The Motley Fool

FEBRUARY 28, 2024

We then used that platform to design, develop, and bring to market over 45 production enterprise AI applications that address the value chains of manufacturing, financial services, agribusiness, chemicals, lumber, paper products, utilities, oil and gas, state and local government, defense and intelligence.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Motley Fool

APRIL 6, 2024

Even kids know that being an adult means keeping track of many tedious financial details and apparently talking about it with each other. This also includes so many different accounts, insurance policies, legal documents, but also the professionals you hire important passwords and combinations and just all your stuff. It could be both.

Accounting 130

Accounting Liabilities Financing Finance 130

Tucker Advisors

SEPTEMBER 27, 2021

The one insurance company that required a bailout, AIG, suffered its heaviest losses from its financial services division, a business segment that most insurance companies do not have. They are legal entities backed by the insurance commissioner in every U.S. billion in pension liabilities” Pensions & Investments; Aug.

Companies 52

Companies Liabilities Legal Banks 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

MARCH 18, 2024

The first one: defining where our focus will be in terms of the software and financial services integration effort. The results we saw in our financial services segment in the fourth quarter reflect the success of this strategy around payments and banking. And the third one: the creation of the Stone platform.

Banks 130

Banks Taxes Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

FEBRUARY 15, 2024

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. The second, Coinbase is not just a new asset class, it's also powering new financial services. Paul Grewal -- Chief Legal Officer Thank you, Alesia. On to expenses.

Legal 130

Legal Assets Financing Finance 130

The Motley Fool

JANUARY 24, 2024

We had a record 10 new customers signing deals over 1 million in NNACV including a $10 million win with a very large global financial services firm, which is our largest new customer logo in history. We call it LSD, legal service delivery, and now lawyers all over the world, they want to jump on. Thank you, CJ.

Banks 130

Banks Financial Services Legal Leveraging 130

The Motley Fool

APRIL 10, 2024

Managed corporate travel sales grew 14% over the prior year with technology, consumer services, and financial services leading that momentum. Peter Carter -- Executive Vice President, Chief Legal Officer, and Corporate Secretary Hey, Mike. How does that play out? Or I should say, what is the time line of that?

Legal 130

Legal Banks Debt Leveraging 130

The Motley Fool

NOVEMBER 14, 2023

Beyond large enterprises, FiscalNote serves a wide and diverse range of business customers ranging from healthcare and pharma, financial services, technology, energy, food and beverage, transportation, automotive industries, and beyond. Second, we will pursue adjacencies to core products and fast-growing areas of risk and compliance.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

JULY 5, 2024

Does that have any legal liability attached to it? Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company. That is a potential danger here, but more importantly, what if you are importing product that has safety concerns? To me, it's probably a net even.

Shareholders 130

Shareholders Capital Assets Banks 130

The Motley Fool

JANUARY 10, 2024

Projects with governments, financial service companies, healthcare companies, car dealerships, and more continue. While we're not happy with the ruling, we feel it is our best interest, as well as our shareholders to move forward and focus on our business and stop accruing interest in legal fees which continue to mount.

Debt 130

Debt Shareholders Legal Liabilities 130

The Motley Fool

NOVEMBER 7, 2024

Another example of this strategic focus was the significant expansion of the work we provide to a client we first won in Q1 that provides technology-enabled legal solutions. Revenues in this specialized service line not only returned to growth in Q3 but accelerated to double-digit growth of 17.8% on a year-over-year basis.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Legal 130

Fortune Financial

SEPTEMBER 25, 2023

Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Tax Considerations Be mindful of tax implications related to your goals.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Motley Fool

MAY 8, 2024

The number of clients using more than one of our specialized services increased by more than 20% year over year. Shifting focus to our service lines. We signed a new DCX contract leveraging the capabilities of our teammates from the heloo acquisition to support another European-based financial services client.

Leveraging 130

Leveraging Banks Capital Financial Services 130

The Motley Fool

SEPTEMBER 5, 2024

Legal service provider Maestro Strategies tells us that with IAM, they anticipate saving thousands annually now that their completed agreements are organized and easily searchable. Obviously, your legal team and maybe sales ops and purchasing ops. Blake Grayson -- Chief Financial Officer Yeah. So, the U.K.

Legal 130

Legal Taxes Capital Shareholders 130

The Motley Fool

AUGUST 3, 2023

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. Paul Grewal -- Chief Legal Officer Thanks, Anil. But as in everything we do, we're going to do it in a compliant and trusted, legal, regulated way. We expect to win.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Legal Shareholders 100

The Motley Fool

OCTOBER 15, 2024

We continue to feel very good about the strength of our balance sheet and the quality of our assets and liabilities, which position us well to serve our clients and execute on our growth strategy. Expenses were down 5% as the reduction from closed, exits and winddowns was partially offset by a legal reserve. Your line is now open.

Banks 130

Banks Assets Leveraging Capital 130

The Motley Fool

AUGUST 7, 2024

In terms of the categories, financial services, consumer products doing very well, consumer services doing very well, and technology doing very well. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. ESPN was up 17%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Leveraging Investors 130

Fortune Financial

SEPTEMBER 25, 2023

Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Tax Considerations Be mindful of tax implications related to your goals.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

DECEMBER 8, 2023

First, we saw year-over-year consumption stabilization or improvement in a number of verticals, including business services, technology, and insurance. Financial services, by contrast, continued to be more impacted. Look, I think in terms of the mix impact of financial services, I think that's mostly behind us.

