PYMNTS

DECEMBER 29, 2020

Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. The company is focusing on users that may be underbanked, lacking traditional bank accounts.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

PYMNTS

DECEMBER 8, 2019

“Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said. Last month , ongoing security concerns prompted the Federal Reserve to further scrutinize Big Tech firms that serve the banking industry.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Last week, the Department of Justice gave the green light to Mastercard’s $825 million acquisition of data aggregator Finicity.

Banking 117

Banking Nonprofit Financial Data Education 117

PYMNTS

DECEMBER 18, 2020

According to Finicity, the move extends its leadership in providing direct data access through the use of APIs to the FinTech category. The access will allow Brex customers to link accounts to apps that use Finicity’s secure data network.

Financial Data 97

Financial Data Leadership Leverage Banking 97

CFO Share

AUGUST 15, 2024

An Outsourced Chief Financial Officer (CFO) can be an invaluable ally in navigating this complex process. Here’s how small business advice from a CFO can help you secure funding for your business while ensuring your interests are protected. How does a CFO secure business funding?

CFO 52

CFO Securities GAAP Startups 52

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They regularly audit processes to maintain the integrity of financial operations.

Financial Planning and Analysis (FP&A) 98

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

FISPAN

JANUARY 12, 2022

Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space. Banking customers are seeking more control over their banking data than ever before. The end result?

Reconciliations 96

Reconciliations Banking Securities Leverage 96

Global Finance

DECEMBER 27, 2024

Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. Its about changing the mindset of the people in the organization to adopt the technologies and leverage the capabilities that the technologies deliver. CAGR to 2034. increase from last year.

Technology 108

Technology Finance Leverage Investments 108

PYMNTS

MAY 11, 2017

In a press release , Xero said the partnership will empower millions of small businesses to make more informed financial decisions. The integration will strengthen data sharing security for Capital One small business customers and grant more control over the financial data that they choose to share. “We

Reconciliations 65

Reconciliations Financial Data Leverage Accounting 65

Future CFO

AUGUST 21, 2023

As a profession we have made significant progress over the years leveraging technology to streamline how we manage historical data and more recently, leveraging analytics on predicting outcomes. To make generative AI reliable, it must be accurate, scalable, and adaptable.

Finance 98

Finance Compliance Data Analysis Leverage 98

PYMNTS

NOVEMBER 4, 2016

For any new FinTech company, securing a deal with a financial giant is good news. “I personally think they are absolutely critical, especially from the bank/financial institution perspective,” he stated. But, as Moore explained, these types of collaborations are critical to the banks, too. ” .

Treasury 79

Treasury B2B Leverage Reconciliations 79

PYMNTS

NOVEMBER 9, 2020

there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom. The mechanic of digital conduits, and the consent, open the door to digitization and data aggregation, simplifying and streamlining daily financial life.

Banking 114

Banking Financial Data Prioritization Economics 114

CFO Plans

MAY 16, 2024

Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. Discover SaaS Accounting Solutions Now Real-Time Financial Data for Informed Decision-Making One of the standout features of SaaS accounting platforms is real-time access to financial data.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

Less Stress Leads to More Success: Why a Faster Monthly Close Is Key Faster and more accurate closing cycles ensure your advisors, CFOs, and controllers have up-to-date financial data to base important decisions. Regularly reconcile accounts: Instead of waiting until the end of the month, reconcile your accounts regularly.

Leverage 62

Leverage Financial Data Accounting Communication 62

CFO Plans

JULY 5, 2024

Manufacturing companies face unique challenges that necessitate precise and efficient financial management. As we move further into 2024, leveraging SaaS-based accounting software has become not just a trend but a necessity for manufacturing firms aiming to streamline their operations and enhance financial accuracy.

Manufacturing 52

Manufacturing Accounting CFO Leverage 52

Future CFO

JULY 21, 2024

Now, beyond interpreting financial data, we’re now also embracing sustainability reporting and assurance – a rapidly growing field." "AI allows room for improvement like focusing on higher-level tasks and upskilling," he notes.

Finance 104

Finance Accounting Principles Problem Solving Accounting 104

The Finance Weekly

SEPTEMBER 22, 2024

Leveraging Automation Automation is a viable solution for organizations struggling with staffing shortages. Concerns about how automation might impact job security among staff can also be a hurdle. However, leveraging this concept during the 2025 budgeting season can provide a fresh perspective on financial planning.

Budgeting 69

Budgeting Forecasting Compliance Economics 69

CFO Plans

SEPTEMBER 24, 2024

By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Platforms like QuickBooks and Xero provide real-time insights into financial data, enabling more informed decision-making and efficient tax preparation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Talks

OCTOBER 15, 2024

Financial Risk Forecasting Predictive models can analyse your company’s financial data—such as revenue patterns, cash flow, and expenses—to identify potential financial risks. Start by leveraging data from your accounting systems and working with your finance team to create simple forecasting models.

