CMOtech US - Technology news for CMOs & marketing decision-makers

Financial Planning stories - Page 2

Modern finance team office dynamic dashboards charts spreadsheets

Finance teams shift from spreadsheets to smart platforms

Wed, 7th Jan 2026
#
data analytics
#
risk & compliance
#
erp
Finance teams ditch manual spreadsheets for integrated, real-time platforms as tighter 2026 reporting demands reshape core processes.
Data quality issues top causes and consequences

Data quality issues - Top causes and consequences

Mon, 22nd Dec 2025
#
data analytics
#
digital transformation
#
cx
Flawed, fragmented data is wasting time, money and AI potential; firms must fix ownership, visibility and tooling to restore trust.
Realistic financial planner analyzing digital graphs cash flow charts

On unlocks USD $350 million with AI-driven cash forecasting

Wed, 12th Nov 2025
#
fintech
#
ai
#
ml
On, the global sportswear firm, unlocked USD $350 million in cash and boosted investments to USD $600 million using AI-driven forecasting from Palm.
Two business professionals in suits negotiating across conference table with financial documents

Private equity sponsors & CFOs clash over exit readiness levels

Thu, 6th Nov 2025
#
risk & compliance
#
m&a
#
data quality
A survey reveals private equity sponsors and CFOs clash on exit readiness timing, risking up to three turns loss in company valuation during sales.
Senior executive analyzing financial graphs ai robot assist failure success

CFOs drive AI investment but only one in three succeed at scale

Fri, 31st Oct 2025
#
fintech
#
risk & compliance
#
genai
CFOs lead AI investment strategies in finance, yet only one in three achieve successful large-scale deployment amidst challenges like talent shortages and ROI doubts.
Ps   ram paudel   headshot

Ram Paudel named Chief Financial Officer at KeyData Cyber

Thu, 23rd Oct 2025
#
iam
#
ai
#
cybersecurity
Ram Paudel has been promoted to Chief Financial Officer at KeyData Cyber, leading financial strategy as the firm expands in North America's cybersecurity market.
Interconnected cloud icons gears human silhouettes business processes network modern workspace

Oracle embeds new AI agents in Fusion Cloud for smarter business

Thu, 16th Oct 2025
#
data analytics
#
digital transformation
#
cx
Oracle has integrated new AI agents into Fusion Cloud Applications to boost efficiency and decision-making in finance, HR, supply chain, and sales.
Interconnected office buildings digital network clouds automation ai finance

PwC unifies global finance on Oracle Cloud ERP with AI boost

Thu, 16th Oct 2025
#
devops
#
digital transformation
#
supply chain
PwC standardises global finance using Oracle Cloud ERP, embedding AI to boost efficiency, transparency and streamline reporting across its firms worldwide.
Modern office financial data dashboards robot ai supporting finance operations

Oracle adds AI agents to Fusion Cloud for smarter finance ops

Thu, 16th Oct 2025
#
devops
#
digital transformation
#
supply chain
Oracle has embedded AI agents in Fusion Cloud Applications to boost finance teams' productivity, cut costs, and enhance controls with real-time insights and automation.
Ps   james robinson   headshot

Using AI to predict the timing of supplier payments improves cash flow forecasting

Tue, 16th Sep 2025
#
data analytics
#
supply chain
#
erp
AI-driven predictions of supplier payment timing boost cash flow forecasting for manufacturers, enhancing working capital and supplier relations.
People analyzing colorful bar charts graphs on tablet smartphone with ios android icons

AdsAdvisor launches advanced planning tool for mobile studios

Fri, 8th Aug 2025
#
partner programmes
#
financial systems
#
ios
AdsAdvisor unveils Business Modeling, a tool helping mobile studios streamline financial planning and boost revenue forecasting across iOS, Android, and more.
Modern office insurance agents customers discussing documents graphs advanced tech

DXC launches AI-powered platform to transform life insurance

Thu, 24th Jul 2025
#
uc
#
digital transformation
#
cx
DXC Technology unveils AI-driven platform, DXC Assure Illustrations, to speed up and personalise life insurance policy projections globally.
Financial advisor customer reviewing life insurance plans office charts graphs

DXC unveils AI platform to transform life insurance projections

Thu, 24th Jul 2025
#
saas
#
digital transformation
#
cx
DXC Technology launches Assure Illustrations, an AI-driven platform to simplify personalised life insurance projections for advisors and customers globally.
Business people analyzing charts environment cityscape green leaves carbon emission stats

Wolters Kluwer launches new ESG tools for CBAM & planning

Fri, 27th Jun 2025
#
partner programmes
#
risk & compliance
#
clean technologies
Wolters Kluwer unveils new ESG tools to aid firms with EU's Carbon Border Adjustment Mechanism compliance and integrate sustainability into financial planning.
Professional financial advisor analyzing digital graphs ai neural network modern office

Quinn raises $11 million to boost AI-powered wealth advice

Thu, 26th Jun 2025
#
paas
#
fintech
#
martech
Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.
Mathias h%c3%b8yer

SYSPRO appoints Mathias Høyer as Chief Financial Officer

Wed, 4th Jun 2025
#
partner programmes
#
supply chain
#
ipo
SYSPRO appoints Mathias Høyer as CFO to lead global finance during growth, leveraging his extensive experience in tech-focused financial strategy and transformation.
Tax day byline photo

Tax Season Success: The Founder's Guide to Financial Clarity

Tue, 15th Apr 2025
#
fintech
#
opinion
#
financial planning
As tax season approaches, startup founders are urged to view April 15th not merely as a deadline, but as an opportunity for financial strategy optimisation.
Techday f a381e5221e317532cf86

Report highlights AI's rise & challenges in manufacturing

Thu, 3rd Apr 2025
#
edutech
#
digital transformation
#
supply chain
TeamViewer's new report reveals a surge in AI adoption among manufacturers, with 78% using it weekly, highlighting its transformative role amid global challenges.
Ms ceridwen choo  ceo  dcs innov

IWD 2025: The next billion users - Why Women will shape the future of Fintech

Fri, 7th Mar 2025
#
fintech
#
cx
#
martech
As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.
Zoya schaller keeper security tech day

IWD 2025: Women in Cybersecurity: Protecting, Innovating and Leading

Mon, 3rd Mar 2025
#
advanced persistent threat protection
#
risk & compliance
#
cybersecurity
Women in cybersecurity are crucial for creating innovative security solutions, effectively tackling digital threats, and inspiring a new generation of leaders.