LinkedIn thought leader ad examples

When AI gives you an answer, it needs to be auditable. That’s the standard finance has always held itself to. A number without a source doesn’t make it into a board pack. AI shouldn’t get a lower bar just because it’s faster. Our research with more than 1,000 finance leaders backs this up. Most already trust what AI produces. What they want is to see how it got there: an explanation for each decision, clear labelling of what AI touched, and an audit trail from any number back to its source. As a CTO, I see that as the brief. In AccountsIQ, AI drafts the work and people decide. Every suggestion shows its reasoning, nothing posts without approval, and customer data is never used to train public AI models. Speed matters. But in finance, being able to prove the answer matters more. Read the CFO AI Paradox findings: https://lnkd.in/egdgnWVB

“I’ve always believed in a time-segmented approach, but ATS gives me something I didn’t have before: a fully compliant, patented software platform that turns that philosophy into a living, flexible document I can actually deliver to clients.” There's a version of this business where you already know the right answer and still can't deliver it. Plenty of advisors have believed in time segmentation for years. The logic isn't obscure — match near-term income to stable assets, give growth assets time, stop forcing clients to sell into weakness. Most experienced advisors arrive at some version of it on their own and try to put it in front of a client. It turns into a whiteboard sketch. Or a spreadsheet they built themselves. Or a conversation that goes well and leaves nothing behind. The philosophy is sound, there's just no artifact — nothing the client can take home, nothing compliance has cleared, nothing that updates when the client's life does. That's the gap Brian Zardavets described when he explained why he moved. Note the word he used - deliver. A philosophy you can explain is worth something. A philosophy the client can hold is worth considerably more.

Within three months of adopting Cetera’s Advanced Time Segmentation™ (ATS) tool, Sean McQueen at Kinnect Advisors was well on his way to increasing his production exponentially. 📈

Pain points in banking can become strategic opportunities. Banks that reimagine their operating models are 1.7× more likely to achieve faster growth and stronger resilience. Cost pressures, compliance, and shifting customer expectations are signals for transformation. Forward-thinking banks are already turning these challenges into opportunities for differentiation and long-term success. Discover how to turn challenges into competitive advantage: https://lnkd.in/gvYDUhig #ReimagineBanking #BankingStrategy #FinancialInnovation #Banking2026 #UniversalBanking #CoreBankingSystems

Did you know in 2025, only 20% of current accounts are opened fully online and 67% of applications are abandoned due to slow, complex processes ? Customers expect speed and simplicity, while banks juggle growing demands for compliance and cybersecurity. The key to achieve operational excellence is laying in a digital-first operating model that balances resilience with agility. Explore how to do it: landscape:https://lnkd.in/geqbrfr6 #ReimagineBanking #CustomerExperience #DigitalTransformation #OperationalExcellence #BankingCompliance

„Mündelsicher“ klingt nach Schutz für unsere Kinder. In vielen Fällen hat es aber vor allem eines verhindert: Dass Kinder von ihrer wertvollsten Ressource profitieren. Zeit. Der längste Anlagehorizont, den ein Mensch je haben wird, ist bei uns oft einfach liegen geblieben. Gestern wurden die Pläne für das Zukunftsdepot ein bisschen konkretisiert. ICH FINDS GRUNDSÄTZLICH SUPER. Kennen wir schon alle Details? Nein. Finden wir jedes Detail perfekt? Auch nicht. Und zwar ganz klar. Für uns ist das mehr als eine politische Maßnahme. Als wir froots gegründet haben, ging es nie nur um ein Produkt. Der Name kommt von financial roots, finanzielle Wurzeln. Wir wollten einen kleinen Beitrag leisten, dass in Österreich eine echte Kapitalmarktkultur entsteht. Dass möglichst viele Menschen ihre finanzielle Zukunft selbst in die Hand nehmen, und zwar professionell. Das Zukunftsdepot kann genau das für eine ganze Generation tun. Nicht nur, weil Kinder früher Vermögen aufbauen. Sondern weil sie früh lernen, wie Investieren wirklich funktioniert. Dass eine schlechte Börsenwoche nicht heißt, dass der Plan falsch ist. Dass Schwankungen dazugehören. Das lernen viele heute erst mit 35, mit größeren Beträgen und mit mehr Angst. Der wichtigste Moment kommt für mich aber am 18. Geburtstag. Dann endet die Bindung. Und im Idealfall nicht das Investieren, sondern es fängt dort erst richtig an. Wir wollen alles dafür tun, dass das Zukunftsdepot ein Erfolg wird und so viele Menschen wie möglich erreicht. ℹ️ Dies ist eine Marketingmitteilung. Bitte beachte, dass Kapitalanlagen mit Risiken verbunden sind. Weitere Informationen und Risikohinweise findest du auf froots.io.

