E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. The Critical Role of Cybersecurity Recent cyber threats have underscored the significance of cybersecurity in private equity investments.

Investments 59

Investments Compliance Securities Benchmarking 59

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. Validation and Reconciliation: Once categorized, the telecom expenses are validated against predefined benchmarks or budget allocations.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Global Finance

DECEMBER 6, 2024

Private banks increase their technology investments to improve their high-touch offerings for the wealthy. A quick look at global investment performance in 2024 proves the trend that the rich are getting richer. Their preferences for wealth management are also becoming more individualized and sophisticated.

Banking 98

Banking Leverage Investments Technology 98

Centage

DECEMBER 1, 2021

They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. But times have changed – which is why financial forecasting is more important than your annual budget.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

The Finance Weekly

JULY 14, 2024

To reach that objective, the company's development team might set an operational benchmark of developing a prototype of the platform for beta testing within six months. Instead, leveraging FP&A software for long-range planning offers numerous advantages: Segregating the data in one place saves time.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

VCFO

MAY 17, 2024

v360 delves deeply into each of these areas in the way prospective buyers would, looking for leverage points to lean on and details that could derail opportunities if left unattended. Benchmarks A v360 roadmap also benchmarks your company against peers in your industry.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

CFO News Room

DECEMBER 21, 2022

The most recent Singles’ Day underscored the elevation of brands’ China strategies from promotional campaign investments to long-term customer retention. Member enrollment volume on Tmall increased by over 10% compared to the previous cycle, nearly 20 times the industry benchmark. Better Quality, Better Differentiation. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. This practice helps keep everyone on the same page, aligns stakeholders around business judgment rules, and minimizes risk.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

E78 Partners

DECEMBER 5, 2024

Without careful planning, organizations may face trade-offs, reallocating funds from other critical IT initiatives to accommodate AI investments. Building Resilient IT Budgets Navigating these complexities requires a disciplined approach to cost management, enabling organizations to unlock the full value of their AI investments.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

Centage

SEPTEMBER 11, 2023

Benchmarking Performance Budget vs actuals analysis provides a starting point you can measure your business’s financial performance against. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 86

Valuation Benchmarking Communication Leverage 86

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For instance, measuring financial performance by net profit or a project’s return on investment (ROI) can help SMBs see how that activity directly impacted the business. Or is it merely interesting?

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. For these individuals, advisors who leverage advanced retirement income planning techniques could be particularly attractive. Pat Cleary | Alpha Architect).

Communication 130

Communication Investments Planning Marketing 130

Global Finance

FEBRUARY 4, 2025

Financial institutions can better understand the risk profiles of small suppliers by leveraging alternative data and machine learning, thus expanding access to financing. It requires accurate data, robust technology, and thorough risk assessment, crucial to ensuring the creditworthiness of suppliers at all levels.

Finance 52

Finance Invoicing Banking Manufacturing 52

CFO Talks

SEPTEMBER 18, 2024

Maximizing capital employed doesn’t always require hefty investments; instead, you can use cost-effective strategies to ensure that every rand works hard for the company. Regularly review your working capital metrics and establish benchmarks to ensure improvement. Look beyond immediate gains and consider long-term benefits.

Auditing 52

Auditing Leverage Benchmarking CFO 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Future CFO

FEBRUARY 27, 2024

She cites the example of investing in renewable energy as a sustainability initiative that integrates ESG principles by reducing carbon emissions while also creating social benefits like job opportunities and improved public health. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

Strategic Treasurer

MAY 12, 2022

AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Benchmarking: Personal Best. The rest largely benchmark against companies in similar industries, while some also benchmark against those of a comparable size or complexity level. The vast majority were North American corporates (91%).

Prioritization 52

Prioritization Compliance Securities Banking 52

Future CFO

MAY 9, 2023

We expect more accompanying rules to follow in China , such as specific supervisory benchmarks on capital adequacy and/or leverage requirements,” Fitch said. Uncertainties remain regarding regulators’ management of contagious effects within an FHC and potential moral hazard, the firm noted.

