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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

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Understanding the SAP Business Technology Platform (BTP)

Navigator SAP

They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. The SAP Business Technology Platform (BTP) is the central component of this new paradigm.

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A Modern Nonprofit Podcast: How Nonprofits can Start Investing in Technology

The Charity CFO

Auxilia is a technology platform created to help community driven nonprofit organizations with donor outreach, engagement, and retention. Paul and Tosha collaborate on a discussion about nonprofits investing in technology. Tune in as Paul and Tosha breakdown some whys behind technology investment in nonprofits.

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Ep 41: The FP&A Spectrum: Technology, Culture, and Long-Term Value

CFO Thought Leader

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). Sandra Wallach, CFO of Amprius Technologies, emphasizes a proactive and customer-focused approach in Finance and FP&A.

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TG Therapeutics, Micron Technology, ChargePoint and more

CFO News Room

Micron Technology — Shares of the chipmaker dropped 2% after the stock got downgraded to hold from buy by Argus Research. ChargePoint — The maker of EV charging technology saw shares rise more than 4% after Q-GRG VII (CP) Investment Partners bought more than 1.4 million shares, according to a filing with the U.S.

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Aligning IT investments with business goals

Future CFO

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

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Innovation Beyond Technology: Q&A With J.P. Morgan Payments’ Lori Schwartz

Global Finance

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?