Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 3 Diving deeper into depositor pricing and evaluating loan pricing to ensure compensation for the risk are among strategies to manage interest rate risk. Stay up to date with Abrigo advisors' ideas for managing interest rate risk.

Risk Management 195

Risk Management Management Strategy Lending 195

Bobsguide

JULY 21, 2022

LONDON, 14 July 2022 – TS Imagine , a global leader in trading, portfolio, and risk management solutions for capital markets, announces the appointment of three new board members to support the firm’s rapid growth. John brings considerable capital markets experience to the board and is based in New Jersey.

Leadership 88

Leadership New Jersey America Capital 88

PYMNTS

MARCH 1, 2020

Managed by Q co-founder Dan Teran was in talks to buy his company back from WeWork — which the office-sharing firm acquired in April 2019 — but those talks have apparently fallen apart, Bloomberg reported on Friday (Feb. WeWork reportedly paid $220 million for Managed by Q last year. 28), citing sources familiar with the matter. .

Management 131

Management San Jose Leadership California 131

Bank Innovation

DECEMBER 28, 2017

These posts are representative of our blog’s mission to be the go-to resource for marketing information and best practices for both clients and prospects. 7 B2B Marketing Trends to Watch in 2018. As we approach the end of 2017, it’s time to take a look at key B2B marketing trends that will emerge in the year ahead. Unsubscribe.

Marketing 268

Marketing Leadership Trends Branding 268

PYMNTS

JULY 23, 2020

Open-source payments software producer Spreedly is growing its leadership team and has named new heads of human resources, technology and marketing, the company announced on Thursday (July 23). “As We are exceptionally well-positioned to grow our leadership in the payments orchestration market.”.

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North Carolina Leadership Resources Washington 163

PYMNTS

SEPTEMBER 30, 2020

Scale Venture Partners Partner Rory O’Driscoll said in the post that the payroll market was “long-starved for more effective software solutions.”. The company’s technology helps large companies and those customers who are “fast-growing," according to the announcement.

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Management Groups Leadership Software 130

PYMNTS

NOVEMBER 16, 2020

The lead book-running managers are Morgan Stanley , J.P. Morgan and BofA Securities , with Deutsche Bank Securities acting as another book-running manager for the proposed offering, the release stated. ai Founder and CEO Thomas M. Siebel wrote in the registration statement. Should we succeed at that objective, we will have built C3.ai

Software 201

Software Leadership New York Security 201

Perficient

JULY 23, 2020

Art Quinn, general manager of Minneapolis, take great pride in the culture of his team. With than in mind retaining and growing top talent is a critical success factor, so we don’t consider moving units as a loss to our local market but rather a strengthening of our overall team and offering. ” Importance of BU Leadership.

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Minneapolis Leadership Minnesota Knowledge Base 348

Abrigo

AUGUST 5, 2019

“I don’t think there’s any more important topic at this time in our recovery in the economy and the state of community financial institution management,” said Dave Koch, Managing Director of Advisory Services at Abrigo on the topic of core deposits. Deposits are a thing that we have coveted for a while and became quite easy.

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Management Study Strategy Trends 150

PYMNTS

SEPTEMBER 19, 2018

Corporate travel and expense management firm Certify said in a press release Tuesday (Sept. 18) that it is looking to compete with industry leader Concur through the acquisition of another market player. Certify will focus its expansion on Spain, Portugal, France and Italy as a result of the acquisition of Captio and its client base.

Management 143

Management Leadership America Security 143

Perficient

SEPTEMBER 9, 2020

For B2B organizations, this means rethinking the way you buy, sell, market, and service your products and examining your go-to-market channels. Is your current go-to-market strategy really working for your customers, or are you forcing them to do business the way you want them to do business? Having the Right Technology.

Resources 340

Resources System Marketing Strategies Strategy 340

PYMNTS

MAY 2, 2019

Bottomline Technologies on Thursday (May 2) posted a 12 percent year-over-year gain in subscription and transaction revenue for the payment services provider’s fiscal third quarter 2019, which ended March 31. Those revenues hit $75.5 million, according to Bottomline’s latest financial release. Overall revenue reached $106.4

Technology 108

Technology Leadership Management Payments 108

PYMNTS

AUGUST 22, 2019

PSCU, one of the nation’s premier Credit Union Service Organizations (CUSO), has named two new account management executives, as part of what the company calls its continued commitment to delivering a best-in-class experience, according to a press release.

