CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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PYMNTS

MAY 27, 2016

. “The main customer benefits are certainty of timing, so you know when the payment is going to arrive and certainty of value,” Ed Metzger, head of innovation, technology and operations at Santander UK, told Reuters. He explained that this technology has the ability to make payments instantaneous.

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CFO Talks

MARCH 28, 2023

Before joining Taxdirect, he held senior managerial positions at Silverline Technologies and Solarlux Solutions. I would say it was just an issue of numbers because I also did maths and I was interested in calculations, so it was just a switch. This includes financial and management consulting, tax and payroll services.

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PYMNTS

FEBRUARY 13, 2019

Data integration between back-office platforms is now an essential component for businesses deciding to adopt a technology. “Integration in the technology space has gone from really hard, and in some cases impossible, to now very possible — but that doesn’t necessarily make it easy,” Love told PYMNTS in a recent interview.

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The CFO College

JUNE 3, 2021

As technology develops at breakneck speeds, some companies are under the impression that bookkeepers are no longer relevant, or that they are no longer able to provide valuable services. There are new documents and files that come in on a daily basis (invoices, AP, AR, receipts, etc). It could ultimately only be two clients away.

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PYMNTS

NOVEMBER 16, 2017

Not to mention, Wu said, he was running a tech-first company, so automating vendor payments using technology made cultural sense, as well. Meanwhile, Wu doesn’t have to triple-check his math anymore: All that tax compliance stuff is simply embedded into the system. “We

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CFO News Room

FEBRUARY 2, 2022

Once you’re in the door there, they do a really good job, in my opinion, of combining the personal element of what we do with their technology so that it’s not just an algorithm that’s matching some prospect to some advisor because of certain keywords. So, it’s a really good combination of human and technology.

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