Global Finance

AUGUST 27, 2024

Adams provided Global Finance with some insight on sub-custody services, his approach to client management, and the complicated nature of modern securities services. Adams: Many companies are looking to expand into these markets and rightfully so, when you consider the number of untapped opportunities.

Concentration 105

Concentration Investments Securities Finance 105

Global Finance

OCTOBER 14, 2024

Mexico continues to post record numbers for many of its economic indicators. Concentrating on small and midsize enterprises (SMEs), Kapital saw a need for a one-stop solution for businesses. Mexican fintechs eye a piece of the nearshoring pie. million) to more than 7 billion pesos, says co-founder and CFO Fernando Sandoval.

Banking 64

Banking Concentration Startups Economics 64

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. It’s a great space to be in, and we have great products.

CFO 52

CFO Investments Concentration Restructuring 52

PYMNTS

APRIL 24, 2017

McGurk agreed, noting why the first lesson of information security — the first consideration before one gets to technology or process — is humility. You can’t get overconfident in information security,” he said. We have third parties and internal audits that are performed against various security processes each year.

Securities 46

Securities Compliance Concentration Auditing 46

Global Finance

SEPTEMBER 9, 2024

Treasury must be able to react quickly to new scenarios while optimizing liquidity in both the short and long term to secure the company’s financial health. That said, AI and ML systems answer corporate treasurers’ continuing need for better ways to extract meaning from the numbers.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 83

Valuation Auditing Concentration CFO 83

CFO News Room

FEBRUARY 2, 2022

As is always the case, a certain number of ineligible companies— many of them publicly traded — got large loans approved before many other firms could even get access to a bank in order to apply. Her primary research interests include the US economy, the federal budget, homeland security, taxation, tax competition, and financial privacy.

Economics 130

Economics Concentration Numbers Budgeting 130

CFO News Room

NOVEMBER 16, 2022

This is the approach that a number of automakers are embracing. The system assigns scores to each critical component and commodity based on types of risks, such as environmental, geopolitical, lead time for production capacity, and geographic concentration of suppliers.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

Generation CFO

DECEMBER 20, 2021

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. If we go back a few years, HR was very much concentrated on getting payroll correct. Access Full Webinar.

Planning 131

Planning Benchmarking Budgeting Concentration 131

Generation CFO

JANUARY 28, 2022

He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University. Consequently, his original career ambition was in professional football.

CFO 200

CFO Math Concentration Finance 200

Future CFO

OCTOBER 9, 2023

Concentrating spend on a smaller number of providers should help secure better rates, improved terms and other amenities, even for smaller businesses, Amex GBT added. The post Business travel expenses: Hotel rates likely to rise in 2024 appeared first on FutureCFO.

Concentration 52

Concentration Forecasting Securities Numbers 52

Simply Treasury

JULY 12, 2021

Paradoxically, "retail" developments are often faster and more intense than "corporate" developments, notably for reasons of security and integration into the IT systems of large companies. Number of fintech’s, but for whom? We could not name the solutions given their huge number. What are they doing in such situations?

Treasury 130

Treasury Cash Flow Forecasting Concentration Finance 130

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. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

JANUARY 8, 2023

Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. The cloud is changing security. For years, security was treated as a blocker — albeit a critical one — that slowed progress to ensure security protocols were in place.

Budgeting 130

Budgeting Securities Economics Technology 130

Global Finance

JULY 26, 2024

Nordea , which wins two awards this year, as both Best Fraud Detection Solution and Best Bank for Treasury FX Services, has developed a new secure Cash Management self-service request. Embedded finance features include global payments, virtual accounts (VAs), and account management.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

AUGUST 31, 2020

Securities and Exchange Commission (SEC), the San Francisco-based company announced Monday (Aug. Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. 31) in a press release.

eCommerce 70

eCommerce Concentration Valuation Startups 70

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12). In the coming weeks, we will launch a new feature that will allow customers to secure time to shop.

Concentration 71

Concentration eCommerce Securities Sales 71

Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. Yet, this lead isn’t necessarily secure. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.” The story cites Stanford University’s Llama 3-V project. “The

Economics 111

Economics Construction Leverage Technology 111

CFO Talks

OCTOBER 31, 2024

I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain. Fortunately, I had fantastic support from family and friends, many of whom were also fascinated by numbers. As CFO, your role is not just about managing numbers but about steering the organization toward sustainable growth.