Management 116

Management Regional Leadership Meeting 116

Perficient

DECEMBER 8, 2020

So much so that 60% of financial services companies are implementing a personalization strategy, 70% expect to increase personalization budgets, over 70% will invest in personalization technology, and 70% are getting a positive ROI. Challenges Require an Overhaul of Systems, Processes, and Leadership.

Analytics 309

Analytics Leadership social media Data 309

PYMNTS

OCTOBER 11, 2019

He said Amazon’s roughly 40 percent market share of eCommerce isn’t nearly as impressive as it sounds given that most retailers’ efforts are omnichannel these days. Or, at least, a whole lot more stores that are using Go’s checkout-free technology, anyway. and less than 1 percent globally.

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Leadership Apple Branding Retail 100

Gonzobanker

JULY 8, 2022

A strategic mindset and an updated slate of skills will best position CIOs as successful technology leaders. In today’s talent market, there are plenty of job postings and headhunters seeking “experienced CIOs.” Many organizations lack the talent necessary to deploy, manage, and maintain the aforementioned technologies.

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Resources Leadership Technology Management 146

Gonzobanker

APRIL 25, 2024

DoRight, Calvin’s son and present-day CEO, realized that the bank’s growth across counties, states and lines of business had made managing relationships much more involved than the ol’ nod to a customer on Main Street in the morning, an approach that had always worked well for his father. Thomas proclaimed. Or so they thought.

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System Training Community Bank Management 148

Perficient

FEBRUARY 24, 2021

My previous blog analyzed how technology and the right team can improve your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Client Data Hub – Sales Intelligence.

Data 322

Data Analysis Tools Management 322

PYMNTS

JULY 18, 2018

Expense report management software firm Certify announced its acquisition of Abacus , the leading real-time expense reporting solution. Acquiring Abacus strengthens and expands our management team, product set and domain knowledge,” said Robert Neveu, founder and CEO of Certify. Financial terms of the deal are not being disclosed.

Marketing 100

Marketing Leadership Management Software 100

Perficient

MARCH 8, 2023

Fortunately, most societies today don’t legally bar women from partaking in these tasks, but the ancient history of shutting doors on women seeking greater financial control has left an undeniable gender gap in the world of financial services and a lingering, detrimental attitude that money management is a man’s job. households.

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Innovation Strategies Study Marketing Leadership 275

PYMNTS

FEBRUARY 10, 2020

PSCU has appointed Denise Stevens as senior vice president and chief product officer, while Scott Young will head the product delivery leadership team as vice president of innovation, PSCU announced today (Feb. Stevens will oversee product delivery and management, as well as its innovation teams. Young will report to Stevens. “We

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Innovation Leadership Washington Cards 210

PYMNTS

DECEMBER 9, 2020

executive Tom Siebel , is pricing its initial public offering (IPO) above the marketed range, aiming to make $651 million, Bloomberg reported , quoting unnamed sources familiar with the goings-on of the company. ai's filings, the company is likely to have a market value of $4 billion at $42 a share. Software maker C3.ai

Software 198

Software Leadership California Capital 198

Perficient

FEBRUARY 22, 2021

In total, our 19 analyst report inclusions recognized Perficient for a wide range of expertise from commerce experience services to computer vision consulting, and intelligent data insights to automation tools and technologies. We started the year by telling Perficient’s story of our Adobe capabilities and market presence.

Report 309

Report Study Leadership Industry 309

CB Insights

JULY 6, 2023

UBS — one of the world’s largest wealth managers — has greatly expanded its market footprint over the past few years. Beyond this deal, UBS has also turned to technology to strengthen its leadership position. Its commitment to technology can be broken down into 2 main objectives.

Strategy 49

Strategy Technology Leadership Maine 49

PYMNTS

JANUARY 30, 2020

Farfetch, a luxury technology platform, has raised $250 million from Tencent and Dragoneer through the sale of convertible senior notes, according to a release. Tencent is a global technology company based in Shenzhen, China, and Dragoneer is an investment firm based in San Francisco.

