Nerd's Eye View

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 90

Leverage Planning Investments Numbers 90

The SaaS CFO

MAY 28, 2020

The post SaaS Operating Leverage appeared first on The SaaS CFO. With this financial focus, there are two ways that I think about profitability and margins. I manage my P&L by splitting it into two distinct sections. The first section, or top half, […].

Leverage 85

Leverage CFO 85

CFO News Room

SEPTEMBER 6, 2022

So, I even saw how the sausage was made in creating and redeeming leveraged ETFs. “So, I want to be able to leverage myself up as a solo enough to still drive good dollars. And one of the investment banks I worked at, they were one of the authorized participants for a large ETF provider. Michael: Oh, man.

Leverage 130

Leverage Planning Tax Planning Investments 130

CFO News Room

OCTOBER 25, 2022

In this episode, we talk in-depth about how, as Chad focused increasingly on serving a niche of Gen X and Gen Y physicians, he noticed an increasingly large overlap in the types of financial planning issues he was solving client after client that led him to a systematized surge approach to client review meetings, how almost reaching a point of burnout (..)

Leverage 130

Leverage Planning Numbers Budgeting 130

CFO News Room

OCTOBER 11, 2022

Michael: I’m really looking forward to today’s discussion, and what to me is an interesting phenomenon of how we leverage ourselves efficiently as advisors. The team is still, how do I leverage myself to the maximum with the right support team around me? .” Libby: Well, thank you so much for having me. Libby: Yeah.

Leverage 130

Leverage Planning Investments Sales 130

CFO News

APRIL 19, 2023

CFOs need to ensure that the technology serves the interests of all stakeholders, uses high-quality data, safeguards against rogue use and attacks, protects user data, and avoids harm to people, property, and the environment.

Leverage 104

Leverage Technology 104

CFO Dive

MAY 26, 2023

Leveraging intelligent automation to process invoices can help, Steven Cronin writes. CFOs are under growing pressure to drive efficiencies at zero cost.

Accounts Payable 239

Accounts Payable Accounting Invoicing Leverage 239

CFO News

JANUARY 5, 2023

India is in a relative "bright spot" in the world economy, but needs to leverage its existing strength in services exports and extend it to job-rich manufacturing exports, a top official at the International Monetary Fund (IMF) said on Friday. "India

Leverage 52

Leverage Manufacturing 52

Future CFO

JANUARY 9, 2023

The post Asia Pacific credit outlook stable as growth and leverage stabilise appeared first on FutureCFO. Furthermore, domestic political and geopolitical risks, in particular rising US-China tensions, could also threaten the stable credit outlook for the region's sovereigns, the firm added.

Leverage 52

Leverage Currencies Economics Finance 52

CFO Dive

AUGUST 1, 2022

As companies continue to face challenges in mobile communications — from both an administrative and budget perspective — better solutions are sorely needed.

Communication 130

Communication Leverage Technology Budgeting 130

CFO News Room

OCTOBER 26, 2022

The location of low-cost labor largely shaped today’s global supply chains. But that has changed dramatically in the past five years.

Leverage 100

Leverage Manufacturing Treasury Restructuring 100

Centage

NOVEMBER 16, 2022

The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage. For more information on how to modernize your FP&A process , view our product demonstration video , or call 800-366-5111.

Financial Reporting 78

Financial Reporting Leverage Forecasting Finance 78

CFO Dive

MAY 15, 2023

A strategic CFO can elevate your organization by helping you navigate the complexities of growth initiatives, minimizing costs, and leveraging technology.

CFO 215

CFO Leverage Technology 215

Collectiv

JULY 13, 2022

Our well-rounded training programs empower your team so they can confidently use Power BI to help your organization automate reporting and leverage the power of data to inform accurate decision-making. How are Others Leveraging Power BI Training for Success? How Does Power BI Training Benefit Enterprises?

Leverage 52

Leverage Leadership Education Investments 52

Navigator SAP

APRIL 8, 2023

Field services organizations can leverage advanced ERP solutions to improve efficiency, responsiveness, and business intelligence, using a framework such as SAP S/4 HANA Cloud to manage data, reporting, analytics, and forecasting across their enterprise.

SAP 246

SAP Forecasting Leverage 246

Mckinsey and Company

MAY 15, 2023

Travis Katz, CEO of BrightDrop, shares how he navigates the challenges of developing a cutting-edge enterprise, while strategically leveraging GM’s powerhouse capabilities and maintaining agility every step of the way.

Leverage 182

Leverage 182

Mckinsey and Company

MARCH 27, 2023

By focusing on growth, resilience, and sustainability, dairy processors have an opportunity to leverage momentum and engage consumers and customers with a unified story.

