PYMNTS

DECEMBER 21, 2020

Like many venture capital companies in the payments space, Serent Capital has had a busy year. 15 with the announcement of the launch of its fourth fund, Serent Capital IV — at $750 million. 15 with the announcement of the launch of its fourth fund, Serent Capital IV — at $750 million. That was followed on Dec.

Capital 199

Capital Payments Software Fintech 199

Perficient

MAY 26, 2021

Perficient is excited to announce that Fintech Generations 2021 , a global fintech thought leadership event that takes place June 7-11, will feature Scott Albahary, chief strategist, financial services. RevTech Labs alumni have raised over $2 billion in venture capital and have had more than $230 million in company exits.

Fintech 462

Fintech North Carolina Charlotte Conference 462

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series. .

Management 195

Management Meeting Risk Management Operations 195

Abrigo

MARCH 22, 2017

The 2017 Risk Management Summit presented by Sageworks is set for September 25-27th in Denver, CO. The Summit is the industry’s leading life-of-loan conference, spanning business development through portfolio risk management in a CECL - current expected credit loss - world. The finalized agenda will be published in April.

Risk Management 186

Risk Management Management Denver Conference 186

Abrigo

JUNE 5, 2023

Banking reports to inform risk management and strategy These reports on capital, growth, and liquidity help financial institutions spot warning signs. They help manage and shape strategy in volatile economic and industry conditions. Regulators review them to assess safety and soundness.

Report 195

Report Risk Management Capital Data 195

MyBankTracker

AUGUST 12, 2020

Personal Capital is an online wealth management concept that started in 2009. billion in assets under management with over 24,200 clients. Today, Personal Capital offers two sets of tools depending on whether you pay for their services or not. How Do Personal Capital’s Free Tools Work? This is done securely.

Tools 52

Tools Capital Management Taxes 52

Abrigo

DECEMBER 13, 2019

Key Takeaways Changing your perspective on asset/liability management can position your financial institution for better business results. If those discussions aren’t coming in through the asset/liability management function, financial institutions may be missing out, according to Dave Koch, Managing Director of Abrigo Advisory Services. “If

Management 195

Management Strategy Meeting Comparison 195

Abrigo

JANUARY 19, 2015

The Recession and its subsequent rate of bank failures underscore the need for banks of all sizes to invest in developing a capital plan. The Recession taught many institutions that whatever processes had been in place for managing capital were not sufficient. The result was insufficient capital. Forward-looking review 4.

Capital 150

Capital Analysis Policies Examples 150

PYMNTS

JANUARY 27, 2021

Founded in 2016 in Gothenburg, Sweden, Minna enables customers to manage subscription services via their bank’s app. While subscription management is an issue for consumers, it’s also an issue for banks because there’s a risk that extra money can be taken from the bank account as the data ties are cut between the merchant and customer. “But

Management 181

Management Technology Cards Retail 181

Abrigo

MARCH 13, 2024

A wave of pending maturity events ($2 trillion of CRE loans are reported to mature in the next years). Consequently, all stakeholders of CRE assets are understandably nervous, including bankers and their investors who, due to the highly leveraged nature of CRE transactions, provided the bulk of capital financing the industry.

Strategy 221

Strategy Course Meeting Taxes 221

South State Correspondent

DECEMBER 5, 2023

Commercial bankers are trusted advisors and have a unique opportunity to understand their client’s specific financial and personal situations, explain the basic concepts of capital markets, and offer prudent and objective advice to help customers reach their goals.

Lending 195

Lending Marketing Capital Community Bank 195

Abrigo

AUGUST 2, 2017

Based on Sageworks’ surveys, financial institutions expect the largest impact under CECL will be related to capital and changes in reserve levels. Capital was selected as the answer by 39 percent of respondents. Regulators plan to monitor changes to institutions’ regulatory capital as the new credit loss methodology is adopted.

Capital 150

Capital Survey Resources Community 150

South State Correspondent

JANUARY 3, 2024

To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Each book applies to any banker in a management position who faces a customer in the branch or field or any banker thinking about improving organizational performance. This book will be needed by bank CEOs in 2024.

