PYMNTS

JANUARY 25, 2018

s financial services market is expanding, with FinTechs — dubbed challenger banks — rivaling traditional financial institutions (FIs). The solution provides automated accounting and tax management for its entrepreneur clients. The accounting functionality will be rolled out throughout 2018,” the executive added.

Marketing 109

Marketing Taxes Google Fintech 109

PYMNTS

DECEMBER 10, 2018

While entrepreneurs continue to reflect record-level optimism, their top concerns are increasingly including the tight labor market and the importance of retaining staff in such a climate. “And that’s the way the market economy works, for better or worse.” How did small businesses fare in job growth last month?

Marketing 148

Marketing Data Survey America 148

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Imposing state taxes on out-of-state sellers is now the new normal, she said.

Online 132

Online Taxes Compliance Missouri 132

PYMNTS

NOVEMBER 5, 2018

Ant Financial , the Chinese FinTech giant and an affiliate of Alibaba Group , posted an earnings pre-tax loss of 2.4 The Wall Street Journal ( WSJ ), citing Ant, reported that the company had a pre-tax profit of 5.3 Earlier in 2018, Ant became the most valuable tech startup after raising $14 billion investors in China, the U.S.

Taxes 134

Taxes Lending Operations Marketing 134

CB Insights

NOVEMBER 21, 2019

Canadian VC-backed companies saw funding drop 13% in H1 2019 compared to H1 2018. The 2019 Canadian fintech market map. Startups headquartered in Ontario dominate the table, with over 40 fintech companies from this market map headquartered in the Greater Toronto Area. Navigating the Canadian fintech market map.

Fintech 93

Fintech Marketing US Technology 93

CB Insights

OCTOBER 21, 2018

The 2018 Fintech 250 have raised approximately $53B in aggregate funding across 947 deals since 2013, and includes startups at different investment stages of development, from early-stage (seed/Series A) companies to well-funded unicorns. The market map below categorizes the Fintech 250 companies based on core area of focus.

Fintech 78

Fintech Lending Capital Analytics 78

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Digitization will be crucial for wealth managers looking to capture or retain this generation of clients. In turn, this is driving revenue for big banks. .

Management 87

Management Fintech Industry Trends 87

PYMNTS

APRIL 22, 2020

GPay , a member company of the Vietnam investment firm G-Group , joins a tight FinTech market in Vietnam with 33 other firms licensed for intermediary payment services. Founded in 2018, GPay said it has reached $50 million in Gross Merchandise Volume (GMV) and has a presence in 42 cities and provinces.

Payments 154

Payments social media Groups Taxes 154

Jeff For Banks

APRIL 27, 2019

Never Satisfied The markets never seem to be satisfied. The Federal Reserve recently took heed of market and economic messages, ending its tightening campaign and beginning its “patience” campaign. I along with countless other managers and investors were finally happy. in 2018, but about equal to the average growth since 2011.

Marketing 60

Marketing Community Taxes Community Bank 60

Independent Banker

FEBRUARY 24, 2015

During my 20-plus years of dealing with community bankers, either as an investment strategist, sales rep or business-development manager, I have come to understand that certain buzz words fall on deaf ears. tax-equivalent yield, 2.) market value as of a beginning date, and 3.) market value as of an ending date.

Management 70

Management Community Bank Community Comparison 70

PYMNTS

AUGUST 2, 2019

Launched in 2018, the project monitors products sent via several steps to the customer, including product returns, to prevent counterfeit drives from being sent back. In other news, Brazil’s Tax Authority has announced that transactions involving cryptocurrencies must now be reported to the Department of Federal Revenue ( RFB ). “The

blockchain 148

blockchain Fraud Data Report 148

PYMNTS

APRIL 16, 2018

tax reform, and strong economic growth around the globe is also benefitting these players. This week’s B2B Data Digest examines the numbers released by the institutions for Q1 2018, highlighting the role corporate and wholesale banking operations did (or did not do) to support an overall impressive quarter. JPMorgan Chase.

Taxes 100

Taxes Lending Operations Data 100

Jeff For Banks

DECEMBER 13, 2018

I chose five years because banks that focus on year over year returns tend to cut strategic investments come budget time, which hurts their market position, earnings power, and future relevance than those that make those investments. My method was to search for the best banks based on total return to shareholders over the past five years.

