Harvard Business Review

OCTOBER 24, 2016

Given their size and appetite for diversification, these gigantic investors are a significant source of financing for many companies and governments in the developed world, and their investment activities can and do move markets. First, several startups are giving access to unconventional forms of data.

Operations 8

Operations Intangible Assets Venture Capitalist Hedge 8

Harvard Business Review

MAY 31, 2017

Improving customer loyalty and retention. Automating finance. This lets organizations reduce the amount of work outsourced to service centers and frees up finance staff to focus on strategic tasks. Retail shelf analysis. AI can expedite “exception handling” in many financial processes.

Process 12

Process Company Supply Chain Software 12

Harvard Business Review

SEPTEMBER 22, 2011

TIAA-CREF, the big financial services company, includes customer loyalty score improvement in senior executive compensation. Phones4U, a UK mobile phone retailer, announced a big increase in the weight of Net Promoter scores in its frontline pay plan. Your CFO and finance team can take a leadership role here.

Incentives 10

Incentives Sample Customer Loyalty Metrics 10

Harvard Business Review

OCTOBER 3, 2018

The firm had outdated segmentation frameworks and loyalty programs, weak customer contact management, and suboptimized client identity management, so she championed and launched a customer relationship management initiative to revamp them. She also began paying more attention to projects that would drive future growth.

CFO 8

CFO CEO Agility Marketing 8

Harvard Business Review

SEPTEMBER 1, 2011

This is often the reason why thoughtful quantitative analysis that incorporates macro-economic trends, market share, competitive strategies, retail analysis and technological assessments so often misses the mark. Remember also that that most macroeconomic and corporate financial data provide only a snapshot on where things have been.

Benchmarking 14

Benchmarking Maslow Analysis Trends 14

Harvard Business Review

DECEMBER 20, 2016

I’m talking about the superconsumers who are inside your organization, working at every level: the fashionista who works in the mail room at the headquarters of an apparel company, or the finance manager who works for a pork brand and who eats three pounds of bacon in any given week.

Airlines 8

Airlines Energy Self-aware Learning Curve 8

Harvard Business Review

SEPTEMBER 27, 2016

One pharmacy retail chain CEO who wasn’t particularly good at investor relations simply hired people who were better and entrusted them with that duty. Deep customer loyalty is born of the infinite decisions required to get these details right. “The CEO must rise above the details of the business.”

CEO 8

CEO Class Chief Executive Officer Strategy 8

Harvard Business Review

JANUARY 27, 2017

At one American retailer, an autonomous ensemble of algorithms replaced the entire merchandising department. Their loyalty and accountability belongs to top management. In reality, “handoffs” and transitions prove to be significant operational problems. The Autonomous Outsourcer.

Outsourcing 8

Outsourcing Software CAPEX Competitive Advantage 8

Harvard Business Review

AUGUST 5, 2014

“We’ll spend a lot of time bringing product to market, but we need to plan for the fact that a launch gives us a six-month head start and no more,” says Gary Booker, CMO of Dixons Retail. While our competitors catch up, we have to get into the mindset of already moving onto the next thing.

P&L 10

P&L Banking Marketing Call Center 10

Harvard Business Review

MARCH 26, 2015

The marketing and sales team of one major technology vendor, for instance, partnered with risk to assemble a range of financing packages to help its mid-market clients fund upgrades, manage invoice payments, and smooth cash flows. The finance team brought its scenario modeling tools to bear. Protect and manage reputations.

Credit Scoring 8

Credit Scoring Risk Management Finance Marketing 8