Maximize ROI in Finance Operation
Aepiphanni
JUNE 19, 2024
To capture a positive ROI in their finance operations, growth stage companies must address both compliance and strategic financial considerations
Finance Related Topics 
Finance Operations: The Construct
Aepiphanni
JUNE 13, 2024
Finance Operations Construct is a task that every company must invest in if their plan is to grow beyond a simple business.
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Artificial Intelligence (AI) Revolutionizes Finance
Customer Think
AUGUST 15, 2023
Finance is a sector of the economy that’s poised to benefit greatly from the adoption of AI, especially when it comes to Financial Technology or FinTech.
Digital Lending Statistics – The Automated Solution Changing Finance
NG Data
JUNE 27, 2024
Source The post Digital Lending Statistics – The Automated Solution Changing Finance appeared first on NGDATA. Trust in fintech is increasing among younger adults, and digital lending is expected to become the second-largest fintech segment by 2030.
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Personal Finance Strategies For Sales Professionals
Sales Gravy
MAY 31, 2024
JBJ) discusses personal finance for sales professionals with Ben Lex, a former B2B sales superstar turned financial advisor. JBJ) discusses personal finance for sales professionals with Ben Lex, a former B2B sales superstar turned financial advisor. On this important episode of the Sales Gravy Podcast, Jeb Blount, Jr (a.k.a
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Forecasting the Future of Finance
NG Data
MARCH 6, 2024
Source The post Forecasting the Future of Finance appeared first on NGDATA. Leveraging AI and machine learning will help credit unions provide personalized recommendations. Borrowers must prioritize how they're paying off debt and maintain open communication with their student loan lender.
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Navigating the Embedded Finance Revolution: Transforming Financial Landscapes and Innovating Business Strategies
Customer Think
JUNE 14, 2024
This phenomenon, known as embedded finance, is not merely a buzzword but a profound shift that holds the potential to revolutionize how businesses operate and interact with financial services. As C-Suites and decision-makers, understanding this […]
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How Leading Finance Executives Drive Transformative Growth
SBI Growth
JUNE 20, 2021
SBI recently held its first Chief Financial Officer Growth Forum to bring together like-minded finance executives to discuss common challenges and share best practices with their peers. These growth-focused CFOs gathered in an intimate virtual setting to discuss the following.
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Two 2023 financial benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe
Red Star Kim
APRIL 5, 2023
So here are two 2023 benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe. I regularly review and summarise benchmark reports for law, accountancy, property and consultancy businesses. It’s interesting to compare the results from the two benchmarks.
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The Cure to Sellers’ Fear of Finance
FinListics Solutions
AUGUST 24, 2021
When we talk to salespeople about finance, we like to start the conversation with the question “How many of you took finance in school?”.
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5 Advantages of PSA for Finance Leaders
Planview
MARCH 29, 2023
For finance leaders focused on boosting revenue and profit in 2023, paying more attention to services revenue will help them achieve their financial objectives for the year. Predictable Revenue The first advantage of PSA for finance leaders is enabling a more predictable revenue stream for PS. Professional services (I.e.,
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The Startup's Guide to Purchase Order Financing
Hubspot Sales
NOVEMBER 22, 2019
For small and scaling companies that don’t have cash on hand to fulfill large orders, purchase order financing can be a viable solution. Purchase Order Financing for Startups. Wondering who purchase order financing is for? Now that we know what purchase order financing is, let’s review how purchase order financing works.
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We are looking for a Senior Finance Manager
Arpedio
OCTOBER 12, 2021
Arpedio is looking for a Senior Finance Manager. Arpedio is looking for a Senior Finance Manager. Are you a strong finance profile who is passionate about using financial insights to prepare the business for continued growth and further international roll-out? What you will do. What we are looking for. Cand.merc.aud.
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What Is The Difference Between Margin And Markup In Finance?
Aepiphanni
MARCH 30, 2021
When talking about finance and accounting, there are a variety of terms to keep in mind. An easier way to view markup in finance and accounting is this: It is the extra percentage you charge your customers after you have factored in all the cost of goods. One of those is the difference between margin and markup.
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Redefining Finance: Auditoria.AI Introduces the First Domain-Specific Small Language Model for Finance, Accounting, and Procurement
Customer Think
APRIL 9, 2024
Auditoria delivers on Trust, Privacy, and Global Scale as part of its commitment to Innovation in AI for the Office of the CFO
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10 Ways To Finance Your Business
Aepiphanni
MARCH 16, 2021
Unstable finances cause a great deal of stress on business owners, not to mention having to address the various concerns if they have employees on the payroll. Deciding whether to find financing for one’s business and how to choose the best option can be challenging. Bank Loans – a typical lending situation for businesses.
