Tom Spencer

AUGUST 11, 2023

In the ever-evolving world of finance, where data analysis and informed decision-making are vital, the emergence of artificial intelligence has proven to be a transformative force. This article will delve deeper into four ways in which AI is reshaping the world of finance, improving data analysis, and redefining decision-making processes.

Finance 78

Finance Analysis Data Financial 78

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 246

B2B How To Finance Financial 246

Consulting Success

OCTOBER 5, 2020

From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your. Leaving your corporate job to start your own business can be quite risky. Yet, Dan Cuprill did it and succeeded at that!

Financial 264

Financial Strategy Strategy& Strategy 264

Tom Spencer

NOVEMBER 22, 2024

The post When Banks Meet Bots: The AI Transformation of Finance first appeared on Tom Spencer. Zuhair Imaduddin is a Senior Product Manager at Wells Fargo. He previously worked at JPMorgan Chase and graduated from Cornell University.

Banking 78

Banking Finance Meeting Data 78

Harvard Business

DECEMBER 19, 2024

Finance, with its ability to ascertain value, ensure accountability, and provide an objective perspective, plays an indispensable role in making AI investments truly pay off.

Finance 57

Finance Engineering Operations Data 57

Steve Shu Consulting

SEPTEMBER 2, 2022

The second perspective was that there are so many different behavioral elements at play when we think about different people, the interplay of fast, automatic thinking versus slow, reflective thinking; the digital world, and the numerous challenges of finance.

Interviews 259

Interviews Management Finance Banking 259

Consulting Success

JULY 23, 2021

They aren’t on top of their finances. 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. But on the financial side, they are slow to invoice.

Consulting 246

Consulting Finance Financial Strategy& 246

Harvard Business

APRIL 12, 2024

A global analysis of previous research over the last three decades shows that women entrepreneurs face a higher rate of business loan denials and increased interest rates in loan decisions made by commercial bankers.

Finance 100

Finance Research How To Analysis 100

Tom Spencer

AUGUST 2, 2024

Image: Unsplash The post Data Liberation: Impact of CFPB 1033 on the Finance Industry first appeared on Tom Spencer. Zuhair Imaduddin is a Senior Product Manager at Wells Fargo. He previously worked at JPMorgan Chase and graduated from Cornell University.

Finance 88

Finance Data Industry Financial 88

Steve Shu Consulting

JULY 27, 2022

Try statistical modeling”: [link] McKinsey article, “Knowing when to stop: finding an appropriate sample in design research”: [link] Forbes article, “How McKinsey Develops New Breakthrough Insight”: [link] MedPage article, “McKinsey Reveals Methods; Critics Not Appeased”: [link] US Senate Committee on Finance, (..)

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Examples Research McKinsey Consulting 195

Harvard Business

AUGUST 9, 2023

For a preview, look to the finance industry which has been incorporating data and algorithms for a long time, and which is always a canary in the coal mine for new technology. The experience of finance suggests that AI will transform some industries (sometimes very quickly) and that it will especially benefit larger players.

Finance 69

Finance Industry System Data 69

Management Consulted

JULY 2, 2013

As a quick disclaimer – both strategy and finance are imperative to the health of any company, so we’re not trying to argue that strategy is more important than finance or vice versa. In financial advisory consulting, consultants go very deep in one industry.

Financial 252

Financial Consulting Strategy Strategy& 252

Steve Shu Consulting

APRIL 19, 2018

Back in 2010, I was part of a team that started one of the early behavioral finance centers with one of the investment manufacturing firms in the United States. Here are a few examples of how the field of behavioral economics has touched business in my corner of the world relative to behavioral finance: Voya Financial – [link].

Mercer 186

Mercer Finance Financial Leadership 186

MishTalk

NOVEMBER 7, 2024

The Traffic Light Coalition finally blew up. What’s ahead?

Finance 87

Finance Government 87

Steve Shu Consulting

FEBRUARY 14, 2022

This article covers a meta study of behavioral architecture interventions: [link] .

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Study Analysis Finance Financial 39

Harvard Business

MARCH 28, 2024

Sponsor content from Workday.

Finance 99

Finance Enterprise Deloitte Management 99

Consulting Matters

JANUARY 5, 2021

Guides : Specialized support that can help you specific things you need such as finances, web development, legal issues, social media marketing, etc. There are three types of people you need: Mentors : People have been consultants or coaches and run their own practices longer than you have and can show you the way.

Consulting 294

Consulting Case Study Case Studies Finance 294

Harvard Business

DECEMBER 14, 2023

Sponsor Content from Bank Rakyat Indonesia.

