PYMNTS

DECEMBER 17, 2019

As open banking frameworks take root in more markets around the globe, the model of data integration continues to also take shape in the business financial services market, particularly impacting micro- and small businesses (and the FinTechs that service them). “FX is a complicated area,” added Cran.

Marketing 131

Marketing Management Data Fintech 131

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

PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

Management 268

Management Lending System Operations 268

BankUnderground

NOVEMBER 2, 2022

Operational risk is rapidly becoming one of the most important threats to the financial system but is also one of the least well understood. Cyber attacks are regularly cited as one of the top risks faced by firms in the financial sector and one of the most challenging to manage. Rachel Adeney and Amy Fraser.

Operations 93

Operations Policies System Regulation 93

Perficient

MAY 15, 2023

Doing so will offer them the insights needed to tailor services and develop highly personalized products that can be presented to the most relevant customers at the right times. Institutions can also compare their customer data with external data (ie. market trend data, economic data, etc.)

Data 275

Data Conference New York City New York 275

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 156

Management Community Bank Strategy Technology 156

Abrigo

MAY 22, 2024

Recent stats and dynamics of the small business lending market Understanding the small business lending landscape and potential efficiencies can help banks and credit unions grow their portfolios. Dynamic market Small business lending by banks & credit unions Small businesses are a pillar of the U.S. trillion between 2019 and 2022.

Lending 195

Lending St. Louis Community Marketing 195

PYMNTS

APRIL 22, 2019

Some industry experts are beginning to challenge that notion, though, particularly when it comes to internal cash flows and treasury management processes. reflects a larger shift in the market — one that could certainly have profound implications for business payments. Schoch pointed to that operational model as a key example.

Operations 159

Operations Payments System Compliance 159

Perficient

OCTOBER 26, 2020

Global manufacturers face various challenges when trying to incorporate and deploy sales and operations planning and execution (S&OP) processes into broader financial forecasting. Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. Register today!

Operations 309

Operations Tools Strategy How To 309

Abrigo

APRIL 22, 2024

Recent dynamics of the small business lending market A deep understanding of the small business lending landscape and potential efficiencies can help banks and credit unions grow their portfolios. Dynamic market Small business lending by banks & credit unions Small businesses are a pillar of the U.S. trillion between 2019 and 2022.

Lending 243

Lending St. Louis Community Marketing 243

PYMNTS

NOVEMBER 23, 2020

For purposes of this analogy, the “basement” into which bad mice are creeping is most likely your legacy payroll/expense management software and its possibly compromised connections. While technological advancements have revolutionized many aspects of operations, payroll and expense management are not [among] them.

System 165

System Management Tools Cards 165

Perficient

MARCH 7, 2021

With this new update, your meeting layout will auto-adjust based on who turns on their video, starts speaking, or begins to present content. Presenter Mode. With this latest update, you’ll be able to change how you and your meeting content appear to your audience when presenting. Operator Connect. Meeting Updates.

Meeting 508

Meeting Video Compliance Operations 508

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. Alyson Clarke, Principal Analyst at Forrester, presented the latest research and insights based on 350+ banking professionals at the forefront of the banking industry.

Trends 52

Trends Management Customer Experience Resources 52

South State Correspondent

MAY 13, 2024

With 142 presentations and panels, the content was tailored to the needs of every bank interested in payments. The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders.

Conference 195

Conference Payments Fraud Data 195

PYMNTS

OCTOBER 30, 2019

This could also result in delays for customers and negatively impact a company’s bottom line, which is why new expense management solutions are emerging at a rapid pace. Similarly, the SaaS-based expense management market will register a CAGR of 8 percent between 2018 to 2025, with the global market size reaching $43.5

Management 103

Management System Report Operations 103

PYMNTS

APRIL 6, 2018

Earlier this week, five healthcare firms operating across the U.S. insurance landscape said they’re launching a pilot program that will help boost the management of healthcare provider data. The alliance companies, Walker explained, will publish white papers and present at conferences throughout 2018.

blockchain 180

blockchain Management Data Conference 180

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. That’s because the CTMS market is relatively mature. Organizations with products on the market have had CTMS solutions in place for many years.

System 332

System Operations Data Compliance 332

Perficient

JULY 10, 2020

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave.

US 522

US Marketing Automation Marketing System 522

BankUnderground

NOVEMBER 24, 2022

In less than two decades, the system of market-based finance (MBF) – which involves mainly non-bank financial institutions (NBFIs) providing credit to the economy through bonds rather than loans – has both mitigated and amplified the economic effects of financial crises. 1: Money market funds. Background. 3: Margin calls.

Marketing 113

Marketing Policies US Regulation 113

PYMNTS

AUGUST 20, 2019

Middle market companies need help navigating the complexities of accounts payable management, especially when it comes to cross-border, cross-currency payments. That’s especially important as businesses gain scale, as they expand reach into new geographic areas — and as they grapple with AP operations.

Management 127

Management Payments Taxes Software 127

PYMNTS

JANUARY 15, 2021

But presentation materials that accompanied the results showed that of the reserve released in the quarter, $900 million came from the consumer side of the book, so to speak, and were released from home lending. The remaining $2 billion that was released came from the bank’s wholesale operations. Morgan’s overall customer base.

