Financial Services Review

CxOgroup has been recognized as one of the Top Mergers and Acquisitions Consulting Services Providers in Apac by Financial Services Review. CxOgroup specializes in enhancing corporate value through CFO/COO Outsourcing services aimed at startups and small to medium-sized enterprises. “Through our efforts, I want to transform Japan’s M&A market and create an environment where entrepreneurs who have exited can invest more flexibly in the next generation of startups. By doing so, I hope to establish a vibrant investment ecosystem in Japan, similar to that of Silicon Valley,” says 水野/Mizuno雄貴/Yuki, CEO. The article will also be featured in the forthcoming special print edition of Mergers and Acquisitions Consulting 2024. Read More: https://lnkd.in/gkVNbV3a #timebasedsystem #costeffectiveaccess #insolventcompany #outsourcingservices #financialinstitutions

John O'Brien MSc CB SIA, Head of Digital & Direct Banking at PTSB Contributed an article "Digital Banking in the Palm of Your Hand" "We are guided by what our customer wants and needs and to support this we focus on bringing digital and people together to make every day easy, so our customer can do big things," says John O'Brien. The article will also be featured in the forthcoming special print edition of Digital Banking 2024. Read More: https://lnkd.in/gCJJVpiq #customerexperience #digitaltransformation #personalised #secure #digitising

???????? ?? ???????? ???? ????! The London Climate Technology Show is just 7 days away. This event is the ultimate opportunity to network, witness innovative showcases, and immerse yourself in the latest advancements driving sustainability. Seize the opportunity and claim your free pass today. Get Your Free Expo Visitor Pass here?https://lnkd.in/g2GkmsDi #cts24 #cts #climatetechnology #excellondon #sustainablefuture #cleantechnology #climatetechshow #sustainableliving #carboncapture #greentech #netzero #sustainablesolutions #londonclimatetechnologyshow

Chad Schmookler MBA, CSPO, PMP, SSBB, Sr. Director, International Operations, InComm Payments Contributed an article "Leading the Charge in Wealth Management and Innovation" "Setbacks are the perfect opportunity to gather helpful information for next time. In other words, every misstep has a silver lining — what can I do better, and how can I avoid this in the future?," says Chad Schmookler. The article will also be featured in the forthcoming special print edition of Financial Planning 2025. Read More: https://lnkd.in/gpVs8qbt #wealthmanagement #financialeducation #projectmanagement #embeddedfinance

Alex Lee 李豪俊, ANZIIF (SNR ASSOC) CIP, ASII, Group Claims Manager – Insurance, Mapletree Contributed an article "Balancing Customer-Oriented and Compliance Mindsets in Claims Management" “Building rapport with clients, thinking outside the box, and going the extra mile—without compromising regulations—are crucial to delivering exceptional value, especially in times of major loss,” says Alex Lee Li Haojun. The article will also be featured in the forthcoming special print edition of Claims Processing 2024. Read More: https://lnkd.in/gXCRW8sU #claimsservice #compensation #customerrelationships #claimsprocedures #abuseandfraud

Ashoka Tree Associates has been recognized as one of the Top Corporate Advisory Services in Apac by Financial Services Review. Ashoka Tree Associates is a Singapore-based boutique financial service company offering business advisory and corporate services tailored for startups, growing businesses, and SMEs. It provides financial due diligence, valuations, restructuring, cash flow improvement, and management consulting, as well as accounting, taxation, HR, and digitalization solutions via Agarwood Corporate Services. “My background and experience in the industry allow me to deliver the same style and quality of service as those prominent industry players, but with a more hands-on, practical approach that ensures real-world success,” says Johnny Goh, Founding Director. The article will also be featured in the forthcoming special print edition of Corporate Advisory 2024. Read More: https://lnkd.in/gSuNPC9c #financialservicefirm #socialenterprise #corporatebanking #businessadvisory

Eric Aboaf, Vice Chairman and Chief Financial Officer, State Street Contributed an article "Financial Process Automation: A 'Must-Have,' Not A 'Nice To Have'" "The finance team plays an important role in educating the company about the importance of data, and we sit on the front lines with regulators as the work we do must be accurate," says Eric Aboaf. Read More: https://lnkd.in/gFjSCU9A #datadriveninsight #businessstrategy #processautomation #legacyprocesses

Join Nordic's most senior data leaders to demonstrate the practical impact of Data & Analytics in your business by attending Chief Data and Analytics Officer (CDAO) Nordics on 19th?November in Stockholm! ? CDAO Nordics brings together your data & analytics community for a day of learning, networking and collaboration. You will leave the event with insights and takeaways that will carry you and your team through the rest of the year. ? Get your tickets to secure you place today:?https://hubs.ly/Q02TPyTb0 ? #CDAO #CDO #CAO #Data #Analytics #DataIntelligence #DataDriven #DataAndAnalytics #DataAnalytics #AnalyticsInsights #DataLed #DataTransformation #DataCulture #TestAutomation #TestManagement #MachineLearning #ArtificialIntelligence #AI #CDAOEurope

The?highly anticipated Chief Data and Analytics Officer (CDAO) Europe event will be on 12th?November 2024 at Hotel Casa Amsterdam! ? This is Europe's foremost data event for top leaders across the Benelux and beyond. Unleash your data potential at CDAO Europe: Ignite innovation and conquer the data frontier. Empowering CDAOs and senior data professionals to tackle challenges, seize opportunities, and unlock unrivaled insights in the dynamic world of Data & Analytics for a successful 2025. ? Register for your complimentary ticket here:?https://hubs.ly/Q02TPydX0 ? #CDAO #CDO #CAO #Data #Analytics #DataIntelligence #DataDriven #DataAndAnalytics #DataAnalytics #AnalyticsInsights #DataLed #DataTransformation #DataCulture #TestAutomation #TestManagement #MachineLearning #ArtificialIntelligence #AI #CDAOEurope

Basepoint Wealth has been recognized as one of the Top Wealth Management Services Providers by Financial Services Review. Basepoint Wealth, located in Cedar Rapids, Iowa, offers fee-only wealth management with a client-focused, fiduciary approach. The firm simplifies complex financial services and creates customized strategies based on clients' specific goals. Committed to clarity and reliability, it provides a trustworthy partnership for achieving financial objectives. “We employ the planning process to match clients' financial plans with the necessary returns, ensuring satisfaction without excessive risk,” says Allen Wallace, Chief Investment Officer and Managing Partner. The article will also be featured in the forthcoming special print edition of Wealth Management 2024. Read More: https://lnkd.in/g47nk-fd #wealthmanagement #mutualfunds #blackdiamond #salesforce #fiduciary