Banking 100

Banking Finance 100

Harvard Business

OCTOBER 4, 2023

Historically, smaller, lower-tier suppliers have had trouble obtaining financing. They are making it easier for them to use assets such as approved invoices, inventories, and purchase orders to access financing from outside investors or focal companies. New fintech platforms are changing that.

Finance 101

Finance Company Operations Management 101

Steve Shu Consulting

DECEMBER 21, 2022

As a behavioral finance person, I see some perils of using fast, autonomous thinking and the need to try to use more slow, reflective thinking. How will the finance community and its distribution networks address such behavioral considerations? rebalancing of portfolios from equity to credit instruments).

Finance 30

Finance Exercises Tools Policies 30

Consulting Matters

APRIL 13, 2023

Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college. During his twelve-and-a-half-year tenure, he worked in finance and strategic planning before taking over as leader of Epcot theme park on the week of 911, 2001.

Consulting 156

Consulting Finance Turnaround Healthcare 156

Harvard Business

DECEMBER 18, 2023

But right now, there are three forces converging that might transform finance and other industries. The second is a massive migration of tech talent from big finance to big tech. The third is an increased appetite by big tech companies to enter industries like big finance. The first is the explosive growth of AI.

Banking 101

Banking Finance Talent Industry 101

Consulting Success

JULY 23, 2021

They aren’t on top of their finances. 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. But on the financial side, they are slow to invoice.

Consulting 130

Consulting Finance Financial Strategy& 130

Harvard Business

SEPTEMBER 12, 2023

Sponsor Content from SAP.

Finance 98

Finance Strategy Strategy& Strategy 98

Tom Spencer

OCTOBER 16, 2021

Knowing the ins and outs of upcoming trends in finance is indispensable for any aspiring consultant. A prime example for such a question is how finance is adapting to the issue of climate change, and might assist its mitigation. Green Finance. Final thoughts.

Financial 88

Financial Insurance Insurance Finance 88

Harvard Business

JULY 29, 2024

In any other election cycle, the predictable increase and decrease in uncertainty offers shrewd managers unique opportunities for operating, investment, and financing decisions. In the U.S., it’s normal for policy uncertainty to increase before a major election, then decrease once the results are in.

Company 97

Company Finance Policies Operations 97

Markovitz Consulting

JANUARY 21, 2019

Similarly, most finance departments in large companies cut their activities to a bare minimum during the month-end close of the books, which often can take up well over a week. Boeing’s finance department processes some of their financial information on a daily basis, rather than waiting to process a large batch at the end of the month.

Finance 145

Finance Financial Meeting Examples 145

Steve Shu Consulting

JULY 25, 2014

Yet as another example, at Allianz Global Investors we took another approach by setting up a Center for Behavioral Finance with a Chief Behavioral Economist and then establishing a number of initiatives within the Center to provide thought leadership and support the larger business. Each of these routes is suited for different situations.

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Video Analysis Operations Development 230

Harvard Business

AUGUST 6, 2024

Stablecoins — cryptocurrencies pegged to an external currency — have the potential to rewire the global financial system, and expose banking and finance to new digital competition.

Finance 100

Finance Banking Financial Video 100

Consulting Matters

SEPTEMBER 24, 2021

She had created a unique role for herself as an initiative and project integrator that combined her finance background, six-sigma process improvement and project management training, and natural relationship-building skills. She found herself at crossroads, wondering what was next for her career.

Process Improvement 156

Process Improvement How To Finance Training 156

Steve Shu Consulting

JULY 1, 2018

Voya: Behavioral Finance | Voya For Professionals. Microsoft: Microeconomics – Microsoft Research. Morningstar: Behavioral Insights | Morningstar, Inc. NEST: [link]. Opower: Opower UX. PeoplesScience by Maritz: PeopleScience Launches. I also see more independent consultants in this space as compared to what I used to see 10 years ago.

Examples 150

Examples Boston Consulting Group Mercer Company 150

Harvard Business

DECEMBER 9, 2021

Automation and AI can free up staff in fundraising, communications, finance, and service delivery efforts.

Nonprofit 101

Nonprofit Finance 101

Steve Shu Consulting

JULY 12, 2017

I’ve started a journey to pursue a PhD in the area of behavioral finance. I am finding that the process of learning some of the ropes for a PhD resembles that many experience in consulting. Namely, a big component of the process is learning through apprenticeship.

Analysis 150

Analysis Research Finance Course 150

Steve Shu Consulting

JULY 4, 2015

Psychology, Behavioral Economics and Finance. Perhaps you’ll find something of here of interest to you for your weekend read. I am also open to getting more book recommendations. Drunk Tank Pink (Alter). Predictably Irrational (Ariely). The (Honest) Truth About Dishonesty (Ariely). The Upside of Irrationality (Ariely).

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Insurance Insurance Finance Policies 150