PYMNTS

OCTOBER 31, 2019

A new survey from J.D. Small Business Banking Satisfaction Survey found an 8 percent year-over-year increase in the percentage of small businesses that use their bank’s mobile banking app (61 percent in 2019, compared to 53 percent in 2018). Released on Thursday (Oct. 31), the J.D. Power 2019 U.S.

Survey 112

Survey Mobile Capital Management 112

South State Correspondent

MARCH 14, 2024

This all compares to about a 40%+ return invested in improving processes (loan, branch, cash management, etc.) In comparison, investments in new technology or new business lines pale in comparison to other strategic investments due to the time and effort it takes to get a business line off the ground.

Innovation 195

Innovation Strategy Capital Comparison 195

Abrigo

DECEMBER 14, 2023

Start with a survey and pre-planning meetings. Learn how to tap your data to generate management insights. Define actionable plans, such as what additional staff or technology you need to accomplish your goals. What specific technologies would you like to see us pursue for a better customer experience? Where are you now?

Lending 222

Lending Risk Management Meeting Survey 222

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 222

Lending Risk Management Community Management 222

Bobsguide

MARCH 11, 2022

Survey of 250 financial leaders finds that connecting data is one of the biggest barriers to innovation in 2022. The WBR Insights research team surveyed 250 financial leaders across the U.S. Over one-third of financial industry leaders (37%) are not satisfied with their current data management technology stack.

Survey 60

Survey Data Conference Management 60

Accenture

AUGUST 20, 2019

Business management solution providers [also referred to as Independent Software Vendors (ISVs) in the payments space] are increasingly looking to expand their product offerings from traditional business management solutions to integrated business and payment solutions. More software companies are enabling payments. 1 Worldpay.

Software 150

Software Capital Payments Analysis 150

PYMNTS

NOVEMBER 11, 2020

PYMNTS' new Back-Office Optimization Playbook done in collaboration with Coupa and TransferMate brings together the latest news and developments in back-office optimization technology and practice, and makes a valuable resource for accounting pros. Capital Management Leans Into Digital. A recent survey found that 74.2

Capital 219

Capital Resources Survey Management 219

PYMNTS

APRIL 7, 2017

Capital One released a new survey Thursday (April 6) to uncover why payment professionals who aware of the benefits of new technologies are holding themselves back from actually adopting those tools. Capital One and the NAPCP also found patterns based on the size of the company in which a payments professional works.

Capital 100

Capital Payments Leadership Technology 100

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

SEPTEMBER 18, 2020

To that end, joint research between PYMNTS and Visa , in a study titled Marketplaces as Retail’s New Front Door , found that 60 percent of surveyed businesses that are not currently using online marketplaces would like to do so. Roughly 27 percent of surveyed firms report waits of between three to five days.

Online 354

Online Survey Maine Study 354

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

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

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

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

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

Abrigo

FEBRUARY 27, 2020

Abrigo's Business Lending Readiness Survey found many processes stymie those efforts. Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays for lenders and credit analysts. Survey: Repetitive data entry common. Another 9% of respondents said turnaround is 8 weeks or longer.

Lending 243

Lending Survey Data System 243

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

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

DECEMBER 27, 2016

Capital One’s Treasury Management Group is already looking ahead to how corporate treasurers will face the most modern of challenges in 2017. For Capital One, approaching the future of treasury management means collaboration. “We’re

Innovation 182

Innovation Fintech Capital Survey 182

PYMNTS

MAY 10, 2016

“We stand on the brink of a technological revolution that will fundamentally alter the way we live, work and relate to one another,” wrote World Economic Forum Founder and Executive Chairman Klaus Schwab in an article published last January. Siemens refers to this emerging strategy of the CFO as intelligent financial management.

Industry 100

Industry Management Survey Resources 100

Abrigo

SEPTEMBER 2, 2020

Technology can create efficiencies that allow them to reimagine customer interactions moving forward. Banking technology and digital offerings have long been associated with the preferences of Millennials and Gen Z, but the coronavirus has quickly reshaped banking behaviors. These findings are true among all generations surveyed.