Management 151

Management Mobile Conference Lending 151

FICO

JULY 6, 2023

Beyond the pleasure of leading a FICO Falcon Fraud Manager User Forum and moderating a couple of panel breakout sessions, I I was also able to catch up with many of the fraud-focused attendees from around the world. Let’s dig in a little deeper. Scams: A Top Fraud Concern Scams are becoming a leading fraud concern, all around the world.

Fraud 52

Fraud Management Customer Experience San Diego 52

PYMNTS

JANUARY 6, 2021

for example, a perfect storm of pandemic lockdowns and Brexit has elevated both complexity and costs for freight shipping into the market, with recent Bloomberg reports noting the spot rate for last-minute shipments across the English Channel hit more than $4.56 Optimizing Operations. In the U.K., Connecting The Dots.

Data 253

Data Analytics Management Operations 253

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools.

Management 116

Management Compliance Taxes Marketing 116

Abrigo

SEPTEMBER 21, 2020

Key Takeaways Financial institution executives wondering about changes in their market value premiums might need to look at the assumption used for modeling deposit servicing costs. Like clockwork, in times of low interest rates, financial institution executives have questions regarding the changes in their market value results.

Marketing 195

Marketing Study Analysis Course 195

PYMNTS

DECEMBER 3, 2020

The value of the global cross-border payments market is expected to grow from $27 trillion in 2020 to $35 trillion by 2022. . Operations like these are not just time-consuming and costly, but also challenging to handle during the pandemic. This can help cash-strapped companies operate, even with reduced capital in reserve. .

Capital 132

Capital Management Operations Innovation 132

PYMNTS

JUNE 26, 2020

The pandemic has the potential to change the way any number of business verticals operate — especially industries like real estate, which typically have been based on in-person meetings and tours between property owners or real estate agents and would-be renters or homebuyers. That model may be ripe for change in the age of social distancing.

Operations 278

Operations Tools Security Management 278

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. What does your brand portray to the market? Your brand is the beacon of authenticity for a personal experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Abrigo

AUGUST 19, 2022

No customer type presents a sing ular , uniform level of risk. Regulators' most recent statement is reminiscent of FinCEN's June 2022 statement on BSA due diligence for independent ATM owners or operators. The level and type of CDD should be appropriate for the risks presented by each customer.

ATM 195

ATM Regulation Fraud Policies 195

PYMNTS

APRIL 1, 2020

While that hotel may be part of a larger chain with established television vendor relationships, a hotel manager must fix or replace those televisions immediately, or risk losing out on revenue through unoccupied rooms. In the example of hotel managers, it means accelerating the purchasing process. B2C Sellers’ B2B Incentive.

Marketing 160

Marketing Retail Fraud Examples 160

Perficient

FEBRUARY 24, 2021

Always choosing to go against the grain, Jon Bostock has consistently succeeded at the toughest challenges presented by companies both large and small. In 2016, Jon joined fan and light maker Big Ass Fans as its first chief operating officer. Apple | Spotify | Amazon | Google | Stitcher. Episode Guest Profile.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Abrigo

JULY 27, 2023

Regtech is simply the use of technology such as AI, machine learning, natural language processing, and blockchain to improve the way businesses manage regulatory compliance. For example, in the pharmaceutical industry, manufacturers can use regtech to ensure that marketing complies with FDA requirements.

Technology 195

Technology Fraud Compliance Regulation 195

Abrigo

JULY 27, 2023

Regtech is simply the use of technology such as AI, machine learning, natural language processing, and blockchain to improve the way businesses manage regulatory compliance. For example, in the pharmaceutical industry, manufacturers can use regtech to ensure that marketing complies with FDA requirements.

Technology 195

Technology Fraud Compliance Regulation 195

South State Correspondent

MARCH 21, 2023

Market Overview To give you a feel for the market, we present the following data from our experience. From the above figures, you can calculate your addressable market based on your PPP and small business customers. As such, the IRS has already warned about unscrupulous operators and has issued a warning ( HERE ).

Taxes 195

Taxes Community Bank Community Operations 195

Perficient

JULY 21, 2023

Data Cloud and Einstein GPT are two powerful tools that help businesses improve their data management, customer engagement, and operational efficiency. The following are examples of how businesses can use Data Cloud and Einstein GPT to improve their operations: Unify disparate data sets.

Industry 221

Industry Data Training Technology 221

BankUnderground

JULY 27, 2022

There are a range of channels through which QE can/might operate, though there remains uncertainty over the relative size and importance of these channels. This post presents new evidence from granular transaction data consistent with a portfolio rebalancing channel. But how does QE work?

Marketing 92

Marketing Policies Data Operations 92

PYMNTS

AUGUST 15, 2019

Smaller trading businesses, in particular, are struggling to manage the sudden costs of tariffs, as well as the unexpected volatility of supply chains’ geographic adjustments to avoid those fees. The region operates with “an economy which is largely based on trade,” Kocher noted, making it a prime target for bank-FinTech innovation.

Marketing 108

Marketing Regional Fintech Capital 108