PYMNTS

NOVEMBER 1, 2020

Corporate travel and expense management solution provider Serko has launched its Zeno Expense tool in North America, giving customers a new option for B2B travel management, a press release on the company website stated, alongside the company's Zeno Travel tool that was already available.

Tools 168

Tools America Management Policies 168

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Takeaway 2 Advisors recommend that financial institutions look behind some of the headlines and examine their own markets before ruling out CRE altogether.

Risk Management 221

Risk Management Management Lending Capital 221

Perficient

NOVEMBER 9, 2020

When most people think about marketing automation, they think about sending emails to contacts. But, what can you really do with the right marketing automation tool? With that being said, how can marketing automation benefit the healthcare industry? Why is it important for healthcare companies?

Marketing Automation 525

Marketing Automation Marketing Resources System 525

South State Correspondent

OCTOBER 9, 2023

These “tactical loan refinancings” are a method for banks to manage credit risk and profitability. Most lenders and managers have focused and developed their skills centered around acquiring new business, not mining existing portfolios. Clients that are paying above-market rates.

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Tools Community Bank Community Strategy 195

South State Correspondent

JULY 24, 2023

Film quality aside, there have been few movies in the history of the World that have done a better job at marketing than Barbie. This article highlights these lessons and applies them to marketing deposits. We will also stipulate that you don’t have $100mm to spend on a marketing budget. Marketing made it so.

Marketing 195

Marketing social media Branding Apple 195

South State Correspondent

JULY 19, 2023

If you are looking to see the future of how banks will utilize artificial intelligence (AI), look no further than marketing. Even if you are not a bank marketer, this article is worth a read to understand AI’s capabilities. Bank marketing AI is ground zero to showcase the transformation that is already taking place.

Marketing 195

Marketing Training Video Tools 195

South State Correspondent

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. Cash flow stability is also a factor in cash management profitability.

Management 195

Management Survey Industry Community Bank 195

PYMNTS

NOVEMBER 2, 2020

Today in B2B, trade finance technology provider Surecomp announces its newest marketplace partner, and Serko expands its expense management offering into North America. Plus, Suplari launches new corporate spend management solutions, and PROS expands its Adobe partnership to help B2B business customers launch eCommerce operations.

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Tools Management America ATM 148

Perficient

FEBRUARY 10, 2021

Sales enablement is a strategic approach to align sales, marketing, and operations around the common goal of equipping salespeople with the right resources, tools, and processes to sell effectively and support clients. marketing) and those charged to leverage these resources in deals (i.e.,

Management 294

Management Resources Strategy Tools 294

Perficient

AUGUST 28, 2020

With better view and click through rates and less regulatory hurdles then email, they have become a popular channel for digital marketers trying to reach their audiences. With the Web Push Notifications for Sitecore Module, available on github , you can manage Web Push Notification campaigns directly in Sitecore. Sending Notifications.

Marketing Automation 520

Marketing Automation Marketing Customer Experience Tools 520

Perficient

MARCH 23, 2021

My next blog will review the tools that can be used to help with reporting. With the need to consolidate entities on a line-by-line basis and to report such a large amount of information, whether on a daily or monthly basis, regulatory reporting staff must rely on automated tools to assist them. Automated tools include the following.

Report 294

Report Tools Risk Management Data 294

Abrigo

OCTOBER 17, 2023

Why change management is vital for banks and credit unions Regulators promote change management to manage risk, but banks and credit unions can also achieve important benefits when they manage change. This article describes recent comments by financial regulators about managing change.

Management 195

Management Lending Risk Management Strategy 195

Perficient

FEBRUARY 15, 2022

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

Management 340

Management Rhode Island Delaware New Jersey 340

PYMNTS

NOVEMBER 6, 2018

Technology developed by Bloomberg is now being used by Shell ‘s Foreign Exchange Central Treasury unit to interconnect the fuel conglomerate’s operating units across 22 markets, the companies revealed Monday (Nov.

Tools 134

Tools Management blockchain Operations 134

PYMNTS

DECEMBER 23, 2020

Paychex , which provides solutions for HR, payroll, benefits and insurance, is offering users of Clover , a business management platform from Fiserv , the chance to streamline payroll services as well as time and attendance management, according to a press release.

Management 219

Management Tools Strategy Innovation 219

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. The biggest barrier to cash flow management is putting together the data in a consumable way for executive teams," he said.

Management 308

Management Strategy Data Tools 308

Perficient

MAY 5, 2022

IDC recently included Perficient in the “Loan Collections-Recovery” category of its “ Market Glance: Worldwide Consumer & Small Businesses Lending Digital Transformation Strategies, Q2 2022 (Doc # US49009422, April 2022).” The IDC Market Glance offers an overview of the landscape for consumer and small business digital lending.

Lending 354

Lending Strategy Marketing Big Data 354

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

OCTOBER 1, 2020

As the digital revolution continues to transform the way shoppers pay for things amid the COVID-19 pandemic, Mastercard announced a free online tool to help entrepreneurs future-proof their companies.

