Clarity Consultants

OCTOBER 3, 2021

In 2020, the financial services industry had to put its crisis management plans into action. Today, by looking back, it’s possible to assess how the financial services industry fared during 2020. While digital transformation has been common in the financial services industry for some time. Contact us today.

Financial 104

Financial Industry Management Guidelines 104

Management Consulted

JULY 2, 2013

Strategy consulting vs. financial advisory consulting – both are consulting. Financial advisory consultants address how a company spends cash, manages debt, and issues equity for specific internal projects, acquisitions, or other key growth plans. In financial advisory consulting, consultants go very deep in one industry.

Financial 252

Financial Consulting Strategy Strategy 252

Tom Spencer

JULY 25, 2020

I have written multiple financial crises articles in the past but have yet to touch on my home turf, New Zealand. On the second point, the stability of house prices in New Zealand prevented panic selling of assets that could have led the financial system into turmoil. Reading Time: 5 minutes.

Financial 68

Financial Policies Banking Comparison 68

Management Consulted

JULY 22, 2013

From the variety of work and access to C-level executives to the wide array of exit opportunities, strategy operations consulting far surpassed financial advisory consulting as our recommended career to pursue. Find it here: 5 reasons to choose strategy operations over financial advisory consulting. Missed part one? Well…sure.

Financial 194

Financial Consulting Strategy Strategy 194

On the Brink Podcast

MARCH 7, 2022

Laura is the founder of True Abundance Advisors , a financial life planning and wealth management firm. Laura Rotter and I met through the Business Council of Westchester, a wonderful organization that brings together great people, men and women. As she tells you her life journey, her story will resonate with you.

Financial 94

Financial Interviews Management 94

Tom Spencer

DECEMBER 10, 2014

In his TED Talk from last year (watch it below) Black talks about “liar’s loans” and other tactics that the banks used to bring the global economy to its knees during the 2008 financial crisis. Economics banking crisis consulting financial fragility financial regulation financial stability Management Consulting'

Financial 98

Financial Banking System Consulting 98

Organizational Talent Consulting

JULY 10, 2023

Whether you're the CEO or a frontline leader, financial performance is a measure of effectiveness. But how do you improve bottom-line performance amid economic uncertainty, a persistent talent crisis, and the reality that only 3 in 10 employees are engaged? One key is self-awareness.

Leadership 55

Leadership Financial Emotional Intelligence Journal 55

Tom Spencer

NOVEMBER 17, 2018

My friends and I walked out of the Big Short several years ago feeling like a group of global financial crisis experts. Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. MBS are financial assets with a claim on a pool of mortgages.

Financial 60

Financial Banking Balance Sheet Cash Flow 60

Tom Spencer

AUGUST 25, 2018

The story of the 2008 financial crisis begins somewhere shortly after the death of Jesus Christ himself. Not 33 years after Christ’s passing did Emperor Tiberius of the Roman Empire have to rescue his constituents’ financial sanctity through the age-old process of quantitative easing. This same tale has repeated time and time again.

Financial 60

Financial Balance Sheet Banking Policies 60

Strategic Planning and Management Insights

SEPTEMBER 15, 2021

Henry Daas is an Entrepreneurial Coach, Personal Finance Coach, and the author of FQ: Financial Intelligence , a 432 page book that explores every aspect of personal finance.

Financial 52

Financial Finance Course Management 52

Martinka Consulting

OCTOBER 23, 2019

Tip to owners – one of the top three things you can do is have solid financial systems, accurate statements, good management reports, know your KPIs, and other metrics. The post Financial Shenanigans Versus Incompetence appeared first on Martinka Consulting. Karl Popper.

Financial 40

Financial Cash Flow Real Estate Metrics 40

Martinka Consulting

AUGUST 24, 2018

Solid financial systems and (therefore) accurate financial statements are one of my four top things an owner can do to increase value and prepare for a sale. After the run of mangled financial statements I’ve seen this year it’s my number one reason, with a bullet.

Financial 40

Financial Sales System Consulting 40

Strategic Planning and Management Insights

AUGUST 4, 2021

On August 26th at 1pm PT, we'll be going LIVE with Henry Daas for How You Can Use Financial Intelligence to Unlock Business Growth.

Financial 52

Financial Training Training Management 52

BCG

APRIL 11, 2017

Financial inclusion helps propel socioeconomic development. Only by fully understanding and quantifying financial inclusion can stakeholders bring more people into the financial system and raise their overall standard of living and well-being. Properly assessing financial inclusion calls for balancing extremes.

Financial 60

Financial Insurance Insurance Benchmarking 60

Tom Spencer

NOVEMBER 22, 2015

Here are four (4) examples of financial innovations that can make your business easier to run. Peer lending is one of the newest financial innovations in the world today. Innovative financial solutions can be used by a business to raise the capital required to invest in new initiatives or fund ongoing projects. Peer Lending.

Financial 60

Financial Finance Banking Tools 60

Consulting Success

JANUARY 12, 2024

If you want to get your personal finances in order, you hire a financial advisor. If you want to get in shape, you hire a fitness coach. But if you want to grow your consulting business, who can you hire? Do you have to figure it all out by yourself? Or is there a way.

B2B 243

B2B How To Finance Financial 243

Clarity Consultants

DECEMBER 13, 2017

There is constant pressure on companies to do more with less resources, and it’s the ones who are able to clearly define their goals, understand their challenges, and take decisive action who are able to achieve the financial goals that drive success in the enterprise market.

