PYMNTS

AUGUST 4, 2020

Instead, challengers are trying to raise the bar by building more into their platforms — more transparency, more financial educational tools and easier access to a wider variety of financial products. Creating the right products always starts with looking at the target customer and what the person’s specific needs and wants are, Dunning said.

Banking 138

Banking Education Budgeting Economics 138

CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences. How to Handle Ethical Dilemmas Effectively Educate Yourself and Your Team Regularly review laws, industry regulations, and your company’s code of ethics.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. State governments are likely to play a larger role in sectors like urban infrastructure, irrigation, health and education, which fall under their jurisdiction.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Future CFO

DECEMBER 22, 2024

Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Ensure Data Quality : Conduct regular data audits to support seamless integration.

Invoicing 98

Invoicing CFO Compliance Auditing 98

PYMNTS

APRIL 13, 2020

It will also present educational sessions both live and pre-recorded. The events will leverage the association’s technology connectivity platform as well as virtual event company Balluun. Attendees will receive a calendar of daily events, browse exhibitors by category and book appointments for virtual demos and chats.

Education 102

Education Entertainment Sales Leverage 102

The Finance Weekly

OCTOBER 13, 2021

Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Thus, they communicate with C-Level executives differently and more frequently than in the past. A prime example of such innovations is of course CPM software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Education 96

Education Planning Leverage Technology 96

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

PYMNTS

DECEMBER 4, 2020

Step 1: Educate The Members. That means CUs must train their staffs to educate members on exactly how to leverage a CU-issued card in a variety of digital contexts. Phillips said that’s what’s going to make members comfortable leveraging their cards digitally. Now Is The Time To Tout A CU’s Services.

Education 89

Education Leverage Sales Numbers 89

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 87

Education Leverage Planning Investments 87

CFO Share

JULY 16, 2024

Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

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.

Leverage 96

Leverage Prioritization Sales Education 96

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Bramasol

OCTOBER 2, 2024

The Importance of Education: Education is a fundamental human right and a key driver in economic development. Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities.

SAP 82

SAP Prioritization Education Compliance 82

PYMNTS

JANUARY 14, 2021

Forty-two percent of respondents report using mobile apps as their main source for financial education, and 36 percent report using social media to learn about financial products. To learn how financial services firms are leveraging digital tools such as contextual video to engage with customers, download the report.

Banking 89

Banking Leverage Education Retail 89

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

PYMNTS

MAY 5, 2020

Financial institutions should leverage data analytics to their benefit. ” Phishing, Smishing and the Value of Education . Delivering more robust analytics for predictive modeling as well as [continually investing in and deploying] multilayered fraud mitigation tools helps identify spending trends and fight fraud.”

Education 95

Education Leverage Securities Technology 95

CFO News Room

FEBRUARY 3, 2022

Alphabet leverages its various platforms and services to generate a substantial portion of its revenue from advertising. Alphabet leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Major competitors include Amazon.com Inc.

Profit and Loss 130

Profit and Loss Advertising Leverage Entertainment 130

Future CFO

AUGUST 13, 2024

The significance of this approach extends to educating users about their online presence, promoting safer online practices, and fostering greater awareness towards identity theft risks. says this method allows organisations to gain insights into user behaviour and potential risks, enhancing their overall fraud prevention strategies.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

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. As more organizations leverage AI in recruiting, the ethical implications of these practices have become more urgent.

Prioritization 130

Prioritization Auditing Education Communication 130

PYMNTS

MAY 22, 2020

Banks must instead leverage multilayered defenses that harness employee and customer education, ironclad verification and artificial intelligence (AI)-enhanced fraud detection systems to keep customers’ money and personal data safe. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 94

Leverage Planning Education Numbers 94

CFO News Room

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

Planning 130

Planning Education Leverage 130

Nerd's Eye View

JUNE 28, 2023

Ultimately, sending planning and educational materials to clients in advance helps advisors transform the plan 'presentation' meeting into a plan 'engagement' meeting. Monte Carlo analysis) that might otherwise be difficult to understand when first encountered in a plan presentation meeting.

