Abrigo

JANUARY 18, 2016

How an electronic tax return reader provides more time for advisory services As accountants and their staff scramble to complete client W-2s and 1099s to meet other deadlines related to the start of tax season, it’s hard to see an end to the crazy schedules.

Taxes 150

Taxes Meeting Analysis Data 150

FICO

FEBRUARY 14, 2017

I’m going to explore the impact advanced analytics can have on the current state of regulatory compliance. RBA follows a multi-step approach: After initially assessing any risks (money laundering, tax fraud, etc.), Compliance departments should develop strategies on how to leverage these new technologies to contribute to their success.

Analytics 40

Analytics Compliance Meeting System 40

PYMNTS

MARCH 3, 2020

Some have pointed to a similar attempt by H&R Block, when it tried to purchase another do-it-yourself tax software company in 2011 but was blocked by regulators. Several legal experts have said that TurboTax’s deal to buy personal finance site Credit Karma for $7.1 billion raises serious antitrust concerns.

Apple 132

Apple National cryptocurrency Payments 132

PYMNTS

FEBRUARY 28, 2020

An entrepreneur who opens a coffee shop or launches a FinTech startup isn’t in business to crunch numbers and file taxes. The outsourced CFO Services is an example of how FinTech firms can combine the power of data automation with human expertise to augment the financial services experience.

Capital 154

Capital Taxes Software Data 154

PYMNTS

DECEMBER 18, 2017

The voice-activated assistant can use context to anticipate what everyday users might need or want to do, and then offer helpful suggestions on how to get those things done. 50 percent | Portion of North American CFOs who believe large companies will benefit the most from tax reform, according to a CNBC survey. Of those, only 3.35

Bitcoin 100

Bitcoin Data Taxes cryptocurrency 100

Abrigo

SEPTEMBER 26, 2017

Don’t sweat the small stuff – automate it Technology that incorporates automation, artificial intelligence and business analytics can help accountants provide services efficiently and better utilize staff so that if they want to provide new service offerings differentiating their firms from competitors’, they will have the ability to do so.

Technology 150

Technology eBook Taxes Meeting 150

PYMNTS

FEBRUARY 4, 2019

The Know Your Vendor solution now combines PwC’s proprietary experience, algorithms and advanced analytics with Koverse’s technology to handle both structured and unstructured data. Clients can use those analytics to better understand supplier networks and vendor risks, as well as how to handle those risks in a cost-effective way.

Analytics 101

Analytics Innovation Data Taxes 101

PYMNTS

JANUARY 9, 2020

Many industry players are touting the ability to use analytics and automation technology to handle mundane, time-consuming tasks, freeing up resources for accountants to take on more advisory roles. Open Banking is another initiative that has opened up opportunities to ease the data burden in small business accounting.

Data 173

Data Analytics Examples Technology 173

Abrigo

SEPTEMBER 26, 2016

If so, it might be time to learn how you can elevate your role as a CPA from a finance or tax advisor to one of a business consultant. In a recent Sageworks webinar , Katie Tolin of CPA Growth Guides explained how to build revenue and client relationships by making the transition to “business consulting."

Meeting 150

Meeting Analytics Taxes How To 150

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ?

Taxes 191

Taxes Survey Technology Comparison 191

PYMNTS

APRIL 7, 2017

Stripe had partnered with Silicon Valley Bank for financing, Orrick for legal advice, PWC for tax help and Amazon Web Services for cloud service. startups, Stripe is adding new features to the program, including creating a section with detailed how-to guides and templates. And after clamoring from entrepreneurs in the U.S.,

US 100

US Taxes Analytics Operations 100

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Independent contractors sit somewhere along the spectrum between consumer and small business owner.

User Experience 141

User Experience Management Taxes Fintech 141

PYMNTS

FEBRUARY 7, 2020

The company believes it has achieved a lot of transparency with its customer base when it comes to its products, getting its philanthropic message out there, and the cost it pays in terms of items and tax. As it heads into 2020, however, the question Bombas is tackling is how to do more with that in terms of the digital experience.

