Financial Management, Investment Management

How to Build Financial Resilience Through AR Intelligence

June 12, 2023

How to Build Financial Resilience Through AR Intelligence
Cash flow visibility is crucial in turbulent economic times because financial situations and market conditions can turn on a dime. But most AR, credit collections, and credit risk teams don’t have the visibility they need to quickly identify cash flow trends and effectively manage working capital. Many teams are sitting on mountains of data they can’t use.

Spotlight

Dynasty Financial Partners

Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network.

OTHER WHITEPAPERS
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Hedging Risk and Setting Budget Rates

whitePaper | February 17, 2023

Managing a cross-border business brings with it a range of opportunities for growth, as well as some challenges! An informed approach to managing global payments and foreign currency exposure for one payment or thousands—will benefit your business, saving time, protecting your bottom line, and allowing you to take advantage of new opportunities. The foreign exchange market can feel, well, ‘foreign’. What moves markets? Why does one currency weaken and another rise? In the following pages, we’ll discuss some of the causes and effects of currency volatility, and strategies for staying on top of your foreign currency exposures and mitigating risk.

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The rise of open banking consumer report

whitePaper | June 27, 2022

Seldom is a whole landscape changed by a singular innovation, but when it happens, it’s undeniable. Online retail, smartphones and cloud computing have all profoundly impacted the way our society operates, both in our business and personal lives.

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CREATING A DATA PRIVACY ARCHITECTURE

whitePaper | August 14, 2020

The European General Data Protection Regulation (GDPR) and California’s Consumer Privacy Act (CCPA) fundamentally change the way an organization needs to store its data. These and other regulations tend to have several common elements. First, there is a requirement to protect all data, both from disasters and from cyber-attack. Second, there is a need to organize data in such a way that the organization can meet requirements to retain data for a specific time.

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MMceoblog0808

whitePaper | May 6, 2020

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Currency Conversion and the Hidden Costs of Global Trade

whitePaper | April 3, 2023

Every day, businesses send hundreds of billions of dollars in payments through the global banking system. But many organizations fail to recognize how inefficient – and costly – this process really is. Transaction costs may be relatively small on a per-transaction basis. But when one considers the sheer number and value of payments that are made each year, the tally of fees can reach into the billions of dollars.

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Payments in 2023 and Beyond Key trends for Asia Pacific

whitePaper | February 1, 2023

Towards the latter part of 2022, the world started making a recovery from the pandemic with many countries now opening their borders. With this re-opening, countries also facing global macroeconomic & geopolitical challenges. Higher inflation is driving central banks to take measures which will result in increase in interest rate margins and drive higher income for banks.

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Spotlight

Dynasty Financial Partners

Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network.

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