CFO Thought Leader

FEBRUARY 26, 2025

The insights led to an initiative that incentivized sales teams to densify routes, improving efficiency and making Rhodess business unit one of the most profitable in the region. The results were clearroutes with clustered stops were highly profitable, while distant, scattered pickups drained resources.

CFO 110

CFO Leadership Prioritization Finance 110

Bramasol

NOVEMBER 11, 2024

Data-Driven Decision Making: The integration of advanced analytics and machine learning capabilities in cloud ERPs enables organizations to leverage their data more effectively, leading to better decision-making processes. Remote Access and Collaboration: The rise of remote work has highlighted the importance of having accessible systems.

SAP 93

SAP Compliance Leverage Invoicing 93

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market.

Banking 105

Banking Finance Leverage Technology 105

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 98

Leverage Planning Compliance Investments 98

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. Other companies are leveraging advanced technologies like artificial intelligence (AI) and machine learning to boost their onboarding solutions.

Sales 108

Sales Leverage Securities Banking 108

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. A highly leveraged advisor has more flexibility in shaping their day-to-day business operations.

Communication 98

Communication Leverage Sales Investments 98

CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients. Escalate concerns to the audit committee or external advisors if internal discussions don’t resolve the issue.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Navigator SAP

MARCH 11, 2022

Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? An ERP system lets you leverage the combined power of customer relationship management and project management to give your customers better service.

Communication 246

Communication Leverage Forecasting Manufacturing 246

Accountancy Today

SEPTEMBER 25, 2023

FRP Corporate Finance has advised Harwood Private Equity on its sale of the Vegner Group, one of the UK’s leading property services businesses, to international property management group Odevo. This sale represents another landmark deal for the UK property management sector. It has an annual turnover of £35m.

Corporate Finance 98

Corporate Finance Finance Sales Leverage 98

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. David Eckstein (Vanta): Advocates for experimenting with AI tools while showcasing their role in sales efficiency and operational improvements.

Technology 52

Technology CFO Leverage Finance 52

Accountancy Today

JANUARY 12, 2024

FRP Corporate Finance has advised food and beverage (F&B) market research agency, Cambridge Market Research (Cambridge MR) on the sale to Food Innovation Solutions Group (FIS Group). The acquisition of Cambridge MR by FIS Group marks a significant landmark and incorporates another highly respected brand into its portfolio.

Corporate Finance 96

Corporate Finance Finance Sales Benchmarking 96

PYMNTS

JULY 21, 2020

Mastercard wants to give consumers options to use their crypto outside of closed-loop systems, along with more options to leverage a resource in a way that’s fully compliant with all local regulations and anti-money laundering (AML) and know your customer (KYC) requirements. “We

Sales 127

Sales Currencies B2B Communication 127

CFO Thought Leader

FEBRUARY 27, 2025

He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. CFO Kevin Rhodes explores how AI is reshaping business strategyboth internally for operational efficiency and externally for customer experience.

CFO 52

CFO Leverage Sales Investments 52

CFO News Room

DECEMBER 21, 2022

Supported by the online retail giant’s sophisticated consumer experiences, Singles’ Day has become the world’s biggest annual shopping event, with sales outperforming Black Friday and Cyber Monday combined. Singles’ Day has redefined shopping festivals to drive both short-term sales and long-term quality growth for merchants and brands.

Sales 100

Sales Benchmarking Entertainment Retail 100

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Sales 98

Sales Planning Communication Leverage 98

CFO Thought Leader

FEBRUARY 27, 2025

Kevin Rhodes views Go-To-Market (GTM) strategy as a core responsibility of finance leadership, not just a sales and marketing function. He believes that positioning, messaging, strategic pricing, and sales motions directly impact a companys financial performance and long-term value.

CFO 52

CFO Leadership Leverage Sales 52

E78 Partners

FEBRUARY 26, 2025

Learn how leveraging financial analytics improves decision-making 3. Leverage AI-driven forecasting tools, ensuring data accuracy and executive buy-in. Poor cash flow visibility can create financial strain, particularly in leveraged buyout (LBO) scenarios. Solution: Implement weekly (not just monthly) cash flow forecasting.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Thought Leader

JANUARY 15, 2025

At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. This revelation set the tone for Wongs career journey.

CFO 52

CFO Banking Prioritization Leverage 52

Bramasol

MAY 9, 2022

Regardless of which revenue generating model your company wants to apply, BRIM along with related SAP finance and compliance applications help optimize and consolidate business processes for sales, delivery, and billing. Billing and invoicing only for the used quantity. Offering a product or service for a fixed fee.

