Abrigo

SEPTEMBER 19, 2016

Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.

Taxes 150

Taxes Compliance eBook Resources 150

Abrigo

FEBRUARY 23, 2017

Data analytics, it appears, can be the remedy for the challenges we face. WHAT DOES THE AICPA THINK According to the AICPA in their 2015 publication Audit Analytics , “data analytics have the potential to transform the way financial statement audits are conducted making them significantly more effective and possibly more efficient.”

Analytics 150

Analytics Big Data Data Technology 150

Abrigo

JANUARY 6, 2017

Advances in automation While artificial intelligence and data analytics may provide huge opportunities for audit, tax and client accounting services in the future, a prerequisite to widespread use will be the continued automation of data inputs, according to Asgeirsson. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

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. As Daher explained, the product connects small business owners to services like budgeting and forecasting, financial metrics and analytics, and producing a pitch deck for an investor meeting.

Capital 154

Capital Taxes Software Data 154

PYMNTS

JUNE 13, 2018

Microsoft and human resources management company ADP are partnering for a holistic business management solution that combines financial and human capital data analytics, the companies recently announced.

Management 124

Management Data Resources Taxes 124

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, 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

Celent Banking

JULY 21, 2015

The crux of the presentation was the benefits of big data and cognitive analytics for financial markets. How smooth was the implementation process (time/budget/resourcing etc.)? Resourcing such projects can be taxing as there is a limited pool of big data expertise and they are expensive. Cognitive analytics.

Big Data 100

Big Data Data Analytics Resources 100

Abrigo

SEPTEMBER 10, 2021

BSA was intended to detect illicit activity through cash and monetary instruments to catch tax evaders using secret foreign bank accounts. BSA teams began hiring for skill sets that included analytical and investigative thinking. soil. .

Training 195

Training Risk Management Pennsylvania Resources 195

PYMNTS

SEPTEMBER 20, 2017

ctrl is a cloud-based platform providing accounting, payroll and analytics solutions for Canadian SMBs. By reducing the workload involved with accounting and compliance in a cost-effective manner, ctrl by Deloitte enables business owners to focus more time and resources on their core business.”.

Compliance 108

Compliance Taxes Analytics Management 108

Abrigo

FEBRUARY 23, 2023

In such an environment, community banks should focus on the power of their relationships with customers, according to Kent Kirby, a retired banker with 39 years of experience in all aspects of commercial banking; lending, loan review, back-room operations, portfolio management, portfolio analytics, and credit policy. The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

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

NOVEMBER 23, 2020

Being resourceful entrepreneurs, more SMBs began exploring the universe of FinTech payment offerings last spring and adding app-driven, platform-based solutions to solve imminent cash flow problems. The security that comes with a paper check is huge … especially around paying taxes.” And there's a security … that sits with a check.

Data 143

Data User Experience Fintech Lending 143

Abrigo

OCTOBER 13, 2016

For example, respondents in Xero’s recent survey mostly considered accountants as analytical, intelligent and having strong business skills. In addition, accountants were ranked only below doctors and firefighters on the dateablity scale, if that kind of ranking is of interest to you.

Strategy 150

Strategy Survey Taxes Analytics 150

Abrigo

JUNE 14, 2017

This can save time and ensure accountability across multiple offices or teams, allowing more time and energy for applying professional judgment and analytical skills that generate unique insights about the subject company or industry.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

JANUARY 23, 2017

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. One option is to utilize automated solutions to handle basic calculations and other routine, time-consuming steps of a valuation.

Report 150

Report Analysis Video Taxes 150

PYMNTS

JULY 29, 2020

His own testimony cites a Texas-based fitness company that adjusted its digital offerings, with the help of Google Ads and Analytics, and YouTube presence — with the result that the company’s digital revenue and sales soared 3,000 percent through the ongoing health crisis.

Innovation 168

Innovation Apple Google Texas 168

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. Tax Evasion: Have We Learned the Panama Papers Lesson? Cognitive Analytics for AML – Making SARs Count.

Compliance 45

Compliance Regional Survey Analytics 45

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. What are yours?

Taxes 60

Taxes Meeting Resources FDIC 60

FICO

FEBRUARY 25, 2022

Model FICO’s Chief Analytics Officer, Dr Scott Zoldi, describes the use of behavior-sorted lists and additional analytic features to detect likely APP fraud, before any payment to a fraudster is made. In his blog FICO Integrates Fraud and Scam Detection in FICO Falcon Retail Banking 3.0 Communicate with Customers About APP Scams.

Fraud 52

Fraud Payments Taxes Analytics 52

PYMNTS

MAY 27, 2016

The company explained that it integrates Big Data analytics and traditional financial assessment strategies to provide financing to entrepreneurs and small businesses that are underserved by traditional banks. With heightened data capture capabilities, Expensya said that it has also enhanced data analytics and integration tools for SMEs.

Capital 100

Capital Management Taxes Security 100

PYMNTS

OCTOBER 10, 2018

“For financial institutions, compliance is costly, often resource-taxing, and requires an institution to ask for personal information from their customers that their customers, by law, must provide, but may be reluctant to due to privacy concerns,” he said. counterparts are not available.