Investing can be intimidating, especially if you're doing it for the first time. Where do you start? Which products make sense for you? And how do you know you're making the right decision? That's why I found the third demo from Backbase ENGAGE in London particularly interesting. It shows how Conversational Banking can make investing a lot more approachable. Instead of expecting customers to understand different investment products or figure out where to go in their banking app, the experience starts with a simple conversation. The customer explains what they're looking to achieve, and the AI helps guide them toward the relevant investment journey. What I like about this is that it puts the customer's goal first, rather than making them figure out the bank's products and processes. And I think that's an important shift in how banks should be thinking about digital experiences. But there's another side to this. Not every banking journey should be handled entirely by AI. Sometimes, customers need to speak to someone, especially when decisions become more complex or personal. That's exactly what I'll be sharing in the next demo. For now, here's the Conversational Banking for Digital Investing journey we showcased at ENGAGE.

🚀 Mitä pienempi yritys, sitä suuremmalta yksikin vapautunut työpäivä tuntuu. 🚀 Silti kuulen yllättävän usein tämän tyyppisiä kommentteja: 💬Meidän tilitoimisto on niin pieni, ettei teitä varmaan kiinnosta.... 💬On jo tarpeeksi automaatiota… 💬Ei meillä nyt niin paljon ole ostolaskuja… 💬Katsotaan sitten ensi vuonna… Tässä kohtaa otan laskimen esiin. Sillä jo 200 ostolaskun kuukausimäärällä itseohjautuva automaatio voi säästää noin yhdeksän tuntia työtä kuukaudessa. Siis enemmän kuin kokonaisen työpäivän! Olen huomannut, että pienten toimistojen työpöydältä voi hyvinkin löytyä joka kuukausi jopa 700 ostolaskua. Siinä automaatio toisi jo melkoisia mahdollisuuksia merkittäviin ajallisiin ja rahallisiin säästöihin. Entä milloin on oikea hetki lähteä tehostamaan toimintaa automaatiolla? Kun yritys kasvaa? Kun työntekijöillä on kädet täynnä hommaa? Kun kiire alkaa tuntua mahdottomalta? Minusta oikea hetki on juuri ennen. Itseohjautuva ostolaskuautomaatio ei ole vain suurten toimistojen etuoikeus. Pienelle toimijalle yksi vapautunut työpäivä kuukaudessa voi olla suhteessa vielä arvokkaampi kuin suurelle yritykselle. Kun automaation kustannukset skaalautuvat laskumäärien mukaan, ei myöskään tarvitse odottaa sitä, että oma toimisto kasvaisi riittävän suureksi. Siksi sanonkin nyt jokaiselle suomalaiselle tili- ja isännöintitoimistolle: älä vähättele omaa tekemistäsi. Sinullakin on oikeus antoisampaan työpäivään automaation avulla. Jos vielä epäilet, ettei teillä ole tarpeeksi ostolaskuja automatisoitavaksi, niin lasketaanpa ajansäästö yhdessä! Kuvassa Seinäjoen Yrittäjä-Jussin kanssa otettu selfie muutaman viikon takaiselta asiakaskäynniltä. Patsas muistuttaa, että ollaan ylpeästi yrittäjiä, eikä vähätellä itseämme 💪

Gradient Labs is a finalist for the Money20/20 banking awards! The Banking Category celebrates the most innovative and impactful products, services, and initiatives leveraging technology, creativity, and strategic vision to solve critical challenges, enhance customer experiences, and drive meaningful change in the banking and financial services sector. Join us in Vegas on October 18th to hear the winners announced!

