Remove Healthcare Remove Leverage Remove Numbers
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Update on SAP AI Initiatives Going into 2025

Bramasol

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

SAP 69
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How Much Can Technology Improve Healthcare Payments?

PYMNTS

Among the latest hopes for healthcare payments is blockchain. For instance, ConnectingCare , a company that helps far-flung practitioners view patient data across different points of care, wants to use blockchain for cost forecasting and to enable direct pay options for healthcare bills.

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Diagnosis Digital: eChecks Help Improve Healthcare Provider Cash Flows

PYMNTS

Trillions of dollars in healthcare spend can be sped up and streamlined with a pivot toward eChecks. Deluxe said earlier this year that it had launched its Medical Payment Exchange (MPX) platform, as a joint venture with healthcare payment provider ECHO Health. The problem is they just can’t get rid of that check.”. The Mechanics .

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Cash flow isn’t just about balancing numbers - it's about ensuring your organization is positioned for both immediate stability and long-term success. Go beyond traditional forecasting models, identifying key leverage points within your organization for liquidity, even in the most challenging environments.

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How Payment Plans Can Cure Healthcare Payments’ Biggest Problem

PYMNTS

Healthcare as pay-as-you-go or installments? Among the findings of “ The Changing Landscape of Healthcare Payment Plans ” study, released last month, through the joint efforts of PYMNTS and Flywire : The struggle to pay medical bills is real. percent would like to see a payment plan offered upon receiving their first bill.

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Weekend Reading For Financial Planners (May 4-5)

Nerd's Eye View

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)