Financial Planning stories - Page 2

Over half of UK consumers use AI assistants for daily tasks but remain cautious, especially about financial decisions, valuing human support in stress.

DXC Technology unveils AI-driven platform, DXC Assure Illustrations, to speed up and personalise life insurance policy projections globally.

DXC Technology launches Assure Illustrations, an AI-driven platform to simplify personalised life insurance projections for advisors and customers globally.

Businesses invest an average of GBP £8 million in digital transformation, yet over one third struggle with delays, cost overruns, and proving ROI amid AI impacts.

Over half of UK small business leaders find today’s economy tougher than the Covid peak, with many fearing closure from one more cost hike.

Berlin-based fintech lender re:cap expands into the UK with a EUR €125 million credit facility to support technology firms with flexible debt funding solutions.

Research reveals UK CFOs now lead beyond finance, driving strategy in recruitment, sustainability and digital transformation amid growing demand for fractional CFOs.

Businesses invest an average of GBP £8 million in digital transformation projects, yet over one in three initiatives face failure or costly overruns amid AI-driven changes.

Seventy percent of CFOs still rely on Excel for finance despite risks of costly errors, data breaches, and lack of control over critical financial data.

Expense reporting is evolving from a compliance task to a strategic tool, boosting business resilience, efficiency, and growth through real-time insights and automation.

Wolters Kluwer unveils new ESG tools to aid firms with EU’s Carbon Border Adjustment Mechanism compliance and integrate sustainability into financial planning.

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

NetSuite's cloud-based Enterprise Performance Management now brings advanced, AI-powered planning tools to mid-market finance teams for real-time business insights.

Genesis Energy will implement Workday’s cloud finance system to support its NZD $1 billion investment in renewables and modernise financial operations.

Seventy-one per cent of Australians plan to shop in EOFY sales, with spending expected to hit AUD $10.5 billion amid rising cost-of-living pressures.

SYSPRO appoints Mathias Høyer as CFO to lead global finance during growth, leveraging his extensive experience in tech-focused financial strategy and transformation.

As FY24–25 ends, Australian businesses face increased ATO compliance checks on tax debts and deductions; automation and tighter controls are vital to start FY25–26 strong.

As businesses add subsidiaries, basic accounting software falters, creating manual woes and scaling issues that cloud ERP systems can resolve efficiently.

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.

Star Union Dai-ichi Life Insurance has opened an IFSC Insurance Office at GIFT City, launching international insurance services for US dollar-denominated products.