PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field. billion by 2025, up from $74.4

B2B 87

B2B Prioritization Compliance Budgeting 87

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. Not all companies will have the same technology needs, and the focus of technology investment may vary.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Strategic Treasurer

MAY 23, 2022

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. How to ensure good communication between vendors and clients post-implementation. June 15 | 11:00 AM EDT.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Prioritization 90

Prioritization Valuation Communication Planning 90

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. 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

Fpanda Club

FEBRUARY 15, 2021

Moreover, dealing with data and technologies within finance function gives them an opportunity to become digital leaders and contribute to spreading digitalization enterprise-wide facilitating communication between IT and business.

Finance 130

Finance CFO Prioritization Budgeting 130

PYMNTS

JUNE 23, 2017

The meeting brought together 40 leaders from more than 30 organizations to help identify and prioritize API use cases to be explored in the generation of the Playbook. Application Programming Interfaces (APIs) enable secure and controlled communications between software applications,” said the report. “As The question remains.

Prioritization 74

Prioritization Communication Leadership Securities 74

PYMNTS

AUGUST 13, 2020

This includes clear lines of communication with employees as they’re furloughed, laid off and re-hired amid reopenings. For those enjoying a burst of sales, it similarly illuminated the need for technologies to help employers and their employees keep pace with changing customer demands as a result of the pandemic.

Retail 111

Retail Prioritization Compliance Communication 111

Nerd's Eye View

MARCH 29, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than (..)

Prioritization 74

Prioritization Communication Numbers Planning 74

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Organizations need to do better.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 84

Prioritization Practice Management Auditing Communication 84

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 55

Prioritization Startups Technology Communication 55

CFO News Room

DECEMBER 31, 2022

Many companies have invested in tools such as desktop monitoring, video surveillance, and even biometric monitors in an effort to keep workers from breaking rules, and yet the authors’ research suggests that these technologies can actually increase harmful workplace behaviors. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130

The Finance Weekly

SEPTEMBER 22, 2022

3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. Whether it be due to organizational changes inside the company, market trends, or changing technology, finance needs to stay ahead of the game.

Forecasting 98

Forecasting Prioritization Finance Planning 98

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Under the stress of economic uncertainty, it’s more important than ever to keep an open dialogue.

Budgeting 130

Budgeting Marketing Math Advertising 130

E78 Partners

JANUARY 5, 2024

They underestimate the level of effort for full people, process & technology integration, and often realize the problem too late. Often it is because they typically have poor communications practice or immature communication processes overall. Mitigation Best Practices: Confirm integration scope as part of deal thesis (e.g.,

Marketing 59

Marketing Communication Prioritization Planning 59

PYMNTS

NOVEMBER 19, 2020

“In creating Echo Frames, we had a vision at Amazon to invent a product that would empower customers to stay connected with the world and provide access to communication, information, and entertainment no matter where they are,” said Amazon Echo Frames Director Jean Wang. . “We

Prioritization 67

Prioritization Entertainment Communication Technology 67

The Finance Weekly

JANUARY 1, 2023

Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation. Just like a clean and organized work space helps put you in a work mode as you know what tools you have and where , the same is true with data. Read the , full article.

Finance 98

Finance Compliance Economics Forecasting 98

PYMNTS

FEBRUARY 1, 2021

Centered around breaking down silos, IoT technology not only encourages the digitization of everyday items like kitchen appliances and shipping containers, but also collects data from those products, centralizes that information, and introduces new opportunities for automation and analysis. A Decade Of Disparate Technology.

Finance 82

Finance Invoicing Reconciliations Prioritization 82

PYMNTS

NOVEMBER 20, 2020

Wearable device sales have shot up at least 30 percent this year as consumers looked to technology to help them monitor their health during the ongoing global pandemic, according to a top Samsung executive. Samsung will continue to invest in these advanced technologies.”.

Sales 60

Sales Prioritization Healthcare Communication 60

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 52

CFO Plans

MAY 2, 2024

Whether you operate in technology, hospitality, manufacturing, trading, or property management, ensure that your chosen partner has a deep understanding of your industry’s unique challenges and opportunities. Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership.

Accounting 52

Accounting Problem Solving Communication Compliance 52

Nerd's Eye View

JUNE 13, 2024

Another concern centers around increasing headcount, where advicers who don't want to hire and manage staff begins looking at technology as the key to achieving better margins while keeping headcount low. Put another way, the advicer has a pricing problem and hopes that the economies of scale can correct for not charging enough.

Prioritization 73

Prioritization Communication Sales Numbers 73

Fpanda Club

FEBRUARY 1, 2021

Communication skills. Interaction and collaboration with each of them require juggling different behaviours and communication styles. Prioritization and time management can be the key in arranging your everyday activities and planning the day beforehand, while using your paid time offs will be a good opportunity to reboot.

Finance 130

Finance Communication CFO Prioritization 130

CFO Leadership

OCTOBER 10, 2023

Financial analysts and others can use the technology to assemble insights in a range of formats — from bulleted lists to slide decks to summary reports — for various audiences to use for more accurate and timely business decision-making. But it’s a heavy lift and it requires skill sets you may not have in-house.

Financial Planning and Analysis (FP&A) 115

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

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. In 2023, technology will make inroads in the VIP corporate travel space, optimizing the end-to-end booking experience. Whitnee Hawthorne, Chief Customer Officer.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

PYMNTS

SEPTEMBER 22, 2016

20), OutsideIQ offered additional details about its partnership with Pega, explaining that it will use its artificial intelligence technology to manage corporate risk profiles as part of banks’ compliance and due diligence efforts. Khosla said she believes that’s where banking technology is headed. On Tuesday (Sept.

Banking 75

Banking Compliance Prioritization Auditing 75

The Finance Weekly

DECEMBER 5, 2023

There's a significant demand for individuals proficient in data analysis, forecasting, and the associated technologies. The , CFO and finance team must enhance skills in data, analytics, and human aspects like influence, communication, relationship-building, and self-leadership. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

JANUARY 20, 2021

For the last nine months, many of us have been learning how to work remotely, communicate remotely, learn remotely, socialize remotely and more. Additionally, new and reissued cards are being delivered with contactless technology. The COVID-19 pandemic has drastically changed the world, our lives and our businesses — possibly forever.

Prioritization 71

Prioritization Communication Investments Accounting 71

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape.

IFRS 80

IFRS Accounting SAP Compliance 80

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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. Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

APRIL 23, 2020

Banks looking to meet customers’ standards must have a holistic view of the digital experience and consider all aspects of their operations rather than prioritizing one over another, according to KeyBank Executive Vice President and Head of Digital Banking Jamie Warder. “We We think about digital very broadly in that way.”.

Banking 90

Banking Prioritization Forecasting Communication 90

CFO Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

NOVEMBER 9, 2016

It’s no wonder, then, that IT and software improvement are at the top of the list of priorities for small businesses: 37 percent of SMEs said IT and software knowledge is their most pressing issue that needs improvement, over accounting knowledge and communication skills. SMEs approach accounting technology. The Robot Threat.

Accounting 65

Accounting Prioritization B2B Communication 65