Global Finance

DECEMBER 27, 2024

New technologies promise vast increases in growth and efficiency. Disruptive technologies are not only reshaping the business landscape, but forcing CFOs to rapidly evolve their strategies and embrace innovation. They need to understand what capabilities and return-on-investment will be delivered. CAGR to 2034.

Technology 111

Technology Finance Leverage Investments 111

CFA Institute

JANUARY 8, 2025

Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.

Technology 52

Technology Investments Economics Finance 52

CFA Institute

JANUARY 7, 2025

He is pursuing a PhD at CentraleSupélec, specializing in natural language processing to develop decision models for financial market investments. He has more than 15 years' experience in investment management and research. Baptiste Lefort is a data scientist and PhD student.

Investments 52

Investments Economics Risk Management Leadership 52

Global Finance

DECEMBER 16, 2024

As AI is piloted and adopted across all aspects of the personal and business banking landscape, Global Finance held a Digital Banking and AI Innovation panel in London with global financial industry leaders to explore the impact of new technologies and how to incorporate them in a way that creates a win-win for all stakeholders.

Banking 105

Banking Finance Leverage Technology 105

Future CFO

NOVEMBER 26, 2024

The future of technology emerged as the top risk of concern of today and tomorrow for organisations in the Asia-Pacific region, according to a recent survey by advisory, broking, and solutions company WTW. This finding came even considering the role of artificial intelligence (AI) and technology in driving change in the next 10 years.

Technology 52

Technology Finance Investments Planning 52

CFO News

MARCH 4, 2025

The insurer has achieved a ninefold increase in policy issuance while reducing headcount by 20 per cent, through technology investments. CFO Gopal Balachandran outlines the companys focus on health insurance expansion, regulatory compliance, IFRS 17 preparedness, and its approach to profitability and risk management.

IFRS 45

IFRS CFO Investments Risk Management 45

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions. This includes the Kinexys by J.P.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

CFA Institute

MAY 14, 2025

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 52

Investments Business Analytics Communication Valuation 52

Future CFO

FEBRUARY 14, 2025

As businesses navigate their way around various technological advancements, finance teams are faced with the task to integrate analytics and automation into their existing processes, determining at the same time which specific system to transform first for maximum operational impact.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Future CFO

JUNE 1, 2025

Treasury operations in Asia, particularly Southeast Asia, in 2025 and 2026 are navigating a complex and evolving landscape shaped by economic, geopolitical, and technological forces. Companies increasingly adopt digital tools to improve cash flow forecasting, automate reconciliation, and manage liquidity more effectively," he adds.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

Global Finance

JUNE 5, 2025

GF : Where does technology and innovation have the biggest impact within finance? Our technology, products, and processes facilitate access to trade finance, which is key to facilitating trade flows. With big data and AI, we are optimizing key processes, automating compliance checks, and enhancing risk management.

Risk Management 59

Risk Management Finance Leverage Economics 59

Future CFO

FEBRUARY 7, 2024

Delving into the key trends shaping the treasury landscape in 2024, the focus is on themes such as staffing challenges, macroeconomic risks, technology adoption, and strategic financial management. Staffing challenges and technology adoption Staffing emerges as a central theme for corporate treasurers.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

Global Finance

JUNE 5, 2025

We are reengineering our processes by integrating advanced digital solutions, from automated cash management to robust API connectivity. So we automate manual processes and integrate systems to improve efficiency and risk management. This collaboration starts with our clients as they help shape our product-development road map.

Currencies 66

Currencies Treasury Cash Management SAP 66

CFO Thought Leader

JUNE 11, 2025

We’re also embedding our technology more and more into the SAP technology,” Ho tells us, noting that when he joined, the two platforms were sold separately. We’re also embedding our technology more and more into SAP’s technology stack, which makes it easier to sell. First, we don’t take credit risk ourselves.

SAP 52

SAP CFO Risk Management Invoicing 52

CFO Talks

JULY 23, 2024

This article aims to provide practical, actionable insights into effective risk management strategies that you can implement within your organization. Understanding Risk Management in the CFO Role Risk management is an integral part of the CFO’s stewardship role.

Risk Management 52

Risk Management CFO Compliance Communication 52

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. Gain Approval - Present the plan to management with expected benefits. Continuously refine models with updated data.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

Future CFO

DECEMBER 21, 2023

Providing support to an organisation's finance team is a must in intensifying the focus on risk management. In the Association of Chartered Certified Accountants' Rethinking Public Financial Management report, 73.4% of respondents believed risks to their organisations would increase in the future.

