PYMNTS

FEBRUARY 18, 2019

Capital One has announced the launch of Business CreditWise , an online tool that enables U.S. Business CreditWise is available to any business in the United States — not just Capital One customers. businesses to check their credit profiles.

Capital 127

Capital Report Tools United States 127

Abrigo

MARCH 6, 2016

Two out of every three bank executives and directors surveyed recently believe their bank needs to grow significantly in order to compete in today’s market, but how will they do that? One of every 12 bankers and board members surveyed, or 8 percent, see the deal environment as less favorable.

Capital 150

Capital Survey Meeting Resources 150

PYMNTS

APRIL 21, 2019

Invoice2go and Square Capital announced late last week they inked a partnership in which Invoice2go customers can access funding from within the Invoice2go app. Access to capital can be the largest obstacle standing in the way of growth for many small businesses. Repayment is automatic, noted the companies in the press release.

Capital 138

Capital Mobile Survey Meeting 138

South State Correspondent

MARCH 14, 2024

This all compares to about a 40%+ return invested in improving processes (loan, branch, cash management, etc.) Strategic Horizon and Capital As mentioned, the problem that bank’s often run into when it comes to strategic planning is their time horizon is too short. Risk management also needs to change.

Innovation 195

Innovation Strategy Capital Comparison 195

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. the Community Bank Leverage Ratio (CBLR) and the minimum Tier 1 leverage ratio).

Report 195

Report Risk Management Capital Data 195

PYMNTS

JUNE 30, 2017

On Thursday (June 29), the company announced the availability of two new solutions, MyAnalytics and MyData, available through the MatrixCare Analytics Suite of offerings, for this niche market. The technology uses Microsoft Azure and PowerBI technology to help companies within the LTPAC space manage data and access analysis via dashboards.

Analytics 162

Analytics Tools Marketing Analysis 162

Abrigo

NOVEMBER 12, 2023

Support credit risk management Understanding loan covenants, when financial institutions should use them, and how to monitor them supports strong lending portfolios and credit risk management best practices. Takeaway 2 Capital, performance, and administrative covenants are common with business loans.

Risk Management 221

Risk Management Lending Policies Management 221

Abrigo

NOVEMBER 11, 2019

ALM | 4 minute read Key Takeaways Many financial institutions view asset/liability management as a "check-the-box" regulatory exercise. An extreme focus on using ALM to manage the risk of rising rates means some FIs overlook using ALM to grow earnings and capital, putting them at risk of underperformance. Get started.

Management 150

Management FDIC Community Risk Management 150

Abrigo

DECEMBER 14, 2023

Start with a survey and pre-planning meetings. Learn how to tap your data to generate management insights. It’s essential to involve your board and executive management in pre-planning steps to ensure everyone’s input is collected and heard. What is the market’s perception of our financial institution and our competition?

Lending 221

Lending Risk Management Meeting Survey 221

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. added 178,000 jobs from April to May, slightly down from the 190,000 job gains estimated by economists surveyed by Bloomberg.

Management 124

Management Data Resources Taxes 124

PYMNTS

AUGUST 4, 2017

With an eye on companies looking to grow internationally, SME financing company Franklin Capital Network announced news that it has launched an export financing operation. The unit will provide exporting SMEs with financing, accounts receivable management and collection services, reports said. The firm said Thursday (Aug.

Capital 108

Capital Survey Examples Marketing 108

PYMNTS

JULY 20, 2017

on small businesses as they struggle to survive late payments and restricted access to capital, the mid-market is facing its own challenges for growth. A new report from Wax Digital found that 83 percent of mid-market survey respondents aren’t confident in their supplier base’s ability to support future growth plans.

Strategy 128

Strategy Marketing Survey Tools 128

South State Correspondent

MARCH 5, 2024

First, larger loans are made to larger companies, and larger companies typically have more access to liquidity and capital, making them more credit-sound. Second, larger companies have more diverse management talent to help them navigate recessions. There are a few plausible explanations for this phenomenon.