Banks 130

Banks Capital Financial Services Liabilities 130

Pension Pulse

SEPTEMBER 13, 2023

AIMCo is the latest global asset manager to set up an office, or expand their team, in Singapore as financial firms seek alternative bases to China amid rising geopolitical tensions and China's own faltering economic growth. Pension funds in Canada are also facing heightened scrutiny by the Canadian authorities on investments in China. "We

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. So, it’s not a legally binding document, but it’s a goodwill problem, right? HAMBURGER: Exactly.

Legal 64

Legal Law Firms Consultants Consulting 64

The Motley Fool

AUGUST 22, 2024

Early adopters from the education, legal, and B2B sectors are pioneering ERNIE agents and have already seen a notable increase in effective sales leads. As I mentioned before, more and more advertisers, especially in fields like legal, education, and B2B are starting to use ERNIE Agent. The Motley Fool has a disclosure policy.

Leveraging 130

Leveraging Education Consultants Consulting 130

The Motley Fool

MAY 16, 2024

Continuing with GBS, we're bringing together the best capabilities of our Analytics and Engineering and Applications business, now called Consulting and Engineering Services, with industry veteran Howard Boville as our general manager. In financial services, we provide core banking solutions to numerous banks globally.

Resale 130

Resale Consultants Consulting Debt 130

The Motley Fool

AUGUST 7, 2023

Growth was driven by strength within key industry verticals where our products are mission-critical, such as professional and financial services, healthcare, retail and public sector. or some other international base business with offices in India, then we would be able to deliver a local dial tone in a legal manner.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Legal Capital 130

The Motley Fool

MAY 20, 2024

Leading financial services and legal firms, such as Capital One and Cooley, use Zoom Rooms to support their globally dispersed hybrid workforce. I am also very excited to share that we greatly expanded our footprint with a leading global financial services firm, who doubled their Zoom Phone seats to over 100,000.

Leveraging 130

Leveraging Business Services Banks Accounting 130

The Motley Fool

NOVEMBER 7, 2024

For Equitable Holdings, a leading financial services client, we built and deployed a GenAI-powered virtual service agent. This solution quickly analyzes thousands of documents, enabling customer representatives to respond 80% faster and freeing them to focus on more value-added activities such as complex financial planning.

Resale 130

Resale Consultants Consulting Accounting 130

Clearlake Capital Group

FEBRUARY 27, 2024

is serving as lead financial advisor to Atlas. Vinson & Elkins LLP is serving as legal advisor in association with the transaction. Moelis & Company LLC is serving as exclusive financial advisor to Hi-Crush. Baker Botts LLP is serving as legal advisor in association with the transaction.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mergers and Acquisitions Assets Legal 45

The Motley Fool

AUGUST 24, 2023

This quarter, retail and hospitality became our second industry joining financial services to exceed 1 billion in annual recurring revenue, and we continue to have strong momentum in financial services which outperformed in Q2. Zane Rowe -- Chief Financial Officer Sure, Mark, I'm happy to start and hand over to Carl.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Banks Education 130

The Motley Fool

MARCH 7, 2024

First Financial Bank, a financial services company headquartered in Indiana is using ID verification, increase the speed of consumer lending and home equity line of credit offerings. A multibillion dollar global manufacturers sped up its legal and supply chain operations with a companywide implementation of DocuSign CLM.

Leveraging 130

Leveraging Capital Banks Debt 130

The Motley Fool

MARCH 12, 2024

This year, through the co-pilot program, we will launch a constellation of AI agents that include quick applications catered to our individual customer personas that automate the day-to-day work of creating legislation, drafting regulatory and legal analysis, advocacy outreach, and constituent communications or regulatory responses.

Leveraging 130

Leveraging Accounting Capital Debt 130

The Motley Fool

NOVEMBER 7, 2023

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. And Robinhood is no longer just the trading app, we've been rapidly evolving into a broad financial services platform serving multiple financial needs, including spending, savings, and retirement.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

Axial

NOVEMBER 18, 2024

Financial Services Range of EBITDA multiples: 1.78–7.6, with a median of approximately 5x EBITDA Generally speaking, firms with higher multiples tend to fall into sub-sectors like wealth management and financial advice. For example, consultants, legal services, IT firms, marketers, and accountants all fall into this category.

Consultants 52

Consultants Consulting Debt Financing 52

The Motley Fool

AUGUST 8, 2024

Additionally, under Howard's leadership, we've aligned the business to five verticals: financial services, automotive and manufacturing, healthcare and life sciences, airlines, and public sector, where we have significant domain expertise, allowing us to develop very targeted solutions to address industry-specific challenges.

Resale 130

Resale Consultants Consulting Accounting 130

The Motley Fool

AUGUST 7, 2024

We're rolling out products to companies and our business even though we're in financial services, is technology at its core. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

The Motley Fool

AUGUST 23, 2023

Legal contracts or invoices are now available for inquiry and analytics. With Snowflake Container Services, we are bringing LLM models like Reka and Nvidia's NeMo into Snowflake. Large financial services customer consolidates data in Snowflake to eliminate useless extracts and transfers of data.

Financial Institutions 130

Financial Institutions Financial Services Investors Legal 130

The Motley Fool

FEBRUARY 13, 2024

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. I think that other financial service companies offer these Gold perks to their high-net-worth customers. And I do think over time there is an opportunity for us to take Robinhood Gold internationally.

Assets 130

Assets Accounting Shareholders Capital 130