Tools 262

Tools Cards Guidelines Online 262

PYMNTS

JUNE 30, 2017

On Thursday (June 29), the company announced the availability of two new solutions, MyAnalytics and MyData, available through the MatrixCare Analytics Suite of offerings, for this niche market. The technology uses Microsoft Azure and PowerBI technology to help companies within the LTPAC space manage data and access analysis via dashboards.

Analytics 162

Analytics Tools Marketing Analysis 162

CB Insights

SEPTEMBER 30, 2020

Wealth tech companies are reshaping the way retail and institutional investors manage wealth. The pandemic-induced stock market crash and low stock prices also drove more first-time investors to investing and trading platforms like Stash and Robinhood , each of which have raised funding rounds at higher valuations in 2020.

Tools 80

Tools Management Marketing Company 80

Perficient

DECEMBER 16, 2020

For one of our clients, a major telecommunications company, their existing supply chain and inventory management processes had been effectively supporting their core business. To handle this growth in complexity, their warehouses needed to implement and integrate with a warehouse management system (WMS).

System 309

System Management United States Groups 309

PYMNTS

NOVEMBER 1, 2020

Suplari , which works in spend agility, has debuted the next version of its Spend Industry Cloud, which has 175 different automated insights to help predict and manage costs, cash flow and investments, a press release says.

Tools 213

Tools Analytics Data Policies 213

PYMNTS

DECEMBER 7, 2020

Some studies show that 80 percent of all buyer-supplier transactions could be digital by 2025, in fact, increasing the pressure on businesses to adopt digital B2B solutions — or lose their competitive edge in the rapidly shifting market. RLJ Financial On Managing B2B Spend With Virtual Cards. About The Playbook.

Management 268

Management Cards Company Innovation 268

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

PYMNTS

OCTOBER 4, 2017

Payments software firm B2 Group is rolling out a mobile cash management solution for the corporate treasurer. 3) that it is rolling out its Mobile Cash Management (MCM) service, a tool that comes with a mobile app for smartphones and tablets. The company announced news on Tuesday (Oct.

Tools 102

Tools Management Mobile Survey 102

PYMNTS

SEPTEMBER 17, 2020

PayMyTuition Meshes Education Vendor Management With AP. With a new solution designed to deepen buyer-supplier ties, PayMyTuition has rolled out its vendor management tool for the education sector. Versapay Eases Payment Pain With AR Tool. NexusPayments Tackles Real Estate Supplier Adoption.

Marketing 232

Marketing Tools Resources Payments 232

PYMNTS

JUNE 2, 2016

The European Central Bank (ECB) needs a treasury management upgrade. ” According to reports, the ECB is expected to draw up a short list of five treasury management companies that could fulfill its needs for real-time, integrated services across front, middle and back office processes.

Tools 100

Tools Management Marketing Analysis 100

PYMNTS

APRIL 26, 2019

That unit serves thousands of big companies and governments across the globe, managing $4 trillion in flows each day. He has already driven tech innovation at Citigroup, pushing for the creation of Citi Smart Match, a tool created in conjunction with High Radius, one of the bank’s FinTech partners.

Tools 179

Tools Payments User Experience Innovation 179

Perficient

FEBRUARY 17, 2021

Previously , I discussed the role of sales enablement in investment management. For a sales enablement program to be successful at its launch and continue to be effective over time, it has to have the right mix of technology tools, and cross-functional teams. The spectrum of tools is broad. Having the Right Team.

Training 340

Training Tools Management Analytics 340

PYMNTS

AUGUST 22, 2019

Amazon is on track to invest upwards of $15 billion this year in new tools to help small and medium-sized businesses (SMBs) grow and succeed, according to a press release. . To aid SMBs, 150 new tools have been launched since the beginning of the year, the company announced on Thursday (Aug 22). million jobs around the world. . “As

Tools 184

Tools America Retail Survey 184

PYMNTS

MARCH 23, 2020

However, the pandemic quickly necessitated a change in plans as businesses and consumers came under risk of financial instability as the virus ravaged the markets. Proactis rolled out the fully integrated service earlier this year.

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Tools Management Payments Company 130

PYMNTS

FEBRUARY 6, 2019

6) the launch of Business Advantage 360, a digital dashboard aimed at helping entrepreneurs manage their business finances. It also offers access to real-time advice in one tool with new functionality. The free tool will be available to customers at the end of February, when it will be accessible through a link on the website or app.

America 181

America Tools Mobile Analysis 181

PYMNTS

NOVEMBER 26, 2019

Recent data indicated that 82 percent of SMBs shutter in their first year because of poor cash management operations. As SMBs seek opportunities to expand their operations, and reach new customers and markets, they will need the right spend and workforce tools to ensure funds are spent appropriately. billion in value by 2025.

Tools 141

Tools Boston Cards Management 141

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

PYMNTS

DECEMBER 16, 2016

15) the launch of Consumer Credit Trends, a web-based tool to help consumers monitor developments in consumer lending and to ascertain potential future risks. In a press release, the CFPB said the beta version of the tool encompasses the mortgage, credit card, auto loan and student loan markets.

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Tools Risk Management Cards Management 100