Digital Strategies 168

Digital Strategies Strategy Data Customer Experience 168

PYMNTS

APRIL 11, 2017

We’re moving toward more rapid deployment, toward understanding the value of analytics and how it plays a role in everything we do,” said Zahiri, speaking on the ongoing evolution of the eProcurement space but also nodding to the overall changes Big Data propels onto overall societies.

Big Data 119

Big Data Data Analytics Management 119

PYMNTS

DECEMBER 19, 2019

For instance, data integration not only enables analytics technology to assess a business’ expenses and cash flow, but — as more data is collected — puts platforms like Xendoo in a position to help SMBs benchmark their performance statistics against other industry peers. . “They don’t want to talk about credits and debits.

Data 133

Data Analysis Industry Technology 133

PYMNTS

DECEMBER 13, 2016

With headquarters in King Of Prussia, Pennsylvania, Radial provides major brands and merchants with fraud, payments and tax solutions, as well as a host of other commerce technology solutions. “We Fraud is growing at 30 percent year over year,” said KC Fox, head of payments, tax and fraud at Radial.

Fraud 100

Fraud Virgin Islands Pennsylvania Taxes 100

Abrigo

APRIL 13, 2015

Once a firm has subscribed to ProfitCents, however, it’s vitally important that the firm has a plan for how to implement. Does that list of clients include business owners who now use you for taxes but who could generate additional engagements for monthly or quarterly meetings to identify cost savings or improve inventory management?

Meeting 150

Meeting Analysis Taxes Report 150

PYMNTS

JANUARY 1, 2021

This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. Credit Union.

Trends 259

Trends Video Retail Payments 259

Abrigo

JANUARY 27, 2016

One could argue that accountants working in tax planning and assurance areas are likely to face a malpractice suit at some point in their professional career, even if accountants diligently follow the AICPA Generally Accepted Auditing Standards. How does the client’s business data compare to benchmarking standards within the industry ?

Fraud 150

Fraud Analytics Taxes US 150

PYMNTS

OCTOBER 25, 2017

According to Radial VP of Payments, Tax and Fraud, KC Fox, the cost of managing fraud in-house is often much higher than companies expect, and effective fraud management requires a mix of machine learning and human intelligence. The key, Fox said, is not just stopping fraud, but also enabling sales at the same time.

Fraud 101

Fraud Management Tools Analytics 101

Abrigo

NOVEMBER 13, 2014

Let’s face it: business owners need accountants for more than taxes alone. And they desire guidance on how to plan for the future – both in their business and in their personal finances. • Business analytics. • Business strategy. • Create dashboard to monitor business.

Technology 220

Technology Strategy Data Report 220

Abrigo

JANUARY 23, 2017

Americans spend a lot of time each year planning how to grow their retirement savings in 401(k) plans or other investments. Clients seeking a valuation due to ESOP requirements, tax planning needs or to obtain financing may not realize that undergoing a valuation can reveal opportunities to expand future enterprise value.

Report 150

Report Analysis Video Taxes 150

PYMNTS

DECEMBER 21, 2016

T-shirts may seem like a simple product, but according to Spreadshirt, there is a ton of hard data and analytics at the core of even the softest shirt. Germany- and Boston-based Spreadshirt uses data, analytics and even social media information to build a product and spread news among communities while printing more than 3.6

Data 100

Data Boston Community social media 100

South State Correspondent

MARCH 28, 2022

By way of background, we gave bankers a primer on how to work with defi and blockchains a while back ( HERE ). Personal Financial Management (PFM), corporate spend management, and business analytics will significantly expand. Customers will be able to get easy tax and accounting reporting that is elusive today. Digital Assets.

Payments 195

Payments Trends Data Fintech 195

FICO

MARCH 25, 2022

We then talked through what companies need to be looking for in detection technology and analytics, and explored two related elements: flexibility and explainability. Fraud changes all the time — it’s a given, along with death and taxes,” Sid concluded. Proprietary or shared fraud detection models?

