CFO Plans

JANUARY 27, 2025

By tailoring product development and customer service efforts toward these segments, they increased customer retention by 20% and significantly boosted sales. This involves making informed, strategic decisions that prioritize financial efficiency without sacrificing quality or customer satisfaction.

Prioritization 52

Prioritization CFO Concentration Planning 52

E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. To capture these gains, firms align go-to-market strategies, integrate sales teams, and streamline customer onboarding. Sponsors validate fit by mapping customer types, sales channel compatibility, and workflow alignment before committing capital.

52

52

PYMNTS

NOVEMBER 3, 2016

The Canada-based eCommerce vendor announced that its Q3 sales totaled $99.6 We continued to expand revenue at an exceptional pace and once again delivered operating leverage. The company also confirmed that the value of the goods sold through the merchant sites on its platform increased 100 percent to $3.8 million in Q3 2015.

eCommerce 75

eCommerce Sales Prioritization CFO 75

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales 141

Sales eCommerce Prioritization Invoicing 141

Trade Credit & Liquidity Management

JUNE 12, 2025

Sales inched up +0.2% Service-based small businesses led growth: Service sales rose +3.9% Restaurant sales among small businesses increased by +1.8% Restaurant sales among small businesses increased by +1.8% Retail sales grew modestly year-over-year (+0.9%), but declined -1.0% despite ongoing economic uncertainty.

Benchmarking 52

Benchmarking Economics Sales Prioritization 52

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage 98

Leverage Prioritization Sales Education 98

E78 Partners

MARCH 21, 2025

By leveraging a structured post-merger integration plan, organizations can accelerate value realization, maintain stability, and build a strong foundation for long-term success. Sales and Marketing: Aligns branding, customer communication, and positioning. Prioritize integration areas based on synergy potential and risk.

Leadership 52

Leadership Communication Prioritization Compliance 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. The policy should consider your company’s risk tolerance, revenue, and profit objectives while supporting the sales and cash forecasts.

Invoicing 52

Invoicing Sales Accounting Securities 52

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

PYMNTS

JULY 23, 2020

Guests should be rewarded every time they identify themselves at a point of sale. The most successful omnichannel programs are prioritizing mobile apps, naturally, which are powerful handheld tools for engaging customers, building awareness and driving volume. Restaurants Readying.

Leverage 56

Leverage Prioritization Sales Investments 56

CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. How do you prioritize them? It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

Trade Credit & Liquidity Management

MAY 28, 2025

Here’s a look at how to identify beneficial opportunities, prepare for impactful visits, and leverage face-to-face or virtual meetings to build strong, lasting partnerships. Including the Sales Representative will also demonstrate your credit and finance’s support of sales objectives.

Investments 52

Investments Communication Problem Solving Sales 52

PYMNTS

NOVEMBER 11, 2016

That’s why marketers will be leveraging mobile in their holiday shopping strategies this year, with new and creative strategies that focus more on omnichannel solutions and less on generic mobile coupons. About the same number plan on prioritizing social media apps such as Instagram and Snapchat. percent increase in sales this year.

Marketing 75

Marketing Leverage Prioritization Retail 75

E78 Partners

MAY 16, 2025

We leverage managed services to drive integration speed, cost efficiency, and long-term scalability. Prioritizing user experience and operational efficiency is key while also ensuring business continuity across functions like finance, HR, and sales. Which systems are business-critical?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance Prioritization Securities 52

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Trade Credit & Liquidity Management

APRIL 25, 2025

Photo by Rafael Ishkhanyan on Unsplash ) Unfortunately, the Credit Manager’s role is often misperceived by the Sales team. Be a hero by showing Sales and other stakeholders how you can help them develop “smart” revenue and profit opportunities. Changing Perceptions Savvy credit executives can change that perception.

Sales 52

Sales Profit and Loss Communication Credit Risk 52

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. But, what does an AI-first financial institution look like?

Leverage 93

Leverage Risk Management Concentration Compliance 93

CFO Thought Leader

FEBRUARY 24, 2024

Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of The Beachbody Company, Emma Brown of Medius and David Freeman of Starburst share their experiences in cutting costs, enhancing digital experiences, and repositioning product offerings as key strategies for revival and expansion.

Prioritization 52

Prioritization CFO Financial Systems Sales 52

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Prioritize Tasks: Use tools like to-do lists or digital planners to prioritize tasks based on urgency and importance. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Global Finance

SEPTEMBER 6, 2024

GF: How do you prioritize customer feedback and incorporate it into product development? We have seamlessly integrated customer feedback management into our product development process, leveraging customer data, artificial intelligence [AI] and tools like Medallia and Fullstory. Overall, we have more than 50 AI models in production.

Banking 52

Banking Prioritization Leverage Finance 52

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. The key is to right-size your borrowing to give you the financial leverage you need without overextending.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

PYMNTS

JANUARY 20, 2021

As more shopping accelerates online, retailers are facing pressure to prioritize eCommerce improvements that enhance the entire consumer shopping journey while also driving bottom-line sales for their businesses.”.

