Close the Automation–Execution Gap with Owner Rights 🔑

Build One Truth Across CRM, Core, and Risk Systems

Author

Vanessa Carter
October 16, 2025

In partnership with

How Canva, Perplexity and Notion turn feedback chaos into actionable customer intelligence

Support tickets, reviews, and survey responses pile up faster than you can read.

Enterpret unifies all feedback, auto-tags themes, and ties insights to revenue, CSAT, and NPS, helping product teams find high-impact opportunities.

→ Canva: created VoC dashboards that aligned all teams on top issues.
→ Perplexity: set up an AI agent that caught revenue‑impacting issues, cutting diagnosis time by hours.
→ Notion: generated monthly user insights reports 70% faster.

Stop manually tagging feedback in spreadsheets. Keep all customer interactions in one hub and turn them into clear priorities that drive roadmap, retention, and revenue.

Hey there, CFOs! 💼

In this issue, three perspectives on modern finance leadership converge. Turn pilots into ROI with clear outcomes, clean data, and end-to-end governance. CFO routines and climate-linked finance keep priorities moving and capital aligned to risk.

Ready to stress-test your stack this quarter and see what compounds when execution, data, and purpose click?

📰 Upcoming in this issue

  • ⚙️ Closing the Automation Execution Gap in Fintech

  • 🌅 The 6 A.M. CFO: How Heritage Bank’s Anna Kilcannon Starts Her Day

  • 🌍 Why CFOs Will Drive the Climate Transition

⚙️ Closing the Automation Execution Gap in Fintech

Fintechs often succeed in pilot phases but struggle to scale automation programs effectively. This article outlines how to align data, controls, and teams to turn experiments into measurable outcomes.

Key Takeaways:

  • 🧭 Define Measurable Outcomes: Link every workflow to clear metrics, ownership, and SLAs, focusing on impact rather than novelty.

  • 🧱 Fix Data and Access: Standardize schemas, permissions, and data lineage so models and bots perform consistently across systems.

  • 🔗 Orchestrate End-to-End: Integrate core systems, case management, and human approvals to transform isolated tasks into complete processes.

  • 🛡️ Govern and Scale: Use risk reviews, audit trails, and rollout playbooks to expand successful use cases while meeting compliance requirements.

🌅 The 6 A.M. CFO: How Heritage Bank’s Anna Kilcannon Starts Her Day

From coffee and CNBC’s Squawk Box to a fast-paced family morning, Kilcannon relies on structure and trust to keep priorities moving.

Key Takeaways:

  • 🗓️ Routine With Flexibility: Mornings begin with news and planning, yet she adapts as real life unfolds without losing focus.

  • 🧱 EOS Discipline: The Entrepreneurial Operating System helps her track goals, align calendars, and ensure accountability.

  • 🤝 Trust the Team: Empowering teams to make decisions independently keeps projects on track even when plans shift.

  • 🧑‍🤝‍🧑 Stress Playbook: A personal “board of directors,” written task lists, and mindfulness practices help her manage pressure and model resilience.

🌍 Why CFOs Will Drive the Climate Transition

Finance leaders are now at the center of climate action. When CFOs tie decarbonization to capital allocation, disclosures, and risk, sustainability becomes a lever for performance.

Key Takeaways:

  • 💰 Capital Allocation: Direct investment toward low-carbon projects, link compensation to climate KPIs, and shift portfolios to reduce emissions and volatility.

  • 📊 Disclosure Leadership: Accurate Scope 1–3 reporting and scenario analysis strengthen investor confidence and can lower financing costs.

  • 🧭 Risk and Resilience: Incorporate climate factors into cash flow forecasts, insurance decisions, and supply chain planning to protect margins.

  • 🤝 Cross-Functional Orchestration: Finance teams align operations, procurement, and product groups to turn climate goals into measurable business results.

📊 Take This Edition’s Poll:

This or that: what sets up your best-performing days as a CFO?

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Why It Matters

Clear metrics, strong governance, and clean data make automation a sustainable approach. Consistent routines and empowered teams ensure steady execution. When CFOs lead climate strategy, the business gains resilience, credibility, and lower capital costs.

Wishing you continued success,

Vanessa Carter
Editor-in-Chief
CFO Executive Insights

P.S. Interested in sponsoring a future issue? Just reply to this email and I’ll send packages!

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