Oregon 101

Oregon Ohio California Community Bank 101

PYMNTS

FEBRUARY 19, 2019

According to a report in Reuters , citing the bank, HSBC’s warning came in conjunction with missing profit forecasts for 2018, sending the stock lower in trading on Tuesday. The bank earlier in the day posted a 16 percent increase in profit before taxes, which was lower than expectations.

Taxes 116

Taxes Course Meeting Report 116

PYMNTS

APRIL 24, 2020

There are disruptors who come to market and list their shares publicly. And then there are disruptors who come to market and list publicly – right as their targeted markets are themselves disrupted, at least temporarily. and SBTech, trading without having to effect a direct listing or initial public offering (IPO).

District of Columbia 178

District of Columbia Video Taxes Marketing 178

Jeff For Banks

NOVEMBER 1, 2017

Quarterly Financial Markets & Economic Update- October, 2017 I love this time of year. The markets have not given way to anything, with long term bonds still trading in a tight range and short term rates having risen from Fed action. Actually, the forecast for 2018 to 2020 is also 2%. What else is new?

Marketing 60

Marketing Taxes DC Community Bank 60

PYMNTS

DECEMBER 28, 2018

Innovators introduced new ways for banks to onboard their customers and manage their KYC compliance requirements, including firms like R3, which began piloting its blockchain-powered KYC solution with corporate treasurers and banks this year. The Big KYC Trend From 2018. See what Bergal had to say below.

Compliance 186

Compliance Regulation blockchain Taxes 186

PYMNTS

JANUARY 17, 2019

As innovative technologies move down stream, small and medium-sized businesses are poised to benefit significantly from being able to customize a flexible payroll and human capital management (HCM) program. Employees and a shifting talent landscape have introduced the demand for payroll flexibility. ” In the U.S., ” In the U.S.,

Capital 173

Capital Tools Survey Management 173

Jeff For Banks

OCTOBER 25, 2018

Economic growth picked up strongly in the second quarter, with a reading of +4.2%, as momentum from the tax cuts and deregulation pushed spending and investment higher. Fiscal stimulus in the form of tax cuts, especially for corporations, led to spikes in investment and spending. 24% at September 30, 2018 compared to.84%

Marketing 66

Marketing US Taxes Trends 66

Jeff For Banks

FEBRUARY 1, 2019

After a lengthy stretch of strong economic growth and stock market gains, the inevitable correction arrived with force in the fourth quarter, culminating with a December that can only be described as “tres terrible!” US stocks erased all gains in 2018 and ended the year down 4% to 6%. 19% at year-end, 2018, down from.52%

Marketing 60

Marketing Community Bank Community Risk Management 60

Jeff For Banks

AUGUST 12, 2018

Economy and Momentum At the end of June, 2018, the current economic expansion turned nine years old. This is because the economy has been gaining momentum, however modest, from the tax cuts and deregulation. The second quarter of 2018 saw growth of 4.1% (the highest quarterly growth since 2014) and the third quarter may be close.

Marketing 60

Marketing Philadelphia Omaha US 60

PYMNTS

SEPTEMBER 3, 2019

million pre-tax loss for the first half of this year. The group said in a statement that “given the well-documented overcapacity and continued like-for-like sales decline in the casual dining market and cost headwinds, we have taken a more cautious medium-term outlook” for the business.

Groups 109

Groups Taxes Branding Study 109

PYMNTS

JANUARY 8, 2018

Rumors circulated that FICO might be losing its monopoly in the mortgage market as the FHFA is considering allowing lenders to consider an alternative. Credit Karma said yes to early tax refunds for consumers – for free. Good Tax Lending Karma. Credit Karma is not alone in this offering in 2018, of course.

Taxes 105

Taxes Data Louisiana Colorado 105

PYMNTS

APRIL 30, 2018

Fifty-four percent of small business owners say they are optimistic about the national economy , found Bank of America’s 2018 Business Advantage Small Business Owner Report. More than 90 percent of survey respondents said they feel the government did not adequately prepare the small business community for the new tax code.

Taxes 144

Taxes America National Community 144

PYMNTS

SEPTEMBER 25, 2019

Project managers and construction workers often have to manage their funds, operating budgets and other related expenses themselves, and losing track of any of these components can increase the time to project completion and final costs. A lack of access to spend management tools can add further delays and expenses.

