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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice

Nerd's Eye View

Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.

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Stay Ahead of the Technology Curve with AI and Process Automation

CFO Strategic Partners

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. 5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

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Embracing Flexibility in Leadership Roles: A Skill Every CFO Needs 

CFO Talks

Here’s why: The Pace of Change is Unprecedented In today’s world, technologies evolve rapidly, markets shift overnight, and customer needs are constantly changing. Adopting New Technologies Let’s say your company’s traditional financial tools are no longer meeting your needs.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

When facing professional challenges, my approach is centred around maintaining a problem-solving mindset and a proactive attitude. This helps in developing a well-informed strategy to tackle the problem. I completed all my degrees through part-time, online study while working full-time and raising children.

CFO 98
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Prevailing in the war on talent in Finance

Future CFO

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91
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CIMA unveils upgraded CGMA professional qualification for modern finance

Future CFO

CIMA seeks to meet the growing expectations of modern finance professionals to be high-performance finance business partners capable of utilising technology and applying critical thinking skills, with an emphasis on applied problem solving. The move comes following the findings of AICPA & CIMAs Future of Finance 2.0

Finance 52
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Onwards to 2025: How the accountancy profession gears up

Future CFO

The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles. This, of course, involves the adoption of technological advancements such as artificial intelligence within the team.