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
article thumbnail

Making AI Pay Off in Global Banking

Global Finance

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market.

Banking 105
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

Ep 40: From Constraints to Collaboration

CFO Thought Leader

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration.

article thumbnail

Milestones in strategic planning for business

Spreadym

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.

article thumbnail

How CFOs can leverage taxes strategically

Future CFO

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures.

article thumbnail

The Importance of Financial Resilience in Hospitality

CFO Plans

Leveraging Technology for Financial Management In today’s digital age, technology is a crucial asset for effective financial management for hospitality leaders. Such real-world examples highlight how strategic planning and creativity can turn financial challenges into opportunities for growth.

article thumbnail

Unlocking the Power of Data Storytelling for Nonprofits

The Charity CFO

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change.