Claude 101 was one of the most fun sessions I’ve run in a while. The best part was the questions afterward. Almost all of them amounted to “OK, what’s next?” That’s Claude 201. Tuesday, Oct 27, 1 PM ET. We’re going past the chat window: projects your whole team can share, scheduled tasks that run without you, and a first look at Claude Code for finance. Link in comments. The 101 recording is there too.

The level of energy in Antibes last week was unparallel for the Fixed Income Leaders Summit EU conference! I had the honour and privilege to moderate a series of buyside roundtable on Eurex Credit Index Futures, and hear first-hand the valuable feedback and questions from our clients. One theme stood out in particular: the challenge is no longer understanding the investment case for Credit Index Futures, rather navigating the internal approval process and ensuring all stakeholders have the information required to make an informed decision. To support that process, we recently published a practitioner-focused article covering five questions every investment committee should ask about Credit Index Futures, from product design and liquidity to operational readiness, margin efficiency and implementation considerations. The feedback from the roundtable also reinforced the importance of providing practical resources that help firms move from evaluation to execution. This is one of the reasons we developed a New Product Proposal template, designed to help streamline internal review processes. With over EUR 80bn traded year-to-date and a growing institutional user base, Eurex Credit Index Futures have reached a level of market maturity where preparation can be just as important as participation. Read The DESK article here: https://lnkd.in/eaxE_GFY Download the NPP information deck here: https://lnkd.in/ermbmG5K P.S.: what a great shot, Sven Rudolf, you're clearly embracing the Credit Index Futures spirit!

Early on at TIES, hiring a financial analyst while running the rest of the business wasn’t feasible or fiscally responsible. But I also wasn’t willing to fly blind on the numbers. So we brought in Drivepoint. Our QuickBooks, Shopify and 3PL data flow into one model that updates itself, and I can ask questions of my own data instead of rebuilding spreadsheets. I sat down with the Drivepoint team to talk about it: https://lnkd.in/gEVCqvtP

Er konsolideringen stadig en proces med manuelle trin, regneark og usikkerhed om tallene? Kom med, når Mette og Pernille fra InfoSuite A/S viser, hvordan I får en konsolidering, der er fejlfri og til at forstå. Det gælder både for dem, der laver den, og for dem, der skal bruge tallene bagefter. 📅 29. oktober kl. 09:00–09:45 Tilmelding via linket i kommentarfeltet 😊

The wait is over; the 2026 Extel All-America Research Team survey results are live! Rankings tell one story. The underlying data tells another. These results offer valuable insight into investor preferences, competitive positioning, and how the market perceives research franchises across sectors. Congratulations to all firms and individuals recognized. Explore the notable shifts across the results, and read the article: 🏆 https://lnkd.in/eUCZNVG6 📰 https://lnkd.in/e_hrSCHm

Behind every capacity expansion is a financing challenge. Europe's defence sector is entering a new phase of growth. Yet as production ramps up, the pressure increasingly falls on the suppliers responsible for turning investment into delivery. In conversation with Jasmine Tan and François Turpault, we explore why supplier liquidity is becoming a strategic consideration for defence supply chains and the role working capital solutions can play in supporting sustainable growth. Read more here:

