Financial Tool Software
We are interested with multiple experts in the financial platform and application space to better understand how the finance tool offering is evolving for cfos.
Ideally smes from the following perspectives
1. Financial platform providers
- from global financial platform companies who focuses on the product roadmap/vision/strategy for tools focused on the cfo.
2. User/customer for finance bi tool
- a cfo from the smb and enterprise space who led the installation process of the tool/system and had a primary role in selecting the tool (customer insight).
- has experience using a dashboard/bi tool
3. User/customer spend management tool
- a cfo who has experience with spend management tools
4. User/customer ar/ap tool
- a treasurer or cfo who has experience in ar/ap tools
this would be for a 1-hour paid phone consultation.
To show your relevance in this space, please answer with a few brief statements the question below.
1. What is the level or extent of your experience in this space? Choose from any of the expert perspectives presented above.
2 kindly answer only those that apply to your experience/background.
2a. Financial platform providers
- are you head/part of the team that handles/manages the vision and strategy of the company as it relates to the development of finance / accounting tools and finance application offerings?
2b. User/customer for finance bi tool
- what are the dashboard/bi tools that you are familiar with ( adaptive insights or anaplan, and/or a dashboard/bi tool such as looker, sisense, domo, etc.)? Please indicate.
- have you led the installation process of the tool/system and had a primary role in selecting the tool.
2c. User/customer spend management tool
- what are the spend management tools (ivalua, tradeshift, ariba, coupa, etc.) that you have used in your current or past companies? Please indicate.
- were you part of the team that evaluated these tools for your company?
2d. User/customer ar/ap tool
- can you share your experience with any of the ar/ap tools that you have used (bill.Com, tipalti, stampli, tesorio, etc.)? Please indicate.
- were you part of the team that evaluated these tools for your company?
**please note that we are only interested in your personal point of view and are not seeking confidential information.
***referrals are highly appreciated
+24 Other ResponsesIt Financial Management Software
We are a private equity firm conducting research on it financial management (itfm) software. We are seeking experienced users of, or industry experts in, itfm software or tbm practices, including apptio, servicenow or digital fuel, for a 30-45 minute interviews on their experience with itfm and the software.
Depending on the nature of your experience and availability, we may wish to create a project with a broader scope.
+28 Other ResponsesFinancial Services
We are a consulting firm that connects retired or in-between financial services executives with
- technology firms looking for the 'voice of their customers’ and
- with law firms looking for expert witnesses
we are neither a 'platform' like zintro nor an expert network like glg. rather we are a boutique that is exclusively focused on engaging c-level executive consultants that built successful careers at large (global fortune 500) firms and our assignments are typically measured in weeks and months, not hours or days. we believe that, in partnership with zintro, we can deliver a high touch, high value service to both our top-tier clients and the highly credentialed executives with whom we connect them.
Prior to founding this company, i spent 24 years in banking before retiring from the group managing board of ubs ag in october 2008. current demand for our services is increasing rapidly and we are looking to meet, and eventually vet new prospective consultants.
if you think you fit the bill please contact me to arrange a short intro call.
—seth
+30 Other ResponsesFinancial Services
I am the founder and managing partner of - a firm that provides a collaborative platform for senior financial services executives who wish to leverage their experience to benefit financial institutions and innovative technology companies. Prior to founding the firm i spent 24 years in banking before retiring from the group managing board of a company in october 2008.
My firm is looking to expand our senior advisor network. We are currently interested in retired executives with senior level experience in large and middle-size and regional financial institutions. Typical profile of an advisor is a retired well-networked, industry-respected c-level executive who has been the sponsor or decision maker on multiple institutional technology purchases. Please let me know if you'd like to learn more
+24 Other Responses
