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How Can AI Help Financial Planning?

The Finance Weekly

Artificial intelligence (AI) is changing financial planning and how industries operate. AI automates tasks such as data entry and modeling, enabling finance teams to focus on analysis and strategy. This helps businesses allocate resources efficiently and plan for long-term growth. What is AI in Financial Planning?

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

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Mariana Oiticica : It is increasingly vital to their long-term strategic planning.

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

Fpanda Club

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems.

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Marketing Planning Process

The Finance Weekly

Creating a marketing plan can often feel overwhelming. What is a Marketing Plan? At its core, a marketing plan is a roadmap that outlines your marketing strategies and the steps youll take to achieve your business goals. Planning where to go is impossible if you dont know where you are. Heres a step-by-step breakdown.

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Benefits of financial planning automation

Spreadym

Implementing automation systems for financial planning and analytics (or simply FP&A software) rarely brings direct benefits that could easily be demonstrated to a client. However, they exist, but don’t look so obvious as in case with CRM or Sales and operational planning systems (also we name them S&OP software).

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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. The bank plans to train 3,000 leaders on accelerating AI adoption at scale at its new AI Immersion Centre. Another example is ANZ Bank.

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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.