Abrigo

FEBRUARY 1, 2023

Whatever is in store, it is completely expected that the future of interest rate management requires a more realistic approach to potential outcomes. This change in approach introduces new variables in the interest rate projections that for decades have been a non-issue as we were effectively in a 0% interest rate market.

Marketing 195

Marketing Strategy eBook Policies 195

PYMNTS

AUGUST 5, 2019

Event startup Fever announced it has raised $35 million in a funding round led by Rakuten Capital. CEO and Co-founder Ignacio Bachiller said the money will be used to drive the company’s research and development efforts and market expansion, as well as bring on additional engineers and data scientists.

Los Angeles 100

Los Angeles New York Capital Leadership 100

PYMNTS

FEBRUARY 19, 2020

recently sought a digital commerce solution to help its hundreds of independently managed distribution locations personalize their front-end experiences. Some online sellers eschew online marketplaces in favor of more tailored digital sales experiences, turning to eCommerce system providers for help. Read the full story in the Report.

Mobile 197

Mobile Online Payments Tools 197

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

PYMNTS

APRIL 22, 2016

The corporate treasurer at the multinational corporation is facing a particularly fierce global market today. But technology is changing the foreign exchange trading game, and market volatility may be the only sure thing in this space. The FX Market Has Changed. All of that impacts the FX market. Amid the U.S.

Marketing 100

Marketing Security Technology Fintech 100

PYMNTS

MAY 21, 2018

Small business invoice financing platform Fundbox is targeting the events industry through a new partnership with Eventbrite. A press release late last week said Fundbox is integrating its solution into the Eventbrite platform to link event creators with access to credit. According to U.S.

Capital 116

Capital Industry Community Data 116

Abrigo

OCTOBER 21, 2020

Key Takeaways Trepp's head of Commercial Real Estate Finance outlined the current CRE market and looked at the future of CRE during Abrigo's recent ThinkBIG conference. This post by Hayley Collier , Trepp's Marketing Communication Specialist, was originally published on Trepp's blog and can be found here. Credit Risk Management.

Marketing 312

Marketing Lending Risk Management Retail 312

Cisco

JUNE 7, 2022

The past 20 years have visibly demonstrated the impact large scale events have on market, credit, and operational risks in financial services. In between these events, a different crisis began in the US sub-prime lending market. In between these events, a different crisis began in the US sub-prime lending market.

Risk Management 118

Risk Management Management Cyber Security Handbook 118

Abrigo

JANUARY 11, 2022

Asset/liability management basics In part 1 of this "Introduction to ALM" blog series, learn the goals of asset/liability management and how it can help financial institutions. Takeaway 1 ALM in banking means managing the cash flows of assets and liabilities to increase profitability, manage risk, and maintain safety and soundness. .

Management 195

Management Meeting Capital Strategy 195

PYMNTS

APRIL 6, 2018

That’s hardly the easiest or safest way to book a space for an event. As a result, Shah created a platform for booking and managing small meetings and events called Bizly, focused on large corporations, which allows users to book thousands of hotel, restaurant and hospitality spaces online. Corporate Booking.

Meeting 125

Meeting Google Cards Online 125

PYMNTS

MARCH 31, 2019

Market regulators in the United States and the U.K. have finished working on two potential agreements in the event of a no-deal Brexit, according to a report in The Financial Times. The agreements would be for cooperation and oversight of the fund management industry and the markets. Bailey said.

US 129

US United States Management Report 129

Bank Innovation

JUNE 14, 2019

Sally Krawcheck, co-founder and CEO of digital investment advisory company Ellevest, has built an investment product geared at a market she said many digital wealth platforms aren’t effectively reaching: women.

Marketing 218

Marketing New York Fintech Company 218

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

Ublocal

FEBRUARY 27, 2024

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future.

Management 98

Management Taxes Strategy New Hampshire 98

PYMNTS

SEPTEMBER 10, 2019

Going in, the world has a pretty good idea of what the morning will look like in broad strokes — analysts, Apple experts and market watchers have debated what we will see next out of Apple. But as the event has gotten closer, it has become pretty clear that, as usual, the iPhone will be the event’s center stage player.

Apple 100

Apple Video Innovation ATM 100

PYMNTS

OCTOBER 6, 2020

International Monetary Fund (IMF) Managing Director Kristalina Georgieva said in remarks prepared for delivery Tuesday (Oct. at an event honoring London School of Economics — her alma mater — on its 125th anniversary. “For Emerging markets and low-income and fragile states continue to face a precarious situation.

Management 173

Management United States Washington Resources 173

Bobsguide

MARCH 23, 2022

Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK. Athens, 23 March 2022: Profile Software , the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th – 30th March 2022 in Park Plaza Victoria, in London, UK.

Conference 78

Conference Management Software User Experience 78

Perficient

DECEMBER 8, 2020

Today, healthcare marketing and IT leaders are facing a series of big decisions: Do they keep their current legacy CRM decision-engine or opt to build an enterprise CRM that serves the entire organization? One-to-One Relationship Management. Just for review- CRM stands for Customer Relationship Management.

Marketing 332

Marketing Tools Marketing Automation Management 332

Independent Banker

FEBRUARY 28, 2023

Photo by Radachynskyi/Adobe Using ICBA’s Marketing Communications Toolkit, your community bank can tell its story with intention and precision. For the banking industry, marketing can be finicky. It offers professional tips that will help fine-tune your approach and set your marketing strategy up for success. Here’s a preview.

