PYMNTS

NOVEMBER 24, 2020

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. Embr Labs On Reducing Cart Abandonment, Boosting Sales Using Text Messaging. About The Tracker.

Sales 108

Sales Leverage Securities Banking 108

Navigator SAP

MARCH 11, 2022

Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? ERP solutions hold vast amounts of data from all of your business operations—ranging from accounting to manufacturing to human resources and beyond—in one central place.

Communication 244

Communication Leverage Forecasting Manufacturing 244

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. David Eckstein (Vanta): Advocates for experimenting with AI tools while showcasing their role in sales efficiency and operational improvements.

Technology 52

Technology CFO Leverage Finance 52

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 89

Compliance Accounting SAP Invoicing 89

PYMNTS

NOVEMBER 20, 2019

Citi noted traditional methods of cross-border accounts receivable are inefficient, involving multiple collections service providers with silos between invoicing, collection and reconciliation. Citi is deploying its localized payments services and FX offering to streamline the collections process.

Accounting 83

Accounting Reconciliations Invoicing Currencies 83

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 Prioritization eCommerce Invoicing 141

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. This means decisions can be made quickly, without waiting for accountants to prepare reports.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

PYMNTS

NOVEMBER 13, 2020

Satyan Merchant, senior vice president and automotive business leader at TransUnion, said that “while the overall percentage of auto accounts leveraging financial accommodation programs has been declining, there were approximately 3.8 million auto accounts in some form of accommodation at the end of September.”.

Sales 85

Sales Banking Manufacturing Transportation 85

PYMNTS

DECEMBER 4, 2020

vehicle sales seem startling, but industry experts say it doesn’t accurately reflect the industry’s true state. car sales is still intact. Surge in Online Sales and Financing. For instance, Mercedes Benz has said it expects 25 percent of its passenger car sales to be made online by 2025.

Sales 73

Sales Leverage eCommerce Economics 73

The Finance Weekly

FEBRUARY 23, 2025

For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. How to improve with data: Connect FP&A tools with accounting systems for automated, error-free data transfers. Leverage FP&A software for real-time tracking and forecasting.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

JULY 31, 2023

This new post provides a deeper look at how the leasing of medical equipment along with other bundled services or products presents particular challenges for meshing contracts and lessor accounting with DSE management and revenue recognition. According to Allied Market Research, "The global medical equipment rental market was valued at $56.0

Accounting 70

Accounting SAP GAAP IFRS 70

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

Musings on Markets

FEBRUARY 12, 2025

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective. It is for that reason that I created my own version of an accounting class , that you can find on my webpage.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. Optimizing the sale of your company requires planning – it is not serendipitous. Review how personal wealth goals align with the reality of a contemplated sale transaction.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

PYMNTS

MARCH 18, 2020

Employing accounts payable (AP) automation solutions can help smooth onboarding and streamline the data collection and analyzing processes, removing the many friction points that are prone to legacy systems. How a business begins a relationship with a supplier can determine how lasting — and profitable — that bond becomes. About The Tracker

Accounts Payable 66

Accounts Payable Accounting Invoicing Data Analysis 66

CFO Thought Leader

MARCH 5, 2025

Choucair tells us that his approach centers on leveraging AI to unlock competitive insights, streamline decision-making, and propel Trintech ahead in the rapidly evolving landscape of finance and technology. Choucair tells us that his approach centers on leveraging []

CFO 52

CFO Compliance Leverage Finance 52

CFO Thought Leader

OCTOBER 29, 2024

Once the board approved the plan, Gronen led efforts to align sales teams and streamline processes. Subsequent roles at Technosource and VPay expanded his skills into operations, sales, and human resources, giving him the well-rounded experience necessary for senior leadership. We also reduce human error by leveraging machine learning.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Finance Profit and Loss 52

Bramasol

DECEMBER 15, 2021

This ebook offers a look at Lessor Accounting Considerations Under ASC 842. Leveraged lease. Sale leaseback transactions. Further this eBook covers; Lease classification. Lease modifications. Transition requirements for lessors.

Accounting 52

Accounting Compliance Leverage Sales 52

Nerd's Eye View

FEBRUARY 25, 2025

In this episode, we talk in-depth about why Jennifer’s firm has taken an approach to grant equity rather than require buy-ins (and intends for every employee to either have equity, or at least a path to equity if they’re still new), how Jennifer’s firm sets individual performance targets for its client-facing wealth advisors to earn (..)

Planning 59

Planning Leadership Leverage Sales 59

PYMNTS

NOVEMBER 20, 2020

Research shows it has gone from 3 percent of total sales before the pandemic to 15 percent at its current rate. Beyond revenue, the D2C shift has also opened a realm of opportunities to leverage new data. It’s no wonder that some of the world’s leading CPG companies have a keen interest in the channel, for now and the future.