Leadership 370

Leadership Management Strategy How To 370

South State Correspondent

JUNE 13, 2022

Banks that are looking to enhance their risk management practices should consider incorporating the concept of the velocity of risk into their enterprise-wide risk management practices. In this article, we explore why and how banks are starting to incorporate the “velocity of risk” into their risk management practices.

Risk Management 195

Risk Management Examples social media Management 195

PYMNTS

FEBRUARY 25, 2019

SMBs may need to fly to events and exhibits to draw attention to their solutions, while freelancers may need to travel to visit clients and worksites. As such, they can struggle to organize flight bookings, handle payments, manage trip expense records and more. The Latest Workforce Spend Management News. About the Tracker.

Management 122

Management Software Resources Mobile 122

PYMNTS

JANUARY 29, 2020

Commercial cards continue to explore more use cases to optimize spend for businesses, from accounts payable (AP) to employee travel and expense management. This week’s look at the latest in commercial card innovation explores some of those use cases, including small business (SMB) travel and event planning.

Cards 141

Cards Industry Management Tools 141

PYMNTS

MAY 4, 2017

Capital One and Santander are two banks that both announced Wednesday (May 3) their perspective efforts to support small businesses as Small Business Week continues. Capital One Spark Business said it is rolling out a We Work As One campaign to support and celebrate SMEs. It’s a way to engage directly with consumers, Capital One said.

Capital 100

Capital Community National Trends 100

PYMNTS

SEPTEMBER 22, 2020

The initiative is being led by Goodwater Capital, the Silicon Valley tech investor; Founders Fund, the San Francisco-based venture capital firm; Floodgate, the venture capital company of Palo Alto, California; and New York-based Raine Group LLC, the global merchant bank focused on tech companies. .

San Francisco 225

San Francisco social media California New York 225

PYMNTS

AUGUST 17, 2018

Human services technology provider DATIS HR Cloud has announced in a press release a partnership with Relias to provide a more holistic workforce management experience for healthcare organizations. The event will take place Oct.

Management 100

Management Raleigh User Experience National 100

CFPB Monitor

DECEMBER 20, 2021

On December 16, 2021, the Office of the Comptroller of the Currency (“OCC”) released draft principles for climate-related financial risk management for large banks. The draft principles are intended to provide a framework for safe and sound management of exposures to climate-related financial risks.

Risk Management 78

Risk Management Management Policies Operations 78

South State Correspondent

OCTOBER 17, 2022

Further, there is a cost of holding liquidity in the event deposits are difficult to source in the future. Depending on business lines, products, and funding activities, there is a contingent cost of funding during stressful events such as collateral calls, deposit runoffs, or standby credit draws.

How To 195

How To Community Bank Community Capital 195

Gonzobanker

JUNE 1, 2023

The strong Gonzo Bankers have managed through the short-term challenges of slowing deposit outflows, shoring up liquidity and capital positions, and communicating with customers. It’s important to demonstrate that management is deeply engaged in responding to outside conditions and all the bank’s stakeholders.

Capital 158

Capital Strategy social media Analysis 158

PYMNTS

SEPTEMBER 17, 2020

This individual, Bloomberg reported, served as a senior executive with numerous financial institutions and had a hand in managing global loan businesses. The bank filed an injunction to temporarily freeze a $175 million payment sent to Brigade Capital Management , and it filed lawsuits against 11 creditors to get the money returned.

New York 177

New York Capital Management Payments 177

PYMNTS

JANUARY 22, 2021

Investors in the latest financing included Prospect Avenue Capital, Guiotai Junan International, and Nan Fung Group. Lighthouse Capital served as the exclusive financial adviser. That round was led by Tencent Holdings and joined by Tiantu Capital, Susquehanna International Group (SIG) and Kuaishou.

Nevada 180

Nevada Capital New York Groups 180

PYMNTS

JANUARY 30, 2017

Used to be that managing a company’s liquidity and cash position was a matter of reconciling disparate bank accounts at the end of the day. Trade finance, they said, could help boost efficiency in cash management and supply chain (via dynamic discounting on invoices).

Management 100

Management Lending Capital Survey 100

Independent Banker

FEBRUARY 28, 2022

The ICBA Capital Summit is the premier event for community bankers looking to advocate for their industry. In person for the first time since 2019, the ICBA Capital Summit in Washington, D.C., No other event provides more opportunities for community bankers to engage with lawmakers, regulators and government officials.