Financial 56

Financial Marketing Enterprise Resources 56

Tom Spencer

AUGUST 12, 2017

Bills come in, sales go out, you have your day-to-day goals and you watch the curvy line of profit and loss make its inexorable progress throughout the financial year. You have your big one-year and … Continue reading "What a Business Financial Statement Can Tell You About the Health of Your Business".

Financial 60

Financial Small Business Sales Cash Flow 60

BCG

MAY 9, 2017

Financial institutions continue to collect vast amounts of data, but few are generating a return commensurate with their investment. Article Tuesday, May 09, 2017.

Financial 40

Financial Data Study Research 40

Strategy+Business

APRIL 17, 2018

In a wide-ranging interview presented as part of our "Inside the Mind of the CEO" series, Gary Norcross, chief executive officer of global payment and financial technology giant FIS, discusses the company's strategy.

Financial 53

Financial Interviews Strategy Strategy 53

Harvard Business

OCTOBER 16, 2019

Youngme, Felix, and Mihir discuss the problem of household financial stress. They also debate whether current criticisms of Amazon are justified.

Financial 42

Financial 42

1 to 1

SEPTEMBER 21, 2022

A recent poll suggests that financial services leaders see several items as the top CX issues facing the industry. It gives flexibility and drives innovation in a space where you can partner with someone, especially someone who has experience in financial services.”. Personalization important for impactful CX.

Financial 26

Financial Talent Training Training 26

BCG

APRIL 11, 2017

Financial inclusion, which is linked to family prosperity, GDP growth, and reduction of poverty rates, can help build a more promising future for South Africa. But financial institutions and the government must work together closely to achieve it. Focus Tuesday, April 11, 2017.

Financial 40

Financial Government 40

Harvard Business

DECEMBER 18, 2020

How climate change could spark a collapse in housing prices much like the one that brought down the financial system in 2008.

Financial 36

Financial System Policies 36

Consulting Success

SEPTEMBER 11, 2023

“When people are financially invested, they want a return. When people are emotionally invested, they want to contribute.” – Simon Sinek. Investing in your team and providing them with a great experience will drive them to perform better.

Consulting 236

Consulting How To Financial Company 236

1 to 1

OCTOBER 28, 2020

For financial institutions, what was a slow shift toward mobile banking, contactless transactions, and digital insurance sped up when COVID-19 reinforced the need for fast, secure, and remote access to funds and financial information. reaching a live agent, making a deposit) and eliminate as many as possible.

Financial 26

Financial Insurance Insurance Banking 26

Harvard Business

SEPTEMBER 14, 2018

Ever since the forced bankruptcy of the investment bank Lehman Brothers triggered the financial crisis 10 years ago, regulators, risk managers, and central bankers around the globe have focused on shoring up banks’ ability to withstand financial shocks. But the next crisis might not come from a financial shock at all.

Financial 38

Financial Banking System Resumes 38

Harvard Business

JANUARY 29, 2021

Youngme, Mihir, and Rawi share their thoughts on how a group of individual investors pushed up GameStop’s stock price, raising questions for the entire financial industry.

Financial 28

Financial Industry Groups 28

Consulthon

DECEMBER 1, 2017

My company is in the financial services. The team I am responsible for has a lot of repetitive processes and I would love we to build a faster and more efficient process around their everyday tasks.

Financial 40

Financial How To Efficiency Company 40

Consulting Success

JULY 23, 2021

But on the financial side, they are slow to invoice. Do you have a consulting invoice template that enables you to create and send professional invoices quickly? We see many consultants who are successful and generating good levels of revenue. They aren’t on top of their finances.

Consulting 246

Consulting Finance Financial Strategy 246

Strategy+Business

JUNE 19, 2016

If people haven't lived up to their own financial expectations or think their peers are better off, it can affect the way they spend and save, and can make them more likely to behave unethically.

Financial 41

Financial 41

Tom Spencer

APRIL 14, 2023

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

Management 88

Management Financial Real Estate Insurance 88

Harvard Business

FEBRUARY 26, 2021

Adjust your messaging to focus on purpose, value, and impact.

Financial 69

Financial 69

Consultants' Consultant

FEBRUARY 21, 2018

Consultants Consultant: There are five key problems for data scientist consulting teams in financial services right now. The post Five Problems for Data Science Consulting teams in Financial Services appeared first on Consultants' Consultant. via GIPHY Free resource (you’re an all-you-can-eat […].

Financial 40

Financial Data Consulting Training 40

Strategy+Business

JANUARY 22, 2014

The associate professor of finance at the Kellogg School of Management, discusses the lifecycle of a financial crisis. For more related insights, read " Efraim Benmelech on Financial Contagion."'

Financial 53

Financial Finance Management 53

Harvard Business

NOVEMBER 1, 2022

The ROI can be hard to calculate — but that doesn’t mean it’s not substantial.

Financial 60

Financial ROI Finance Operations 60

Tom Spencer

MAY 18, 2015

Tom: Do you think that short term financial metrics are part of the problem in developing long term strategy? One of the ideas that I’ve been thinking about recently is that financial metrics are basically designed to evaluate how much you are getting out of a company, your cash flow take from the company. Tom: That’s very interesting.

Metrics 60

Metrics Financial Cash Flow Process Improvement 60