PYMNTS

JANUARY 18, 2021

Each of Personio’s other existing investors took part in the round, including Picus, Global Founders Capital, Northzone, Lightspeed Venture Partners and Accel. Meritech, which has invested in Software-as-a-Service (SaaS) firms, joined them as a co-lead investor. Personio provides HR software for SMBs with between 10 and 2,000 staffers.

Software 191

Software Resources Capital US 191

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. Takeaway 3 Credit analysts need training to understand the working capital cycle, look for hidden risks, and be aware of accounting changes.

Training 195

Training Risk Management Analysis Policies 195

Bobsguide

JULY 28, 2022

New York, 27 July 2022 – TS Imagine , a global leader in trading, portfolio, and risk management solutions for capital markets, has appointed Thomas Bodenski as COO as the firm expands its executive team to support its rapid growth. About TS Imagine.

Operations 88

Operations New York Analytics Software 88

PYMNTS

MARCH 12, 2020

Nucleus Software on Thursday (March 12) announced the launch of expansions to its FinnAxia services to open virtual bank accounts for customers. The service promises, according to a press release, faster identification for pay recipients, a reduction in errors for settlements, less days with pending sales, and better capital management.

Software 151

Software Lending Management Fraud 151

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

PYMNTS

MAY 17, 2019

led round, financial services software startup firm OpenFin notched $17 million in funding. Barclays also participated in the round, as did existing investors such as Bain Capital Ventures, Pivot Investment Partners and JPMorgan Chase & Co., In a Wells Fargo & Co.-led Reuters reported.

Software 134

Software New York Risk Management System 134

Abrigo

AUGUST 1, 2022

Best practices for assessing models and managing risk Sound model development, implementation, use, and validation is especially important as CECL models debut. . What are model risk management and model validation? SR 11-7, issued by the Federal Reserve and OCC in 2011, is the supervisory guidance on model risk management.

Risk Management 195

Risk Management Management Regulation Analysis 195

PYMNTS

JULY 7, 2020

Two weeks after nCino , the software provider for financial institutions (FIs), announced plans to go public , the North Carolina-based company is offering 7.6 The IPO management team includes BofA Securities, Barclays, KeyBanc Capital Markets, SunTrust Robinson Humphrey, Piper Sandler, Raymond James and Macquarie Capital.

Software 140

Software North Carolina San Francisco Capital 140

PYMNTS

SEPTEMBER 16, 2020

For global businesses, their India operation is critical to their competitiveness, but that has exposed them to a new world of GST compliance complexity," Avalara Chief Product Officer Sanjay Parthasarathy said in the announcement. As a result, companies can reduce the complexity of their digital invoice management at scale.

Taxes 163

Taxes Compliance Software Resources 163

PYMNTS

NOVEMBER 26, 2019

TAB Bank is acquiring BAMFi’s BAM Capital Division in a $46 million deal, TAB announced on Tuesday (Nov. As part of the acquisition, BAM’s office in Dallas, Texas will be retained by TAB Bank , including both operations and staff. This is the digital bank’s fourth acquisition of a working capital loan portfolio.

Capital 130

Capital Fort Worth Dallas Lending 130

PYMNTS

DECEMBER 20, 2019

With more than $89 million raised, B2B FinTechs this week impressed venture capitalists (VCs) with a range of services, including small business accounting, financing, spend management and payroll. Sleek offers a B2B service that enables startups and young businesses to incorporate and operate, targeting firms in Singapore and Hong Kong.

Management 131

Management Fintech Capital Operations 131

Bobsguide

MAY 12, 2022

2022 — Murex , the global leader in trading, risk management and processing solutions for capital markets, has?won?the the Software Solution of the Year?category 3 was voted Software Solution of the Year due to the strong support received from clients and industry peers worldwide. Murex’s MX.3 Over 57,000 users?in

Software 78

Software Innovation Risk Management Capital 78

PYMNTS

DECEMBER 9, 2020

India-based digital lender startup Capital Float witnessed a multitude of benefits from implementing video-based KYC to help onboard its small- to medium-sized business (SMB) clients. Capital Float had provided 500,000 clients with $1.2 Capital Float had provided 500,000 clients with $1.2

Video 175

Video Capital Lending Security 175

Abrigo

FEBRUARY 6, 2024

Where to begin Develop a member business lending strategy Developing a sound MBL strategy, or tightening an existing one, can help credit unions achieve long-term success in managing member business lending risks. It also recommends including projections related to loan pricing, operating expenses, and delinquency.