Sales 85

Sales eCommerce Retail Leverage 85

Future CFO

DECEMBER 3, 2023

What’re your 2024 predictions for finance and accounting? BlackLine said there are several major trends when releasing its 2024 predictions for finance and accounting. According to Nikhil Parambath, Regional Vice-President, Asia, BlackLin e , the company’s 2024 predictions for finance and accounting are as follows.

Accounting 52

Accounting Finance CFO Leverage 52

CFO Plans

AUGUST 16, 2024

This is where expert financial advisors and comprehensive accounting services come into play. By leveraging their expertise, you can make informed decisions that enhance your portfolio’s profitability. A seasoned financial consultant can offer tailored advice that aligns with your investment goals.

Accounting 52

Accounting CFO Compliance Leverage 52

PYMNTS

JANUARY 19, 2021

That shift has meant merchants must pivot from traditional retail partnerships that have relied on leveraging others’ expertise to build brick-and-mortar infrastructure-focused operations that would include back-end activities such as payments and fraud prevention. Shortening The Time To Commerce.

eCommerce 128

eCommerce Compliance Invoicing Retail 128

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. Identifies risks, resolves challenges, and ensures accountability. Sales and Marketing: Aligns branding, customer communication, and positioning.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Talks

JANUARY 30, 2025

This growth was achieved through a combination of ambitious targets, clear KPIs, bonus systems, and new marketing initiatives. “We set daily production goals for factory staff and leveraged LinkedIn campaigns to reach architects and project managers in the construction industry,” he said. How do you address that?

Communication 52

Communication CFO Valuation Construction 52

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Healthcare 98

Healthcare Construction Practice Management Leverage 98

PYMNTS

DECEMBER 21, 2020

It recently opened its first digital-only location after reporting that its digital sales grew by 203 percent in Q3 compared to the same period in 2019. Digital revenues represented 49 percent of the chain’s total sales during the same quarter, revealing that consumers are clearly seeking digital access to restaurants in record numbers.

Sales 120

Sales Leverage Investments Technology 120

PYMNTS

FEBRUARY 20, 2020

PYMNTS recently caught up with Lilian Shen, director of marketing at B2B furniture rental firm CORT Events , to learn more about how flexible, digital B2B sales channels and visual supports are key to sealing the deal with event planners. Making It Visual .

B2B 67

B2B eCommerce Sales B2C 67

Navigator SAP

FEBRUARY 17, 2022

Here are some of the top ERP functional areas of management: Accounting and Finance As money flows in and out, how many software solutions are you using to keep tabs on where it’s going? Marketing and Sales Artificial intelligence helps marketing and sales teams automate processes and save a lot of time with administrative tasks.

SAP 130

SAP Invoicing Manufacturing Compliance 130

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CFO Talks

NOVEMBER 11, 2024

Value Added Tax (VAT) VAT is an indirect tax applied at 15% on the sale of goods and services. Investing in accounting software that aligns with South African tax requirements can reduce errors and ensure accurate submissions. However, there are rebates and tax thresholds to support lower-income earners.

Compliance 52

Compliance CFO Leverage Tax Planning 52

CFO Share

MAY 22, 2024

This guide will provide you with financial reporting help and actionable steps to get accounting back in order and working for you. Check out our blog for other accounting tips that help you avoid losses and missed opportunities. Like compound interest on a loan, accounting errors grow and become more complex over time.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

PYMNTS

SEPTEMBER 21, 2020

But by leveraging data, and advanced technology, you get the details that can help drive decision-making processes or the routes that a payment can take.”. At least some of that data, he said, can be gathered at the point of sale interaction.

eCommerce 124

eCommerce Currencies Securities Accounting 124

PYMNTS

AUGUST 21, 2020

Some retailers are engaging consumers by allowing them to use their BNPL accounts to donate directly to nonprofits they choose. Atlanta-based lifestyle and apparel brand BlackCool was recently able to leverage installment payment options to boost its sales by 600 percent, said CEO and Founder Rocky D.

Nonprofit 117

Nonprofit Retail Entertainment Sales 117

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. It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

PYMNTS

JANUARY 26, 2021

The Seattle-based coffee giant’s loyalty program has 19 million active members that account for 48 percent of its annual revenue. . The coffee giant has built a loyal customer base over the course of 13 years, leveraging data it gathers from its customers’ ordering and payments preferences. . consumers, helps explain why.

Sales 106

Sales Leverage Numbers Accounting 106

Nerd's Eye View

DECEMBER 12, 2023

and the reason that Christa ultimately decided that as she approached her 3rd time building a book of business, she wanted to build it in the RIA channel instead.

Leverage 98

Leverage Sales Planning Accounting 98