PYMNTS

JUNE 23, 2020

Carriers like P&C shared service firm Tokio Marine North America Services (TMNAS) have sought to prioritize payment digitization when faced with the industry’s changing demands. Insurers could even begin leveraging online payment platforms such as Early Warning Services’ person-to-person (P2P) app Zelle. “We

Leverage 52

Leverage B2B Prioritization Securities 52

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.”

Prioritization 41

Prioritization B2B CFO Leverage 41

CFO Plans

NOVEMBER 18, 2024

Learn More About Building Trust with Investors Leveraging Transparent Financial Management as a Strategic Edge Transparent financial management extends beyond fulfilling regulatory obligations; it acts as a strategic advantage. Leverage Technology: Utilize digital tools for real-time data sharing and interaction.

Communication 52

Communication Finance CFO Prioritization 52

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. Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 59

Concentration Prioritization Auditing Compliance 59

PYMNTS

JULY 5, 2019

AvidXchange , for instance, worked with Fifth Third Bank to enhance B2B payments while leveraging the inherent capabilities in the RTP network from The Clearing House. The buyer can prioritize that invoice and approve it through Avid’s existing workflows. The buyer is then told the amount of the early pay discounts. “We

Banking 69

Banking Invoicing B2B Prioritization 69

CFO Share

MAY 22, 2024

These reports are the backbone of evaluating business performance – crucial for making informed decisions, attracting investors, and securing loans. Work with your accountant to prioritize the cleanup of findings from steps 2-4. Consistent financial reporting is critical for business management.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

CFO Network

MARCH 18, 2024

Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality. By prioritizing transparent communication from the get-go, SMBs can ensure alignment of expectations and address any issues promptly.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

PYMNTS

OCTOBER 18, 2018

17) that it will enable tokenization services on all cards by 2020, as part of its Digital Commerce Solutions, a suite of offerings geared toward making online transactions speedier and more secure. It is about getting it prioritized and in scale. Mastercard said Wednesday (Oct. Digital Commerce Umbrella.

Prioritization 60

Prioritization Securities Retail Leverage 60

CFO Talks

JULY 4, 2024

Key Takeaway: CFOs must prioritize understanding their customers’ payment preferences and adapt their systems accordingly. Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. Such a scenario would leave the door wide open for data-controlling companies to send customer information to that criminal under the false pretense of regulatory compliance and data security.

Compliance 77

Compliance Securities Prioritization Leverage 77

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

PYMNTS

MAY 6, 2019

But firms whose banks don’t possess APIs to smoothly transmit that information may resort to work-around solutions with weaker security measures, putting customers’ data at risk. On the other hand, FIs using APIs can promote more secure access to data, Chaib said. Screen scraping’s problems don’t stop at security, either.

Banking 74

Banking Securities Prioritization Compliance 74

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. While financial performance is critical, we also prioritize community development, environmental stewardship, and local economic support. million annually.

Finance 98

Finance Profit and Loss CFO Leadership 98

Global Finance

JUNE 6, 2024

We have a responsibility to safeguard their information, protect their privacy and ensure our systems and online environment are secure. We also must leverage the potential of AI in a responsible manner, aiming to keep the bank safe by focusing on and prioritizing domains like KYC, detection of financial crime, fraud and sustainability.

Prioritization 62

Prioritization Banking Technology Leverage 62

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

PYMNTS

AUGUST 19, 2019

Here are some examples of restaurants and retailers that have bounced back from mobile data breaches and what they are doing to ensure security. Security Solutions. The security platforms that utilize AI and machine learning can also spot attack patterns, and very quickly block those transactions as well,” said Garner.

Securities 63

Securities Prioritization Accounting Retail 63

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 80

IFRS Accounting SAP Compliance 80

PYMNTS

OCTOBER 5, 2020

The latest AML/KYC Tracker® explores the use of AI to streamline anti-money laundering (AML) and know your customer (KYC) processes, changing customer expectations for bank security measures, and an in-depth look at how eCommerce platforms keep money launderers away from their storefronts. Developments Around The AML/KYC Space.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

NOVEMBER 9, 2020

That unified view, conceivably, can leverage FinTech services that help end consumers (for example) see how they are managing their budgets, their investments and reach various financial goals. The consumer with a range of bank and other financial accounts spanning several firms can have all that data collected at a single point of access.

Banking 114

Banking Financial Data Prioritization Economics 114

CFO Thought Leader

DECEMBER 1, 2023

AI’s Role in FP&A and Security Concerns: Discussion on AI’s learning mechanisms, potential security risks. Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

JUNE 6, 2016

Customers are drawn to banking technology that is easy to use yet secure enough to safeguard their personal information. For major banks looking to gain consumer trust while staying ahead of the technological curve, creating services that are both simple and secure can be a major challenge. Shaping a streamlined experience.

Securities 40

Securities Banking Technology Prioritization 40

PYMNTS

AUGUST 10, 2020

Businesses generally prioritize getting customers on eCommerce sites or digital content platforms to make purchases above all else, and digital content platforms have leaned on paywall strategies to increase conversion. A Data-Driven Approach To Enhancing The Payments Experience.

Data Analysis 97

Data Analysis eCommerce Prioritization Leverage 97

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

The Charity CFO

JULY 2, 2024

If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security. Once you have a clear picture of your current operations, you can start prioritizing pain points.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

PYMNTS

SEPTEMBER 17, 2018

To prioritize certain payment methods, HomeAway finds out which methods are highest in demand by utilizing consumer data and analytics. “We Building An Intuitive And Secure Experience. HomeAway has been working with the Expedia Group to tackle security challenges. The Future Of Travel Payments.

Prioritization 49

Prioritization Currencies Securities Compliance 49

CFO Network

MARCH 11, 2024

SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment. This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 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. Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

CFO Plans

JANUARY 20, 2025

Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. We prioritize data security and ensure our clients receive real-time financial insights through an agile and professional team.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO Thought Leader

DECEMBER 10, 2024

” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat.

CFO 52

CFO Leadership Prioritization Auditing 52

Global Finance

JUNE 6, 2024

Corda R3 Innovation: Digital Asset and Crypto Banking Offering Company: BBVA Switzerland The crypto- and digital-asset market is filled with friction and security risks. China’s securities depository, China Central Depository & Clearing Co.

Construction 90

Construction Compliance Cash Management Treasury 90

CFO Plans

SEPTEMBER 24, 2024

By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

Tax Planning 52

Tax Planning Leverage Planning Prioritization 52