Planning 94

Planning Education Leverage Technology 94

CFO News Room

DECEMBER 9, 2022

Leverage that self-awareness to make sure you’re not infecting your audience. Servant-leaders leverage their experience and intuition to draw lessons from past experiences, to understand the realities of today, and to reasonably predict the consequences of a decision for the future. One strategy is to “name it to tame it.”

Prioritization 130

Prioritization Leadership Education Leverage 130

Barry Ritholtz

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Now College Graduates Are Leaving, Too.

Concentration 105

Concentration Leverage Economics Education 105

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Practice Management 94

Practice Management Education Leverage Planning 94

CFO Thought Leader

JULY 19, 2024

Tal’s path, starting from his finance education at the University of Chicago and Tel Aviv University, through various roles at Intel Capital, BCG, Facebook, and Milio, provided him with a broad perspective on financial operations and corporate development. Jack Sweeney: We want to want to touch on AI with you.

Leverage 40

Leverage Finance Invoicing Forecasting 40

PYMNTS

OCTOBER 8, 2020

But Edwards said he doesn’t believe the fact that fraudsters can leverage instant payments is a point against the idea. This is not a reversible instrument a customer is getting ready to use, and I think that’s an education thing for people,” Edwards said.

Education 122

Education Leverage Accounting Technology 122

Nerd's Eye View

DECEMBER 20, 2022

We also talk about how, in the very early stages of her career and immediately after finishing an internship for an insurance agency, Emily realized that even though the agency was already creating flyers and literature promoting her as a “financial advisor”, she was too young and inexperienced to truly take on that role, and decided to (..)

Education 94

Education Planning Advertising Leverage 94

PYMNTS

DECEMBER 14, 2020

“The organizations that are doing it better are starting to provide more of a filtering mechanism to expose information in a way that’s most relevant to the individual, and then leveraging better media to make it that much more impactful.”.

Banking 116

Banking Communication Leverage Prioritization 116

PYMNTS

OCTOBER 20, 2020

That’s the type of competitive advantage CUs should leverage, he noted. They can gain insight into different redemption options tied to their rewards cards, for example, or be educated by the CU on how to turn their cards on and off (remotely) or control spend.

Entertainment 107

Entertainment Education Banking Leverage 107

Nerd's Eye View

JUNE 6, 2023

And be certain to listen to the end, where Adam shares how he didn’t initially think Asset-Map would grow beyond his practice but found that having mentors and hiring the right people for the right roles helped support his journey and get him where he is today, why Adam encourages advisors looking to launch their own fintech companies to pursue (..)

Education 88

Education Concentration Planning Compliance 88

PYMNTS

FEBRUARY 28, 2019

and have reach that expands into consumer finance, insurance, healthcare, higher education, utilities, government and mortgage. Our strategy remains focused on expanding our digital services, leveraging our platform to unlock new cross-border, cross-currency payments opportunities, and generating additional operating efficiencies.”.

Concentration 79

Concentration Currencies Healthcare Education 79

PYMNTS

JUNE 4, 2019

Yet, few FIs leverage this technology in their anti-fraud efforts — only 5.5 Luckily for FIs and their fraud departments, education can help solve this problem — and the Playbook is just the beginning. It is no wonder that fraud prevention is one of the problem areas that FIs hope artificial intelligence (AI) can help resolve.

Leverage 78

Leverage Education Technology Banking 78

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. These include SAP RISE, SAP GROW, Digital Discovery Assessment (DDA), SAP Signavio, and Clean Core.

SAP 87

SAP Reconciliations Leverage Prioritization 87

PYMNTS

NOVEMBER 24, 2020

Panelists agreed that such stresses only layer on top of the other challenges that everyone has faced all year — will their jobs remain stable, can they manage work from home, are their kids being educated safely and effectively? He said that means working with things like in-app payments and leveraging QR codes.

Retail 100

Retail Leverage Education Finance 100