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. You might also like this 7-step guide to a successful software implementation.

Management 195

Management Lending Risk Management Strategy 195

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . You might also like this whitepaper, "Leading a Successful Software Implementation." Chief Executives' Strategies. IT Failures.

Management 195

Management Software Survey Fintech 195

Bobsguide

APRIL 12, 2022

Dublin, 1 April 2022: Leading Irish private equity firm, Melior Equity Partners, has agreed an investment in Salmon Software, a fast-growing financial software business that provides customers with a world-class treasury management software system.

Software 147

Software System Management Groups 147

Cisco

OCTOBER 4, 2022

It is an update to the 2004 Operations book, and links the different processes of Architecture, Infrastructure, and Operations (AIO) into a cohesive framework for auditors to assess. In this booklet the FFIEC discusses the principles and practices for IT and operations, as well as processes for addressing risk respective to IT systems.

Operations 118

Operations Software Risk Management Management 118

Perficient

OCTOBER 13, 2020

For these reasons companies and vendors have come to take more of a software centric approach to creating CX solutions from traditional tools such as contact center and customer relationship management (CRM) software, layering in multiple channels to capture the entire customer journey. Twilio Flex.

Technology 340

Technology Customer Experience Software Resources 340

Perficient

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As I’m proud to lead this team of talented technology professionals. ” Vishal Rajpal, AVP of API and cloud platform solutions.

Leadership 531

Leadership Denver Charlotte Ohio 531

PYMNTS

JUNE 3, 2020

To speed up fleet and billing functions for truck drivers as well as back-office staffers, mobile capture and workflow technology company Vector has teamed with transportation management software firm McLeod Software , according to an announcement.

Software 130

Software Mobile Management Data 130

PYMNTS

FEBRUARY 1, 2021

San Francisco-based Salesforce has officially launched its “Vaccine Cloud,” a technology package designed to help manage the rollout of the COVID-19 vaccines. The cloud-based software company is pitching its products as providing solutions to some of these challenges.

Software 193

Software System Company San Francisco 193

PYMNTS

DECEMBER 18, 2019

Silicon Valley’s Sage Intacct is bringing its cloud-based financial management system to the U.K. The accounting software solutions offered by Sage Intacct are flexible and cloud-native, offering advanced functionality and automation. This year marked the third straight year Sage Intacct account software has earned the highest score.

Software 130

Software Tools Management Data 130

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. In addition, Monese adopted Thought Machine’s cloud banking platform. Europe and South Africa. Monese Adopts Thought Machine’s Cloud Banking Platform.

Innovation 301

Innovation Technology Fintech Payments 301

Bobsguide

JULY 28, 2022

New York, 27 July 2022 – TS Imagine , a global leader in trading, portfolio, and risk management solutions for capital markets, has appointed Thomas Bodenski as COO as the firm expands its executive team to support its rapid growth. Thomas will be integral to building on TS Imagine’s significant momentum and further develop our offerings.”.

Operations 88

Operations New York Analytics Software 88

Bobsguide

MARCH 14, 2022

Profile Software , the leading financial solutions provider, announced today the selection of Axia by Cirdan Capital, a financial technology company in the UK founded in 2014, that specialises in the issuance of structured investment products, to complete the proprietary technology of its platform.

Capital 78

Capital Operations Fintech Software 78

PYMNTS

DECEMBER 3, 2019

Paytm parent company One97 Communications has made a strategic investment in the travel software provider Infinity Transoft Solutions, Times of India reported Tuesday (Dec. Paytm started offering online bus tickets in 2015 and now handles over 62,000 routes with more than 2,000 private bus operators.

Software 130

Software Operations US Online 130

PYMNTS

JANUARY 18, 2021

Human resources (HR) technology company Personio landed $125 million in new and preemptive Series D funding in an investment round that provides the company with a value of $1.7 Meritech, which has invested in Software-as-a-Service (SaaS) firms, joined them as a co-lead investor. Its software encompasses payroll, recruiting and HR.

Software 191

Software Resources Capital US 191

Bobsguide

MARCH 21, 2022

CompatibL is proud to have been nominated in the following categories in this year’s FTF News Technology Innovation Awards: 5.Best Software Solution of the Year: CompatibL Risk Platform. CompatibL is proud to have been nominated in the following categories in this year’s FTF News Technology Innovation Awards: 5.Best

Innovation 147

Innovation Technology Risk Management Analytics 147

PYMNTS

SEPTEMBER 16, 2020

The solution comes on top of the technology firm’s array of offerings to bolster the GST compliance experience for companies in the country, according to a Wednesday (Sept. As a result, companies can reduce the complexity of their digital invoice management at scale. has debuted its Avalara India GST e-Invoicing product.

Taxes 163

Taxes Compliance Software Resources 163

PYMNTS

MAY 17, 2019

led round, financial services software startup firm OpenFin notched $17 million in funding. It has created an operating system that helps create and upgrade software applications for financial institutions — much like the way consumer apps get updated on phones. In a Wells Fargo & Co.-led Reuters reported.

Software 134

Software New York Risk Management System 134

PYMNTS

APRIL 29, 2019

LLR Partners has announced an investment in Magaya Corporation , a provider of warehouse, cargo and supply chain management software solutions. The company’s investments are focused mainly on the technology, healthcare and services businesses. billion raised across five funds.

Software 100

Software Maine Operations US 100

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

PYMNTS

FEBRUARY 20, 2020

Inventory management is a constant struggle for many businesses, particularly QSRs. One notable inventory management challenge occurred last year when the fried chicken QSR chain Popeyes introduced a new chicken sandwich. Cloud inventory management software can also mitigate the industry’s constant struggle with food waste.