Leverage 243

Leverage Strategic Planning Planning 243

Mckinsey and Company

JANUARY 26, 2023

After years of client impact, two McKinsey senior partners write the playbook for leveraging disappearing sector siloes into a multitrillion-dollar ecosystem strategy.

Leverage 275

Leverage Retail 275

CFO Dive

MARCH 7, 2023

The majority of leaders at financial institutions say interest rates will drive business model guidance this year but few are leveraging financial data to support these changes.

Finance 252

Finance Banking Financial Data Leverage 252

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 Technology Numbers Accounting 80

Nerd's Eye View

SEPTEMBER 6, 2022

So, whether you’re interested in learning about why Andy decided to become a financial planner after seeing the benefits it provides to clients and their financial futures, how Andy leveraged the connections he made through his Facebook group to turn prospects into clients, or why Andy decided to add a tax planning focus to create a stronger (..)

Leverage 98

Leverage Tax Planning Corporate Finance Planning 98

PYMNTS

APRIL 7, 2020

What we’re trying to do is leverage open banking to replicate a FedEx or Amazon experience where businesses know where their payment is at any given point of time, so they have real-time cash flow positioning.”.

Banking 83

Banking Leverage Invoicing B2B 83

Mckinsey and Company

NOVEMBER 22, 2022

Digital-compatibility checks leveraging “rules as code” could help. Legislation governing public services can affect the potential for digitization.

Leverage 268

Leverage 268

PYMNTS

JANUARY 13, 2021

Cargomatic, which connects shippers looking to move freight with drivers from local trucking companies and owner-operators, leverages geocoding data to connect them and provide delivery tracking. The technology is expected not only to improve the economics for all parties, but also to reduce delivery networks’ carbon footprints, Sharma said.

Leverage 58

Leverage Transportation Retail Manufacturing 58

PYMNTS

JULY 17, 2020

Integrated solutions and other offerings that leverage these common information sharing systems to provide beginning-to-end transit payments options can bridge the gaps between localized systems, paving the way for smoother travels. There is currently no universal payment layer that can enable access to all transit options within the U.S.,

Leverage 60

Leverage Transportation Planning Accounting 60

Mckinsey and Company

JUNE 22, 2022

Africa’s climate resilience can be strengthened by redefining its economic model to leverage natural capital and designing financial systems to redirect critical nature-based investments.

Financial Systems 292

Financial Systems Economics Leverage Investments 292

The Finance Weekly

OCTOBER 13, 2021

Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Thus, they communicate with C-Level executives differently and more frequently than in the past. A prime example of such innovations is of course CPM software.

Leverage 52

Leverage CFO Accounts Payable Finance 52

Mckinsey and Company

OCTOBER 10, 2022

Companies can leverage digital twins in a way that delivers significant value today—while building the engine for the enterprise metaverse of tomorrow.

Leverage 278

Leverage 278

CFO Dive

NOVEMBER 16, 2022

A record number of initial public offerings last year reduced the supply of CFO talent, giving seasoned executives such as Matthew Garth leverage in job negotiations.

CFO 242

CFO Leverage Numbers 242

Mckinsey and Company

APRIL 27, 2022

With customers increasingly moving their service interactions onto social media, companies have an opportunity to leverage these channels to differentiate their service experience.

Leverage 300

Leverage 300

Mckinsey and Company

FEBRUARY 6, 2023

Road freight carriers and brokers could improve EBIT by 15 to 30 percent by leveraging data for decision making—here’s how.

Leverage 221

Leverage 221

Mckinsey and Company

DECEMBER 5, 2022

McKinsey Global Institute partner Jeongmin Seong tells us more about how businesses can leverage global networks and flows to capture opportunities for innovation and growth.

Leverage 217

Leverage 217

Mckinsey and Company

MARCH 15, 2023

We’ve leveraged data from more than 1,700 teams to understand the relationship between capabilities and performance outcomes.

Leverage 182

Leverage 182

Mckinsey and Company

OCTOBER 11, 2022

Leveraging digital and analytics advances can unlock significant value for biopharma companies through gains in quality, speed, agility, and resilience.

Manufacturing 236

Manufacturing Leverage 236

PYMNTS

FEBRUARY 26, 2020

Many chains have thus been turning to fraud detection programs driven by artificial intelligence (AI) to make the most of their limited prevention resources, leveraging various techniques to stop bad actors’ advances. Many AI-based fraud detection solutions also leverage machine learning (ML), which allows the system to learn on its own.

Leverage 56

Leverage Securities Accounting Retail 56