Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage 96

Leverage Prioritization Sales Education 96

CFO News Room

JANUARY 18, 2023

Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option. Tailoring communications and incentives to motivate allyship, for example, by recognizing and giving visibility to allies on internal platforms and company websites.

Prioritization 130

Prioritization Auditing Education Communication 130

PYMNTS

OCTOBER 6, 2020

Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. For companies such as FIS , helping communicate the merchants’ policies for refunds – whether they offer upfront refunds (such as for cruise lines) or credits – can smooth interactions between cardholders and merchants.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

JULY 10, 2020

Fraudsters who manage to gain access to customers’ banking profiles in this manner can then set new usernames and passwords, Leblond explained, allowing them to leverage those credentials to tap into the accounts whenever they want while locking out legitimate users.

Education 53

Education Securities Leverage Banking 53

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Run exercises and practice drills until similar circumstances come up and put the plan into place.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

DECEMBER 9, 2022

Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. Leverage that self-awareness to make sure you’re not infecting your audience. If your audience is already educated about and experienced with your topic, then start where they are.

Prioritization 130

Prioritization Leadership Education Leverage 130

PYMNTS

AUGUST 2, 2019

The advent of mobile and app-based channels to lure victims to send money to fraudsters has been on the rise, with email and text-based communications the weapons of choice. Conservatism may be a good guiding principle, but stopping the fraudsters before they even get their communications to the end user would also be an effective endeavor.

Communication 79

Communication Education Securities Accounting 79

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. Elan has stated that the majority of those disputes can be resolved during the first call.

Leverage 78

Leverage Risk Management Education Communication 78

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 79

Planning Communication Education Leverage 79

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 25, 2022

According to one senior executive at an educational software company we spoke with, “Our senior managers are repeatedly flabbergasted when a Millennial pushes back and says, ‘Why should we spend time on this if it doesn’t contribute to social justice?’”. The mentor also benefits from a boost to their confidence and communication skills.

Restructuring 130

Restructuring Leverage Education Budgeting 130

PYMNTS

FEBRUARY 14, 2020

Adoption was low, and they blamed the technology for a poor rollout and communication plan.”. But at the most basic level, all small businesses and corporations are run by people who are leveraging technology and apps ( Netflix , Amazon and Uber, among others) in their personal lives. The SMB Focus.

Banking 91

Banking Education Communication Investments 91

Global Finance

DECEMBER 6, 2024

This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

Future CFO

AUGUST 7, 2024

This, according to Ho, can be any combination of investor relations, corporate communications, technology, procurement, legal and corporate service and, strategy and development. Often with responsibility for investor relations, Ho says CFOs can help communicate their business to outside stakeholders and build the company brand.

CFO 98

CFO Data Analysis Budgeting Performance Measuring 98

PYMNTS

JANUARY 14, 2021

Merchants are responding by leveraging geocoding, the ability to match an IP address to the customer’s physical location. Customer communication, education and assured security are the keys to unlocking geocoding’s valuable analytics and ability to capture market share. There are numerous benefits to the adoption of geocoding.

Communication 68

Communication Sales Education Banking 68

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130

Future CFO

SEPTEMBER 10, 2023

They are expected to have a vision and be able to communicate that vision. As a business, we need to accelerate digital transformation and leverage on new digital technology to harness big data and provide timely and comprehensive end-to-end business analytics/insights/forecast to drive the right strategic decisions."

CFO 98

CFO Finance Leadership Concentration 98

PYMNTS

AUGUST 7, 2020

How merchants accept payments can vary, as Paga works with QR codes, near-field communication (NFC) and app-based direct transfers from customer accounts. But there are some things that we will need to do to educate the market a bit better.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

CFO Share

APRIL 11, 2024

Reputable outsourced CFO firms adhere to best practices and technologies that elevate financial security, such as separation of duties, best-in-class password management, and continuous fraud education. This often involves direct communication with management and the use of secure, authenticated communication channels.

