Time to get a digital financial manager

Today, retailers and manufacturers throughout the year offer irresistible deals and discounts. This makes it hard for the customer to choose the right products or services. Indulgence in these overwhelming offers usually lead to overspending, deficit budgets, and in some cases - cuts in expenditure on the basic needs. Not a situation we want to end up in, right? Nevertheless, these situations bring to the fore the need to plan and get a better grip on finances in everyday lives. Financial planning requires a substantial amount of resources in terms of time and tools. In such a scenario, a worthy digital financial planning promises an easy, reliable, and secure alternative – with minimal human intervention. Today, multitudes of digital money management options are available. Numerous financial institutions and online money management firms provide these services. In this paper, we attempt to make a case for digital financial management by analyzing the needs and features that customers should expect from such a solution, and its potential for mass adoption.

Spotlight

Mazuma Capital Corp

Mazuma Capital Corp is a national direct lease originator. Funding transactions for middle-market customers from $100k-$20m. Mazuma provides equipment lease financing delivered with exceptional customer service at the lowest possible cost. A strong, stable lessor who understands your industry is an invaluable partner. We have a broad knowledge of many equipment-heavy industries and emerging technologies. Mazuma works with many different industries and types of equipment. Here are just a few industries we work with: Construction/Comercial Equipment, Renewable Energy, Medical/Healthcare/Biotechnology, Information Technology/Software/Services, Aerospace/Aviation, Mining, Telecommunications, Food and Beverage, Gas/Oil/Utilities, Agriculture, Manufacturing/Packaging/Tooling, Services/Insurance and more. Equipment Lease/Financing, Vendor Financing Programs, Strategic Partner Programs, Broker Programs, Capital Lease Finance

OTHER WHITEPAPERS
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CORPORATE BANKING MARKET SCAPE – BEYOND 2020

whitePaper | February 10, 2020

With corporate treasurers already adopting open banking in a strategic move to create further value in their organizations, it is now time for financial institutions (FIs) to both align their future product and servicing roadmaps to those of their clients, as well as begin to embrace the opportunities that present themselves in the open digital ecosystem.

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Central banks and the future of digital money

whitePaper | January 20, 2020

Over the past year we have seen a number of groundbreaking announcements from central banks around the world exploring the issuance of central bank digital currencies (CBDC). In this paper we provide an overview of the potential and risks of CBDC, as well as an example of how a CBDC could be designed and built on the Ethereum blockchain. The intention is to give the reader not just a good background to this important topic, but also – by means of a concrete proposal – a practical look at what the implementation of a CBDC might entail.

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REARCHITECTING AND SIMPLIFYING POST-TRADEOPERATIONS

whitePaper | August 15, 2020

Capital markets institutions have traditionally devoted the bulk of their mind and wallet share on front office revenue-generating activities. Post-trade operations have been overlooked; they are mired in legacy systems and siloed operations that require significant manual intervention, making it a critical source of inefficiency and operational risk. As revenue streams are challenged by uncertain economics and growing competition, post-trade operations are coming under scrutiny for reducing costs, boosting margins, and improving return on equity.

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Fintech Trends 2020

whitePaper | January 15, 2020

Investment into Fintechs has grown exponentially and the expectation is that this boom will continue in 2020, if at a slightly slower pace. Venture capital (VC) poured about $40 billion into Fintechs in 2018 – an increase of 120% on 2017, an up from just $1.8 billion in 2011.1 Almost a third of survey respondents believe that investment in 2020 will be at least 50% higher than in 2019, and just under half predict it will be somewhat higher.

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Data Integrity in an Uncertain World

whitePaper | August 24, 2020

Any successful business must show a level of operational resilience in challenging times. Whether obstacles arise from internal factors such as expansion and restructuring, or external factors such as increased trading pressures, firms must be able to adapt and thrive operationally. Efficient and accurate data management are key strengths which can help firms meet their operational challenges.

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Best Practices in Social Listening FINANCIAL SERVICES AND INSURANCE

whitePaper | December 23, 2019

Whether you’re obtaining new clients or recruiting talent, the Financial Services space is incredibly competitive. In order to meet the collaborative and transparent demands of clients, firms must work to develop an involved community that’s loyal to them. With that goal in mind, customer satisfaction and relationship development are imperative, and—as clients seek out advisors and agents that are thought leaders and specialists, and Financial Services firms strive to become exactly that—personal branding is more important than ever. In fact, branding must become a focus of all client-facing employees.

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Spotlight

Mazuma Capital Corp

Mazuma Capital Corp is a national direct lease originator. Funding transactions for middle-market customers from $100k-$20m. Mazuma provides equipment lease financing delivered with exceptional customer service at the lowest possible cost. A strong, stable lessor who understands your industry is an invaluable partner. We have a broad knowledge of many equipment-heavy industries and emerging technologies. Mazuma works with many different industries and types of equipment. Here are just a few industries we work with: Construction/Comercial Equipment, Renewable Energy, Medical/Healthcare/Biotechnology, Information Technology/Software/Services, Aerospace/Aviation, Mining, Telecommunications, Food and Beverage, Gas/Oil/Utilities, Agriculture, Manufacturing/Packaging/Tooling, Services/Insurance and more. Equipment Lease/Financing, Vendor Financing Programs, Strategic Partner Programs, Broker Programs, Capital Lease Finance

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