Nerd's Eye View

DECEMBER 5, 2023

So, whether you're interested in learning about how to build associate advisor compensation plans and career tracks, how to leverage a multi-faceted marketing approach to generate client leads, or what it looks like to roll up into a larger RIA, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jeff Brown.

Planning 76

Planning Leverage Budgeting Marketing 76

Navigator SAP

OCTOBER 4, 2023

Enterprise resource planning (ERP) solutions shouldn’t be overlooked. The right distribution ERP software , like the one from Navigator Business Solutions (NBS), can help you optimize your supply chain by leveraging technology to improve the quality, efficiency, and performance of your operations.

Leverage 130

Leverage Planning Technology 130

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Leverage 83

Leverage Planning Technology Numbers 83

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. Thus, they communicate with C-Level executives differently and more frequently than in the past.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Future CFO

MARCH 2, 2023

Autonomous technology in finance will impact FP&A and controllership in three ways, as acceptance of these technologies among finance leaders is more prevalent, said Gartner recently. “80% The post Autonomous technology in finance to impact FP&A, controllership in three ways appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology Finance Forecasting 52

The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. The following are a few practical considerations as waves of new technology continue coming our way.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

PYMNTS

MAY 14, 2020

Technology firms worldwide are working to meet the growing demand for reliable, remote and digital ID verification. The solution uses biometric identification technology and AI-powered facial recognition scans to verify users’ identities, and the firm is providing 50,000 free scans to medical workers during the pandemic.

Planning 98

Planning Leverage Healthcare Technology 98

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

Planning 52

Planning Leverage Leadership Sales 52

PYMNTS

JANUARY 13, 2021

Transformation that would have unfolded over five years was compressed into less than five months,” said Sunil Sharma , Cargomatic’s chief product and technology officer, in a recent interview with PYMNTS. Geocoding's Accuracy And Insights.

Leverage 58

Leverage Transportation Manufacturing Communication 58

Navigator SAP

APRIL 28, 2023

In today's fast-paced and highly competitive business environment, companies must leverage technology to stay ahead of the competition. On that note, enterprise resource planning (ERP) systems are essential for managing complex business operations from production and supply chain management to financial reporting and analytics.

SAP 130

SAP Leverage Financial Reporting Planning 130

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Leverage 79

Leverage Leadership Communication Planning 79

Jedox Finance

OCTOBER 8, 2020

In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . To that end, clear and efficient scenario planning supports a deeper understanding of that process. The way you mitigate uncertainty is with planning, planning, and more planning.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Technology 130

Technology Planning Investments Leverage 130

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Collectiv

AUGUST 18, 2022

To succeed in a highly competitive business landscape, enterprises need a robust financial planning and forecasting strategy. Why Planning and Forecasting are Critical for Enterprises. Financial planning and forecasting go far beyond just day-to-day budgeting. Why Planning and Forecasting are Crucial for Power BI Users.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Finance 52

Strategic Treasurer

MAY 23, 2022

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors. Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. June 15 | 11:00 AM EDT. Register Now. Wednesday, June 15, 2022.

Treasury 52

Treasury Technology Prioritization Budgeting 52

PYMNTS

APRIL 25, 2017

To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans. To do so, the online retailer will leverage Mirakl’s B2C Marketplace Platform. The company reports plans to add an additional 100,000 products shortly.

Leverage 40

Leverage Retail Planning B2C 40

PYMNTS

SEPTEMBER 23, 2020

The feature, powered by Google 's Flight Search enterprise technology, can be accessed on the company's website. United Airlines has launched an interactive map feature, Map Search , to let users access flight times, prices and other data, according to a company blog post.

Planning 108

Planning Budgeting Leverage Technology 108

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

PYMNTS

APRIL 21, 2019

In a press relase , the companies said they are investing $1 billion in Uber Technologies’ Advanced Technologies Group or Uber ATG. The development of automated driving technology will transform transportation as we know it, making our streets safer and our cities more livable.

