Finance Industry Leaders Discuss the Future of AI

With Artificial Intelligence (AI) now widely adopted by the business community, it has never been more important for finance organizations to examine their AI strategy.

In our latest eBook, DFIN executives weigh in on the future of AI in finance.

Key Topics:

  • The importance of creating and maintaining an AI strategy.
  • The pros and cons of Generative AI.
  • Managing and mitigating security risks
  • How AI will change and shape the finance industry.

What is ESMA?

The European Securities and Markets Authority, ESMA, was formed in 2011. ESMA is a financial regulatory agency based in Paris, with the goal of keeping the European Union (EU) financial system secure. ESMA sees itself as something of a financial systems watchdog within the broader EU region. Learn more about the history of ESMA and its initiatives.

How to Think About AI When You’re Planning an IPO

A lot has happened since the IPO surge of 2021. One of the most significant developments is the rise of Generative AI, a technology that can generate new content — everything from computer code to complex images to complete essays.

Companies planning to go public today have taken note. They want to know if this transformative new technology can help them get ready for a public offering. That was the topic of an excellent panel discussion at the recent 11th Annual IPO Summit, hosted at the New York Stock Exchange.

Software Shines in DFIN’s 2023 Earnings Report

DFIN’s software transformation remained on track in 2023, and our clients reaped the benefits.

In our just-released 4Q and full-year 2023 earnings report, DFIN achieved record software solutions net sales of approximately $293 million for the year, an increase of approximately 7% from 2022 on an organic basis. Software solutions net sales were approximately 37% of our full year net sales, up from approximately 34% in 2022.

This is powerful evidence that we are delivering the kind of solutions that clients require in a fast-paced, always-evolving business environment.

How We Help a Middle Market Private Equity Firm Raise Capital and Close Deals

Kinderhook Industries is a private equity firm specializing in middle-market control investments. They needed to efficiently execute a diverse mix of transactions involving several funds and many companies. Transactions included fundraising, sourcing, investments, mergers, acquisitions, and continuations.

Find out why Kinderhook Industries chose the easy-to-use Venue VDR platform with dedicated project management and expert support 24/7/365.

IPO Experts See Better Days Ahead

Attendees of this week’s 11th Annual IPO Summit: Embracing Optimism: Navigating the Market Return, heard some encouraging words about the state of the IPO market — and received a Master Class on how to prepare for a successful public offering.

Hosted at the New York Stock Exchange, the event featured leaders with deep expertise in the many aspects of taking a company public. Their overall tone was cautious optimism — an assessment that jibes with what I’ve been seeing in the market.

IPOs, Regulations, and Other Thoughts. Here’s looking at 2024

For those who try to predict the future, the last two years have been a challenge. This is especially true when attempting to forecast IPO activity and emerging federal and state regulations, including pending U.S. Securities and Exchange Commission (SEC) rules.

How Today’s Strategic Cybersecurity Initiatives Can Fuel Tomorrow’s Business Advances

Taking a forward-looking approach to cybersecurity is imperative for all organizations, especially the leaders and innovators of tomorrow. Cybersecurity is becoming an integral business imperative impacting financial performance and fueling tomorrow’s advances. As a result, the Chief Information Security Officer (CISO) must bridge between security and business to help organizations approach cybersecurity with a strategic lens and prioritize it at every step.

Want Cyber Safety? Focus on Your Data

DFIN CISO, Dannie Combs, talks with Katie Kuehner-Hebert of StrategicCIO360 about how IT professionals can best protect their organizations. 

In a Q&A, they discuss risk management strategies, how organizations can get better visibility into their data, why managing identities is such an important part of an organization’s cybersecurity strategy, and the latest data regulations companies need to be aware of.

Third-Quarter Earnings Results Highlight DFIN’s Software Strengths

DFIN’s ongoing strategic transformation into a software solutions company remained on track in the third quarter, with record software solutions net sales of $73.2 million, a year-over-year increase of 5.3%, or 6.8% on an organic basis. This accounted for 40.7% of total net sales, up from 36.8% in the third quarter of 2022.