E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Global Finance

JUNE 11, 2024

Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient. Overall, there is enormous potential with technology and how creatively we deploy efforts in a targeted manner. Has the investment ratio between keeping the lights on and innovation changed?

Technology 119

Technology Treasury Prioritization Strategic Planning 119

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Future CFO

FEBRUARY 7, 2024

Delving into the key trends shaping the treasury landscape in 2024, the focus is on themes such as staffing challenges, macroeconomic risks, technology adoption, and strategic financial management. Staffing challenges and technology adoption Staffing emerges as a central theme for corporate treasurers.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

CFO Thought Leader

NOVEMBER 4, 2024

They entered a complex space, providing technology-enabled pharmacy services for long-term care facilities (LTCFs) across the U.S., In support services, we’ll continue to lay a solid foundation by investing in business acumen, IT acumen, human capital management, and sales expertise to better support our local partners in the field.

Leverage 52

Leverage CFO Healthcare Leadership 52

Nerd's Eye View

NOVEMBER 29, 2022

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 97

Leverage Planning Investments Numbers 97

CFO News Room

NOVEMBER 29, 2022

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

Leverage Planning Concentration Tax Planning 130

Global Finance

JUNE 6, 2024

Africa And Middle East MNT-Halan MNT-Halan developed innovative technology that provides a digital solution for unbanked populations. Users can receive salaries through the app, transfer funds to other accounts, make investments and purchase items. This solution compiles relevant information currently in a bank origination system.

Technology 59

Technology Invoicing Finance Compliance 59

CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

Future CFO

OCTOBER 25, 2023

With the rampant incidents of frauds and scams related to finance, machine learning can be leveraged to detect and prevent financial fraud, allowing a company or an organisation to respond in real-time. The post Leveraging machine learning to detect financial fraud appeared first on FutureCFO.

Leverage 52

Leverage Auditing Finance Financial Data 52

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. This might involve renegotiating contracts with service providers, consolidating services, implementing usage policies, or adopting new technologies for cost efficiency.

Leverage 52

Leverage Compliance Auditing Invoicing 52

CFO Talks

FEBRUARY 18, 2024

By leveraging analytics and performance metrics, CFOs can measure the effectiveness of training programs, identify areas for improvement, and make data-driven decisions to optimize future initiatives. Learn more about our CFO Club Africa for finance executives and managers here. Read industry news on Accounting Weekly here.

Leverage 52

Leverage CFO Finance Compliance 52

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

Centage

NOVEMBER 16, 2022

As a result, owners can see what the company owes and owns in assets and investments at a given point in time. This report should provide information on operations and investments that rely on cash. The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Leverage Forecasting 98

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

E78 Partners

DECEMBER 1, 2023

However, there are many factors in today’s marketplace – such as competition for deals – that are compelling many private equity funds to invest in companies in a ‘non-control’ position. Areas that could be of interest are understanding reporting systems and capabilities, technology, and processes/procedures of the firm.

Leverage 45

Leverage CFO Investments Planning 45

Future CFO

NOVEMBER 22, 2023

Business investment would increase though firms in many countries are dealing with the highest interest rates they have seen in years, said Grant Thornton recently. Globally, more than half of respondents the firm surveyed expect to increase investment across technology, R&D, and staff.

Investments 52

Investments Leverage Technology Economics 52

Future CFO

SEPTEMBER 2, 2024

The analyst further suggests that application leaders must understand the technologies and frameworks that underpin a composable approach to set the scene for AI-enabled wins. Wahi argues that in the age of agile technology where AI is embedded in solutions, CFOs no longer need to worry about massive overhauls to adopt AI-driven solutions.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Nerd's Eye View

SEPTEMBER 12, 2023

What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporting software that most advisory firms have to purchase separately… as Jason found while he was building his own TAMP a decade ago, the limitations of current RIA custodians made (..)

Investments 89

Investments Leverage Economics Technology 89

Future CFO

NOVEMBER 1, 2023

Both tax and finance leaders are set to increase investment in digital transformation, said Thomson Reuters recently when releasing a report titled Digital Agendas: How Tax Compliance and Finance Leaders are Preparing for 2024. The post Tax and finance leaders to up investment in digital transformation appeared first on FutureCFO.