Fraud 116

Fraud Compliance Innovation Payments 116

PYMNTS

MAY 25, 2016

She said that, “without question,” the recent rollouts of new services from Coupa — including its invoice processing solution, InvoiceSmash, and a Big Data management and analytics offering — have all emphasized corporations’ need for speed. “I challenge AP organizations to set their bar high,” she said.

Big Data 117

Big Data Data Operations Analytics 117

FICO

JUNE 16, 2022

Here at FICO and across numerous decision science teams, analytics talent mines data looking for both the normal and abnormal. Variables include a host of multiple factors including available assets, financial morality, debt servicing obligation and resourcefulness.

Meeting 52

Meeting Analytics Strategy Data 52

Gonzobanker

JUNE 18, 2019

The days of one-stop shopping by banks appear to be dissipating, and CIOs now view their payments, digital, lending, CRM and analytics vendors as critical as the core. If we are lucky, technology costs will move from a tax on the organization to more of an investment in competitiveness to take on the big boys. But it’s a long path.

System 86

System Strategy Technology Industry 86

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. The economic volatility brought on by COVID-19 has impacted EBITDA across the Financial Services sector.

Analytics 129

Analytics Data Leadership Strategy 129

CB Insights

NOVEMBER 21, 2019

Companies in this subcategory (1) provide technology to accounting and tax, bookkeeping, and expense management players, or (2) leverage technology to provide these services directly to end-users. Blockchain and crypto. Companies here range from alternative trading systems to financial modeling and analysis software.

Fintech 93

Fintech Marketing US Technology 93

PYMNTS

MARCH 30, 2018

The solution facilitates the integration of various back-office functions, including finance, marketing and Human Resources (HR). Offering a reporting and analytics dashboard designed for small- and medium-sized businesses (SMBs), Grow.com announced $16 million in new funding from HubSpot, along with institutional investors.

US 116

US Capital California San Francisco 116

FICO

JANUARY 23, 2018

Over the last decade, state and federal tax agencies have increasingly adopted predictive analytics. By deploying mathematically-derived predictive models across historical data and current tax filings, they can segment taxpayers into different collection strategies and select some for audit. So what's the next step?

Taxes 51

Taxes Compliance Resources Examples 51

FICO

JANUARY 6, 2022

Learning early in the experiment saves financial resources and time. For example, the tax authority in Denmark enables customers to electronically authorize the release of tax returns, including verified income and expense details. It is equally important to adapt fast to the learnings in days rather than months.

Management 52

Management social media Customer Experience Strategy 52

PYMNTS

FEBRUARY 20, 2020

Enterprise resource planning (ERP) and enterprise performance management (EPM) company insightsoftware has announced its acquisition of financial planning and tax software provider Longview, according to a Thursday (Feb. We can now offer our clients more of the financial and tax solutions they need, all from a single provider.”.

Taxes 130

Taxes Resources Samsung Software 130

South State Correspondent

SEPTEMBER 7, 2022

These days, banks have a data analytics person in marketing that does nothing but look at the data and develop ideas. These days, it takes some basic data, a couple of analytical tools, and some entry-level analytical knowledge to produce a highly effective deposit marketing campaign to add customers that want a relationship, not rate.

Marketing 195

Marketing Data Groups Analysis 195

CB Insights

MAY 21, 2018

This could lead to serious internal pay equity problems as well as allocating resources to a small group of employees who aren’t actually going to make a lasting impact on your business. Do we have the resources to catalog the specific skills employees possess? Disclaimer. For further information, please visit aon.com.

Survey 53

Survey Strategy Resources Technology 53

CB Insights

FEBRUARY 13, 2020

Stripe is also pursuing some more unexpected offerings, including resources to help companies build their own internal analytics tools, and Stripe Atlas, which helps entrepreneurs create US-incorporated businesses in minutes. Additionally, Stripe offers value-added services like fraud prevention and analytics to save customers money.

Online 98

Online Company Retail Payments 98

Independent Banker

MARCH 31, 2022

s senior executive vice president and group head of human resources and facilities. “At Many IT, marketing and finance profitability analytics employees are remote. “We Filippin says that as a small community bank, Community West Bank is not currently exploring tax laws and human resources laws in every single state.

Missouri 142

Missouri Community Bank Community Management 142

Gonzobanker

DECEMBER 19, 2017

Goes to new speculative and gutsy startup ventures in the credit union industry that include CUNA Mutual Vantage Analytics, the Constellation Digital Banking venture started out of Coastal Credit Union and the CU Ledger consortia now being led by former MasterCard executive John Ainsworth. Executioner’s Tax (Swing of the Ax) – Power Trip.

Conference 91

Conference Industry Community Bank Community 91

FICO

MARCH 6, 2020

With the acquisition of Tonbeller in 2015, FICO expanded its fraud portfolio and moved into the growing market for financial crime and compliance solutions to bring the benefits of advanced analytics to a field dominated by rule-based systems. What does FICO offer and how does it distinguish from other AFC solutions?

Compliance 81

Compliance Technology Fraud Analytics 81