Securities 52

Securities CFO Invoicing Education 52

PYMNTS

APRIL 10, 2020

The advent of the digital age means that, say, a millennial opening that bank account can receive products or services from their FI that touch on financial well-being and educational services. First and foremost is the fact that banks have higher hurdles in authenticating and verifying consumers. As for the bad guys?

Banking 67

Banking Education Leverage Securities 67

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

Future CFO

FEBRUARY 21, 2024

It's a compelling and exciting call to action for organisations, individuals and future professional talent to leverage these technologies, enhancing analytical capabilities and strategic insights." Communication, problem-solving, adaptability, and initiative are identified as the core competencies employers in APAC eagerly seek.

Problem Solving 52

Problem Solving Education Finance Communication 52

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. How to ensure good communication between vendors and clients post-implementation. Learn how to ensure good communication between vendors and clients post-implementation.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Talks

JULY 23, 2024

This requires a robust risk management framework and regular communication with key stakeholders. This involves educating employees about the importance of risk management and encouraging them to report potential risks. Leverage Technology Technology can be a powerful ally in risk management.

Risk Management 52

Risk Management CFO Compliance Communication 52

PYMNTS

SEPTEMBER 25, 2019

How credit unions leverage social media. They’re engaging sometimes with very formal, financial education … content, and sometimes [with] almost silly [content, like] contests, giveaways, videos of staff and mascots having their own Facebook pages.”. million worth of fines for 44 cases of electronic communications misuse.

Communication 51

Communication Leverage Advertising Education 51

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. The final 13% of those surveyed identified as “Laggards”, working at firms that do not make technology a priority or leverage what they already have.

Planning 130

Planning Auditing Investments Securities 130

Nerd's Eye View

AUGUST 20, 2024

What's unique about Kelli, though, is how she leads efforts at Halbert Hargrove to maintain the firm's 4 core values and build a strong culture, even and especially as their team has grown to 50 employees and, with ongoing expansion, is now situated across 10 offices in the western United States (which means even their in-person offices are 'remote' (..)

Leadership 52

Leadership Education Communication Sales 52

PYMNTS

JANUARY 16, 2018

To serve more educated customers, call centers have had to step up their game as well. The call center software solutions provider is working with cloud communications software and solution provider IMImobile to integrate omnichannel chat capabilities into NICE inContact’s CXone cloud customer experience platform.

Healthcare 55

Healthcare Education Communication Leverage 55

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. Clear avenues for communication also ensure that different teams are able to come together to address challenges and resolve issues when necessary."

Finance 52

Finance Benchmarking Communication Education 52

CFO Talks

OCTOBER 22, 2024

Leverage Technology : Use modern tools like predictive analytics or business intelligence software to track and monitor risks in real-time. Training and Education : Provide training to your teams on the basics of risk management. Open Communication : Foster an environment where staff feel comfortable discussing risks.

CFO 52

CFO Risk Management Education Communication 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. However, education and mentorship are also important for developing specific skills. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this. I know our education plan is on track for retirement.” Here you go. You’re good for next year.”

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

MARCH 23, 2017

The company, which provides education and resources for suppliers, recently released a new eBook to guide vendors on how to take advantage of Same Day ACH technology. These companies must first communicate with their corporate customers to see whether receiving funds via Same Day ACH is even an option.

B2B 54

B2B Invoicing Reconciliations Cash Management 54

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious.

CFO 52

CFO Communication Strategic Planning Education 52

PYMNTS

JULY 1, 2019

India, in contrast, has a huge point of leverage in embracing digital payments — namely, the power of mobile devices. In addition, digital payment initiatives are leveraging Open API and real-time rails with mobile devices, enabling what he called “development of digital overlay services at the mobile device.

Leverage 52

Leverage Banking Securities Education 52

Future CFO

DECEMBER 11, 2023

Suppliers can embed real-time payment instructions in customer communications to simplify invoice processing. They also had to learn how to leverage the new opportunities from payments to go beyond just the handling of transactions, and how to derive new revenue streams and build new products and services around payments.

Banking 75

Banking Finance Securities CFO 75

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52