Investments 52

Investments Finance Restructuring Compliance 52

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 91

IFRS Technology SAP Compliance 91

CFO Talks

AUGUST 9, 2024

Balancing Risks and Returns in Investment Strategies: A Detailed Guide for CFOs in Africa For CFOs operating within the diverse economic landscapes of Africa, making informed investment decisions is crucial. Understanding Risk and Return Investment decisions are all about balancing potential rewards against possible risks.

Investments 52

Investments CFO Manufacturing Economics 52

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Planning 91

Planning Technology Investments Leverage 91

PYMNTS

NOVEMBER 20, 2020

Getting the customer service angle right is so crucial to CUs’ success that many CUs are investing in emerging technologies to help them better hit their marks. Rousseve explained that advanced technologies such as AI-powered platforms with data analytics features are starting to create more personalized opportunities for CU members.

Technology 101

Technology Leverage Banking Economics 101

PYMNTS

SEPTEMBER 23, 2020

Other fraudsters leverage more sophisticated techniques like synthetic identity fraud, in which they cobble together wholly fictitious identities with which to conduct their schemes. Large investments in security measures are necessary for banks to protect themselves and their customers from this menace. billion ($8.9 billion in 2019.

Technology 83

Technology Construction Leverage Banking 83

E78 Partners

JANUARY 17, 2024

Investment funds and their challenges Investment funds often face numerous challenges in their initial stages, particularly operational challenges and building in-house finance teams. Building a competent finance team is a critical aspect of a successful investment firm, but assembling such a team is both time-consuming and expensive.

Investments 52

Investments Finance CFO Leverage 52

PYMNTS

APRIL 22, 2020

Approximately 95 percent of such firms leverage anti-fraud technology, Greg Firestone, vice president of data science at Allstate , told PYMNTS in a recent interview. The company leverages an AI-based solution to monitor and flag suspicious claims, but keeping an eye on future fraud trends still requires a human touch.

Leverage 80

Leverage Numbers Technology Investments 80

PYMNTS

APRIL 7, 2020

Few are investing energy in building taller silos for their data, bumpier and more friction-filled experiences for their customers, or slower and more opaque payments processes. This ‘technology trust’ is something that FinTech companies can deliver.”. That is a powerful offering.

Leverage 83

Leverage Banking B2C B2B 83

The Finance Weekly

DECEMBER 30, 2021

For businesses, this might spell out the adoption of a new strategy, scheduling approach, or technology implementation. Technology implementation has been a popular course of action in recent years for many organizations. The following are a few practical considerations as waves of new technology continue coming our way.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 12, 2020

Safety-minded consumers the world over can now be seen tapping contactless cards, scanning QR codes or utilizing voice ordering technologies to make purchases without potentially putting themselves or others at risk of contracting the virus. Eighty-two percent of contactless users view the technology as cleaner than other options.

Investments 120

Investments Technology Leverage Banking 120

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

SAP 90

SAP Compliance Leverage Invoicing 90

CFO Thought Leader

OCTOBER 31, 2024

Inside The Mentoring Round, CFO John Gronen discusses Yooz’s strategic investment in AI and machine learning to enhance accounts payable (AP) automation, fraud detection, and efficiency. He also shares insights on the evolving role of CFOs, focusing on risk management, technological adaptation, and scaling operations.

Risk Management 52

Risk Management CFO Accounts Payable Invoicing 52

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. With that in mind, it’s no surprise that technology adoption rates are still impressively high. 3: What’s the technology stack?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Leverage 102

PYMNTS

APRIL 21, 2019

Uber announced late last week that it landed a $1 billion investment from Toyota, DENSO and the SoftBank Vision Fund. On Twitter , Uber Chief Executive Dara Khosrowshahi announced the investment, saying the companies are jointly working toward “the future of mobility.” The investment gives Uber ATG a valuation of $7.25

Technology 72

Technology Transportation Valuation Investments 72

Global Finance

OCTOBER 17, 2024

Asia is characterised by urbanisation and a high adoption rate of technology. DBS partnered with the Indonesian Investment Authority (INA 6 ) to support the development of Indonesia’s infrastructure sector, including the provision of financial advice, investment banking expertise and advisory services. billion by 2030 1.

Leverage 105

Leverage Banking Finance Economics 105

Future CFO

JUNE 1, 2022

Rigid data silos have been replaced with more fluid methods of working as technology-enabled collaboration provides a comprehensive, company-wide, real-time overview for agility when plans change. It is not about becoming tech-dependent, but about leveraging its ability to accelerate processes with precision.

Technology 52

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