CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

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

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

PYMNTS

APRIL 7, 2020

Few are investing energy in building taller silos for their data, bumpier and more friction-filled experiences for their customers, or slower and more opaque payments processes. Everyone wants to build a smoother, faster and more efficient financial services journey — that isn’t a point of disagreement or friction.

Leverage 83

Leverage Banking B2C B2B 83

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. When investing in FP&A software, you’ll want to be sure that it will run well for years to come, that it will run smoothly, and that it will operate well with current technology.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

FEBRUARY 26, 2020

Security standards have largely not kept up with such threats, according to a joint study from Javelin Research and Kount. The study also noted that only 27 percent of restaurants’ digital investments were focused on fraud mitigation, with establishments instead allocating resources to mobile ordering. Selecting the Target.

Leverage 56

Leverage Securities Accounting Retail 56

PYMNTS

MARCH 23, 2018

In financial services today, security and innovation can work with each other, and against each other. But customers’ constant demand for cutting-edge products and services is adding to the load of already heavy security burdens. Passwords remain commonplace, despite the evolution of security technology.

Securities 74

Securities Leverage Technology Banking 74

PYMNTS

APRIL 22, 2020

Approximately 95 percent of such firms leverage anti-fraud technology, Greg Firestone, vice president of data science at Allstate , told PYMNTS in a recent interview. The company leverages an AI-based solution to monitor and flag suspicious claims, but keeping an eye on future fraud trends still requires a human touch.

Leverage 80

Leverage Numbers Technology Investments 80

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Strategic Treasurer.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

OCTOBER 22, 2018

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. Tala, the consumer lending app in emerging markets, announced Monday (Oct.

Investments 77

Investments Marketing Financial Systems Leverage 77

CFO Plans

MAY 16, 2024

Learn How to Leverage Real-Time Data Cost-Effective Accounting Solutions for Businesses Traditional accounting software often requires significant upfront investments in hardware and licenses, along with ongoing maintenance costs. In contrast, SaaS-based solutions operate on a subscription model, making them more budget-friendly.

Accounting 52

Accounting Compliance Manufacturing CFO 52

Nerd's Eye View

MARCH 6, 2024

Additionally, when breaking down current conditions even further to factor in the impact of the returns on cash, dividend yields, expected tax rates, and corporate leverage, U.S. The good news, however, is that there are ways for advisors to address the current issue of high U.S. Read More.

Valuation 89

Valuation Economics Leverage Investments 89

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” 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.

Planning 130

Planning Auditing Investments Securities 130

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. And securing these endpoint devices is a must. Scalability. Integrated AI and e-commerce with digital marketing.

Budgeting 176

Budgeting Leadership Communication Leverage 176

PYMNTS

SEPTEMBER 21, 2018

To accelerate product innovation, trucking network Convoy has secured $185 million in Series C financing. Convoy has the potential to transform the trucking industry,” said CapitalG Partner David Lawee, who is joining the board of directors as part of the investment.

Securities 53

Securities Finance Leverage Investments 53

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

PYMNTS

FEBRUARY 7, 2020

Since POD is difficult to implement — it requires completely different back-end and front-end processes — we have built an interface that allows anyone to leverage the functionality and start building/growing their own retail brands around the world within minutes for free.”.

Securities 60

Securities Leverage Finance Technology 60

CFO Network

MARCH 11, 2024

Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges. This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

PYMNTS

SEPTEMBER 11, 2019

Nicolas Dinh , chief operating officer of year-old Canadian financial startup STACK , recently spoke with PYMNTS about the key forms of fraud that nascent mobile financial services firms face and how companies can leverage security technologies and partnerships to gain customers’ trust. Partnering With Established Players.

