PYMNTS

JANUARY 22, 2021

In pursuit of instant cash management and visibility, treasurers' modernization efforts have been underway for some time, with the global coronavirus crisis greatly accelerating those initiatives as liquidity management has become even more vital to the enterprise's overall health. But they need to be planned for.". A Fork In The Road.

Management 258

Management Tools Capital Strategy 258

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?

Tools 52

Tools Capital Management Taxes 52

PYMNTS

NOVEMBER 19, 2020

To use the tool, customers electronically send payment instructions, which are routed to the WellsOne Virtual Card Payments service, the release stated. The financial services giant on Thursday (Nov. Each card payment is then assigned a virtual number tied to a commercial card account.

Tools 312

Tools Payments Cards Fraud 312

Abrigo

JUNE 7, 2021

Risks ALM Addresses Will Affect Performance and Strategy Asset/liability management models and processes address credit risk, liquidity risk, and interest rate risk. . Takeaway 1 The pandemic has shown that financial institutions deal with a variety of risks that can impact cash flow and capital. . Array of Risks. recovery to date.

Management 195

Management Risk Management Capital Regulation 195

Perficient

OCTOBER 6, 2020

Spend a few minutes with one of our Red Hat technical experts, Matthieu Rethers, as he discusses the advantages and disadvantages of managed clusters, as well as differences between them on various cloud platforms, when you should use them, alternatives to managed clusters, and how Red Hat OpenShift fits into the picture.

Management 309

Management Maine Software Tools 309

PYMNTS

AUGUST 4, 2020

Unlike a decade ago, corporates today are flocking less to traditional trade services and more toward off-balance sheet financing tools like supply chain and receivables financing, offerings which Fraser said are resilient to economic downturns thanks to banks’ overhauled capital management strategies.

Capital 310

Capital Strategy Analytics Innovation 310

PYMNTS

DECEMBER 1, 2017

The latest survey by Capital One suggests treasurers still have an appetite for new tools and technologies. Capital One’s Treasury Management Services published its latest survey at the Association of Financial Professionals’ annual conference, held last month.

Tools 100

Tools Capital Mobile Survey 100

PYMNTS

DECEMBER 14, 2020

Managing financial data across a vast array of platforms, including accounts payable, accounts receivable, accounting and ERP systems, creates a challenging environment in which to understand cash positions and forecast cash inflows and outflows. Achieving real-time data analytics is a lofty goal for organizations without the proper tools.

Management 308

Management Strategy Data Tools 308

PYMNTS

MAY 20, 2020

With corporate card products offering an opportunity for businesses to manage their working capital, service providers have explored new opportunities to promote adoption of the payment tool. Some FinTechs are targeting small businesses directly with technology to ease card payment and acceptance capabilities.

Capital 172

Capital Cards Fintech Management 172

Cisco

AUGUST 23, 2022

Since preserving capital will remain a top priority, decision makers will need to look for options that allow them to maintain or increase IT capabilities while keeping monthly spending to a minimum. Cisco Capital and Cisco Refresh , which offer global payment and lifecycle management solutions, were created to enable customers and partners.

Capital 116

Capital Policies Survey Management 116

Abrigo

JANUARY 11, 2022

Asset/liability management basics In part 1 of this "Introduction to ALM" blog series, learn the goals of asset/liability management and how it can help financial institutions. Takeaway 1 ALM in banking means managing the cash flows of assets and liabilities to increase profitability, manage risk, and maintain safety and soundness. .

Management 195

Management Meeting Capital Strategy 195

Abrigo

MARCH 21, 2023

You might also like this video on managing interest rate risk. Takeaway 2 Some banks and credit unions were late movers and are now scrambling to lock in funding for the short term to meet liquidity and capital needs. Stay up to date with Abrigo advisors' ideas for managing interest rate risk. 1, 2022, to the current day.

Risk Management 195

Risk Management Management Strategy Lending 195

Perficient

JULY 21, 2020

Messaging based state management is a staple of enterprise-level applications. Not pursuing a Flux/Redux type of state management solution in a large application often results in unwanted side effects as there is no single source of truth. It is the most popular state management library in Angular by far with 5,900 stars on Github.

Management 309

Management Tools Data Community 309

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. In addition, the tool can be accessed at any time without impacting a company’s credit rating.

