Financial Planning Archives | Page 2 of 20

Digital Wealth Management

How Will Technology Redefine Thailand’s Wealth Management?

Thailand’s wealth management sector is undergoing a significant transformation as it adapts to new technological realities and reshaped economic dynamics. This metamorphosis is fueled by changing tax regulations, global investment diversification preferences, and the emergence of an affluent segment desiring personalized wealth solutions. As traditional wealth management models face disruption, the sector is poised to balance technological integration with client-centric

June 5, 2025

Embedded Finance

Know Before You Buy: Travel Credit Cards vs. BNPL Options

In today’s travel industry, consumers face a myriad of payment options, each promising unique financial flexibility or benefits. Among these choices, travel credit cards and the burgeoning “buy now, pay later” (BNPL) schemes emerge as popular contenders. With airlines increasingly integrating BNPL options, travelers weigh these newer alternatives against the tried-and-tested advantages of credit cards. However, despite the allure of

June 5, 2025

Digital Lending / Digital Payments

Klarna and Visa Launch Klarna Card for Flexible Payments

Amid the evolving landscape of digital financial services, Klarna has teamed up with Visa to unveil an innovative payment solution set to transform consumer payment experiences: the Klarna Card. This initiative marks a significant pivot towards providing flexible, consumer-centric financial tools, diverging from traditional interest-heavy credit systems. In a world increasingly seeking financial autonomy, the Klarna Card offers a unique

June 5, 2025

Robotic Process Automation In Fintech

Unlocking AI’s Potential for Enhanced Finance ROI

In today’s rapidly evolving technological landscape, finance leaders face increasing pressure to harness the potential of Artificial Intelligence (AI) and Generative AI (GenAI) to achieve substantial returns on investment. These technologies promise transformative benefits across various aspects of finance, including accounting, treasury, financial planning, and mergers and acquisitions. However, despite significant investment and enthusiasm, the actual financial gains reported by

June 4, 2025

FinTech Insurance

Why Canada Is a Global Hotspot for Innovative Insurance Solutions

Canada has solidified its position as a global leader in the insurance industry, driven by a combination of economic resilience, regulatory integrity, technological advancements, and supportive governmental policies. This intricate convergence of multifaceted factors highlights why Canada captivates both domestic and international stakeholders in the insurance sector. The Stable Financial Environment Canada’s Regulatory Framework Canada’s insurance sector thrives on a

June 4, 2025

Enterprise Applications

Is Your ERP Budget Ready for Business Central Price Hikes?

As organizations leverage Microsoft Dynamics 365 Business Central for their Enterprise Resource Planning (ERP) needs, an important development is the rise in licensing costs set to come into effect. Navigating these changes requires a strategic approach to maintaining a balanced budget while optimizing the use of Business Central. Understanding the reasons behind the price increases and the impact they might

June 3, 2025

Robotic Process Automation In Fintech

Is It Safe to Share Financial Data with AI Chatbots?

In a world where technology blurs the boundaries of personal finance management, artificial intelligence chatbots have emerged as central players in offering financial advice. Their ability to process vast amounts of data and provide tailored guidance has garnered the interest of countless individuals. However, as users flock to these platforms for convenience, the pivotal issue of privacy and security surfaces.

June 2, 2025

Payroll

Why Is DailyPay Leading Payroll Innovation With Cycle?

As the payroll industry evolves, companies seek advanced solutions that offer seamless integration and flexibility while meeting the unique needs of payroll teams. DailyPay, a pioneering worktech enterprise renowned for its On-Demand Pay services, is setting a new benchmark with the introduction of its enhanced Cycle solution. The launch of this upgraded platform comes at a time when increasing the

June 2, 2025

Digital Wealth Management

Will Fintech Redefine Global Finance with New Funding?

In an era defined by rapid technological advancements and increasing demand for digital finance solutions, fintech companies are capitalizing on investment opportunities to drive expansion. Recent funding rounds have injected substantial capital into the sector, fueling innovations that enhance user experiences and broaden market reach. Key developments in the industry have seen companies like the UAE-based Qashio, Florida’s Palla, and

June 2, 2025

Robotic Process Automation In Fintech

Is Agentic AI Transforming Financial Decision-Making?

The financial landscape is witnessing an impressive revolution as agentic AI firmly establishes itself as a game-changer in decision-making processes. This AI allows for autonomous operations and supports executive decisions by understanding complex data and executing tasks without human intervention. Recent surveys indicate a dramatic projection: agentic AI usage among finance leaders is expected to climb sharply over the next

May 29, 2025

Payroll

Will Tax Reform Impact Salary Sacrifice Pension Schemes?

The landscape of salary sacrifice pension schemes in the United Kingdom continues to attract attention as the government considers potential tax reforms that could significantly alter their dynamics. This move comes against a backdrop of fiscal pressures and the growing complexity of tax regulations impacting employers and employees alike. Salary sacrifice arrangements have long been a popular tool for employers,

May 29, 2025

Digital Wealth Management

Tech Transforming Wealth Management: Efficiency and Accessibility

In an era defined by rapid technological advancement, the wealth management industry is undergoing a profound transformation driven by the integration of cutting-edge technology. This evolution is not merely a matter of convenience; it is reshaping the very foundations of how wealth is managed, grown, and safeguarded. Central to this transformation is the automation of mundane tasks and the enhancement

May 28, 2025