𝗩𝗶𝗲𝗹𝗲 𝗔𝗻𝗹𝗲𝗴𝗲𝗿:𝗶𝗻𝗻𝗲𝗻 𝘀𝗰𝗵𝗮𝘂𝗲𝗻 𝗮𝘂𝗳 𝗱𝗶𝗲 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝗲𝗻𝗿𝗲𝗻𝗱𝗶𝘁𝗲. 𝗗𝗼𝗰𝗵 𝗱𝗮𝘀 𝗸𝗮𝗻𝗻 𝘁𝗿𝘂̈𝗴𝗲𝗿𝗶𝘀𝗰𝗵 𝘀𝗲𝗶𝗻. Für mich gehen die Alarmglocken an, wenn hohe Dividendenrenditen auf eine schwache Gewinnentwicklung, hohe Verschuldung und Ausschüttungsquoten von über 100 Prozent treffen. Im 𝗮𝗸𝘁𝘂𝗲𝗹𝗹𝗲𝗻 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗛𝗩𝗕 𝗠𝗮𝗿𝗸𝘁-𝗕𝗿𝗶𝗲𝗳𝗶𝗻𝗴 kläre ich mit meinem Kollegen Philip Gisdakis, Leiter Anlagestrategie der HypoVereinsbank, worauf Anleger:innen dabei wirklich achten sollten. Denn eine hohe Dividendenrendite allein sagt wenig über die Qualität eines Unternehmens aus. Oft ist sie schlicht die Folge eines stark gefallenen Aktienkurses. Worauf kommt es stattdessen an? ✅ Nachhaltiges Gewinnwachstum nbsp; ✅ Steigende Cashflows nbsp; ✅ Gesunde Bilanzstrukturen nbsp; ✅ Langfristiges Dividendenwachstum Die entscheidende Frage lautet für mich nicht: 𝗪𝗲𝗿 𝘇𝗮𝗵𝗹𝘁 𝗵𝗲𝘂𝘁𝗲 𝗱𝗶𝗲 𝗵𝗼̈𝗰𝗵𝘀𝘁𝗲 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝗲? Sondern: 𝗗𝗶𝗲 𝗞𝘂𝗻𝘀𝘁 𝗯𝗲𝘀𝘁𝗲𝗵𝘁 𝗱𝗮𝗿𝗶𝗻, 𝗳𝗿𝘂̈𝗵 𝗨𝗻𝘁𝗲𝗿𝗻𝗲𝗵𝗺𝗲𝗻 𝘇𝘂 𝗶𝗱𝗲𝗻𝘁𝗶𝗳𝗶𝘇𝗶𝗲𝗿𝗲𝗻, 𝗱𝗶𝗲 𝗶𝗻 𝟭𝟬 𝗝𝗮𝗵𝗿𝗲𝗻 𝘀𝗼 𝘃𝗶𝗲𝗹 𝗳𝗿𝗲𝗶𝗲𝗻 𝗖𝗮𝘀𝗵𝗳𝗹𝗼𝘄 𝗴𝗲𝗻𝗲𝗿𝗶𝗲𝗿𝗲𝗻, 𝗱𝗮𝘀𝘀 𝗵𝗼𝗵𝗲 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝗲𝗻 𝗯𝗲𝗶𝗻𝗮𝗵𝗲 𝘂𝗻𝘃𝗲𝗿𝗺𝗲𝗶𝗱𝗹𝗶𝗰𝗵 𝘄𝗮̈𝗿𝗲𝗻. 𝗪𝗶𝗲 𝗶𝘀𝘁 𝗶𝗵𝗿𝗲 𝗠𝗲𝗶𝗻𝘂𝗻𝗴? Jetzt reinhören: Worauf es bei Dividenden wirklich ankommt: https://lnkd.in/drXBT9mr #Dividenden #Aktien #Investieren #Podcast #HVBMarktBriefing

In a mobility market changing this fast, partner and customer needs are becoming increasingly diverse. What matters is our ability to combine the right strengths at the right time. At BNP Paribas Personal Finance, we have built deep expertise in automotive finance and long-term partnerships with manufacturers and distributors. Working closely with Arval BNP Paribas Group allows us to go further: combining our respective strengths to offer partners more flexibility, dealers more integrated journeys, and customers greater choice between financing and mobility solutions. ⇨ This is what makes the ONE Bank Mobility dynamic so powerful. With BNP Paribas Mobility, we can draw on capabilities from across the Group to provide our partners with a broader response as their needs and the market evolve. Pascal Brasseur and I recently discussed what makes the BNP Paribas Personal Finance-Arval combination work, how it helps us build key partnerships and why I believe BNP Paribas Mobility is a truly distinctive asset for the future. Watch our conversation! #BNPPMobility

new summation pod with Noah Glass, founder of Olo. he started ordering food by text message in 2005, took it public in 2021, and private with Thoma Bravo last year for about $2B. we get into the $65M deal that fell apart, why 75% of restaurant meals are eaten somewhere else, and the right to be known. https://lnkd.in/eHWxDbxV

