Remove Leverage Remove Marketing Remove Numbers
article thumbnail

The Innovators 2025: Middle East

Global Finance

Geidea’s instant onboarding solution is particularly significant due to the rapid growth of digital-payment adoption across the region and the increasing number of microenterprises entering the formal economy. By facilitating quick onboarding for businesses of all sizes, Geidea supports scalable growth. QIC App| QATAR INSURANCE CO.

article thumbnail

OCBC: Leveraging Digital Cash Management Tools for 24/7 Banking

Global Finance

Business accounts have also evolved, with customers able to generate tokenized account numbers that add precision to transaction reconciliations. OCBC is the first bank in the market to create virtual accounts that can handle both collections and payments, providing customers with additional account management controls.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

article thumbnail

Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.

article thumbnail

How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Cash flow isn’t just about balancing numbers - it's about ensuring your organization is positioned for both immediate stability and long-term success. Go beyond traditional forecasting models, identifying key leverage points within your organization for liquidity, even in the most challenging environments.

article thumbnail

Turn Website Visitors Into Clients: A Structured Content Marketing Framework For Better Lead Generation

Nerd's Eye View

But for many advisors, the hardest part of creating a content marketing strategy is knowing where to start. This structured approach helps ensure that marketing efforts translate into measurable results rather than scattered content that fails to gain traction.

article thumbnail

Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

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