CFO 97

CFO Leadership Communication Problem Solving 97

Future CFO

FEBRUARY 13, 2023

We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents. We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

PYMNTS

AUGUST 31, 2020

Securities and Exchange Commission (SEC), the San Francisco-based company announced Monday (Aug. Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. 31) in a press release.

eCommerce 56

eCommerce Concentration Valuation Startups 56

PYMNTS

AUGUST 22, 2019

In terms of the headline numbers, net income was up 92 percent to 92.5 Management pointed to the recent introduction of the 3D Secure 2 product, now deployed by Uber, Match.com and other firms. Management said growth was logged across all regions, and termed that growth “well-diversified” as merchant concentration has been decreasing.

Marketing 66

Marketing Concentration CFO eCommerce 66

PYMNTS

JANUARY 27, 2020

DFA has a number of milk-bottling plants as well as consumer dairy brands. A couple of farm groups have expressed concern that the deal would concentrate milk buyers in different parts of the country. In November, the two entities announced they were looking into making a deal with each other. million in 2018. is marketed by them.

Concentration 60

Concentration Securities Sales Retail 60

Barry Ritholtz

JANUARY 24, 2024

But again, you’ve got that net gain generally over time in a direct index, you’re getting that same professional and diversification, but instead of investing in a product that’s got one price, you’ve got access to the individual securities underneath – all trading at different prices. 400, 450, 500.

Concentration 97

Concentration Investments Accounting Marketing 97

Global Finance

OCTOBER 14, 2024

Banks need to grow, and there’s little room for that in markets such as China or Europe right now,” explains William Trout, director of Securities and Investments at Datos Insights. The ultimate prize is an evolving market projected to reach $1.3 trillion in assets by 2029, according to a recent report by Research and Markets.

Banking 59

Banking Investments Concentration Prioritization 59

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. The first is the duration of these securities , relative to the duration of the deposit base, with a greater mismatch associated with more risk.

Banking 78

Banking Profit and Loss Securities Investments 78

PYMNTS

MAY 11, 2020

In addition to grocery stores, online EBT enablement using PIN on Glass technology is also being deployed at two of the nation’s largest farmer’s markets, given the high concentration of EBT customers who are served in those markets. They, too, want to provide more options for payment via online or mobile channels.

Concentration 72

Concentration eCommerce Technology Securities 72

PYMNTS

APRIL 3, 2019

Security firm UpGuard posted about the news on Wednesday (April 3). This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”. Since that scandal, the social media giant has reduced the number of apps that have access to user data.

Concentration 53

Concentration Securities Numbers Accounting 53

CFO Thought Leader

DECEMBER 5, 2023

Read More “MDA wanted to have an office near every local television station that was participating in the Telethon broadcast,” explains Kennedy, who notes that the MDA offices needed to compete with local Girl Scout troops and firefighters to secure fundraising airtime on the local affiliates. Kennedy: The MDA is a tremendous organization.

CFO 52

CFO Finance Healthcare Concentration 52

PYMNTS

OCTOBER 8, 2019

Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas. Sites such as TechCrunch report that a number of merchants have also joined the company’s audience of active users. percent, eCommerce at 23.8

Finance 57

Finance Concentration Startups Investments 57

PYMNTS

MAY 5, 2020

Issuers may be eying the coming chargeback and dispute storm, but right now, said Quevedo, they’re concentrating on prioritizing claims processing. In other cases, they may be devising bank identification number (BIN) attacks or using card generators to create many potential card numbers. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

PYMNTS

SEPTEMBER 5, 2017

With a growing number of automated machines performing jobs and tasks that could eliminate jobs, one San Francisco official is pushing a statewide “tax” in California on robots that put people out of work. For some, though, the issue is more about safety than job security. jobs are lost to automation.

Concentration 43

Concentration Healthcare Securities Numbers 43

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.

Retail 79

Retail Concentration Leverage Entertainment 79

PWC UK

OCTOBER 26, 2021

ESMA will identify any difference in basis available between TC and EU CCPs, and model any concentration add-ons. It will prepare its own estimate, but will ask EU and TC CCPs, as well as a number of market participants, for their estimations. ESMA will “ use existing literature ” to guide calculation of netting efficiencies.

Credit Risk 52

Credit Risk Concentration Banking Marketing 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 58

Investments Valuation Concentration Marketing 58

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 ability to make QR code payments offers our customers convenient and secure alternatives to carrying cash.”. Among the dominant players: UPI, IMPS and others.

Concentration 62

Concentration Banking Leverage Retail 62

The Finance Weekly

MAY 29, 2024

Focus on What Matters Handles tedious, manual error-checking, so your discussions can concentrate on more critical concerns. It facilitates collaboration across departments during the budgeting cycle through its multi-user access, advanced permissions, and security features, ensuring a seamless and secure experience.

Financial Planning and Analysis (FP&A) 52

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