Fraud 52

Fraud Management System Course 52

FICO

JANUARY 22, 2020

Banks will need to move beyond passwords and OTPs and add biometrics, device telemetry and customer behavior analytics to keep up with the changing payments landscape. AI can’t slow down the clock, but it can help create systems that are radically quicker to recognize a transaction that smells likely to be fraudulent.

Survey 52

Survey Fraud Payments Regional 52

PYMNTS

DECEMBER 18, 2018

.” Kepczyk described this market as the “wild west,” as more technologies and FinTech innovators enter the small business financial services space, not only to automate, but to provide deeper insights into company finances and enable predictive analytics involving too much data for one (human) accountant to manage.

Management 134

Management Fintech Tools Technology 134

Abrigo

APRIL 16, 2015

They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. Blog Accountant Valuation'

Technology 150

Technology Referral Marketing Survey Michigan 150

FICO

FEBRUARY 27, 2019

Silicon Valley analytics firm FICO recently conducted a survey with regional banks and found that more than 90 percent of them fear they or their peers, may risk inadvertently facilitating the next money laundering scandal. Asian Money Laundering Scandals: How To Stop Them. How APC Will Fight Financial Crime in Panama.

Compliance 45

Compliance Regional Survey Analytics 45

FICO

JUNE 16, 2022

Here at FICO and across numerous decision science teams, analytics talent mines data looking for both the normal and abnormal. Highly agile analytic and decisioning tools were also not as prevalent as they are today, while software-as-a-service (SaaS) systems were not in common use.

Meeting 52

Meeting Analytics Strategy Data 52

Jeff For Banks

DECEMBER 23, 2016

Most readers are accustomed to me being analytical. For example, in my firm's profitability measurement service for community financial institutions, credit unions make 80-90 basis points pre-tax profit on consumer loans, while banks make an anemic 5-10 basis points. But the tax thing. Bankers' can't get over it.

Taxes 60

Taxes Meeting Resources FDIC 60

Independent Banker

MARCH 31, 2022

This evolution is challenging community banks to figure out how to balance new methods of working while maintaining the personal touch and local knowledge that help them win and keep customers. Many IT, marketing and finance profitability analytics employees are remote. “We One bank that is not turning back. WesBanco, Inc.

Missouri 142

Missouri Community Bank Community Management 142

Banking 2020

JUNE 2, 2015

2014 also saw a convergence of many regulations, including Basel III, the Foreign Account Tax Compliance Act and the Dodd-Frank Act, which all impact this area. Focus on business solution not on product : In the past, banks became too focused on the individual products and how to price them, losing sight of the real needs of corporations.

Analytics 40

Analytics Compliance Boston Strategy 40

PYMNTS

FEBRUARY 16, 2018

PepsiCo turned some heads with its quarterly earnings call announcement that it would take some of its tax reform windfall and reinvest it in improving the firm’s eCommerce efforts. Nooyi called out Pepsi’s use of predictive analytics, dynamic merchandising and use of digital to create tailored offers. “As

Retail 124

Retail Branding Mobile Strategy 124

Fintech Labs Insights

AUGUST 1, 2016

Featurespace’s ARIC Engine helps financial services clients spot and prevent fraud attacks in real time using adaptive behavioral analytics. MX helps financial institutions become true advocates for their account holders by using analytics to power a revolutionary category of data-driven money management.

How To 12

How To Analytics Millennials Data 12

NCR

SEPTEMBER 13, 2017

But what is the best way to go about improving your understanding of your customers, and how can these insights be applied? How to improve your customer understanding. According to EY, one important tool in the process of turning raw data into customer value is agile, targeted analytics.

Customer Experience 80

Customer Experience Data Branding social media 80

FICO

AUGUST 14, 2017

Consider how customer segments previously behaved at the end of the maturity period. Seasonality trends : These can be obtained from historical demand, or market trends, which might be impacted by the end of the tax year, or seasonal events. Marketing data : Is the product advertised on aggregator websites?

Data 45

Data Trends Marketing Taxes 45