Search Results for: business planning

68% of UK CFOs say businesses are compromising on customer experiences due to economic pressures
Finance Fintech News

68% of UK CFOs say businesses are compromising on customer experiences due to economic pressures

EIN Presswire
by EIN Presswire0
Payhawk, the global spend management solution that helps businesses manage company cards and payments at scale across 32 countries, today revealed that 61% of international CFOs say their businesses are making or considering making customer experience compromises to remain operational amid the current challenging economic climate. The report “The CFO agenda:......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Pagos Introduces Copilot, an AI-powered Payments Tool to Benefit Commerce Businesses of All Sizes
Commerce Digital Payments News

Pagos Introduces Copilot, an AI-powered Payments Tool to Benefit Commerce Businesses of All Sizes

Business Wire
by Business Wire0
New tool acts as a virtual payments assistant, providing instant access to deep industry expertise Pagos, a leading provider of payments optimization solutions, announced the launch of Pagos Copilot, an AI-powered tool for instant payment intelligence. Commerce businesses of all sizes can benefit from the industry knowledge and streamlined payments......
OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape
Finance News

OneStream Splash will Empower the Office of the CFO to Take Finance Further in a Complex Business Landscape

Business Wire
by Business Wire0
OneStream’s 14th annual customer conference will enable finance leaders to drive corporate growth with AI-powered innovation, customer success stories and visionary keynotes OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions — including financial close, consolidation, reporting, planning......
Whalestack Leads the Charge in Elevating European Business with EURC Stablecoin Payments
Digital Payments News

Whalestack Leads the Charge in Elevating European Business with EURC Stablecoin Payments

EIN Presswire
by EIN Presswire0
USD-pegged stablecoins usually dominate discussions, but Whalestack is also significantly influencing the exciting narrative around EUR stablecoins. In the world of stablecoins, USD-pegged tokens often dominate the conversation. Yet, an equally exciting story is unfolding with EUR stablecoins – a narrative that Whalestack is actively shaping. As we pioneer EURC stablecoin payment......
FICO-Platform-Produced-a-Significant-Return-on-Investment-for-Businesses-According-to-New-Total-Economic-Impact-Study
Fintech Investments News

FICO Platform Produced a Significant Return on Investment for Businesses According to New Total Economic Impact Study

Business Wire
by Business Wire0
The report examines the ROI enterprises received by deploying the platform from different stages in various industries over three years. Highlights: A commissioned study conducted by Forrester Consulting, on behalf of FICO, found that FICO® Platform customers noted improved customer retention, significant cost savings by upgrading legacy infrastructure, and heightened......
Hello Alice Announces Series C Funding Round and Expands Community to 1.5 Million Small Businesses
Fintech News

Hello Alice Announces Series C Funding Round and Expands Community to 1.5 Million Small Businesses

PR Newswire
by PR Newswire0
This new funding will continue to fuel Hello Alice’s expansion of its capital offerings and AI-driven financial health tools for small businesses. Hello Alice, the fintech platform connecting 1.5 million small businesses to capital, connections and opportunities, announced the close of a Series C funding round with QED Investors, as......
Synovus-introduces-Accelerate-Pay-for-business-paymentsSynovus-introduces-Accelerate-Pay-for-business-payments
Banking Digital Payments Finance Fintech

Synovus introduces Accelerate Pay for business payments

Business Wire
by Business Wire0
The solution offers payees the freedom to choose how they want to get paid, with check payments and e-checks still an option. Synovus has launched AccelerateTM Pay, a new payment solution that enables commercial banking clients to initiate account payable payments in several different payment types while minimizing the use......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
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