Management 130

Management Software Tools Massachusetts 130

Abrigo

JULY 20, 2017

Allaboutrisk.com (AAR) recognizes Sageworks as a credit risk vendor in its 2017 Risk Software Report. The annual report features Sageworks as a credit risk software vendor alongside global technology and financial leaders SAS and UBS Delta. Relationship Manager. ALLL – Allowance for loan and lease losses. Loan Pricing.

Software 150

Software Report United States Compliance 150

PYMNTS

FEBRUARY 1, 2021

Smooth accounts payable and receivable processes depend on the ability to easily access, manage and interpret payments data, but complex workflows and old-school tools can get in the way. The pandemic has added heat to this fire, driving many firms harder to find quick-to-adopt options for digitizing their AR operations.

Data 234

Data Management Omaha System 234

Perficient

DECEMBER 14, 2023

With the onset of digital technologies, the transformation of manual tasks into automated processes is a game changer. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds.

Training 221

Training Strategy Exercises Data 221

Perficient

DECEMBER 14, 2023

With the onset of digital technologies, the transformation of manual tasks into automated processes is a game changer. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds. One of the examples is managing the 12-b1 fees, which are marketing and distribution costs in mutual funds.

Training 221

Training Strategy Exercises Data 221

Bank Innovation

MARCH 8, 2019

"Flexibility" is a commonly used term when it comes to innovation in banking and finance, but the typical bank boardroom hardly evokes the image of openness to technological change. Mike Sha, co-founder and CEO of B2B software firm SigFig, told Bank Innovation he’s seeing a changing of the guard, or at least a softening of […].

Technology 236

Technology Software Innovation Operations 236

Abrigo

DECEMBER 28, 2016

Aside from the accounting firm’s staff, technology likely represents the area where a firm has made its biggest investments over the years, so it makes sense that technology considerations should be included in discussions about possible mergers or acquisitions. Whitman, CPA, president and CEO of Whitman Business Advisors LLC.

Technology 186

Technology Software eBook Operations 186

Bobsguide

MAY 12, 2022

2022 — Murex , the global leader in trading, risk management and processing solutions for capital markets, has?won?the the Software Solution of the Year?category category at the FTF News Technology Innovation Awards 2022. The post Murex Platform Once Again Named Software Solution of the Year appeared first on Bobsguide.

Software 78

Software Innovation Risk Management Capital 78

Abrigo

SEPTEMBER 5, 2019

When a community financial institution spends a lot of money on technology, the last thing management wants is to be disappointed. It’s actually the last thing the technology provider wants as well – if the vendor plans to stay in business. Some will write a business case on the back of an envelope,” he said. Register now.

Software 150

Software Resources Training Community 150

PYMNTS

SEPTEMBER 30, 2019

The deal will see the ShipServ TradeNet platform integrated and pre-installed into Hanseaticsoft’s Cloud Fleet Manager (CFM) software. By simply ticking a box, a ship owner or manager’s purchasing department has an immediate and secure access to an entire marketplace and more than 75,000 suppliers to the maritime industry.”.

Management 122

Management Software Operations Analytics 122

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. It's about ensuring that every aspect of your lending operation is optimized for efficiency and effectiveness. Reduce exceptions : Too many credit exceptions can lead to confusion and inefficiency.

Training 195

Training Risk Management Analysis Policies 195

PYMNTS

JULY 7, 2020

Two weeks after nCino , the software provider for financial institutions (FIs), announced plans to go public , the North Carolina-based company is offering 7.6 The IPO management team includes BofA Securities, Barclays, KeyBanc Capital Markets, SunTrust Robinson Humphrey, Piper Sandler, Raymond James and Macquarie Capital. and $24.00

Software 140

Software North Carolina San Francisco Capital 140

PYMNTS

JANUARY 21, 2021

The company offers a Software-as-a-Service platform that helps banks leverage financial and other utilization data to reduce the number of vendors on which they rely, and in the process streamline their pursuit of flexible and compliant offerings. Cohen asked. It’s unthinkable.”. Launching Into New Markets.

Management 303

Management User Experience Innovation Fintech 303

PYMNTS

AUGUST 12, 2020

ShipStation , which works in eCommerce shipping, has collaborated with SAP to launch new enterprise resource planning (ERP) software, according to a press release. The software is designed for small- to medium-sized businesses (SMBs) in eCommerce. The innovation will help companies scale their businesses better, the release stated.

Software 116

Software Customer Experience Analytics Resources 116

PYMNTS

JUNE 19, 2018

Small business software provider Zetran is adding an accounting solution to its suite of services, the company said on Sunday (June 17). In a press release , Zetran said it saw a gap in the market for affordable automation software for small and medium-sized business accounting firms.

Software 115

Software Tools Resources Meeting 115

PYMNTS

OCTOBER 30, 2018

It’s never easy being a mom-and-pop merchant, or a similarly small retailer, given the resources of the bigger rivals out there, along with the pace of commerce and payments technology development. However, that also provides endless business opportunity for payment and commerce service providers, of course. Frictionless Checkout.

Software 158

Software America Retail Data 158

PYMNTS

SEPTEMBER 19, 2019

Supply chain management has morphed into a strategic business initiative combining technological adoption, event forecasting and even politics: awareness of its complexities has never been higher thanks to threats of a trade war between the U.S. Technology to the Rescue — Maybe.

Technology 117

Technology Strategy Management Industry 117

PYMNTS

AUGUST 1, 2018

A new survey from K2E Canada suggests small business accountants understand that technological disruption is a major challenge, yet few are addressing the issue. Specifically, workflow management is the area in which technology may be most disruptive for the profession in the coming years.

Technology 101

Technology Training Survey Taxes 101