Leverage 176

PYMNTS

OCTOBER 31, 2018

Cloud Elements , a platform offering application program interface (API) integration solutions, secured an investment from the venture capital (VC) arm of American Express (Amex), the company said in a press release issued Tuesday (Oct. The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 82

Education Leverage Planning Investments 82

PYMNTS

SEPTEMBER 23, 2019

Travis Kalanick , founder of Uber who was ousted after a series of scandals, has made his next big investment, according to reports. Since he was removed from Uber, Kalanick started his investment fund and has begun working on a kitchen rental service called CloudKitchens. It’s backed by companies like Naspers and Tencent Holding.

Investments 47

Investments Valuation Leverage Numbers 47

PYMNTS

APRIL 25, 2017

Marketplace solutions work to enable online retail brands to expand their reach without needing to invest in manufacturing, warehousing and logistics. To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans.

Leverage 40

Leverage Retail Planning B2C 40

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Healthcare 80

Healthcare Leverage Investments Numbers 80

CFO Share

MAY 6, 2022

Whether a founder, employee, or investor, equity owners want to see a return on their investment. When taking investment from early Angel investors, selling 10% to 20% of equity is the general rule. There is a lot of risk and exposure in investing early. As a founder, you want to know how much equity you can or should give away.

Startups 98

Startups Leverage Valuation Investments 98

Nerd's Eye View

JUNE 2, 2023

In addition, the researchers found that referrals from centers of influence were one of the strongest drivers of new client growth, with client referrals playing an important role as well.

Leverage 82

Leverage Investments Planning Numbers 82

Future CFO

JANUARY 8, 2024

There are a number of commercial benefits, such as the landscape shifts towards provision of more responsibly sourced products and services. The standards and frameworks—and methods of working—supported by investment firms will align with companies leveraging the same.

Finance 52

Finance Leverage Investments Numbers 52

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats.

Marketing 64

Marketing Leverage Investments Planning 64

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Another number was on Amazon’s mind of late as well: $20 million. The number 11.5 Amazon’s market cap currently sits at an impressive (and intimidating) $378.42

Numbers 40

Numbers Retail Leverage Startups 40

CFO News Room

FEBRUARY 6, 2022

A two-year manic crypto rally and venture-capital investment have filled the coffers of crypto companies. Binance will encourage people to educate themselves about crypto investing. “I I suspect there’s a fair number of companies that are going to make it,” he said. “It’s a way to get our name out there,” said FTX founder.

Advertising 130

Advertising Education Investments Leverage 130

PYMNTS

FEBRUARY 14, 2017

This time around, an Alexa integration, a new partnership leveraging telematic capabilities and a major manufacturing investment by BMW are all working to connect and evolve the automotive space. Insurance agencies are looking to leverage technology to improve driver safety (and save policyholders some cash). and $79.99

Investments 40

Investments Manufacturing Leverage Startups 40

Future CFO

APRIL 16, 2024

“As the Finance function looks to become more relevant and value-adding to organisations, we see the function taking on greater roles in key areas of decision-making such as investments, CapEx projects and procurement—make or buy decisions.”

Finance 98

Finance Construction Technology Treasury 98

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

Future CFO

FEBRUARY 25, 2024

Chief financial officers need to get decisions right for their organisations to provide business confidence in investing in growth. Blair Robinson Reimagine Finance Operations The CFO has the opportunity to leverage technology, data, and insights to model future business options and to critically analyze prior decisions.

CFO 52

CFO SAP Finance Cash Management 52

PYMNTS

JUNE 12, 2017

Zooz pulls data from all of a merchant’s financial solutions and third-party integrations into one central, easily visible portal, which has a number of benefits. million in four investment rounds. PYMNTS: Can you give me some personnel growth numbers? First, it can help detect and avert fraud by making trends easier to spot.

Leverage 54

Leverage Startups Retail Currencies 54

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Barry Ritholtz

JANUARY 25, 2023

The Big Picture ) • Why Invest in Stocks When Bond Yields Are Higher? Bloomberg ) • What Microsoft gets from betting billions on the maker of ChatGPT : The reported $10 billion investment in OpenAI will keep the hottest AI company on Microsoft’s Azure cloud platform. ( But in 2023, reality bites. ( Treasury bonds hit 15%.

Treasury 112

Treasury Leverage Investments Numbers 112

CFO News Room

NOVEMBER 29, 2022

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

Leverage Planning Concentration Tax Planning 130

E78 Partners

NOVEMBER 16, 2023

Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023. How CFOs can leverage AI 1. Learn more below.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

Communication 74

Communication Leverage Planning Sales 74

Nerd's Eye View

MARCH 5, 2024

In this episode, we talk in-depth about how Rob sets the agenda for his 20+ meetings per week with his clients using a structured flow that always touches on the same key areas for every client, the way he leverages his paraplanner to prep a stack of client meetings so that he can knock through a week's worth of meeting preparation in just a few hours (..)

Leverage 52

Leverage Planning Accounting Investments 52

PYMNTS

FEBRUARY 1, 2017

Investment activity picked up markedly in the penultimate week of January — but only as a headline. The investment came as Credit China FinTech, which put up the money, formed a joint venture with a focus on the country. It allows us to make predictions on how airfares will move with the precision of flight number. For the $1.4

Investments 58

Investments Leverage Startups Numbers 58

CFO Thought Leader

APRIL 11, 2023

“The opportunity to be sort of at the epicenter of these events really allowed me to form my risk assessment as a CFO and be able to better assess where we are on any given business cycle,” comments Chrnelich, who was working for Lehman Brothers when the investment house collapsed in 2008. It’s just your firm and their firm.

CFO 52

CFO Communication Numbers Finance 52

PYMNTS

DECEMBER 2, 2019

They can capture that distribution by aligning with incumbents who can leverage enablers’ innovations. One of those areas, Rosen remarked, is the Neobank opportunity — one that he said is overfunded, and where venture capitalists have chased a significant number of firms with billions of dollars. It’s overfunded by a lot.”.

Investments 50

Investments Healthcare Startups Valuation 50

CFO News Room

NOVEMBER 15, 2022

Many stores, which came to rely on software-connected systems during the Covid-19 pandemic, are now leveraging these capabilities to eke out efficiencies that can help keep prices down amid stubbornly high inflation and rising interest rates, industry analysts said. Over the same period, investment dollars in IoT startups fell 57.2%

Startups 100

Startups Retail Economics Technology 100

Future CFO

APRIL 22, 2024

The right mix between remote [and] in-person office work is a constant investment,” Cheah says. He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. Finance impacts the rest of the business.”

Finance 98

Finance Budgeting Accounts Payable Concentration 98

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

Concentration 130

Concentration Investments Securities Currencies 130

Nerd's Eye View

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Also in industry news this week: Why many clients of robo-advisors are seeking out human advisors in the current market climate. Enjoy the ‘light’ reading!

Auditing 75

Auditing Planning Leverage Investments 75