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Industry Calls For Data-Sharing Framework To Enhance Security

Global Finance

As CFOs navigate an increasingly complex and interconnected world, understanding how to leverage data effectively can be a game-changer in mitigating risks and safeguarding financial institutions. From a technology perspective, relying on lateral agreements doesn’t scale well, and participation is entirely voluntary.

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Unlocking Growth: The Strategic Power of Debt as Financial Leverage

VCFO

Frequently referred to as leverage, debt has the potential to fuel growth, drive strategic initiatives, and propel businesses to new heights. By securing a loan, they can fund research and development, positioning themselves as industry leaders and driving long-term growth.

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Trulioo: Dramatic Fraud Spike Threatens Secure Digital Future

PYMNTS

Leveraging The Power Of Layers . He said consumers will get impatient and abandon a transaction when they try to make a simple, relatively low-priced purchase and find themselves mired in a 25-step process that seems like a lot of incomprehensible security overkill.

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Airports Expand Range Of Digital Identity Technology

PYMNTS

The identity verification firm, which has been around since the early 2000s and was formed in the aftermath of 9/11, offers a subscription service that gives passengers the option to move more quickly through security lines at over 60 airports and sports stadiums around the United States. The cost of annual membership is $179.

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Teachers Credit Union On Using Technology To Drive A Personalized Member Service Approach

PYMNTS

Getting the customer service angle right is so crucial to CUs’ success that many CUs are investing in emerging technologies to help them better hit their marks. Rousseve explained that advanced technologies such as AI-powered platforms with data analytics features are starting to create more personalized opportunities for CU members.