Community Bank 195

Community Bank Community National Lending 195

South State Correspondent

MARCH 5, 2024

First, larger loans are made to larger companies, and larger companies typically have more access to liquidity and capital, making them more credit-sound. Second, larger companies have more diverse management talent to help them navigate recessions. There are a few plausible explanations for this phenomenon.

Community Bank 195

Community Bank Community National Lending 195

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice. The advantage of working capital is obvious to some degree.

Management 150

Management Resources Capital Taxes 150

FICO

DECEMBER 5, 2022

Top 5 Surprises from FICO’s Fraud and Digital Banking Survey. Our survey found that good fraud protection is paramount for customers - even though they themselves may exaggerate income or claims. Here are the top 5 surprises from that survey, along with tips for FIs on how to address or capitalize on them. FICO Admin.

Survey 52

Survey Fraud Digital Banking social media 52

PYMNTS

OCTOBER 27, 2016

Between the rise of blockchain technology, the market debuts of faster payments initiatives and the advancements in virtual card capabilities, small businesses have more choice and power when it comes to their payments needs. More than 40 percent said their working capital needs have increased compared to last year. From the U.S.

Management 100

Management Survey Capital Payments 100

Banking Exchange

JULY 22, 2020

Increase in productivity from remote work, bank onboarding applications, insurance claims, trade processing and capital markets payment related work Bank Performance The Economy Management Feature Financial Trends Lines of Business Technology Human Resources Feature3 Fintech Covid19.

Survey 78

Survey Resources Trends Capital 78

Abrigo

DECEMBER 22, 2023

You might also like this resource, Abrigo's "2022 Loan Review Benchmark Survey Results." Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment.

Lending 221

Lending Risk Management Community Management 221

Gonzobanker

JUNE 1, 2023

A recent Gallup survey notes 48% of Americans are worried about the safety of their money in banks. 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. How worried are bank boards?

Capital 158

Capital Strategy social media Analysis 158

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. In the second annual survey conducted by C2FO focused on corporate treasurers based in Europe, responses showed that 75 percent of the 100 respondents wanted to invest in technology tied to trade finance.

Management 100

Management Lending Capital Survey 100

PYMNTS

AUGUST 2, 2020

needed financial help in April as the pandemic led to a loss of customers, founder Pavia Rosati turned to her bank, Capital One Financial Corp., But the New York consulting firm was on its own because Capital One wasn’t prepared to accept applications for the Paycheck Protection Program (PPP) when it launched. That was it.

Minneapolis 173

Minneapolis Denver New York Capital 173

PYMNTS

OCTOBER 11, 2019

After one of the busiest weeks of the year for B2B startup venture capital funding, this week revealed a bit of a lull in the market. It was an SMB InsurTech startup, however, that led this week’s roundup, and brought the market its newest unicorn. Fleet management startup Avrios , based in Germany, raised $14.2

Capital 169

Capital California Analytics Management 169

PYMNTS

MAY 1, 2020

There’s been a shortage of debate over whether the economic headwinds caused by the coronavirus will dampen carrier capital expenditures (CapEx) and infrastructure deployments. In an interview with PYMNTS, Alex Gellman, CEO of Vertical Bridge , which owns and manages communications infrastructure across the U.S.

Marketing 182

Marketing Mobile Examples Data 182

PYMNTS

JANUARY 7, 2021

Silicon Valley buy now, pay later (BNPL) startup Uplift has closed a $68 million credit line deal with Atalaya Capital Management. . This additional financing from Atalaya solidifies Uplift's standing as the market leader in buy now, pay later for travel," Uplift CEO Brian Barth said in a Thursday (Jan. 7) press release.