Lending 259

Lending Community San Antonio Survey 259

PYMNTS

MAY 7, 2020

Valued at $190 million two years ago, Deliv has raised $85 million in venture capital since its founding in 2012, according to PitchBook Data Inc. Deliv’s venture investors include General Catalyst, PivotNorth Capital, Redpoint Ventures and Upfront Ventures, according to its website. Google and Enterprise Holdings Inc.,

Google 177

Google Survey Capital California 177

The Paypers

JUNE 22, 2018

(The Paypers) Bottomline Technologies has announced the release of the 2018 B2B Payments and Working Capital Management Strategies Survey.

Survey 28

Survey Strategy Technology Payments 28

Abrigo

APRIL 22, 2024

Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. The Fed’s latest Small Business Credit Survey , conducted in 2023 and released in 2024, found that nearly 60% of employer firms had sought financing in the previous 12 months.

Lending 244

Lending St. Louis Community Marketing 244

Abrigo

MAY 22, 2024

Takeaway 3 Depository lenders are enhancing their lending procedures and technologies to meet institution risk and return requirements as they grow. The Fed’s latest Small Business Credit Survey , conducted in 2023 and released in 2024, found that nearly 60% of employer firms had sought financing in the previous 12 months.

Lending 195

Lending St. Louis Community Marketing 195

PYMNTS

MAY 8, 2018

Chief financial officers (CFOs) surveyed by The Economist Intelligence Unit revealed a lack of visibility into corporate spend in a new survey released on Monday (May 7). Automation and cloud computing were the top technologies these professionals said were important to their corporate finance strategy execution.

Company 116

Company Survey Risk Management Management 116

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

Abrigo

FEBRUARY 13, 2020

Using a banking relationship manager helps your financial institution capture all customer/member information in a consistent, efficient manner. Power’s 2020 Customer Satisfaction Survey. Use customer relationship managers to elevate relationship banking. Learn more. Customize banking relationships at scale.

Community 273

Community Lending Management Innovation 273

PYMNTS

NOVEMBER 8, 2018

A new report from treasury management technology firm Kyriba and CFO Research Services offered CFOs a chance to lay out their wish lists for their treasurer peers, with chief financial officers pushing the treasury function to embrace a more prominent role. .

Analysis 116

Analysis Capital Survey Management 116

Abrigo

SEPTEMBER 2, 2020

Technology can create efficiencies that allow them to reimagine customer interactions moving forward. Banking technology and digital offerings have long been associated with the preferences of Millennials and Gen Z, but the coronavirus has quickly reshaped banking behaviors. These findings are true among all generations surveyed.

Lending 195

Lending Community San Antonio Survey 195

PYMNTS

JUNE 30, 2017

MatrixCare, a technology provider with a targeted focus in the healthcare industry, is rolling out new data and analytics solutions for its clients. 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

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

PYMNTS

FEBRUARY 7, 2020

The decline of WeWork over the last year has had ripple effects, depressing investor confidence in the entire brand of property technology (PropTech), to which WeWork belongs. The focus for investors could shift away from PropTech, and more onto technological innovations that could shake up the real estate industry, according to Block.

New York 150

New York Technology Company Industry 150

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. Still, investors placed more than $368 million into the space, often in the form of Series B rounds for a range of B2B players, including fleet management, small business (SMB) banking and global payments.

Capital 169

Capital California Analytics Management 169

Abrigo

MARCH 24, 2021

Takeaway 1 Financial institutions that invested in technology in 2020 are using it to increase the loan portfolio in 2021. Takeaway 2 Use this time to optimize technology investments to increase profitability and improve customer experiences. Independent Banker Survey. Technology sets up future lending success.

Lending 221

Lending Technology Survey Examples 221

Celent Banking

JUNE 6, 2017

The Association for Financial Professionals (AFP) recently published its 2017 AFP Strategic Role of Treasury Survey supported by Marsh & McLennan Companies’ Global Risk Center. Senior management’s focus on liquidity and risk exposures, along with the call to improve cash management and forecasting.

Risk Management 124

Risk Management Survey Management Strategy 124

PYMNTS

APRIL 1, 2020

A new survey from Alignable via its Weekly Pulse Poll found that more than one-third of SMBs said they are struggling to keep their doors open and have less than one month before they run out of cash. Although connecting SMBs to capital is essential, it’s not the only challenge that B2B FinTechs are tackling with their newest offerings.

Fintech 168

Fintech Capital Lending Technology 168