Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Read More.

Marketing 72

Marketing Leverage Investments Planning 72

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

E78 Partners

SEPTEMBER 28, 2023

A large number of professionals are leaving their current roles for work life balance and increased compensation despite tenure and growth potential in their current roles. This is contributing to one of the most competitive finance and accounting talent markets in over a decade.

Auditing 59

Auditing Budgeting Marketing Leverage 59

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Forecasting 116

Future CFO

DECEMBER 8, 2021

The numbers don’t lie -- or so the saying goes – but they rarely tell the whole story either, just like how the Chief Financial Officer (CFO) encompasses more than just finance and accounting. It used to be pretty much all about the numbers – but the narrative has changed. billion Specialty and Automotive Lighting business unit.

Numbers 52

Numbers CFO Management Consulting Treasury 52

VCFO

SEPTEMBER 21, 2023

Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. This is a critical number used in valuing companies. Discussion of several common adjustments follows.

Valuation 84

Valuation Marketing Benchmarking CFO 84

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. How CFOs can leverage AI 1.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

PYMNTS

OCTOBER 3, 2020

Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. Even our old friends.".

Marketing 121

Marketing Communication Leverage Numbers 121

CFO Talks

SEPTEMBER 28, 2024

It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact. For instance, if your goal is to increase revenue, identify specific, attainable targets like expanding into a new market segment or increasing customer retention by 10%.

Communication 98

Communication CFO Numbers Leverage 98

PYMNTS

NOVEMBER 19, 2020

The restaurant space has seen explosive growth in the number of mobile and digital orders customers have placed since the COVID-19 pandemic began. One restaurant that is working to incorporate AI into numerous parts of its operations is Boston Market , a Colorado-based fast-casual chain that has 330 locations in 37 states.

Marketing 80

Marketing Analyzing Data Leverage Securities 80

PYMNTS

DECEMBER 22, 2020

The automotive market continues to fire on all cylinders despite the pandemic as online and offline sales have either remained flat or trending up for Q3. CarMax’s business model is rooted in the physical dealership model as the company has increasingly leveraged its online channels.

Marketing 66

Marketing Leverage Sales Planning 66

PYMNTS

AUGUST 14, 2020

By the numbers, Q2’s gross merchandise value (GMV) and digital platform growth rates increased by 48 percent and 34 percent year over year, respectively. But the industry’s biggest brands – Louis Vuitton, Dior, Hermès and some others – have held up better than the industry as a whole and taken market share in the crisis.”.

Marketing 61

Marketing Banking Leverage Sales 61

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Leverage 93

Leverage Compliance Numbers Securities 93

PYMNTS

NOVEMBER 11, 2016

That’s why marketers will be leveraging mobile in their holiday shopping strategies this year, with new and creative strategies that focus more on omnichannel solutions and less on generic mobile coupons. For millennials, that number is 90 percent. The best way to reach a holiday shopper might just be through their smartphone.

Marketing 75

Marketing Leverage Prioritization Retail 75

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 88

Concentration Treasury Budgeting Leverage 88

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. Read More.

Leverage 89

Leverage Planning Technology Numbers 89

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Leverage 52

Leverage Planning Compliance Startups 52

PYMNTS

JANUARY 26, 2021

Everybody wants to know what the future of corporate travel will look like in a post-pandemic market. Smaller firms lack the leverage to negotiate better rates or to secure favorable contracts with individual travel vendors. You have to go to Airbnb or Vrbo or HomeAway or any number of sites, and it’s not fully integrated.

Marketing 83

Marketing Entertainment Leverage Technology 83

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Leverage 92

Leverage Numbers Planning Finance 92

Nerd's Eye View

MAY 3, 2024

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 (..)

Healthcare 85

Healthcare Construction Practice Management Leverage 85

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

NOVEMBER 26, 2019

SAFE has been delivering on-demand experiences since 2016, when it launched a targeted marketing function on its mobile app. The CU leverages this capability to provide customers with instantly accessible promotions and special offers, and the company is now working to balance its outreach efforts and member privacy.

Marketing 52

Marketing Leverage Prioritization Advertising 52

PYMNTS

OCTOBER 13, 2016

Predictive marketing — using information from customer data, like purchase history, to determine a pattern and predict future outcomes — was once only available to the largest retailers. Every retailer wishes for the crystal-ball ability to predict where the next purchase will come from,” according to Windsor Circle.

Marketing 76

Marketing Leverage Retail Advertising 76

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Budgeting 98

Budgeting Leverage Securities Numbers 98

PYMNTS

APRIL 25, 2017

To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans. and Australia, looks to grow its retail categories and the number of markets, as well as streamlining its eCommerce operations.

Leverage 40

Leverage Retail Planning B2C 40

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Amazon’s market cap currently sits at an impressive (and intimidating) $378.42 Another number was on Amazon’s mind of late as well: $20 million. The number 11.5

Numbers 40

Numbers Retail Leverage Startups 40

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.

IFRS 52

IFRS GAAP Currencies CFO 52

PYMNTS

AUGUST 10, 2017

The more individuals leave a trail of information across websites, the more tempting the targets are for hackers to make off with everything from Social Security numbers to health care information. The more business is done online, the more fraud makes inroads. That old password you have? The one referencing your favorite Journey song?

Numbers 53

Numbers Securities Risk Analysis Technology 53

PYMNTS

JULY 25, 2019

Banks need to keep this requirement top of mind as they compete against other FIs in newer markets, however. It is thus imperative that those seeking to expand into new markets adjust their fraud protection strategies to better fit local customer needs. Bringing a global fraud approach to a new local market. operations.

Marketing 65

Marketing Banking Leverage Securities 65

Navigator SAP

JULY 15, 2022

Integrated AI and e-commerce with digital marketing. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. Instead, you should determine your total cost of ownership (TCO). Typically:

Budgeting 178

Budgeting Leadership Communication Leverage 178

PYMNTS

DECEMBER 30, 2020

Many enjoyed huge first-day price pops, heating up the IPO market even more — and 2021 seems poised to only continue the fireworks. Popular stock-trading app Robinhood Markets reportedly recently hired Goldman Sachs to lead a possible 2021 IPO that would value the company at more than $20 billion. Then shares soared 85.8

Marketing 79

Marketing Valuation B2B Currencies 79

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 69

Concentration Analyzing Data Tax Planning Leverage 69

CFO News Room

NOVEMBER 17, 2022

Total crypto market cap is down by more than 2/3 from its market peak of $3 trillion. Moreover, significant “insurers” of these wagers were highly leveraged, systemically important financial institutions. Today, the market cap is at about $850 billion, so that’s down by 72%. By Wolf Richter, editor at Wolf Street.

Leverage 100

Leverage Entertainment Startups Numbers 100

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Healthcare 90

Healthcare Leverage Investments Numbers 90

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 91

Education Leverage Planning Investments 91