Financial Planning

Get To Know: Paul Scott, CTO, Matrix Booking 

Paul Scott, CTO, Matrix Booking, speaks to us about his company, current major areas of investment within the industry and his most memorable achievement.   Can you tell us about your current position?  I’ve been the Chief Technical Officer a...

Davies’ journey from traditional tools with Clarity 

Sean Keane, Director of Business Consulting at Davies explains how using ‘Clarity by Davies’ to develop a ‘digital twin’ of operations has helped accelerate business transformation. This has not only been beneficial for Davies’ clients but also for its own global bu...

What your enterprise deals expose about your pricing strategy 

In today’s fiercely competitive business landscape, understanding the intricacies of pricing is paramount to a company’s success. For investors and private equity firms, the effectiveness of a company’s pricing strategy can reveal a wealth...

IFRS 17: The impact so far  

Following an extended period of preparation, this year saw many insurance companies worldwide implement the most significant change in global accounting standards in almost two decades the International Financial Reporting Standard (IFRS) 17 came into force....

How are FinTech startups disrupting traditional banking and financial services?  

FinTech startups are revolutionising the financial landscape by leveraging technology to challenge traditional banking and financial service providers. Through innovation in areas such as digital payments, lending, wealth management and Blockchain technology,...

AIQ Academy becomes first financial online education provider offered CPD accreditation  

AccountsIQ, the accountancy SaaS provider, has announced that its client-centric learning hub, AIQ Academy, is now officially CPD certified. The certification marks one of the first instances of an online education provider offering CPD accreditation...

Three quarters of the financial services industry is being ‘held back’ by a lack of digital skills  

Three-quarters of the financial Services industry is being ‘held back’ by a lack of digital skills leaving significant gaps in workforces, according to new research from strategic talent solutions partner FDM Group.   A staggering 75% of workers believe that ...

Adapt to business changes with flexible licensing 

We hear from John Maddison – EVP of Products and CMO at Fortinet on staying agile in a rapidly changing industry with adaptable licensing models. Discover the benefits of usage-based pricing, enabling businesses to efficiently scale cybersecurity solutions a...

How Cpl is implementing automation

David Martins, Senior Manager of Invoice to Cash at Cpl, speaks to us about the company’s implementation of Quadient AR, by YayPay and highlights the benefits its seen as a result. Can you tell us more about Cpl and its mission? Cpl is one of Ireland’s lar...

OneStream Software and Coupa streamline Business Spend Management

OneStream, a leader in corporate performance management (CPM) solutions, has announced its collaboration with Coupa to streamline Business Spend Management (BSM) within the organisation. Additionally, OneStream will develop a committed spend analysis s...

76% of small businesses feel well-equipped to survive a recession

The majority of US small business owners (72%) are concerned about the impact of a potential recession, however, 76% are confident their business could withstand the downturn, according to the Bank of America 2023 Small Business Owner Report (PDF). The...

Study finds financial advisors pursue client engagement due to economic conditions 

Edward Jones has announced its survey findings, revealing three-quarters of financial advisors (76%) from across the industry have increased their engagement with clients due to current economic conditions in the United States. Most financial...