Risk Management 52

Risk Management Finance Leadership Communication 52

CFO Plans

OCTOBER 29, 2024

This proactive approach not only aids in financial risk management but also equips businesses with the foresight needed to navigate uncertainties confidently. A Comprehensive Approach to Risk Mitigation Risk mitigation for businesses involves a holistic approach that encompasses both financial and operational aspects.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFA Institute

APRIL 24, 2025

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. He also studied in a doctoral program in Civil Engineering at Georgia Institute of Technology.

Valuation 52

Valuation Risk Management Investments Finance 52

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Global Finance

MARCH 21, 2025

From great-power competition to technological shifts and a fractured trade order, todays volatility is reshaping global business. Jones : One of the features of this landscape is that geopolitical risk, but also geopolitical opportunity is to be found across almost all geographies at the moment.

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFA Institute

AUGUST 10, 2023

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. He also studied in a doctoral program in Civil Engineering at Georgia Institute of Technology.

Marketing 52

Marketing Valuation Risk Management Investments 52

Global Finance

JUNE 3, 2025

The findings come as artificial intelligence (AI) is emerging as a crucial technology for banks, and demand for the technology is expected to become fierce. The demand for technology talent, particularly in AI and cloud infrastructure, is intensifying. Governments are doing their part too to bridge the talent gap.

Banking 52

Banking Compliance Education Risk Management 52

Global Finance

DECEMBER 9, 2024

Paula Leynes Felipe, Regional Manager, Upstream and Advisory, Eastern and Southern Africa, Financial Institutions Group, International Finance Corporation. She led the Risk Management Practice Group in IFC Asia prior to her mangerial role in Africa. But were still sitting at the 3% levels. We need foreign savings.

Marketing 98

Marketing Banking Finance Profit and Loss 98

Future CFO

APRIL 25, 2024

Affin Bank’s Vision is to be the most creative Financial company in Malaysia: creative in terms of innovation and technology, creative in terms of unrivalled customer service and creating value for our shareholders, customers, and people, explained Rodrigues.

Technology 94

Technology CFO Banking Communication 94

Future CFO

DECEMBER 4, 2024

Developing specialised expertise expertise—whether in fundraising, M&A, technological transformation, or another key area—can set you apart as a leader.” This requires expertise beyond finance, including knowledge of the global economy, market trends, laws and regulations, business strategy, and emerging technologies.”

Finance 98

Finance Leadership Problem Solving Benchmarking 98

Future CFO

APRIL 7, 2025

Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders. Access to sustainable finance also helps businesses offset upfront costs associated with green investments.

Compliance 52

Compliance Leverage Finance Risk Management 52

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. Indeed, the winners of the Best Private Banks awards for the Middle East provide first-class private banking products and services supported by advanced technology.

Banking 52

Banking Concentration Investments Risk Management 52

Future CFO

MARCH 10, 2025

Current industry research suggests that AI technologies are gaining traction among finance professionals navigating a complex landscape marked by rapid change. However, the adoption rate varies significantly across the region, influenced by technological maturity and cultural attitudes towards innovation.

Finance 52

Finance Invoicing Compliance Leverage 52

Global Finance

MARCH 4, 2025

Among other things, a fractured economy is characterized by increased trade barriers and tariffs, geopolitical tensions and shifts to specific trading blocks (like US vs China), changing investment patterns, and supply chain disruptions. Global corporate investment patterns will also be impacted.

Economics 75

Economics Forecasting CFO Investments 75

Future CFO

DECEMBER 11, 2024

Regulatory Demands : Banks must prioritise IT investments amidst growing regulatory requirements, particularly in anti-money laundering (AML) and cybersecurity. Technological Disruption : The emergence of new technologies, including generative AI, requires banks to adapt quickly.

Banking 52

Banking Risk Management Compliance Investments 52

Future CFO

MARCH 12, 2025

That is why it is only customary that chief finance officers and finance leaders have mastered how to get around risks, handling the evolving landscape of fraud and payments to always be prepared amid emerging technologies and shifting regulatory demands. Today, this approach is bolstered by AI and machine learning.

Risk Management 52

Risk Management Finance Leverage Sales 52

Global Finance

JUNE 9, 2025

The bank has also taken a proactive approach to risk management by implementing NedCreditAnalysis, a tool that uses Gen AI to extract and analyze relevant information from financial documents for credit decisions in various products. Instead, they invested in individual companies or in funds targeting a broader index.

Leverage 52

Leverage Banking Accounting Risk Management 52

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization 52

Prioritization Risk Management Leadership Communication 52

Future CFO

SEPTEMBER 2, 2024

The analyst further suggests that application leaders must understand the technologies and frameworks that underpin a composable approach to set the scene for AI-enabled wins. For example, AI automates risk management and cash forecasting processes using machine learning to generate more accurate and timely predictions,” he elaborates.

Compliance 116

Compliance Leverage Forecasting Risk Management 116