Retail 83

Retail Prioritization eCommerce Leverage 83

PYMNTS

JANUARY 20, 2021

Payment capabilities and related financial services are increasingly being embedded into software that enables both buyers and sellers to minimize friction at the point of sale, enhance engagement and drive higher margins. I hope we can leverage that urgency to prioritize a lot more examples of embedded finance on the B2B side in 2021.

B2C 70

B2C B2B Currencies Invoicing 70

Centage

SEPTEMBER 11, 2023

You must prioritize the ones that have the most significant impact on your business. Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. As you’re looking at your budget variance analysis, focus on the following types.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

MAY 6, 2020

Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved. We are going to be able to be a little bit more cautious because our retail folks are actually adding value from home helping out with member experience and inside sales,” he said. percent year-over-year.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

PYMNTS

JANUARY 7, 2020

After all, many businesses look first to their MSPs, including acquirers and independent sales organizations (ISOs), to connect them to the vast and growing digital ecosystem. based MSPs, including acquirers, independent sales organizations (ISOs), payment facilitators and payment gateways.

Prioritization 53

Prioritization Leverage Sales Planning 53

PYMNTS

JULY 7, 2020

This includes prioritizing a truly seamless experience and choices like in-store pickup, curbside delivery, and expedited shipping at no additional cost. consumers want to pay at the point of sale (POS) to provide retailers with more clarity on closing the gap between digital and physical shopping experiences.

Retail 66

Retail Prioritization eCommerce Leverage 66

PYMNTS

JULY 13, 2020

For consumers, that often means prioritizing their purchases with their local stores to help keep them afloat. By leveraging PayPal’s existing suite of offerings for both merchant and consumer, de Geer said the companies together are well-positioned to support the ecosystem. A Future-Proofing Path.

Leverage 73

Leverage Prioritization Technology eCommerce 73

PYMNTS

JULY 22, 2020

“We leverage these insights to provide quicker and more cost-efficient financing to suppliers much earlier in the cycle, as compared to conventional post-shipment supplier financing programs.

Finance 53

Finance Banking Reconciliations Prioritization 53

PYMNTS

APRIL 21, 2020

Fagan said the numbers reflect a shift in consumer confidence about their own economic well-being, and as a result show prioritization in how and where they spend. Debit is continuing as the preferred payment form over credit, reflecting a persistent caution about leverage as job losses mount. The Shift In Payments.

Prioritization 67

Prioritization Entertainment Sales Leverage 67

PYMNTS

FEBRUARY 10, 2017

The outlook isn’t stellar either, as Moody’s projects the sales decline for department stores to continue into continue in 2017. Penney, saw negative comparable sales in the last three months of 2016. According to Moody’s data, internet purchases currently account for about 20 percent of department stores’ sales.

Prioritization 46

Prioritization Forecasting eCommerce Leverage 46

PYMNTS

JUNE 12, 2019

More than 100 Goodwill store locations ranging from New York to San Francisco are uploading products like collectibles, clothing and furniture to the platform to drive in-store and online sales. With the tie-up, the items are listed under handles for regional Goodwill locations.

eCommerce 58

eCommerce Prioritization Auditing Sales 58

PYMNTS

AUGUST 19, 2019

Chipotle is on the route to recovery after suffering setbacks due to food safety concerns, falling sales – oh, and an April data breach. Third-party ordering provider ChowNow also leverages AI and ML to analyze each transaction conducted on its app and cross-references it with other transactions to determine its legitimacy. Chipotle

Securities 63

Securities Prioritization Accounting Retail 63

PYMNTS

MARCH 2, 2020

Banks worldwide are leveraging various tools and technologies as they move toward digital-first branch locations. Banks need to prioritize both customer-facing and back-end efforts, rather than emphasizing one or the other, to achieve that necessary balance.

Prioritization 67

Prioritization Banking Accounting Education 67

Global Finance

JUNE 6, 2024

Innovation: Digital Transformation Company: Kapital Bank Kapital Bank has been leading the charge in Azerbaijan’s digital transformation, where 50% of its loan sales are now online. Banco do Brasil’s Digital Compliance project leverages AI technology to create a more efficient process.

Construction 109

Construction Compliance Cash Management Banking 109

PYMNTS

JANUARY 14, 2020

Ton stressed that it takes courage and conviction for retail leaders to make changes and create processes that prioritize employees and customers, but that change is possible. And that was a significant deficit, he said, because sales staff are generally highly knowledgeable about the products and enthusiastic about the brand.

Retail 52

Retail Prioritization Technology eCommerce 52

PYMNTS

SEPTEMBER 17, 2018

To prioritize certain payment methods, HomeAway finds out which methods are highest in demand by utilizing consumer data and analytics. “We The pair has leveraged insights from its customer data and analytics tools, which have helped the company offer stronger security during the payment experience, without making it cumbersome.

Prioritization 49

Prioritization Currencies Securities Compliance 49