Technology 72

Technology Transportation Valuation Investments 72

CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

APRIL 24, 2024

Given the imperative to accelerate digital transformation across industries, CFOs and finance teams need to get better at adopting new technologies and driving the integration needed to make these work optimally. Meanwhile, process mining capabilities provide deeper insights into daily finance operations to drive workflow improvements.

SAP 98

SAP Finance Invoicing CFO 98

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 86

Education Leverage Planning Investments 86

Jedox Finance

JANUARY 13, 2023

Why is it so difficult to build an operational plan that not only keeps pace with changing priorities but also adds meaningful business value? The answer is simple: most organizations use financial planning solutions that lack the adaptability, integration, and simplicity that high-performing teams need to collaborate effectively.

Planning 52

Planning Prioritization Forecasting Budgeting 52

Centage

JULY 19, 2023

Many organizations integrate updated technology to do everything from streamlining processes to facilitating marketing and sales initiatives. It also allows users to leverage data in visually appealing charts and graphs (making it easier for others to absorb and understand). They can make it difficult to: Adjust plans.

Budgeting 52

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

Jedox Finance

JULY 23, 2019

You do not have to be a data scientist to recognize the impact of technology on FP&A is and will continue to be significant. One of the biggest challenges of automation (Robotic Process Automation) and artificial intelligence/machine learning technologies is our current mindset. Exploring the technology opportunities in FP&A.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Network

MARCH 11, 2024

Forecasting for Financial Resilience Forecasting and planning are essential components of effective cash flow management for SMBs. Regularly updating cash flow forecasts based on actual performance and adjusting plans accordingly can help SMBs stay agile and resilient in changing market conditions.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

PYMNTS

JANUARY 15, 2020

Chinese tech giant Alibaba has an Olympic sponsorship deal that’s worth hundreds of millions of dollars, and the company said it plans to use its technology to change and improve the way the Olympics operate, according to a report by the Associated Press. We also like to leverage our technology to help transform and upgrade the games.

Planning 52

Planning Leverage Technology Finance 52

Jedox Finance

APRIL 23, 2020

Headquartered on the West Coast, Spectrum Technologies’ shares their unique insights on a fast-growing sector of enterprise performance management in our new 2-part series. Ability to rollout complex compensation plans to best align sales behavior with business goals. Data-driven analytics to speed up decisions and actions.

Sales 52

Sales Planning B2B Forecasting 52

Future CFO

OCTOBER 28, 2020

In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. To that end, clear and efficient scenario planning supports a deeper understanding of that process. The way you mitigate uncertainty is with planning, planning, and more planning.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Leverage Communication 40

CFO News Room

JANUARY 24, 2023

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Jennifer Climo.

Practice Management 130

Practice Management Planning Communication Leverage 130

Future CFO

APRIL 16, 2024

The factor that is technology Ivan says the rapid adoption of technology is enabling transformation , and finance teams are increasingly finding themselves in a ‘constant flux’ of innovation and change. Firstly, this entails dealing with a workforce that is more remote than the current arrangement,” Ivan explains.

Finance 98

Finance Construction Technology Treasury 98

PYMNTS

JULY 26, 2020

Avanti Financial Group said in a press release that it has received permission from the Wyoming Division of Banking to begin operating in the state as a bank as early as October and plans to offer a real-time settlement solution for corporate treasurers. The new banking options are largely built around blockchain technologies.

Planning 61

Planning Currencies Leverage Banking 61

PYMNTS

MAY 25, 2018

Touted by observers and industry players as one of the top trends that could impact medical billing and data management for 2018, the technology is increasingly being viewed as part of the path to better efficiency in payments. No matter the technology, companies hoping to make profits in healthcare payments have a tough road.

Healthcare 66

Healthcare Technology Practice Management Forecasting 66

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 92

Planning Technology Leverage Investments 92

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. The challenge is in integrating new technologies such as generative artificial intelligence in the organisation's business models and assessing the total cost of risk at multiple levels.

CFO 52

CFO Risk Management Leverage Strategic Planning 52