Securities 45

Securities Startups Compliance Budgeting 45

Future CFO

JULY 17, 2023

Corporate treasury actions for capitalising on improved cash management Reliable, high-cadence forecasting is boosted by these recommended treasury tactics for managing turbulence: 1) Invest excess cash in instruments with advantageous interest rates. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

MAY 4, 2020

Advances in technology are making consumer transactions seemingly more secure, but cybercriminals are still finding sophisticated ways to beat systems and commit financial fraud. This increase illustrates fraudsters’ efforts to leverage pandemic-related information to manipulate consumers.

Securities 56

Securities Risk Management Education Leverage 56

CFO Talks

FEBRUARY 9, 2024

In addition, the dynamic nature of cyber threats necessitates ongoing investment in cybersecurity technologies and talent. Implementing scalable and integrated security solutions can help optimise resource utilisation while providing adequate protection against cyber threats.

CFO 52

CFO Strategic Planning Leadership Education 52

CFO News Room

FEBRUARY 2, 2022

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

Concentration 130

Concentration Investments Securities Currencies 130

Future CFO

JULY 18, 2023

The Financial Stability Board groups entities in these less transparent and regulated parts of the financial system as other financial institutions (OFIs), which include investment funds, securities dealers, broker dealers, finance and leasing companies.

Banking 52

Banking Leverage Risk Management Financial Systems 52

PYMNTS

DECEMBER 12, 2018

Some of them do so when they register their bank account credentials to their Venmo accounts, or set up an investment account with Robinhood , savings account with Acorns or loan repayment details with LendingClub. The idea that a main-street bank will be the provider for everything is just outdated,” he said. The Trust Business.

Investments 59

Investments Banking Valuation Accounting 59

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0”

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Future CFO

MAY 22, 2024

As CFOs are in charge of managing finances , coordinating digital initiatives with financial objectives, and determining return on investment, they work with executives, oversee budgets for technology adoption, and assess the risks involved with digital initiatives. Such shifts include digital transformation, of course.

CFO 52

CFO Leadership Risk Management Communication 52

The Charity CFO

APRIL 18, 2024

These challenges include financial issues, data security compliance, and talent retention problems. Financial Sustainability For nonprofits, financial sustainability means the financial security to cover expenses and advance your mission. Implement staff and volunteer training on security best practices.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

PYMNTS

JULY 22, 2019

By partnering with Visa and IDEMIA, we have been able to leverage on best-in-class security features to safeguard our customers’ financial resources. We are supportive of the government’s efforts to modernize the payments infrastructure in Malaysia and will continue to invest in such initiatives.

Securities 43

Securities Banking Leverage Numbers 43

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

DECEMBER 7, 2023

This involves a meticulous evaluation of investment vulnerabilities and supply chain dependencies on the Chinese market. Strategic Diversification : Reducing reliance on China through diversification of investments and supply chains is a prudent step. Robust Liquidity Strategies : Maintaining a solid liquidity position is imperative.

Economics 52

Economics Currencies Communication Risk Management 52

CFO Thought Leader

DECEMBER 1, 2023

AI’s Role in FP&A and Security Concerns: Discussion on AI’s learning mechanisms, potential security risks. Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Future CFO

OCTOBER 2, 2023

The increase in spending on AI , including software, services, and hardware, reflects a shift to leveraging technology in companies’ operations, as well as in improving customer experience and keeping up with the ever-changing market. The IDC is forecasting a compound annual growth rate of 25.5% for the 2022-2027 period.

Leadership 52

Leadership Risk Management Forecasting Leverage 52

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. How CFOs can leverage AI 1. Factors such as data privacy, security, and ethical considerations must be addressed to ensure responsible and effective AI implementation.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

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

PYMNTS

AUGUST 4, 2017

All of this makes it even more surprising that alternative lending startups, by far, secured the greatest amount of investment this week – pushing half a billion dollars, in fact. PYMNTS breaks down the major AltFin investment rounds below, plus covers the other B2B FinTechs that were able to secure new funding.

Investments 43

Investments B2B Finance Restructuring 43

Nerd's Eye View

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning. How to set better health goals for 2023 and actually follow through on them.

Auditing 84

Auditing Planning Leverage Investments 84