FINANCIAL MANAGEMENT

Building Something Great to Go Somewhere Great: HOW PRIVATE COMPANY FINANCE FUNCTIONS ARE Adapting to Scale for Growth, Exit Opportunities

August 25, 2022

Building Something Great to Go Somewhere Great
The exit whether it’s an initial public offering (IPO), being absorbed into a special purpose acquisition company (SPAC), or an outright sale is now a strategic goal for many private company executive teams. With many private equity funds nearing the end of their holding period, finance professionals are increasingly being relied on to navigate the complicated liquidity event and provide the critical oversight needed when developing a company’s new internal control environment.

Spotlight

Stifel Financial Corp

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times.

OTHER WHITEPAPERS
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TECHNOLOGY INNOVATION IN CAPITAL MARKETS

whitePaper | February 4, 2020

Banks are also open to innovation, with a perhaps surprising 83% focusing most of their technology efforts on the front office and 56% on CRM in the last three years. This reflects a focus on improving the digital customer experience and becoming more customer-centric. We're now seeing the wave of digitalization that has swept through retail banking move through SME business banking, which represents $1 trillion (20%) of bank revenues worldwide but sees the biggest gaps in funding and customer satisfaction (estimated at $5tr by the World Economic Forum).

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Why financial institutions need one-to-one messaging to build profitable customer engagement

whitePaper | October 3, 2022

By taking advantage of today’s technologically advanced world, there are many opportunities for financial institutions to innovate and enhance customer experience, beginning with building meaningful and authentic connections with customers. Exceptional customer engagement is an important component of quality customer experience as a whole, it directly impacts the way in which your customers interact with your organization. While a negative customer experience, such as an unpleasant interaction with customer service representatives or failure to accommodate a customer’s urgent needs, can easily tarnish the reputation of your financial institution (FI) and detract from the entire customer experience. Consequently, it is important that FIs not only seek out new ways to communicate with customers, but also exceed their expectations entirely.

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Spotlight on Banking and Finance

whitePaper | July 31, 2022

With tens of thousands of installations throughout North and South America, DMP is the financial industry’s most trusted name in security with fully integrated systems for intrusion, fire and access control. Since 1975, DMP has been delivering cost-effective solutions, scaled to your financial orga nization’s needs. In this series of Banking and Financial White Papers, we’ll spotlight a few specific reasons why banks choose DMP.

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The digital drive to replace the passport in financial services

whitePaper | February 17, 2020

Despite the onward march of technology, especially in the financial services sector, methods of authentication and identity confirmation appear to be falling behind the curve. While biometrics may be making inroads into the industry, the passport and the paper document remain the dominant way that many organizations authenticate their users via know your customer (KYC) checks and controls, which have become an ever-more important factor in a banks’ success.

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Collections best practices for fintech lenders

whitePaper | May 12, 2022

Over the past couple of years, our Collections practice at 2nd Order Solutions has expanded to not just include large banks and credit card issuers, but an increasing number of fintechs, both in the US and abroad. The fintech sector has grown tremendously over the last 2-3 years, and as their customer bases have grown larger, there is an increasing mandate to focus on default management, especially with delinquencies beginning to rise. This paper highlights emerging trends and recommends immediate focus areas for fintech leaders to quickly strengthen Collections practices.

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Shaping the Future: Artificial Intelligence for Financial Services

whitePaper | November 11, 2022

The world is entering a golden age of artificial intelligence (AI). Financial services, more than almost any other industry, stands poised to reap the benefits. The combination of advanced compute resources, abundant data, and new software development and business practices are transforming how insight, analysis, and new products and services are generated.

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Spotlight

Stifel Financial Corp

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times.

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