Community 180

Community Washington Community Bank Capital 180

Perficient

DECEMBER 14, 2020

If your organization is looking to capitalize on cloud technology in 2021, here are a few trends to keep in mind. Serverless functions eliminate the need for server software and hardware management, allowing developers to focus on optimizing application code. The Public Cloud Market Will Surge.

Technology 348

Technology Trends Software Resources 348

Bank Innovation

FEBRUARY 3, 2017

It was his first trip back since 2014, when he hosted a Shark Tank-style event for university students. Kevin O’Leary of Shark Tank, the favorite TV show of entrepreneurs everywhere, made a return visit to Notre Dame University in South Bend, Ind., in January. This year he was treated to a surprise: Read More.

Video 150

Video Management social media Capital 150

South State Correspondent

OCTOBER 26, 2023

As can be seen, the conference largely revolved around payments, artificial intelligence, fintech partnerships/management, regulation, and fraud/identity in its various forms. Money 20/20 cocktail parties started at noon, and events from sponsored race car driving to helicopter tours were common. Maybe a topic for next year?

Conference 221

Conference Las Vegas Fraud Case Study 221

South State Correspondent

MARCH 15, 2023

It turns out that confidence is more valuable than capital. While we wrote about the root cause of the failure of Silicon Valley Bank (SVB) HERE , the lessons of the current banking crisis go beyond interest rate risk management. The ratio would provide a bank’s current core capital position to risk-adjusted assets.

social media 195

social media FDIC Branding Management 195

Perficient

SEPTEMBER 29, 2023

Dreamforce 2023 is the largest and most anticipated Salesforce event of the year. This helps finance teams make more informed decisions and be more proactive in managing their finances. Salesforce Financial Services Cloud provides a variety of collaboration tools, such as chat, task management, and file sharing.

Tools 275

Tools Resources Analytics Training 275

PYMNTS

JANUARY 31, 2018

That’s a metaphor, of sorts, and a caution for treasury management professionals as they navigate their swivel chairs, swiveling between spreadsheets on their desks, computer screens on desktops and even apps on their phones and tablets. When it comes to data, beware the swivel chair. But embrace integration. Why the disconnect?

Management 116

Management Data social media System 116

PYMNTS

APRIL 17, 2020

San Francisco-based activist-investment firm Voce Capital Management LLC is urging stockholders to vote against the three OnDeck Capital directors facing re-election — a challenge that sent OnDeck shares rising as much as 11.2 percent Friday (April 17). In a 12-page letter to investors, Voce Chief Investment Officer J.

San Francisco 150

San Francisco Capital Analysis Management 150

Abrigo

NOVEMBER 8, 2019

Stress Testing | 7 minute read Key Takeaways Stress testing is an important component of sound risk management. Top down and bottom up analysis can inform capital assessments. Stress testing provides banks and credit unions with a unique opportunity to better manage their institution’s financial performance. . Now that's big.

Lending 150

Lending Risk Management Analysis Capital 150

PYMNTS

MAY 22, 2017

Menlo Ventures , the Silicon Valley venture capital firm, closed a new $450 million venture capital fund aimed at investing in early stage companies focused in the consumer, enterprise and so-called frontier technologies markets. Menlo Ventures said the fund was oversubscribed, with existing investors and new ones participating.

San Francisco 164

San Francisco Capital Maine Analytics 164

PYMNTS

OCTOBER 7, 2020

RootAnt has said that it will use the capital to expand in Singapore, Southeast Asia and Japan. In an interview with PYMNTS, Lincoln Yin , CEO of RootAnt, said the pain points being felt right now by SMBs in Asia are particularly in the travel, event and other industries. Thus, working capital challenges are mounting for these SMBs.

Risk Management 238

Risk Management blockchain Capital Data 238

Abrigo

FEBRUARY 1, 2023

Whatever is in store, it is completely expected that the future of interest rate management requires a more realistic approach to potential outcomes. This difference defines a “bear” or a “bull” market event. · Bear flattening : A bear flattening of the yield curve occurs when short-dated yields (e.g.,

Marketing 195

Marketing Strategy eBook Policies 195