Tools 108

Tools Management Software Training 108

PYMNTS

FEBRUARY 2, 2018

Today in PYMNTS data, Visa earnings topped expectations, Mastercard saw positive outcomes and Apple underwhelmed market watchers in their recently released earnings reports. Its results topped expectations, once impacts from recently passed tax legislation were factored out, including a bottom line at $1.08 Here are the numbers: $4.9

Apple 101

Apple Data Taxes Fintech 101

PYMNTS

FEBRUARY 14, 2018

He reminded investors that the firm, which had a very rocky start in 2017, managed to end the year with its effective interest yield up by over 200 basis points and its net charge-off rate down by over 100 basis points. Although our market remains competitive, we believe steps we have taken will position us to win.”. What’s Next.

Taxes 101

Taxes Lending Risk Management Report 101

PYMNTS

JANUARY 2, 2019

Their December 2018 survey found “digital readiness” to be the c-suite’s top priority for 2019, with executives also reflecting their concern that the biggest risks their companies face are intensifying. “The Separate research last month also examined how corporate finance expects are bracing for this digital disruption.

blockchain 201

blockchain North Carolina Survey Analysis 201

PYMNTS

MAY 24, 2018

billion profit during the first quarter of 2018, due to the company selling its Southeast Asian business to Grab and its Russian business to Yandex. But the company also had a loss of $312 million before interest, taxes and other expenses in the same quarter. Uber was able to turn a $2.5 billion in cash, not including a $1.5

Conference 100

Conference Taxes US Company 100

PYMNTS

JUNE 23, 2017

Ant Financial, the financial arm of Alibaba specializing in wealth management, nearly doubled its profit during its 2017 fiscal year in part because of its mobile payments feature. trillion mobile payments market in China. Ant Financial operates Alipay, the popular mobile payments service in China. percent of Ant’s pretax earnings.

Mobile 115

Mobile Taxes Analysis Payments 115

PYMNTS

FEBRUARY 6, 2019

Toyota has announced the official launch of KINTO, a new company to manage and operate its car subscription service. Both are monthly fixed-sum services that include insurance payments, vehicle taxes, registration charges and regularly scheduled maintenance of the vehicles. KINTO SELECT will launch on Feb.

Taxes 108

Taxes Branding Company Operations 108

PYMNTS

FEBRUARY 28, 2018

As we enter 2018, we are working diligently to improve execution with a focus on conversion, gross margin and inventory management,” CEO Robert Niblock said in a statement. Given the rapidly evolving competitive landscape, we are also accelerating our strategic investments, leveraging the benefits of tax reform.”. tax reform.

Nashville 100

Nashville Tennessee Taxes Course 100

PYMNTS

AUGUST 25, 2017

The deal is slated for completion in early 2018, the firms said in a joint statement. The companies, as reported by Bloomberg, have struck the agreement as AmEx is shifting away from what the newswire termed “down-market customers.”

Cards 100

Cards United States Taxes Operations 100

PYMNTS

MARCH 1, 2018

We improved our merchandise margins through strong inventory management and improved promotional and permanent markdowns,” said CEO Kevin Mansell in a statement. All areas [of Kohl’s] effectively managed their expenses.”. The company said new tax legislation boosted its profits by $136 million. Revenue was $6.78

Retail 102

Retail Taxes Management Mobile 102

PYMNTS

MARCH 2, 2018

Toward the start of 2018, analysts began to highlight the potential for venture capital (VC) to embrace the B2B business model. and India drove a surge in FinTech venture capital funding in 2017, and Accenture Financial Services Senior Managing Director Julian Skan pointed to the B2B business model as a significant presence in this trend.

Fintech 118

Fintech Capital blockchain Lending 118

PYMNTS

DECEMBER 28, 2018

Charles Dickens’ famous starter to A Tale of Two Cities , as it turns out, is a pretty good way to sum up the year 2018 from the view of the alternative financial services segment. However, as 2018 wore on, headwinds started to blow back on the segment, most especially in the form of rising interest rates.

Millennials 145

Millennials Lending System Data 145

PYMNTS

FEBRUARY 7, 2018

tax benefit, just above estimates of $1.33, Bloomberg reported. Chipotle also expects to launch a loyalty program — part of a larger customer relationship management (CRM) push — in the second half of 2018. It also plans to roll out more second-make lines in its restaurants to serve digital customers in 2018.

Report 109

Report Apple Mobile Taxes 109