Benchmarking 52

Benchmarking Leverage Investments Marketing 52

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

VCFO

JANUARY 27, 2022

Leverage Your Relationships. When making decisions in this area, think in terms of time and money invested in your workforce. It is imperative to incorporate periodic (and for key employees, frequent) updates to salary benchmarking studies and hourly pay benchmarking. Diversify Debt.

Benchmarking 78

Benchmarking Restructuring Leadership Planning 78

PYMNTS

NOVEMBER 24, 2020

And HelloFresh isn’t the only firm investing in the perceived big future of D2C prepared meals. meal delivery service, for $950 million, and could pay an additional $550 million if Freshly hits certain growth targets and benchmarks. CPG brand Nestlé announced that it has closed a deal to acquire Freshly , a U.S.

Benchmarking 85

Benchmarking Startups Forecasting Leverage 85

PYMNTS

AUGUST 21, 2019

Corporates have invested heavily in improving the way they receive payments from customers; however, we haven’t seen the same advancements in how payments are made to suppliers. Coupa is leveraging artificial intelligence (AI) and BSM community insights to give customers real-time insights and benchmarks for smarter spending decisions.

Benchmarking 48

Benchmarking Reconciliations Budgeting Compliance 48

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Planning 130

Planning Education Investments Benchmarking 130

PYMNTS

NOVEMBER 22, 2019

That estimation comes from analytics firm Credit Benchmark. As the Journal notes, the credit cycle may be turning – during a time when, as Morgan Stanley has contended, 57 percent of companies that were purchased in leveraged buyout transactions have debt loads that are at least six times that of EBITDA, a rough measure of cash flow.

Leverage 43

Leverage Benchmarking Restructuring Currencies 43

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 119

Investments Banking Advertising Numbers 119

PYMNTS

DECEMBER 20, 2019

PYMNTS breaks down the latest VC investments below. million funding round in a press release this week, with the seed investment led by Aya Peterburg of Haim Sadger and S Capital. The Series A funding was led by Benchmark, the company said in a press release , though they did not elaborate on exact plans for the funds.

Startups 52

Startups B2B Treasury Benchmarking 52

PYMNTS

JUNE 6, 2016

The National Retail Federation has asked the FTC to investigate the Payment Card Industry (PCI) Security Standards Council on the grounds that credit card companies “unfairly leverage their brands.” The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

PYMNTS

JULY 28, 2019

If the transaction is successful, Blackstone will have roughly doubled the value of its original investment in Refinitiv in just nine months. billion in debt at the end of last year due to its leveraged buyout by Blackstone. Refinitiv had $12.2 LSE will be taking on that debt under the proposed deal.

Benchmarking 43

Benchmarking Financial Data Leverage Technology 43

Collectiv

JUNE 13, 2023

Let’s look at three ways to leverage Power BI for nonprofits so you can use your data effectively. When any organization leverages data, it must be reliable. As a result, you can be confident that the data you’re sharing with your community or leveraging to create change is as accurate as possible.

Nonprofit 52

Nonprofit Leverage Analyzing Data Budgeting 52

Global Finance

JUNE 6, 2024

Its anti-vishing protocol uses a push notification sent to a client’s phone with a unique code to prove the agent’s identity. Latin America BTG Pactual In recent years, Banco BTG Pactual developed a digital platform to leverage opportunities in Latin America. BTG Dol is the bank’s entrée into digital assets.

Banking 52

Banking Benchmarking Leverage Prioritization 52

PYMNTS

NOVEMBER 6, 2019

million Series A funding round, led by Benchmark. ” Digits, which is currently invite-only, describes itself as “a counting company” that leverages APIs, classification algorithms and machine learning techniques to provide a real-time view into a business’ finances. “As Digits’ production systems now see over $1.5

Startups 43

Startups Benchmarking Leverage Financial Reporting 43

Nerd's Eye View

FEBRUARY 14, 2023

What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

CFO Thought Leader

OCTOBER 1, 2023

“Never waste a good crisis: Having that IPO door slammed became a pivotal moment in our future success,” comments Leet, who tells us that ExactTarget then turned to private investors for funding, which allowed the company to generously invest in the business at a time when many firms were curtailing their spending. billion deal in 2013.

CFO 52

CFO Leadership Finance Leverage 52