Abrigo

MARCH 29, 2017

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. During the webinar, McLaughlin explained that the two biggest challenges for audit firms lie within the tension of managing risk while creating more efficiency during the audit process.

Analytics 150

Analytics How To eBook Fraud 150

PYMNTS

OCTOBER 19, 2020

Scams have taken on a new life amid the COVID-19 pandemic, according to Armistead, with scammers impersonating tax officials, personal protective equipment (PPE) sellers or bank personnel to trick victims into sending them money. So too can apps and their customers cooperate to drive down fraud attempts and scams to manageable levels.

Fraud 171

Fraud Analytics System Examples 171

South State Correspondent

APRIL 4, 2024

Secular changes occur over many business cycles, tend to be slow-moving, and are more difficult to manage with business strategy. However, because bank capital has an average expected life of 15 to 20 years, bank managers must gauge and react to secular changes that will impact their business model.

Risk Management 195

Risk Management Community Bank Policies Community 195

PYMNTS

DECEMBER 1, 2017

But there is a clear common thread among the B2B startups that secured fresh funding this week: data analytics. Read below to explore the ways newly-funded firms are using the power of data analytics for their corporate customers. Blockchain.

Analytics 118

Analytics blockchain Data Big Data 118

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. The economic volatility brought on by COVID-19 has impacted EBITDA across the Financial Services sector.

Analytics 124

Analytics Data Leadership Strategy 124

PYMNTS

JUNE 13, 2018

Microsoft and human resources management company ADP are partnering for a holistic business management solution that combines financial and human capital data analytics, the companies recently announced.

Management 124

Management Data Resources Taxes 124

PYMNTS

DECEMBER 20, 2019

With more than $89 million raised, B2B FinTechs this week impressed venture capitalists (VCs) with a range of services, including small business accounting, financing, spend management and payroll. Focused on helping startups manage and analyze expenditure, U.S. PYMNTS breaks down the latest VC investments below. Tribal Credit.

Management 131

Management Fintech Capital Operations 131

PYMNTS

FEBRUARY 20, 2020

Enterprise resource planning (ERP) and enterprise performance management (EPM) company insightsoftware has announced its acquisition of financial planning and tax software provider Longview, according to a Thursday (Feb. We can now offer our clients more of the financial and tax solutions they need, all from a single provider.”.

Taxes 130

Taxes Resources Samsung Software 130

PYMNTS

MARCH 4, 2020

As a result, new technologies are needed to unlock data silos and support the ERP’s newfound role as a collaborative portal for corporates, said Wes Gillette, vice president of Product Management at insightsoftware. ERP still sits at the heart of modern finance, but we’ve also seen that the monolithic ERP doesn’t work,” he told PYMNTS.

Data 260

Data Taxes Analytics Resources 260

PYMNTS

SEPTEMBER 23, 2020

There are three new features — Intelligent Collections, Intelligent Vendor Management and Intelligent Planning — which are intended to remove time-wasting steps and friction and improve cash flow for corporate finance teams, the release stated.

Analytics 177

Analytics Taxes Survey Management 177

PYMNTS

JULY 21, 2017

Small business accounting and cash management took home the gold this week, with two startups raising a collective $93 million in funding. Expense Management. million in Series B funding to provide payment and expense management technologies to large enterprises, SMEs, banks and payment companies. Canada and India.

Management 100

Management Capital Taxes Security 100

PYMNTS

MARCH 26, 2019

Human capital management firm Netchex and restaurant business management technology provider Delaget are teaming up to promote data integration for the restaurant sector, with a focus on payroll. “As a market leader, Netchex was an obvious choice. “As a market leader, Netchex was an obvious choice.

Data 122

Data Analytics Capital Tools 122

FICO

MARCH 25, 2022

While it may seem like an esoteric topic, explainability in fraud management is important – and it’s especially relevant when it comes to using AI and machine learning in fraud detection and prevention. In other words, a fraud management system isn’t a black box. Effective Fraud Management Requires Explainable Technology.

Fraud 52

Fraud Management System Course 52

South State Correspondent

OCTOBER 4, 2023

You likely can’t measure your ROI because you have not invested in marketing enough to manage it. Consider that many banks have one person in their marketing department, and then they task that person with managing events, merchandise, and brand building. Treasury Management: This is our favorite campaign.

Marketing 195

Marketing Taxes Training Management 195

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In an interview with PYMNTS, Colin Zalewski, senior product marketing manager for One, Inc., In one example, One, Inc.

Taxes 101

Taxes Payments social media Policies 101

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

Management 134

Management Fintech Tools Technology 134

Perficient

JULY 27, 2020

If you’re noticing new customers requesting accounts within your business, or new users on your site, you should look at your commerce site analytics and see what these customer demographics look like. How are you handling sales tax in various states that you might serve through a B2C channel?

Analytics 332

Analytics Technology Strategy Taxes 332

FICO

JANUARY 23, 2018

Over the last decade, state and federal tax agencies have increasingly adopted predictive analytics. By deploying mathematically-derived predictive models across historical data and current tax filings, they can segment taxpayers into different collection strategies and select some for audit. So what's the next step?