Payments 148

Payments Capital Study Survey 148

PYMNTS

FEBRUARY 9, 2019

The latest research from Wells Fargo , Euler Hermes and Intuit finds late payments and market volatility are among the largest reasons why SMBs and larger enterprises struggle with cash flow, a scenario that has its own domino-effect of negative consequences. Fifty-two percent of U.S. The same can be said for 51 percent of U.K. In the U.S.,

Survey 158

Survey Capital Management Taxes 158

PYMNTS

DECEMBER 11, 2020

The round was led by EQT Ventures and joined by existing investors Balderton Capital, LocalGlobe and SBI. They’ve taken a radically different approach to money management and created an AI financial advisor with a personality that proactively delivers personalized insights that help customers spend less and save more.”. “As

San Francisco 227

San Francisco Survey Millennials Management 227

South State Correspondent

JANUARY 4, 2023

The irony here is that more than half the banks we recently surveyed had some goal and metric around asset growth. Because many banks are now producing below their cost of capital, growth further exacerbates their issues and drives them out of business (likely through a sale) faster. Noticeably absent from the list below is growth.

Community Bank 195

Community Bank Capital Training Lending 195

PYMNTS

MAY 10, 2016

In a survey of CFOs within the manufacturing sector, Siemens Financial Services found that these professionals commonly cite the capabilities for their equipment to capture and analyze data, to automate order processing and to perform quality control as hallmarks of the Fourth Industrial Revolution. Smart Finance .

Industry 100

Industry Management Survey Resources 100

PYMNTS

FEBRUARY 9, 2019

The latest research from Wells Fargo , Euler Hemes and Intuit finds late payments and market volatility are among the largest reasons why SMBs and larger enterprise struggle with cash flow, a scenario that has its own domino-effect of negative consequences. 52 percent of U.S. The same can be said for 51 percent of U.K. In the U.S.,

Survey 123

Survey Management America Capital 123

PYMNTS

MAY 22, 2020

and Tiger Global Management. Previously, Missfresh has raised $900 million thanks to investors like Jeneration Capital and Genesis Capital. Last summer, PYMNTS reported that the company was seeking additional funding as China’s economy and market appeared to be trending downward. backed company.

Online 209

Online Capital Survey Report 209

Abrigo

JULY 31, 2022

Using the OCC Interest Rate Risk stats for asset/liability management models Financial institutions can use statistics in the OCC Interest Rate Risk Reports to gauge whether their bank is an outlier on the risk scale. NMD repricing rates, which estimate the change in a deposit’s pricing versus the change in market rates.

Report 195

Report Survey Comparison Regulation 195

PYMNTS

NOVEMBER 8, 2019

Swiss bank Julius Baer appointed Goldman Sachs’ former Singapore CEO Jason Moo as private banking head for Southeast Asia and branch manager for Singapore, Julius Baer announced in a press release on Friday (Nov. Moo will replace Torsten Linke, who was appointed the head of global India and developed markets.

Survey 100

Survey Management Regional US 100

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. The vast majority of the 35,000 survey respondents told the APA that they get paid via direct deposit, with only 4.3

Capital 173

Capital Tools Survey Management 173

Abrigo

FEBRUARY 23, 2022

A recent survey by Abrigo found that 87 percent of banks surveyed are working to win more small business loans in 2022. Another option is to make small business lending more efficient and borrower-friendly so that the financial institution can win, process, and manage more loans without big increases in staffing or other expenses.

How To 195

How To Lending Software Survey 195

Abrigo

FEBRUARY 12, 2020

The main drivers of expected CRE growth in 2020 are: Low interest rates Continued job growth and low unemployment Moderate consumer spending growth Abundant capital and return-seeking investors/lenders, and Increased property values (albeit slowing in appreciation). “2020 could be a pivotal year for the U.S. Real Estate Market Outlook.

Lending 195

Lending Trends FDIC Survey 195

Abrigo

SEPTEMBER 16, 2019

More than two-thirds of community banks surveyed for the Conference of State Bank Supervisors (CSBS) Community Bank Sentiment Index indicated they expect business conditions will be the same or better in the next 12 months. How do you expect your bank’s capital expenditures on facilities or operations to change over the next 12 months?

Community Bank 150

Community Bank Community Policies Survey 150