South State Correspondent

JULY 14, 2022

Examining Bond Portfolio Trends: Second Quarter 2022. Beginning in May 2012, we started tracking portfolio trends of our bond accounting customers here at the Correspondent Division of SouthState Bank. Now let’s look at portfolio performance trends. Fast forward one year to June 30, 2022 shown below. tax-free, 4.7%

Trends 195

Trends Taxes Marketing Meeting 195

Perficient

FEBRUARY 2, 2023

Here are some of the biggest payment trends we’re forecasting for the new year. In fact, according to The Business Research Company’s 2022 Payment Security Global Market Report , the payment security market is expected to reach $43 billion by 2026. billion of economic output.

Industry 471

Industry Trends social media Payments 471

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

Perficient

JANUARY 12, 2021

This is a topic on everyone’s top 10 trend list for 2021. Smaller financial institutions will have to be more innovative and rely on third parties and as-a-service based solutions to specifically address the needs of the niche market they are servicing. Customer Engagement & Experience. Small Business Innovation. reached 31.7

Trends 332

Trends Fintech Customer Experience Innovation 332

CB Insights

MARCH 22, 2023

The alternative investment market encompasses any investment opportunity outside of traditional stocks and bonds, such as private equity, hedge funds, real estate, and digital assets. The post Market Trend Report: Alternative investment for investors & traders appeared first on CB Insights Research.

Trends 66

Trends Report Marketing Management 66

CB Insights

FEBRUARY 23, 2023

What is crypto market data & intelligence? Crypto market data & intelligence companies provide blockchain data and analytics platforms for institutional investors and traders. They do this through real-time dashboards, APIs, research reports, and risk management tools. Want the full expert post?

Trends 62

Trends Marketing Report Data 62

CB Insights

MARCH 9, 2023

Payroll & benefits companies provide small and medium-sized businesses (SMBs) with human resource (HR) tech, payroll, benefits, and employee management systems. Many companies help SMBs manage and automate employee benefits all in one place. Want the full expert post? Become a CB Insights customer.

Trends 58

Trends Report Marketing Resources 58

CB Insights

MARCH 3, 2023

Payment application programming interface (API) and infrastructure companies enable small and medium-sized businesses (SMBs) to manage payments by providing APIs and infrastructure tech that act like credit card processors. What are payment APIs & infrastructure? Want the full expert post? Become a CB Insights customer.

Trends 69

Trends Report Marketing Payments 69

CB Insights

NOVEMBER 11, 2022

Turbulent market conditions have rattled capital markets tech funding, which fell 84% YoY in Q3’22. . These technologies enable capital markets firms not only to adapt to market volatility, but also to pursue new growth opportunities. EQUITY MANAGEMENT PRACTICES. Tech to watch: Equity management platforms.

Capital 66

Capital Trends Marketing Analytics 66

CB Insights

MARCH 27, 2023

Institutional staking companies in this market offer yield generation for institutional investors through staking, where crypto assets are allocated to process transactions and secure protocols (e.g., The post Market Trend Report: Institutional staking for institutional investors & traders appeared first on CB Insights Research.

Trends 60

Trends Report Marketing Security 60

CB Insights

NOVEMBER 7, 2022

Accounting and finance departments use this technology to manage massive amounts of invoices from their suppliers or payment leaders. The post Market Trend Report: Accounts payable automation software for payment leaders appeared first on CB Insights Research. Want the full expert post? Become a CB Insights customer.

Software 77

Software Trends Report Marketing 77

Abrigo

JANUARY 27, 2022

Higher Fed Rates Ahead: Plan Now to Manage Impact on Deposits The Fed's signal of higher interest rates reiterates the importance of financial institution ALM and deposit management strategies, policies, and programs. . Market volatility could generate another surge. However, without proper planning, the joy may be short-lived.

Strategy 195

Strategy Management Policies Lending 195

Jeff For Banks

APRIL 4, 2024

These were up-and-coming bankers, the future leaders of our industry, identifying industry trends that will have the greatest impact on their bank, in no particular order. But not until $1 trillion went from banking to money markets. Shadow Banking This trend seemed very specific to current commercial lender anxiety today.

Banking Trends 115

Banking Trends Trends Millennials Oregon 115

CB Insights

MARCH 9, 2023

Others offer tools for bookkeeping, accounts payable or augmented reality automation, cash management, forecasting, tax compliance, procurement, and financial planning and analysis. The post Market Trend Report: Accounting, invoicing, & tax for SMB leaders appeared first on CB Insights Research. Want the full expert post?

Taxes 55

Taxes Trends Report Marketing 55

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

CB Insights

MARCH 20, 2023

Solutions include white-label personal finance platforms that offer customized insights on money management, loyalty and cashback programs, and other card-linked offers. The post Market Trend Report: Customer experience add-ons for banking leaders appeared first on CB Insights Research. Want the full expert post?

Customer Experience 54

Customer Experience Trends Report Marketing 54

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

CB Insights

SEPTEMBER 13, 2022

Some mPOS systems automatically flag when inventory is low, reducing the manual labor needed for inventory management. Some mPOS systems automatically flag when inventory is low, reducing the manual labor needed for inventory management. download the STATE OF FINTECH Q2 2022 report. hbspt.forms.create({. hbspt.forms.create({.