Taxes 51

Taxes Compliance Resources Examples 51

PYMNTS

OCTOBER 29, 2019

The platform also supports tax exemption for qualified purchases. Amazon Prime , meanwhile, connects business customers to free delivery for users on their business account, as well as a range of B2B services including analytics and procurement controls. Germany, U.K., France, Italy, Spain, Japan and India. .” Germany, U.K.,

Analytics 101

Analytics Taxes Meeting Marketing 101

PYMNTS

APRIL 15, 2019

Now, Mastercard said, it is providing mid- and large-sized operations with an easier way to understand and manage expenses. Users will see a detailed overview of each item, like description, price and tax info, which will help companies track expenses and streamline auditing of expense reports.

Data 177

Data Taxes Tools Analytics 177

PYMNTS

OCTOBER 25, 2017

There are different levels of fraud management an organization can implement, from completely in-house to completely outsourced. But for a company planning to build an internal team to manage and prevent fraud 24/7, it’s important to understand the value and limitations of this approach.

Fraud 101

Fraud Management Tools Analytics 101

PYMNTS

NOVEMBER 4, 2020

As more B2B companies look to deliver B2C experiences through digital channels, they need access to accelerators such as our FastTrack Commerce that can address this customer-driven imperative, quickly and cost effectively,” said Paul Lynch , area vice president and managing director of LiveArea EMEA, according to the release. “As

Taxes 174

Taxes Customer Experience Analytics Management 174

South State Correspondent

SEPTEMBER 16, 2022

However, if you are not, or if you want to get both more accurate and granular, then we turn to the Kohl Analytics Group , whose sole focus is to help financial institutions with profitability starting with building a funds transfer pricing methodology. Including the cost of funds equates to a net 1.13% profit margin before taxes.

Analytics 195

Analytics Lending Data Groups 195

Cisco

APRIL 26, 2022

Those opportunities will rely on data and analytics for real-time decision making. Their goal is to move beyond tax-related services to deliver a holistic financial services platform to small businesses and their employees, inclusive of banking services. trillion by 2025, growing at a CAGR of 16.9%. Customer Value.

Big Data 143

Big Data Data Analytics Examples 143

South State Correspondent

SEPTEMBER 13, 2023

Now, the payer doesn’t have to take the time to initiate the transaction, making payment more manageable. This is another cash management-altering innovation. Maybe the payer needs a breakout of taxes, or perhaps the payee was only able to ship a partial order. However, we are not the only choice.

Payments 221

Payments Fraud Data Taxes 221

PYMNTS

SEPTEMBER 4, 2018

Employee attendance management software provider OnTheClock is integrating its solution into Thomson Reuters’ payroll solutions. 31) said OnTheClock is connecting with the Thomson Reuters Accounting CS Payroll platform, offering employers a way to manage both employee scheduling and payroll within the same platform.

Tools 100

Tools Taxes Software Management 100

FICO

JANUARY 6, 2022

As credit issuance, account management and collections enter the digital age, the opportunity for innovative experimentation is accelerated and made more complex by the wide range of data and decision points a digital platform enables. How FICO Platform Can Help with Experiments in Credit Management. The Pillars of Experimentation.

Management 52

Management social media Customer Experience Strategy 52

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Digitization will be crucial for wealth managers looking to capture or retain this generation of clients. In turn, this is driving revenue for big banks. .

Management 87

Management Fintech Industry Trends 87

PYMNTS

JANUARY 7, 2021

After being bought by UnitedHealth, Change Healthcare will join with OptumInsight to boost software and data analytics, tech-fueled research and revenue cycle management offerings for healthcare. People who filed their 2019 taxes with H&R Block or TurboTax told CNBC that they have not seen a deposit as expected.

Marketing 182

Marketing Payments Bitcoin cryptocurrency 182

Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. Tailoring specialized content through the use of analytics and AI. In the past, clients managed their finances in silos.

Management 87

Management Data Meeting Branding 87

Abrigo

JANUARY 6, 2017

The thing about databases is they’re siloed and they’re generally centralized, and they’re owned and managed by someone who has unilateral editorial rights. However, automating this process can generate complete data sets that analytics can be run on and ultimately, artificial intelligence can be applied to. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

SEPTEMBER 26, 2017

Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Dan Hogan, chief financial officer and chief operating officer of newly-launched U.K.-based

User Experience 141

User Experience Management Taxes Fintech 141

PYMNTS

AUGUST 16, 2019

Meanwhile, logistics, data analytics, and business travel technologies also won over investors. Incorta counts Starbucks among its current corporate users, with the coffee chaining deploying the firm’s technology to enhance data analytics in its finance and supply chain operations.

Fintech 179

Fintech Analytics Capital Lending 179

PYMNTS

MARCH 26, 2018

Complex tax law has been linked to the rise in eInvoicing in B2B commerce, according to Julie Park, managing director of VAT and customs duty at The VAT Consultancy. She pointed to Latin America , which enacted some of the world’s first eInvoicing mandates for the purposes of tax rule enforcement.

Taxes 102

Taxes Fraud Compliance Regulation 102

PYMNTS

JANUARY 9, 2020

Many industry players are touting the ability to use analytics and automation technology to handle mundane, time-consuming tasks, freeing up resources for accountants to take on more advisory roles. ” That’s only the beginning. He offered the example of a small business that has purchased an automobile.

Data 173

Data Analytics Examples Technology 173

PYMNTS

FEBRUARY 28, 2020

An entrepreneur who opens a coffee shop or launches a FinTech startup isn’t in business to crunch numbers and file taxes. Yet, the burden of financial management, from tedious data entry to compliance challenges, is a nonnegotiable part of starting a small business (SMB). “In retrospect, it was a big mistake.

Capital 154

Capital Taxes Software Data 154