SAP 86

SAP Leverage Invoicing Compliance 86

The Finance Weekly

FEBRUARY 23, 2025

For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Encourage collaboration between finance, sales, and operations to align financial strategies. Leverage FP&A software for real-time tracking and forecasting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Navigator SAP

AUGUST 16, 2023

They can leverage this same cloud-based software to streamline project management, whether working on a custom or urgent fulfillment requirement or as an ongoing internal control for project-based production. Businesses implement ERP Industry 4.0 systems to give them complete control over their processes, costs, and productivity.

Manufacturing 130

Manufacturing Budgeting Leverage Finance 130

Global Finance

MARCH 2, 2025

The key benefit of Benfords law is that it doesnt matter what kind of firm it ispublic, private, what accounting policies it follows, what currency it operates in, whether its loss-making, whether its a growth company, highly leveraged or no leverage at allmakes absolutely no difference. You are going to make those sales, right?

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales 141

Sales Prioritization eCommerce Invoicing 141

E78 Partners

MARCH 21, 2025

These companies are typically acquired through leveraged buyouts, growth investments, or other private equity strategies to enhance their value over time. Depending on the investment strategy, a PortCo may focus on expansion, restructuring, operational improvements, or preparing for an eventual sale or IPO.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

Future CFO

MARCH 12, 2025

Ben Wong ,general manager for Southeast Asia & Hong Kong atfinancial technology platform Adyen , believes that with the vast amount of payments data available, businesses have an untapped opportunity to leverage artificial intelligence and machine learning to combat increasingly sophisticated fraud.

Risk Management 52

Risk Management Finance Leverage Sales 52

Global Finance

DECEMBER 9, 2024

Were also leveraging the power of data and technology to enhance personalization. Gomshiashvili: Our Ads Manager platform is a game-changer for businesses seeking to optimize their advertising efforts and drive sales. GF: What benefits is your Ads Manager platform bringing to your business clients and their customers?

Banking 52

Banking Leverage Advertising Education 52

Global Finance

APRIL 5, 2025

billion sale to Mars, one of the largest US mergers of the year, earning $92 million in advisory fees. Absa Bank, a major M&A house with a presence in 10 markets, continues to facilitate most of the dealscutting across divestitures, cross-border transactions, take-privates, leveraged buyouts, and others.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

Global Finance

MARCH 20, 2025

About Author Manish Malhotra , Vice President & Sales Head – Financial Services, EMEA Country Co-Head, UK Infosys Limited Manish is Vice President and Head of Sales at Infosys for Financial Services (FS) EMEA. He is also Country Co- Head of Infosys UK and a member of EMEA Regional Leadership Council.

Banking 59

Banking Compliance Technology Sales 59

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges.

Finance 64

Finance Forecasting CFO Compliance 64

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage 98

Leverage Prioritization Sales Education 98

PYMNTS

OCTOBER 16, 2020

Numerous quick-service restaurants (QSRs) have deployed these technologies to support their operations, tailor their customer service approaches and even boost sales, but many players, including several big names, have been reluctant to invest in such innovations. The alteration led to a 3 percent increase in sales in Canada, the chain said.

Leverage 109

Leverage Data Analysis Sales Securities 109

CFO Thought Leader

MARCH 5, 2025

Choucair tells us that his approach centers on leveraging AI to unlock competitive insights, streamline decision-making, and propel Trintech ahead in the rapidly evolving landscape of finance and technology. Choucair tells us that his approach centers on leveraging [] Claude or ChatGPT).

CFO 52

CFO Compliance Leverage Finance 52

CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

Global Finance

DECEMBER 26, 2024

BTGs research provides decisive support to the sales team, which helps our clients and other business areas make decisions and highlights potential upside and downside risks. The FX sales desk has developed a more efficient trading and execution tool. Flora: Technology has driven a major change in the FX market.

Currencies 52

Currencies Banking Risk Management Finance 52

Fpanda Club

JANUARY 23, 2025

Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective. Understanding what falls inside and outside the scope of FP&A is the first step toward ensuring that all the unique capabilities of the function are leveraged effectively.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

PYMNTS

DECEMBER 9, 2020

There is no single snapshot of what a world of data-driven UX would look like, Defontis noted, because data, when properly leveraged, will serve to deliver a truly personalized user experience — without feeling invasive. That was by far the most challenging and time-consuming element of the construction process for Air360, said Defontis.

Sales 96

Sales Construction eCommerce Leverage 96