San Francisco 228

San Francisco Leadership Technology Branding 228

Independent Banker

FEBRUARY 24, 2015

ICBA convention keynote speaker Carly Fiorina, a former Hewlett-Packard chief, shares her perspective on business innovation and leadership. However, Fiorina spearheaded a high-profile comeback that doubled the company’s revenues to $90 billion and more than quadrupled its market growth to 9 percent. It lagged behind on everything.

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Leadership Community Bank Community Industry 70

PYMNTS

FEBRUARY 4, 2020

Cloud-based payments technology company Aliaswire announced that it has hired Jed Rice, a former PayPal executive, as its new CEO, and has appointed him to its board of directors, according to a Tuesday (Feb. He also has more than 20 years of senior leadership. 4) press release. .

Leadership 130

Leadership Innovation Marketing Technology 130

PYMNTS

MAY 26, 2020

To continue its fast international expansion, TIS (Treasury Intelligence Solutions) notched $20 million in additional financing led by Aquiline Technology Growth. The funding round for the corporate payments and cash flow management cloud platform also included participation from 83North, an existing investor, according to an announcement.

Payments 191

Payments Leadership Technology Management 191

PYMNTS

DECEMBER 7, 2020

Our singular focus is to leverage our technology leadership, first-mover advantage, and management leadership to establish and maintain a global leadership position in Enterprise AI," C3.ai ai’s market capitalization could be around $3.66 Securities and Exchange Commission (SEC) for an IPO last month.

Leadership 150

Leadership Software New York California 150

Abrigo

MAY 24, 2016

Did you know that many of the daily maintenance and management activities in your firm can be handled more effectively with technology? Sageworks recently hosted a webinar to review some of the technologies that can help accounting and valuation firms tackle everyday challenges, and the replay is available here.

Technology 150

Technology social media Software Leadership 150

PYMNTS

MAY 22, 2018

Sage will offer its small business customers of its accounting and business services offerings in Spain B4B Payments’ existing expense management prepaid card solution. We are very pleased to be working with B4B as a strategic partner as they are making an important contribution to the continuing market leadership of Sage solutions.”.

Management 100

Management Cards Leadership Payments 100

Insights on Business

MARCH 12, 2019

During these discussions people often ask “How do other organizations manage this process? On the 23rd of May at 8 Fenchurch Place in London, IBM will be hosting the 2019 IBM Sales Performance Management Summit London where these questions and more will be answered. 2019 IBM Sales Performance Management Summit London.

Management 102

Management Leadership Analytics Community 102

Bobsguide

APRIL 21, 2022

Company welcomes Isabel to the Finastra leadership team, as EVP, Lending Business Unit. London, UK – April 21, 2022 – Finastra today announced the appointment of Isabel Fernandez, a highly regarded senior banking and technology executive, to the role of EVP for the company’s Lending Business Unit, effective May 2022. finastra.com.

Lending 109

Lending Leadership Community Software 109

PYMNTS

JULY 19, 2017

Apple recently announced it named a new managing director for Greater China. Isabel Ge Mahe, who previously worked for more than nine years in wireless technology at Apple, will step into the newly created role. “We look forward to making even greater contributions under her leadership.”

Apple 100

Apple Management Leadership Compliance 100

PYMNTS

AUGUST 2, 2020

MSTS will remain a standalone business, which will give it the kind of position it needs to keep growing along with the B2B payments market, the release stated. MSTS will continue “to rapidly expand its technology platform and [Credit-as-a-Service] offering both organically through new customers and through strategic acquisitions.”

Capital 235

Capital Payments Leadership Meeting 235

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help. Relationships will continue to be key.

Meeting 98

Meeting Management Millennials Industry 98

PYMNTS

JANUARY 24, 2020

WEX is purchasing the Australian eNett from Travelport and its owners, partnered with Siris Capital Group and Elliot Management Corporation’s private equity affiliate, Evergreen Coast Capital Corp. The move positions WEX to establish a leadership position in the growing global travel market.

Payments 132

Payments Leadership Capital Management 132