Lending 221

Lending How To Risk Management Policies 221

PYMNTS

DECEMBER 26, 2019

Businesses of all sizes are slowly phasing manual expense tools out of spend management strategies. The latest Workforce Spend Playbook analyzes how expense management tools are shifting to provide quicker and more convenient services to small and medium-sized businesses (SMBs) in all markets. The L atest Workforce Spend News.

Management 132

Management Cards Tools Software 132

Perficient

FEBRUARY 24, 2021

OpenShift on Power Systems Virtual Server enables you to run containerized applications, including IBM Cloud Paks, Red Hat Runtimes, open-source software, and applications from independent software vendors. Stand up a SaaS offering on Power by capitalizing on your existing physical infrastructure. Pay-as-you-go billing.

System 436

System Software Resources Security 436

Perficient

DECEMBER 14, 2020

Crisis response, maintaining safe and operational working conditions, mitigating supply chain disruptions, maintaining liquidity, and deftly responding to shifts in the market have emerged as key focus areas for all businesses. If your organization is looking to capitalize on cloud technology in 2021, here are a few trends to keep in mind.

Technology 348

Technology Trends Software Resources 348

PYMNTS

MAY 25, 2018

Venture capital activity in the B2B space found software and data management firms securing funding. Tidelift , an open source software firm, said this past week that it had garnered $15 million in Series A funding. Tidelift has said the funds will be used to expand operations. million open source packages.

Capital 108

Capital Software California Data 108

PYMNTS

OCTOBER 30, 2019

New York-based FinTech startup Capital , an alternative financing company for startups, launched on Wednesday (Oct. 30) with a $100 million fund to invest in middle-stage companies, Capital announced in a press release. Capital provides its investment findings to companies along with financing terms.

Capital 100

Capital Fintech Analytics New York 100

Bobsguide

AUGUST 7, 2022

London, UK – August 3, 2022 – Finastra announced today that The Co-operative Bank has selected Finastra Kondor in the cloud, available via Microsoft Azure, to upgrade its treasury infrastructure and automate manual reporting and processes. EMEA PR Manager. For more information about the solution, click here. T +44 (0)7552 865009.

Operations 68

Operations Strategy Innovation Policies 68

PYMNTS

OCTOBER 24, 2017

Replicon is rolling out a new solution for professional services companies that aims to approach time as a “strategic asset” and to enable these businesses to operate without working capital. The tools include Service Delivery Management, Financial Management, Current Utilization, Future Utilization and Project Accounting. “In

Management 100

Management Software Tools Operations 100

PYMNTS

FEBRUARY 25, 2019

As such, they can struggle to organize flight bookings, handle payments, manage trip expense records and more. The February Workforce Spend Management Tracker , a collaboration with PEX , tracks how solution providers are seeking to bridge this gap to meet the business travel expense management needs of SMBs and freelancers.

Management 122

Management Software Resources Mobile 122

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

MAY 2, 2024

Compliance and Risk Management: The loan policy ensures that the lending function operates within the regulatory and compliance framework. It also outlines the risk management practices that need to be followed when evaluating small business lending opportunities.

Lending 221

Lending Strategy Analysis Policies 221

PYMNTS

NOVEMBER 22, 2019

The company helps businesses with eCommerce tools from beginning to end with services that include inventory management and customer service and experience. VTEX has been around since 1999, but it hasn’t had the need to raise a significant amount of capital thus far, mostly operating off of its own revenues. .