Risk Management 95

Risk Management Compliance Forecasting Credit Risk 95

PYMNTS

JUNE 18, 2019

By some estimates, cybercrime will have cost the world $6 trillion by 2021 in damaged and destroyed data, stolen money, lost productivity, theft of intellectual property, theft of personal and financial data, embezzlement, fraud and post-attack disruption to the normal course of business. The AI Foundation. percent result.

Education 71

Education Securities Leverage Financial Data 71

PYMNTS

FEBRUARY 26, 2019

The Commission also said that banks will be responsible for sharing more financial data with FinTechs. The move comes a few weeks after South Korea said through the Financial Services Commission that a sandbox will be rolled out this year to help support FinTech development.

Banking 75

Banking Valuation Finance Leverage 75

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. Data-driven decision-making enables more informed and precise financial strategies.

Finance 52

Finance Prioritization Compliance Leverage 52

Future CFO

JANUARY 25, 2024

The challenge here is getting the balance right, requiring CFOs to leverage technology and rationalise the enterprise-wide IT landscape to avoid costly inefficiencies and duplication. With data volumes exploding, finance leaders are becoming data stewards, necessitating the modernisation of the finance function.

CFO 94

CFO Finance Leadership Investments 94

PYMNTS

AUGUST 29, 2019

Data from PYMNTS’ Credit Union Innovation Index found that 60.8 percent of members would not leave their credit unions (CUs) for different financial institutions that offered the same services. percent wanting their CUs to invest more in security and 19.5 Security practices could also be greatly improved in open banking systems.

Banking 63

Banking Securities Forecasting Accounting 63

CFO Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

Jedox Finance

NOVEMBER 17, 2022

By the same time, 30% of planning applications will be made based on their advanced Extended Planning & Analysis (xP&A) capabilities and the same percentage of organizations will be using AI in combination with their financial management solutions by 2024 as well. Skill #6: Unifying data stuck in accounting silos.

Budgeting 98

Budgeting Accounting Forecasting Finance 98

CFO Network

MARCH 11, 2024

This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow. Leveraging Technology for Cash Flow Management Technology plays a crucial role in modern cash flow management for SMBs.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

CFO Plans

AUGUST 9, 2024

Discover how CFO Plans can transform your financial management and set your business on the path to success. Outsourced CFO Services Revolutionize Financial Management Outsourced CFO services have revolutionized financial management for businesses of all sizes. Leverage remote accounting support for your global business.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

PYMNTS

FEBRUARY 5, 2020

The ACH payments and financial data exchange nonprofit NACHA is developing a digital platform to streamline payments by facilitating data sharing via a centralized hub, NACHA announced Wednesday (Feb. The NACHA Phixius platform enables connected service providers to securely exchange payment-related data.

B2B 52

B2B Nonprofit Leverage Financial Data 52

Spreadym

NOVEMBER 16, 2023

Data Integration: The software should be capable of integrating data from various sources, such as ERP systems, spreadsheets, and other databases. This ensures that financial data is accurate, up-to-date, and consolidated. This helps in understanding the potential impact of various business decisions.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

CFO News Room

JANUARY 4, 2023

More than 225 real estate investment trusts (REITs) are registered with the Securities and Exchange Commission (SEC) in the United States that trade on a major stock exchange, such as Nasdaq or the New York Stock Exchange. Stability & Security. between 2017 and 2022, according to the IBIS World report.

Investments 130

Investments Budgeting Finance Marketing 130

Future CFO

OCTOBER 9, 2024

Risk Management: AI-driven applications can comprehensively analyze expansive amounts of financial data, identify trends and patterns, craft narratives, and suggest recommendations, thereby streamlining the process for time efficiency and enabling informed decision-making, offering a strategic advantage in speed and insight.

Risk Management 52

Risk Management Compliance Communication Leverage 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging the cloud, businesses can access their financial data anytime, anywhere. This not only enhances flexibility but also ensures that your data is secure and up-to-date. Cloud-based accounting services reduce the need for manual data entry, thereby minimizing errors and saving valuable time.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

Bramasol

SEPTEMBER 29, 2023

They are expected to provide financial leadership and insight into the organization's strategic direction. This involves not just managing financial data but also interpreting it to guide decision-making. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 88

IFRS Technology SAP Compliance 88

Future CFO

AUGUST 7, 2024

However, Ho concedes that CFOs will find it challenging to scale the data analytics function without an understanding of data structures and data warehouse. CFOs will find it even more challenging to move into the space of non-financial data and customer data platforms."

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

The Finance Weekly

DECEMBER 30, 2021

Business intelligence, data security, and and has proved particularly effective for finance departments, given the recent powerful innovations in finance technologies. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist? For example, could RPA benefit the team?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52