Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 81

Leverage Education Planning Communication 81

Corporate Finance

MAY 9, 2022

As we discussed in the textbook, in general, there is no absolute number that is best for a particular financial ratio. However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress.

Leverage 130

Leverage Numbers Investments 130

CFO News

DECEMBER 30, 2024

India's household debt is increasing, driven primarily by rising borrower numbers rather than higher average indebtedness. The Reserve Bank of India highlights this growth is particularly among subprime borrowers using loans for consumption and super-prime borrowers leveraging debt for asset creation.

Numbers 40

Numbers Leverage Banking 40

E78 Partners

MAY 8, 2024

It provides a centralized repository where asset details such as make, model, serial number, location, and ownership can be stored and accessed. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners. There are affordable alternatives with a proven ROI for TEM in the market.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Navigator SAP

JULY 15, 2022

Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. Typically:

Budgeting 178

Budgeting Leadership Communication Leverage 178

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

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

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 89

Leverage Compliance Numbers Securities 89

PYMNTS

SEPTEMBER 17, 2020

SWIFT said the planned platform will leverage its reach across more than 11,000 institutions in 200 countries. Ascendant also hopes to see a reduced number of payment investigations and to also cut down the time it takes to resolve them, the company added.

Compliance 139

Compliance Leverage Accounting Planning 139

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

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. Understand the Story Behind the Numbers Numbers tell a story, and as a CFO, you’re the storyteller. Turn Data into Decisions Data is your secret weapon.

Communication 98

Communication CFO Numbers Leverage 98

Global Finance

OCTOBER 20, 2024

By leveraging BNY’s RMAs, we have access to over 4,000 bank branches,” explains Tsutomu Yamamoto, managing executive officer, head of Global Transaction Banking Unit at Mizuho Bank. So we came up with the idea of an RMA-as-a-Service concept so they don’t have to invest their own capital in it.” “By

Treasury 109

Treasury Banking Leverage Finance 109

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.

Leverage 85

Leverage Planning Technology Numbers 85

https://trustedcfosolutions.com/feed/

AUGUST 5, 2022

With world-class financial management software and tools, subscription automation, and service, Sage Intacct is the number one financial software trusted by leading private equity firms and their portfolio companies to build more profitable businesses. Sage Intacct also offers the number 1 B2B Subscription billing solution.

Leverage 97

Leverage Construction Transportation B2B 97

CFO Share

MAY 6, 2022

You still own the same number of shares, but the total number of shares has increased. This is closely related to leverage and measures the total debt relative to the amount of investment and earnings retained over time. and divide them by the total shareholder’s equity (both numbers can be found on your balance sheet).

Startups 98

Startups Leverage Valuation Investments 98

CFO Talks

OCTOBER 22, 2024

Based in South Africa, she holds a B.Com in Financial Management from the University of South Africa (Unisa) and has steadily built a career grounded in her love for numbers and the stories they tell. The Power of Numbers and Teaching From a young age, Engela was drawn to the clarity and honesty of numbers.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

Nerd's Eye View

JUNE 17, 2024

Which suggests that advisers have an opportunity to leverage the power of online reviews, which can act as "evergreen referrals" and drive more prospects to seek out the firm’s services, all while adhering to their firm’s compliance requirements. Next , by taking a proactive approach to reinforcing where they add value (e.g.,

Marketing 93

Marketing Advertising Compliance Leverage 93

PYMNTS

NOVEMBER 27, 2020

Per the November Tracker , “Many banks, utility companies and government agencies have been leveraging two-factor authentication (2FA) for several years. Reports show that the number of consumers who have used their smartphones to open accounts has increased 43 percent since March.”. Phone Call For You.

Securities 107

Securities Prioritization Numbers Accounting 107

PYMNTS

NOVEMBER 24, 2020

Many FIs and businesses are relying on 2FA measures that leverage SMS — or text message-based — verification to cater to a growing number of consumers who are using mobile channels to transact. This month’s Deep Dive examines organizations’ efforts to leverage SMS-based verification for onboarding, checkout and every step in between.

Sales 108

Sales Leverage Securities Banking 108

Fpanda Club

MARCH 27, 2023

But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. FP&A roles require to stay up to date with the latest trends and technological advancements which can be leveraged by the function. Well, there are many reasons for that.

Finance 130

Finance Auditing Compliance Communication 130

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance Forecasting CFO Leverage 96

PYMNTS

AUGUST 5, 2020

In the current environment, of course, the pandemic decimated foot traffic across any number of verticals — restaurants and retailers come to mind, of course. On the latter front, Gaherity said embracing bill payments serves a way to meet the needs of the unbanked and underbanked population that numbers more than 85 million consumers.

Currencies 135

Currencies Advertising Numbers Retail 135

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 97

Benchmarking Communication Leverage Numbers 97

Global Finance

OCTOBER 20, 2024

By leveraging BNY’s RMAs, we have access to over 4,000 bank branches,” explains Tsutomu Yamamoto, managing executive officer, head of Global Transaction Banking Unit at Mizuho Bank. So we came up with the idea of an RMA-as-a-Service concept so they don’t have to invest their own capital in it.” “By

Treasury 98

Treasury Banking Leverage Finance 98

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 97

Budgeting Leverage Securities Numbers 97

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 88

Leverage Numbers Planning Finance 88

PYMNTS

SEPTEMBER 21, 2020

In a nod to those technologies, the increasing pivot toward online transactions and cross-border commerce mandates that, as Philipp Pointner, chief product officer at Jumio, told PYMNTS , “it’s important to leverage biometric-based technology to really prove your customer is who they say they are.

Banking 139

Banking Leverage Technology Compliance 139

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 80

Healthcare Construction Practice Management Leverage 80

Nerd's Eye View

APRIL 12, 2024

Implying that part of the potential appeal to such support platforms is not simply about whether it's more cost-effective to use their tech and services to replace the advisor's own overhead costs, but that it's easier to scale up quickly as a fast-grower by leveraging incrementally more of the support platform's capabilities than needing to take the (..)

Leverage 81

Leverage Leadership Communication Planning 81

CFO News Room

FEBRUARY 5, 2022

When investments have cash flows that move up and down at various times in the year, the above models return inaccurate numbers, and the XIRR function within excel allows the internal rate of return to account for the date ranges selected and return a more accurate result. number of individual cash flows. a single period .

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 84

Concentration Treasury Budgeting Leverage 84

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. A colleague hints at leveraging this information to trade shares. As a CFO your influence extends beyond financial reports and budgets. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Practice Management 95

Practice Management Education Leverage Planning 95

PYMNTS

NOVEMBER 17, 2020

Telecommunications companies face a number of challenges in their day-to-day operations, however. The scheme revolves around the SIM card, a tiny device in every cellphone that tells the phone the network to which it should connect and which phone number to use. Digital ID Solutions For Improving Onboarding And Reducing Fraud.

Profit and Loss 107

Profit and Loss Numbers Securities Accounting 107

CFO News Room

NOVEMBER 17, 2022

Moreover, significant “insurers” of these wagers were highly leveraged, systemically important financial institutions. The collapse of the cryptos has triggered the collapse and bankruptcy of a number of crypto exchanges, crypto lenders, crypto hedge funds, crypto miners, etc. By Wolf Richter, editor at Wolf Street.

Leverage 100

Leverage Entertainment Startups Numbers 100

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Errors can lead to rejected invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

PYMNTS

AUGUST 4, 2020

Those ecosystems will leverage the trust that consumers have placed in traditional financial industry players and tech companies of all sizes – including Big Tech , of course.

Banking 119

Banking Accounting Leverage Planning 119