Marketing 91

Marketing social media Community Bank Video 91

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series. .

Management 195

Management Meeting Risk Management Operations 195

PYMNTS

APRIL 21, 2020

In many ways, it was great news for small businesses, whose owners sought ways to obtain a loan in the same digital-native ways they sought financing as individuals, and needed more options as traditional lenders pulled back from the SMB market. Finding the right loan product is only part of the middle-market borrowing puzzle.

Marketing 140

Marketing Capital Lending Management 140

TrustBank

MARCH 21, 2024

Recently, many of our clients in Wealth Management & Advisory Services have been understandably curious about how this year’s elections might affect market returns. Putting aside the partisan noise, I decided to take a closer look at US market performance during presidential election years since 1980.

US 52

US Marketing Washington Leadership 52

South State Correspondent

DECEMBER 5, 2023

Commercial bankers are trusted advisors and have a unique opportunity to understand their client’s specific financial and personal situations, explain the basic concepts of capital markets, and offer prudent and objective advice to help customers reach their goals.

Lending 195

Lending Marketing Capital Community Bank 195

PYMNTS

JANUARY 27, 2021

Founded in 2016 in Gothenburg, Sweden, Minna enables customers to manage subscription services via their bank’s app. While subscription management is an issue for consumers, it’s also an issue for banks because there’s a risk that extra money can be taken from the bank account as the data ties are cut between the merchant and customer. “But

Management 181

Management Technology Cards Retail 181

Independent Banker

FEBRUARY 28, 2022

Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. We asked several banking leaders how they’ve employed fintech to ramp up their marketing campaigns, hone their analytic strategies and gain new patrons in the process. Photo by Janimal Photography. Dick, Chairman and CEO, Mainstreet Bank.

Fintech 136

Fintech Marketing Community Bank Community 136

Abrigo

MARCH 13, 2024

No, it’s the current situation in the commercial real estate (CRE) market tied to the threat that distressed and problem CRE loans pose to investors, banks and credit unions, and the economy at large. A wave of pending maturity events ($2 trillion of CRE loans are reported to mature in the next years). Failure to maintain the property.

Strategy 221

Strategy Course Meeting Taxes 221

Abrigo

OCTOBER 23, 2019

In a marketplace where data is shared and distributed at record speeds, third-party or vendor risk management is a challenge for most businesses. This movement to the cloud requires a robust vendor due diligence process and rigorous ongoing third party management that includes a focus on cybersecurity controls.

Risk Management 150

Risk Management Management Security Lending 150

Perficient

DECEMBER 1, 2022

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

Abrigo

OCTOBER 21, 2019

Cybersecurity | 4 minute read Key Takeaways Third-party/vendor risk management is becoming increasingly challenging with more cloud-based providers. On top of initial vendor due diligence, there are ongoing, systematic approaches to managing third-party relationships. . Cyber Due Diligence. The banking industry is no stranger to this.

Risk Management 150

Risk Management Management Lending Fraud 150

FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. This means re-thinking legacy systems and breaking down silos that separate data and lines of business, in order to provide truly connected customer experiences.

Trends 52

Trends Management Customer Experience Resources 52

PYMNTS

MARCH 28, 2018

Social media marketing company BleuPage is broadening its B2B services with the launch of a business management tool designed for the “solopreneur.”. The tool combines an array of services, including customer relationship management (CRM), accounting, expense management, document management, recordkeeping and more.

Management 129

Management social media Tools Training 129

Bobsguide

MARCH 12, 2022

Today, we are proud to have won the prestigious Best Modeling Innovation accolade at Risk Markets Technology Awards 2022. CompatibL’s market generator models are an industry first technology, based on pioneering research by quant experts. Last year, financial markets experienced an unprecedented upheaval. About Risk Awards.

Technology 78

Technology Marketing Risk Management Innovation 78

Perficient

NOVEMBER 10, 2020

OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). Join us to learn why OneStream is a market disrupter in CPM with 100% customer success and referenceability. We’d love to have you attend our live event. Register today !

How To 309

How To Analytics Report Analysis 309

PYMNTS

SEPTEMBER 11, 2018

According to Jay Wissema, director of business development at cross-border payment solutions provider Volopa, recent events in the global markets have heightened awareness of the importance of foreign exchange volatility risk mitigation. Part of SMBs efforts’ to address a volatile market should be FX risk mitigation.

Tools 100

Tools Management Strategy Survey 100

PYMNTS

SEPTEMBER 21, 2020

But the calendar is so full of events this year that the “when” might be more important than the how. With so many companies giving their employees Election Day off, it could be an opportunity for a one-day sales event both online and in-store. In past years, the strategy could be more granular, such as choosing the right messaging.

Retail 169

Retail social media Marketing Branding 169

PYMNTS

AUGUST 1, 2018

As corporate treasurers grapple with the ever-increasing demands of their role in the enterprise, many of their new responsibilities involve complex management of finances, particularly when it comes to foreign exchange (FX) risk exposures — especially in today’s volatile times. Trade disputes involving the U.S.,

Management 101

Management Strategy Survey Marketing 101

PYMNTS

JULY 1, 2019

ManageCasa, a property management platform for landlords and property managers, and Stripe, a popular platform for online payment processing, have teamed up for a new digital payments solution for the property management space, according to a release. .

Management 100

Management Payments Denver Online 100