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The Plain English Guide to Equity Financing
Hubspot Sales
JUNE 26, 2018
What is Equity Financing? Equity financing is a type of funding that allows you to sell shares of your company to investors. In equity financing, investors might receive common shares, preferred shares, or the same voting rights and treatment as founders. But what does it really mean to land financing for your startup?
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Is Dynamic Pricing in B2B Wholesale Financeable?
QYMATIX
AUGUST 30, 2022
Both options are not affordable or very difficult to finance for medium-sized wholesale companies. Is Dynamic Pricing in B2B Wholesale Financeable? The post Is Dynamic Pricing in B2B Wholesale Financeable? Or, build your own AI system with automatic price recommendations. – Conclusion. Springer Professional.
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Six key considerations for a successful business finance strategy
Cranfield Executive Development
FEBRUARY 28, 2022
Most business finance is not particularly complicated, it's just a matter of knowing the language, and understanding some key basics.
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Six Steps to Curing a Seller’s Fear of Finance
FinListics Solutions
OCTOBER 26, 2023
The enterprise B2B selling environment continues to evolve in complexity, and increasingly, customer executives are expecting sellers to know how their company is performing financially and how their solutions enhance performance.
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RPA in Finance and Banking: Effective Use Cases and Implementation
Customer Think
DECEMBER 1, 2022
In the recent past, big names in the banking sector like Axis Bank and Deutsche Bank have made it to the news for incorporating RPA in their processes. However, even Japan’s biggest banks, like Mitsubishi UFJ Financial Group Inc.(MUFG), MUFG), Sumitomo Mitsui Financial Inc. SMFG), and Mizuho Financial Group Inc.
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The Important Role of Pricing Departments in the Price, Cost, Revenue Equation
Holden Advisors
NOVEMBER 3, 2021
Is aware of costs and constraints like the finance team. To avoid leakage, the pricing division should act as a cross-functional, strategic team who: Has a deep understanding about the product offering. Collaborates with marketing to develop internal and external value messages. It’s a big job that shouldn’t be shrugged off.
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Why engaging HR, Finance, Legal, and IT to embrace the customer is vital!
Customer Think
DECEMBER 6, 2023
One of my clients has done an excellent job in the last couple of years improving their customer experience. However, much of it was the easy stuff and hasn’t had the breakthrough effect they hoped to get. I wasn’t surprised by this problem, and I will explain why in this issue. It is critical […]
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Why Net Revenue Retention Should Replace NPS
Customer Think
DECEMBER 12, 2022
“Executives speak three languages: finance, finance and finance.” – Jeff Hiatt, Prosci Founder Speaking finance is tough for customer experience leaders. One key reason, which I discussed last week, is that we don’t often include financial information.
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Be Ready to Unlock Success: Why CMOs Must Master Financial Literacy
FinListics Solutions
JULY 17, 2024
A recent AdWeek survey revealed that while CFOs generally appreciate the work of CMOs, a staggering 54% believe their marketing leaders lack a solid grasp of finance. Chief Marketing Officers (CMOs) hold the reins to creativity and brand innovation, yet they often find themselves at odds with their financial counterparts.
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Context and curiosity drive commerciality and pricing
Red Star Kim
SEPTEMBER 8, 2023
This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.
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Book review: All you need to know about commercial awareness by Christopher Stoakes
Red Star Kim
AUGUST 24, 2023
Finance The debt and equity chapter summarises different business formats (including private and public companies and partnerships). With explanations of depreciation, amortisation, factoring, asset finance, loans, guarantees and derivatives. Then the typical professional advisers that are used by a business are described.
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How Finance Will Improve Your Sales Operations Roadmap
SBI Growth
MAY 17, 2018
Every well-crafted Sales Operations roadmap I’ve seen begins and ends with Sales Financial Metrics. The best roadmaps not only communicate, “How much benefit?” ” but also, “When will this benefit occur?” ” If your roadmap can quickly answer both questions, you’ll gain.
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Startup Financing: How It Works & How to Get It
Hubspot Sales
APRIL 12, 2022
Startup financing ranges from news-worthy venture capital rounds to credit cards, grants, and small business loans. Understanding your financing options is essential for success. What is Startup Financing? Startup financing is the capital that's used to fund a business venture. Financing vs funding.
