Nerd's Eye View

JUNE 6, 2023

In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)

Education 88

Education Concentration Planning Compliance 88

CFO Thought Leader

JANUARY 6, 2025

Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time.

CFO 52

CFO Leadership Compliance Concentration 52

PYMNTS

APRIL 21, 2020

It’s what you do with the data, and how you leverage it into new customer-facing offerings that matters. There are a whole range of forward-thinking firms leveraging application programming interfaces (APIs) to issue cards, to create virtual accounts, promote micro-lending and micro-saving and even pay workers — all in bits and bytes.

Banking 92

Banking Accounting Concentration Leverage 92

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 98

Cash Management Treasury Foreign Exchange Banking 98

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

OCTOBER 12, 2020

This growth is a double-edged sword for merchants, as they need to keep up with consumers’ shifting payment expectations online and in-store while protecting their data against increasing numbers of fraud attacks. With work-from-home and remote learning a new normal, our homes have to work harder than ever.”.

Retail 79

Retail Concentration Leverage Entertainment 79

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. I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

APRIL 22, 2024

He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”

Economics 105

Economics Construction Leverage Technology 105

PYMNTS

OCTOBER 15, 2018

In more granular data, the industry remains concentrated, with the 10 largest companies handling 74 percent of the $685 billion in money transmission activity. The inaugural report leverages data that is collected from the NMLS and the MSB Call Report. The average foreign transaction was $479. percent of the industry overall.

Concentration 68

Concentration Currencies Numbers Leverage 68

PYMNTS

JANUARY 24, 2019

As reported in this space and elsewhere, Ripple said in recent months that a number of financial firms have been signing on to its offerings for cross-border payments. The site said the transaction was valued at about $4,550, and was moved cross-border from the United Kingdom to Mexico. Among the dominant players: UPI, IMPS and others.

Concentration 62

Concentration Banking Leverage Retail 62

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

Global Finance

SEPTEMBER 9, 2024

That means corporate treasurers are collaborating closely with other business units and leveraging data and analytics to supply critical insights into finance and risk issues and improve cash flow. That said, AI and ML systems answer corporate treasurers’ continuing need for better ways to extract meaning from the numbers.

Treasury 82

Treasury Cash Flow Forecasting Forecasting Cash Management 82

Future CFO

JUNE 2, 2024

The notion of ‘super-accountants’ leveraging AI to cover more areas in multiple fields with fewer resources is also exciting." "For For example, with financial analyses and forecasts more easily performed with AI augmentation, the Chief Financial Officer (CFO)’s role may no longer be concentrated on financial numbers alone.

Finance 52

Finance Concentration CFO Auditing 52

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. These expenses generally range from 15 to 20 basis points per annum on the institutional class of shares,” Quinn said.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Musings on Markets

AUGUST 19, 2024

As companies age, the numbers will become more important, as the stories you tell will be constrained by what you have been able to deliver in growth and margins. As companies age, the numbers will become more important, as the stories you tell will be constrained by what you have been able to deliver in growth and margins.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

CS Lucas

NOVEMBER 29, 2023

This tracking covers any periodic interest or principal payments across an unlimited number of concurrent structures. Alerts notify appropriate stakeholders as threshold limits approach. Settlement Control Collaboration Scheduled payment notifications electronically from the TMS to settle against pre-defined bank accounts.

Technology 52

Technology Treasury IFRS Compliance 52

The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. Without traceability to data sources and the factors driving the data in the Excel file, the numbers lack credibility.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

PYMNTS

JULY 26, 2017

“Many banks have increasingly leveraged and become dependent on third-party service providers to support key operations within their banks,” the report stated. Over time, consolidation among service providers has resulted in large numbers of banks reliant on a small number of service providers.”.

Banking 46

Banking Compliance Currencies Concentration 46

PYMNTS

MARCH 1, 2017

Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. First, the company plans to double down on what’s working—funding more subscription based business models and introducing new types of models that leverage OrderGroove’s API. “We

B2C 49

B2C Concentration Retail Leverage 49

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

The Finance Weekly

DECEMBER 15, 2024

KPIs: Decide which numbers youll keep an eye on to track your progress. Not every campaign will carry equal weight, so concentrate your efforts and resources where they will make the biggest difference. Leverage this information to refine your approach and avoid repeating mistakes. What worked well? What fell short?

Planning 52

Planning Marketing Auditing Budgeting 52

Global Finance

OCTOBER 11, 2024

The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. CIBC Mellon continues to refine its business model by leveraging the most advanced technology. Leveraging data analytics is a priority.

Banking 105

Banking Foreign Exchange Profit and Loss Finance 105

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production. And that needs to be exploited.

Economics 100

Economics Concentration Investments Finance 100

PYMNTS

JULY 17, 2017

Leveraging mobile payments, GPS- or Bluetooth-tracking, QR code or other mobile-based authentication and auto-locking kickstands, the next generation of bike-sharing companies in China are ditching the dock in favor of letting riders view available bikes nearest them and reserving one on their phones. “The sometime soon.

Transportation 48

Transportation Startups Concentration Leverage 48

Global Finance

OCTOBER 14, 2024

Recently, global giants including Citi, UBS, BBVA, and Santander have revamped their teams and opened new divisions in the region, aiming to leverage their leading global offerings for a larger piece of the wealth pie. Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Banking 57

Banking Investments Concentration Prioritization 57

PYMNTS

AUGUST 26, 2019

All in, the company sells over 35 SKUs of skincare and bath and body products that are “formulated with pure, active, highly concentrated vitamins, minerals and botanicals.”. It’s still there today, and the number of stores carrying Herbivore goods has increased remarkably, though they are still mainly a DTC brand.

Concentration 43

Concentration Manufacturing Leverage Marketing 43

Future CFO

JUNE 23, 2021

Leveraging automation that includes AI allows for a better quality and understanding of the data and an acceleration of work processes, all packaged into flexible, scalable solutions that can increase savings and productivity. The term AI generally describes the mimicking of human, “natural” intelligence by using algorithms.

Invoicing 52

Invoicing Accounts Payable Technology Concentration 52

PYMNTS

FEBRUARY 7, 2017

The surprise was as much about the number of sites that accepted Amazon as it was that getting to that threshold all happened rather quietly and without a lot of public fanfare. The concentration of merchants with Pay with Amazon was one of the best-kept secrets in payments — well, until that report.

Concentration 46

Concentration Accounting Numbers Retail 46

The Finance Weekly

MAY 29, 2024

Focus on What Matters Handles tedious, manual error-checking, so your discussions can concentrate on more critical concerns. Vena's unique advantage lies in its deep integration with Microsoft technology, leveraging a native Excel interface as its core.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 59

Investments Valuation Concentration Marketing 59

PYMNTS

DECEMBER 20, 2017

As Eide noted, there is not an abundant number of Cole-compliant financial institutions operating in the U.S. – You have large numbers of patients with cash in their pockets in concentrated locations, which creates a lot of targets. in fact, there are fewer than two dozen.

Concentration 47

Concentration Accounting Banking Currencies 47

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. ESG/SRI criteria); advisors who want to overlay various rules (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

DECEMBER 21, 2016

With 2 million customers that buy from a growing number of 12,000 merchants on the platform every day, making purchases across different verticals, Kleckner said restaurants remain a top category of the local commerce Delivery.com facilitates. “We Basically, he said, matching their demand with Delivery.com’s supply.

Leverage 46

Leverage Advertising Numbers Concentration 46