Software 108

Software America Regional Tools 108

PYMNTS

JUNE 26, 2020

Small business lending emerged as a common theme in this week’s B2B venture capital roundup, and it’s no surprise, considering the role small and medium-sized businesses (SMBs) play in supporting their local economies. Current investors from A91 Partners, MAJ Inevst, LGT Lightstone and Falcon Edge Capital also participated.

Capital 288

Capital Lending Cards United States 288

Bobsguide

FEBRUARY 22, 2022

Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. This is delivered through its unique Global Network Delivery Model , recognized as the benchmark of excellence in software development.

Software 78

Software Wyoming Idaho Nevada 78

CB Insights

NOVEMBER 11, 2022

Turbulent market conditions have rattled capital markets tech funding, which fell 84% YoY in Q3’22. . These technologies enable capital markets firms not only to adapt to market volatility, but also to pursue new growth opportunities. EQUITY MANAGEMENT PRACTICES. Tech to watch: Equity management platforms.

Capital 66

Capital Trends Marketing Analytics 66

Abrigo

JULY 27, 2023

Regtech is simply the use of technology such as AI, machine learning, natural language processing, and blockchain to improve the way businesses manage regulatory compliance. Typically, monitoring and keeping up with changes in regulations and then modifying your entire company's operations to stay compliant is no small feat.

Technology 195

Technology Fraud Compliance Regulation 195

Abrigo

JULY 27, 2023

Regtech is simply the use of technology such as AI, machine learning, natural language processing, and blockchain to improve the way businesses manage regulatory compliance. Typically, monitoring and keeping up with changes in regulations and then modifying your entire company's operations to stay compliant is no small feat.

Technology 195

Technology Fraud Compliance Regulation 195

PYMNTS

JANUARY 12, 2021

Payment operations software company Modern Treasury raised $38 million through an Altimeter Capital-led Series B funding round, according to a Tuesday (Jan. However, Modern Treasury says it digitizes every phase of the workflow while its software supplants legacy infrastructure. 12) announcement.

Payments 182

Payments United States Software California 182

PYMNTS

JULY 25, 2018

Oracle Financial Services recently announced the launch of a platform designed for corporate banking customers that are in need of consolidated, streamlined views of their global banking operations. The company announced Tuesday (July 24) that its Oracle Banking Virtual Account Management solution is now available to corporate banks.

Management 101

Management blockchain Tools Software 101

Abrigo

JULY 15, 2015

One such pain point is the confusion behind identifying ways to effectively grow their business through the management of financial resources. Whether using a national bank, regional bank, community bank or credit union, there are numerous cards that can help your client leverage their credit to create capital.

Management 150

Management Resources Capital Taxes 150

PYMNTS

FEBRUARY 24, 2020

These firms are finding that managing both systems in the cloud offers the flexibility and security needed to streamline invoicing and cut costs, while keeping operations running as smoothly and accurately as possible. Businesses want fast, convenient and cost-effective financial management systems. About The Tracker.

Software 223

Software Fraud System Survey 223

PYMNTS

FEBRUARY 21, 2020

The company also manages its own warehouses and inventory to support next-day delivery. Coatue, BoxGroup, Conversion Capital, Soma Capital, Backend Capital and more than 50 startup founders also participated. TCV, Durable Partners LP, G Squared, Light Street Capital, Alta Park Capital and others also participated.

Capital 181

Capital Technology Cards Texas 181

PYMNTS

DECEMBER 30, 2020

Highlighting the increasing interest in this startup space is this week's B2B venture capital roundup, which recaps the final two weeks of 2020 in B2B FinTech investments. There were several notable rounds, including high-value deals for supply chain management, B2B eCommerce and small business banking. million investment, Tech.eu

Capital 211

Capital Management Operations Security 211

PYMNTS

APRIL 7, 2017

This week, the two countries were the only markets that landed on the B2B venture capital board, with funding landing at SaaS, Big Data and procurement startups across a range of industries, from corporate social media management to marijuana procurement. PYMNTS breaks down the $24 million in venture capital raised.

social media 109

social media Big Data Capital Data 109