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15 Thank You, Customer Success, for Uniting Marketing and Finance
Geehan Group
JULY 19, 2016
Before this time, the Finance snob inside of me assumed “Customer Success” was just another slick label marketing had put on the tried and true function of customer service or the practice of simply following the immortal words of James Cash Penny, “The well-satisfied customer will bring the repeat sale that counts.
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AI Transformed: 4 Ways AI is Rapidly Changing Sales
Revegy
NOVEMBER 30, 2023
Compared to its finance, marketing, and logistics counterparts, sales has traditionally been a laggard regarding digital technologies, and for good reason.
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Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023
Red Star Kim
SEPTEMBER 29, 2023
Updates are provided by Richard Chaplin, Jon Geldart and John Rowland together with the chairs of the Forum’s specialist groups: Management Teams Together; Finance & Operations; Strategy & Marketing; People, Performance & Culture. A guest speaker is usually invited.
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Subtle Strength: Language Techniques that Win Customers (Without Overt Persuasion)
Customer Think
MARCH 15, 2024
In decades of training specialists in Tech, Engineering and Finance, I’ve lost count […] They’ll stay rooted in position and won’t budge and the more you try to push them towards you, the more intractable your prospects will be.
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Revealed: How Conversation AI and ChatGPT Solve Remote Work Challenges for Finance Teams
SmartKarrot
MAY 19, 2023
In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?
Revealed: How Conversation AI and ChatGPT Solve Remote Work Challenges for Finance Teams
SmartKarrot
MAY 19, 2023
In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?
How automation is reshaping the post-pandemic retail landscape
Customer Think
APRIL 21, 2023
Economic uncertainty and skyrocketing inflation are making consumers more conservative with their finances, as well as more particular about their in-store experience. Introduction Though the pandemic is over, the retail industry is still contending with serious challenges when it comes to demand. At […]
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Bank Survey: Small-business owners optimistic about their future
NG Data
MAY 16, 2024
Additionally, 64% expect to need additional credit or financing, with various intentions for its use. The survey by TD Bank shows that 90% of small-business owners are optimistic about the next 12 months. However, concerns about inflation and increasing costs are prevalent.
Transforming BFSI Operations with Intelligent Automation and Low-Code No-Code Platforms
Customer Think
APRIL 5, 2024
In the dynamic realm of modern finance, where innovation is the cornerstone of success, the Banking, Financial Services, and Insurance (BFSI) sector stands at the forefront of technological advancement.
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Preventing Slipped Deals at the End-of-Quarter
Force Management
MARCH 19, 2024
Companies that can’t rely on forecasts feel ripple effects across the organization, impacting manufacturing, delivery, operations, and finance. But when slipped deals are a consistent end-of-quarter occurrence, that’s an organizational problem with serious negative consequences.
3 Lessons from A Founder of 2 Million-Dollar Companies
Hubspot Sales
MARCH 5, 2024
So the app pairs finance with cultural background to ease the anxiety, using references from both Latin culture and American pop culture to break down complex concepts – like using hard and soft shell tortillas to explain hard and soft credit, or dissecting money moves of JLo. Beatriz had no background in finance.
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Use cases of No-Code AI Automation in Various Industries
Customer Think
APRIL 26, 2024
From finance to healthcare, manufacturing to retail, the applications of no-code AI automation are boundless. In today’s fast-paced world, where digital transformation is the norm, no-code AI automation emerges as a revolutionary force reshaping various industries.
Join Envisio at the 118th Annual GFOA Conference in Florida
Envisio
JUNE 6, 2024
Hey finance folks! Are you ready for the 118th Annual Government Finance Officers Association (GFOA) conference? ET Where: Room W224 ABEF Who: Amelia Vaughn , Director, Fiscal Data Infrastructure, Children’s Funding Project, Bumpass, Virginia Sheila White , Director of Finance, City of Richmond, Virginia Kyle Wedberg , Ph.D.,Senior
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How to Measure the ROI of Your Sales Enablement Program
Mike Kunkle
NOVEMBER 23, 2023
Even if you’re quietly doing the analysis for yourself, at first, I would still confirm your approach with a colleague in your finance team, to ensure it aligns with the way they track and report finances.
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How Effective Cash Flow Management Sustains Long-Term Customer Relationships
Insightly
JULY 9, 2024
So, getting on top of your cash flow today can actually be a serious blessing for your finances over the long term. Strategies for effective cash flow management Ready to take control of your business finances? So, try to build a culture of collaboration between your sales, marketing , customer service , and finance teams.
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