Remove Investments Remove Math Remove Technology
article thumbnail

Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

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.

article thumbnail

Zest AI CEO: Artificial Intelligence Is Reshaping Lending and Credit

PYMNTS

“On average, our customers will see a 20 percent lift in approvals and a 30 percent reduction in charge-offs just by deploying better math,” de Vere said. Those are the kind of numbers that explain why Zest received a $15 million investment last week from software developer Insight Partners. 15M In New Funding . ML Is ‘Where It’s At’.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

10 Weekend Reads

Barry Ritholtz

That it was essential to success, not just in the arts, but science, business strategy and investing. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Issues in Science and Technology ). • The Atlantic ). •

Math 124
article thumbnail

Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130
article thumbnail

Pokémon’s New Retail Customer Acquisition Math

PYMNTS

This, Ciabarra notes, is a notable difference in bottom line for small and medium sized businesses on tight margins – that requires essentially no investment or upgrade – or marketing costs – just willingness to participate in a virtual world that someone else maintains.

Math 47
article thumbnail

MiB: Jeffrey Sherman, DoubleLine Deputy CIO

Barry Ritholtz

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

Math 75
article thumbnail

10 Weekend Reads

Barry Ritholtz

You need to understand how math, statistics and probabilities work. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( To be a successful investor you need to possess a number of different traits.

Math 107