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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Furthermore, artificial intelligence and data analytics are revolutionizing wealth management by offering deeper insights and enhancing operational efficiency. Financial institutions can deliver more sophisticated, secure, and responsive services by automating processes and analyzing data to identify investment trends and opportunities.

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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Working in FP&A, its easy to get stuck in the endless circle of analyzing data, modeling scenarios, updating budget versions and creating forecasts. There is one more thing I want to say: Dont forget to take some time off no matter how you are addicted to FP&A!

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How Can AI Help Financial Planning?

The Finance Weekly

AI in financial planning is changing how businesses analyze data and make decisions. Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. Lets think about it how will you use AI to take your financial planning to the next level?

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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

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Russia’s War on Ukraine Changed Global Oil Trade. Here Is What It Looks Like Now.

CFO News Room

The Wall Street Journal analyzed data from the ship-tracking firm Spire Global that showed the paths of about 3,000 such vessels to find those leaving Russian ports across periods before and after the Russian invasion on Feb.

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How do banks navigate the trinity of costs, compliance, and innovation?

Global Finance

To meet these expectations, banks must innovate continuously while effectively aggregating and analyzing data. While historically, factors such as the size of the bank and longevity determined customer loyalty, todays customers prioritize convenience and digital excellence.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested.