E78 Partners

MARCH 18, 2025

Technology witnessed increased investment in cybersecurity and AI-driven solutions, aligning with Bain’s projection that tech-driven transformation will be a core PE focus moving forward. Key Insight: Operating partners must prepare for longer diligence processes and allocate resources for enhanced regulatory compliance.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Disbursement Preferences: Staff, Technology, Structure.

Prioritization 52

Prioritization Compliance Securities Banking 52

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. Technology and System Integration: Merging IT infrastructures , unifying data, and strengthening cybersecurity. IT and Technology: Merges systems, data, and cybersecurity.

Leadership 52

Leadership Communication Prioritization Compliance 52

PYMNTS

DECEMBER 16, 2019

Indeed, says Robert Courtneidge, CEO of payment technology firm Moorwand , this space is one of the most exciting and busy when it comes to innovation. Mixing Innovation With Compliance. Service providers are increasingly understanding that, like consumers, businesses demand a better and more seamless end-user experience.

Compliance 81

Compliance B2B B2C Banking 81

E78 Partners

MARCH 19, 2025

Technology witnessed increased investment in cybersecurity and AI-driven solutions, aligning with Bain’s projection that tech-driven transformation will be a core PE focus moving forward. Key Insight: Operating partners must prepare for longer diligence processes and allocate resources for enhanced regulatory compliance.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

Global Finance

APRIL 4, 2025

Al Fulaij: In line with Kuwait Vision 2035, NBK identifies high growth potential in renewable energy, technology, digital transformation, health care, logistics, and contracting. GF: How is NBK addressing these, and what role does technology play in doing so? GF: Which sectors have the greatest potential for growth?

Economics 52

Economics Prioritization Leverage Finance 52

CFO Talks

FEBRUARY 17, 2025

Prioritize Risks Effectively Using a simple four-box model that categorizes risks based on likelihood and impact, businesses can focus on high-priority risks that need immediate attention. BPs failure to enforce safety protocols and prioritize risk management led to one of the most devastating environmental disasters in history.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

CFO Plans

JANUARY 20, 2025

A practical step is to establish a tax compliance checklist. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. This not only builds trust but also prevents ethical and compliance issues that could put your funding at risk. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

Global Finance

FEBRUARY 4, 2025

Frank Tezzi, vice president, CGI Financial Services, Trade & Payments at Montreal- based information technology and business consulting services provider CGI, discusses how SaaS can help banks meet clients future trade finance needs. In response to these pressures, banks are shifting their business models.

Finance 52

Finance Compliance Prioritization Leverage 52

PYMNTS

SEPTEMBER 13, 2017

Sabre Corporation has published the results of its “ 2017 Asia Pacific Corporate Traveler Study ,” identifying two major trends driving business travel in the region: an increased emphasis on mobility and a growing concern over non-compliance.

Compliance 63

Compliance Prioritization Entertainment Risk Management 63

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently.

CFO 52

CFO Cost Management Leverage Planning 52

Global Finance

FEBRUARY 4, 2025

Anastasia McAlpine: Finastra prioritizes innovation to tackle challenges in the traditionally paper-heavy trade finance industry. We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?

Finance 59

Finance Prioritization Leverage Treasury 59

E78 Partners

MAY 13, 2024

One area where significant efficiency gains can be realized is in IT operations, specifically through consolidating IT vendors and establishing a common technology stack. However, a common technology stack allows new acquisitions to integrate quickly and smoothly.

Technology 59

Technology Healthcare Compliance Prioritization 59

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

PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

Global Finance

FEBRUARY 12, 2025

They value transparency, ease of use, and personalization, putting pressure on asset managers to adopt new technologies and pivot from traditional relationship models. Tech creates sticky customers for asset managers To address these challenges, asset and wealth managers are leaning heavily on technology.

Compliance 52

Compliance Communication Technology Investments 52

The Charity CFO

FEBRUARY 20, 2025

Administrative Costs : Operational essentials such as technology, office supplies, and HR fall into this category. Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Leverage Technology Modern technology can simplify budgeting and financial tracking for nonprofits.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

PYMNTS

APRIL 4, 2019

Credit union (CU) associations and service providers are pushing for the adoption of technology to help with security and compliance. 20 percent: Share of CUs that prioritized growing mortgage loans in 2019, down from 52 percent in 2018. All this, Today In Data. million: Number of credit union members in the U.S.

Technology 46

Technology Prioritization Compliance Startups 46

Global Finance

OCTOBER 23, 2024

While LLMs represent a significant advancement in the capabilities of AI, particularly in how machines understand and interact with human language, banks are taking a cautious response owing to concerns around regulatory compliance, data privacy and security, model accuracy and reliability, bias, and fairness.

Banking 111

Banking Prioritization Compliance Finance 111

https://trustedcfosolutions.com/feed/

MAY 17, 2022

Have you reviewed compliance with local jurisdictions? If you do not have such a process, you need to prioritize upgrading your access process. Prioritize the problem areas and focus your resources where they are most needed. How many manual journal entries are we making during the close process?

CFO 107

CFO Prioritization Invoicing Securities 107

Future CFO

MAY 31, 2023

Technology has made financial reporting easy for everyone involved in the process, from the finance and accounts team preparing reports to the regulators, investors, and others who use those reports. That said, technology is only one aspect of the reporting process. We also do support asset accounting and tax reporting," he added.

Finance 98

Finance General Ledger Prioritization Auditing 98

Bramasol

OCTOBER 2, 2024

However, SAP understands the critical role technology can play in creating promising results in addressing issues like climate change and creating a more circular economy. These include carbon taxes and ETF trading schemes, emphasizing the urgency to meet data and compliance standards.

SAP 83

SAP Prioritization Education Compliance 83

PYMNTS

MARCH 27, 2019

While regulators had transparency and financial security in mind when introducing more stringent requirements for banks following the global financial crisis, financial institutions faced a sudden surge in the burden compliance. The Key To Compliance Is Data.

Compliance 46

Compliance Banking Analyzing Data Prioritization 46

Global Finance

JUNE 6, 2024

Technology advances bring the high-touch experience to more clients, large and small. The project’s deployment required the collaborative efforts of several bank departments, including business, legal, compliance, engineering, security and IT, as well as outside technology vendors Metaco and Avaloq.

Construction 109

Construction Compliance Cash Management Treasury 109

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

CFO News Room

JANUARY 9, 2023

Tax helps provide markets and stakeholders with transparent compliance and reporting, which in turn helps tell the company’s sustainability story. Within the biggest multinational organizations, the tax function is identifying and explaining the implications of sustainability-related processes and technologies. Finding more value.

Compliance 100

Compliance Prioritization Risk Management Finance 100

PYMNTS

NOVEMBER 1, 2020

Suplari’s insight generator technology, combined with our cloud-native architecture, allows us to quickly build AI-driven insights on customer data in days — versus the months required by in-house data science teams or custom-built applications,” said Nikesh Parekh , co-founder and CEO of Suplari, according to the release.

Vendor Management 85

Vendor Management Prioritization Budgeting Compliance 85

PYMNTS

AUGUST 13, 2020

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. In what has historically been a consumer-centric industry, retailers need to prioritize the workers who ultimately drive its success.

Retail 111

Retail Prioritization Compliance Communication 111

Global Finance

JUNE 14, 2024

Financial institutions have been facing tough challenges between economic uncertainty and an unprecedented technology-powered speed of change, especially since the Spring Bank Run of 2023. This includes modernizing technology, infrastructure, and AI operations; managing talent and change; and making the enterprise data-ready for AI.

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

JULY 25, 2019

When it comes to regulatory compliance, no corporate is an island. An organization may have the resources to stay on top of ever-evolving regulations, but increasingly, businesses are being held accountable not only for their own compliance standing, but also that of their business partners down the supply chain. Is there an exception?

Compliance 40

Compliance Prioritization B2B Leverage 40

PYMNTS

SEPTEMBER 19, 2019

Supply chain management has morphed into a strategic business initiative combining technological adoption, event forecasting and even politics: awareness of its complexities has never been higher thanks to threats of a trade war between the U.S. Technology to the Rescue — Maybe. Inaccuracy of [a] forecast is unpardonable.”.

Technology 47

Technology Manufacturing Forecasting Prioritization 47

PYMNTS

SEPTEMBER 22, 2016

Part of the problem, says Pegasystems Senior Director of Risk, Compliance and Onboarding for Financial Services Reetu Khosla, is that KYC and other regulations change so frequently and are so numerous that it’s a major undertaking to remain compliant. .” Khosla said she believes that’s where banking technology is headed.

Banking 75

Banking Compliance Prioritization Auditing 75

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. 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

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing.

IFRS 82

IFRS Accounting SAP Compliance 82

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. The article discusses why compliance and independently verified reports, and SOC reports in particular, are important for a healthy business. Read the FP&A Software Solution Comparison here.

Finance 98

Finance Compliance Economics Forecasting 98

Future CFO

AUGUST 1, 2023

The demand for mobile wallets, online banking services, and the increasing adoption of digital technologies has led to the expansion of the financial applications market in Asia/Pacific. Specific to the automation of finance and accounting processes, can you identify the top three areas mid-size enterprises are prioritizing to automate?

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98