Trends 64

Trends Mobile Report Marketing 64

Abrigo

APRIL 25, 2024

Recent data and trends of the small business lending market SMB Lending Insights is a snapshot of current financial trends and metrics that impact small and medium-sized business (SMB) lending and financial institutions. Our data below shows SMB loan originations have followed a similar trend.

Lending 221

Lending Trends Capital Strategy 221

CB Insights

JULY 22, 2022

Payment APIs & infrastructure companies enable businesses to seamlessly manage payments. The post Market Trend Report: Payment APIs & Infrastructure for Vendors appeared first on CB Insights Research. What are payment APIs & infrastructure? download the state of fintech Q2 2022 report. First name. Company name.

Trends 53

Trends Report Marketing Payments 53

PYMNTS

JUNE 25, 2020

It may have a faithful teen following, but the fast-growing video-sharing platform wants users to know it’s not just for antsy 14-year-olds, but also for adults in general and marketing specialists in particular. A smaller number, 15 percent, are 35 and older. Brands are an important part of the TikTok experience,” Puris noted.

Marketing 207

Marketing social media Video Case Study 207

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

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." So how can banks help customers keep up in uncertain markets?

Risk Management 195

Risk Management Management Policies Lending 195

Abrigo

AUGUST 5, 2020

Now, banks and credit unions must determine how to safely and effectively manage risk in the portfolio while also driving growth at their institution. Therefore, it’s essential that the credit memo captures the complete picture of the borrower to ensure proper risk management. Simply providing data tables and charts is not enough.

Management 195

Management Risk Management Trends Industry 195

Javelin Strategy & Research

NOVEMBER 7, 2023

Banner Section Home Rss.xml 2024 Trends & Predictions Javelin’s Trends & Predictions reports look at the coming year across the range of Javelin Strategy & Research’s practice areas—digital banking, fraud & security, payments, and wealth management—and highlight the compelling challenges and opportunities likely to emerge.

Trends 45

Trends Fraud Digital Banking Strategy 45

FICO

JANUARY 12, 2022

I recently sat down with Sidhartha Dash, Research Director at Chartis Research, for a conversation about the technology and trends in enterprise fraud management. At the heart of any fraud management operation is the question: What fraud detection technologies and techniques will best work for the business?

Fraud 52

Fraud Technology Management Trends 52

Accenture

OCTOBER 31, 2019

But—in my view—wealth management is one of the areas in which these competitive pressures are really reshaping the industry. This trend partly reflects the rising number of players in the market. The post Three principles for success in the mass-affluent market appeared first on Accenture Banking Blog.

Marketing 150

Marketing Trends Industry Management 150

Abrigo

FEBRUARY 24, 2022

Takeaway 1 Interest rate risk for financial institutions is the risk that earnings and market value may decline as market interest rates change. . As described in the first post of this series , a key component of effective asset/liability management (ALM) is managing risks. Earnings at Risk.

Management 195

Management Analysis Strategy Policies 195

PYMNTS

AUGUST 4, 2020

Social shopping is the latest pandemic-driven trend to catch fire. Tuli also has a high-profile management team. “Shopping is undergoing a dramatic change as consumers are increasingly shopping online and from home, but still looking for community and validation,” said David Sandström, chief marketing officer at Klarna.

Trends 207

Trends Branding Retail Community 207

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.

Management 150

Management Study Strategy Trends 150

PYMNTS

OCTOBER 21, 2016

The fleet management market is estimated to grow from $9.54 According to MarketsandMarkets, the increasing need for operational efficiency is expected to be the primary driver for the fleet management market during the forecast period. When it comes to fleet management, the market is segmented into various industries.

Management 100

Management Marketing Regional System 100

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

JANUARY 12, 2021

12) in unveiling the company’s new Loyalty Management product. Loyalty Management allows companies across industries to evolve their loyalty programs from transactional to human-centric by delivering personalized, relationship-building moments to each customer,” Schmaier said. Online Holiday Sales Topped $1 Trillion . On Tuesday (Jan.

Online 279

Online Management Retail Study 279

PYMNTS

OCTOBER 4, 2020

Private equity managers are turning to specialty borrowing facilities to make sure they can survive the coronavirus pandemic, the Financial Times (FT) reports, though this could pose its own new set of difficulties.

Management 167

Management Trends Tools Company 167

PYMNTS

NOVEMBER 18, 2020

Artificial intelligence (AI) is transforming the food service sector by helping restaurants boost their sales as well as improve and automate systems that were once managed by staff. to provide its dispute management solutions to the latter’s security platform. About The Tracker .

Boston 186

Boston Fraud Marketing Mobile 186

PYMNTS

SEPTEMBER 2, 2020

The quick-service restaurants (QSRs) that remain are facing a fiercely competitive market as they attempt to cater to consumers whose preferences have changed significantly since the pandemic’s onset. This trend is expected to further boost the number of consumers who routinely use third-party options, even after the pandemic has ended.

Operations 130

Operations Trends Denver Seattle 130

Bank Innovation

MARCH 6, 2016

This year can be characterized as the year that whispers about trends in “Digital Wealth management” have become loud echoes, everywhere.

Management 150

Management Trends Fintech Marketing 150