Excited to share I'll be speaking at MERGE on October 28th We'll be discussing the practical reality of bringing digital asset infrastructure into European banking and what it takes to scale these offerings to retail clients. If you're going to be around and want to connect or grab a coffee, ping me a DM! See you in Madrid. https://lnkd.in/p/dr8mCaXF

I’m excited to celebrate today’s announcement that Nuveen Private Capital — comprised of Churchill Asset Management and Arcmont Asset Management — has surpassed $100 billion in committed capital under management. Achieving this milestone in today's increasingly complex investment and capital raising environment speaks to the strength of our teams, the trust of our investors and the power of true partnership. It also reflects the sustained momentum we've built across the platform: as cross-collaboration deepens and synergies between both firms strengthen, we continue to launch new strategies and products for our respective investor bases. I’m deeply grateful to everyone who has helped shape Nuveen Private Capital into what it is today, especially our colleagues across Nuveen, a TIAA company, Churchill and Arcmont. I also want to thank our investors for the trust and confidence they place in us every day, particularly our partners at TIAA (which remains our largest investor). This achievement belongs to all of you, and I’m excited for what we’ll continue building together. Learn more: https://lnkd.in/geA23imD

A year ago at BeyondTheBlack, we shared our vision for bringing agentic AI to Invoice-To-Cash. Today, Im proud to say we have delivered on that promise with Verity Collect which is live in the market as one of many agents we are providing to credit teams. For those who don’t know, BlackLines Verity Collect is an AI voice agent that makes outbound collections calls on behalf of your team. It holds natural conversations, captures payment commitments, works around the clock in any time zone, and hands the call to a person when it detects the need to, all within human-designed guardrails your team controls. Think of it as fractional labor on demand that frees your collectors to focus on the complex, relationship-driven conversations only they can have. It also reaches the smaller, lower value accounts your team rarely has time to call, so every customer gets follow-ups on a predictable and consistent schedule. When customers know when to expect the call, paying on time becomes a habit. Engagement with our customers has been very exciting, which tells me this is the kind of innovation, practical agentic AI is where the future of finance is heading. To our product and engineering teams, thank you for turning a vision into something customers can use. Watch the launch video below to see Verity Collect in action. This is what Agentic Financial Operations looks like in practice.

🎙️ Kitces.com just published their latest Financial Advisor Technician podcast. Thanks to host Adam Van Deusen, CFP® and Michael Kitces for the opportunity to share how advisors can discuss today's market and economic topics with clients. The two market themes that are continuing into the fourth quarter are 1) higher yields and 2) strong corporate earnings. There are many layers to this when it comes to supporting clients, since interest rates and stronger fundamentals affect all aspects of the economy, markets, investing, and financial planning. ➡️ For advisors, the key to client conversations is that the playbook from 2008-2020, when rates were ultra-low, has changed. Clients need to be educated on today’s higher-rate environment and how this affects their portfolios, especially amid trends around AI, geopolitical risk, and more. I hope you enjoy the discussion - you can listen to the full episode here: https://lnkd.in/ghm4aMn2

It's been a busy few weeks - from Vegas to Dublin and now off to Helsinki this morning. 🛫 Reflecting on SAP Connect, the theme all week was clear - autonomous spend takes a whole ecosystem. SAP partners want an easier path to the public cloud for their customers, and we complement that. Payment fraud was the other big topic. An invoice can be approved and accurate, and the bank account behind it can still be fraudulent. We closed our Trustpair acquisition on day one, and the timing couldn’t have been better. Full recap from the team - https://hubs.ly/Q04BfN-Y0

One of my favorite demos in our AI workshop for bankers has nothing to do with banking. It’s about buying wine! I believe literacy is the hardest problem in AI adoption at community and regional banks. Teams just don’t have enough time to play and explore with the tools available. And if all the AI focus is on productivity improvements, that can be a challenging environment to learn in. So we run our workshops a little differently than you might expect. We come onsite, introduce the latest tools (from both open source and the frontier), and then everyone builds together with experts in the room. We actually encourage people to build something outside their day job, so they can focus on understanding how the tools work. We’ve been running these informally with customers all summer, and they’ve gone down really well, so we’ve just opened them up to any team at any bank in the US. Book a session here: https://lnkd.in/g4pXtzDy or drop me a message if you have any questions