Capital 127

Capital Report Tools United States 127

PYMNTS

MAY 11, 2020

Mumbai-based Tata Capital , a division of Tata Group, is rolling out a mobile app to make it easier for its business loan customers to manage their accounts. Tata Capital is deeply invested in providing easy access of credit to merchants and dealers through its Channel Finance and Term Loan products.

Capital 141

Capital Mobile User Experience Groups 141

PYMNTS

AUGUST 16, 2019

The retirement-focused United Income will now give automated advice as part of Capital One, which is looking to expand its robo-adviser offerings. . Capital One purchased the company for an undisclosed amount after taking a 10 percent stake last year, American Banker reported on Friday (Aug. billion, an increase of $2.3

Capital 156

Capital Fintech Washington Operations 156

Perficient

SEPTEMBER 29, 2023

Gartner Finance Top 5 Rethinking the finance function Driving business growth Improving financial performance Building a world-class finance team Transforming the financial function Rethinking the Finance Function Salesforce Financial Services Cloud provides a unified platform for managing customer accounts, products, and transactions.

Tools 275

Tools Resources Analytics Training 275

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.

Management 132

Management Cards Tools Software 132

PYMNTS

DECEMBER 9, 2020

This authorization came just in the nick of time, too, as such technology would soon be an effective tool to safely verify users from their homes while the pandemic made it riskier for consumers to venture out in public. 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

PYMNTS

JUNE 24, 2019

Capital One Financial Corporation announced Friday (June 21) that it has reached an agreement to acquire purchase-to-payment and credit management company BlueTarp. In a press release , Capital One pointed to augmented B2B finance capabilities as a result of the takeover, particularly for small and medium-sized businesses (SMBs).

Capital 128

Capital Management Cards Industry 128

PYMNTS

JANUARY 12, 2021

As reported , Walmart is working with Ribbit Capital to create an as-yet unnamed FinTech that would, the companies said on Monday (Jan. Financial Services Tools, And Education, Too? . Perhaps, then, to wealth building tools and education? For Walmart, FinTechs are in sight — but where to from here?

Capital 155

Capital Fintech Retail Tools 155

PYMNTS

NOVEMBER 26, 2019

Recent data indicated that 82 percent of SMBs shutter in their first year because of poor cash management operations. As SMBs seek opportunities to expand their operations, and reach new customers and markets, they will need the right spend and workforce tools to ensure funds are spent appropriately. billion in value by 2025.

Tools 141

Tools Boston Cards Management 141

PYMNTS

FEBRUARY 19, 2018

India expense management company Happay secured more funding after its Series B round, according to an unnamed source cited by VCCircle on Friday (Feb. The company also provides expense report generation tools, international travel cards and other card products based on spend category and scenario.

Management 144

Management Capital Tools Cards 144

CB Insights

JUNE 1, 2022

Assembled , a workforce management tool for customer support teams, has raised $51M in a Series B that drew participation from Basis Set Ventures, Emergence Capital, and New Enterprise Associates. the state of venture report. First name. Want the full post? Become a CB Insights customer.

Tools 55

Tools Capital Management Trends 55

PYMNTS

JANUARY 27, 2021

But the spend management needs of the education system cannot entirely be met by a single solution that provides visibility into capital expenditure. It’s in this context that ClassWallet launched its newest tool, MaintenenceWallet , to address these particular areas of friction and others. Protecting Teachers’ Wallets.

Management 159

Management Tools Cards Video 159

PYMNTS

FEBRUARY 26, 2019

Payment platform Payoneer is launching its Capital Advance service, the company announced on Monday (Feb. Designed as a solution to support cash flow management for online commerce companies, Capital Advance provides access to working capital financing for businesses selling online.

Tools 140

Tools Capital Online Payments 140

PYMNTS

JULY 12, 2019

Though not the busiest week in B2B venture capital funding, investors presented a clear preference for corporate expense management and B2B eCommerce, with additional funding going toward logistics and small business banking firms for a total of $203.5 startup that offers corporate spend management solutions in the U.K.,

Tools 160

Tools Capital Management Technology 160

PYMNTS

JANUARY 23, 2020

This week’s look at the convergence of AR and AP finds service providers exploring the use of payment tools to meet AR and AP needs. In some cases, that means taking one payment tool — like the commercial card — and using technology to ease friction for both senders and beneficiaries. AvidXchange Entices Investors With AR, AP Products.

Tools 167

Tools Payments Cards Meeting 167

Abrigo

DECEMBER 28, 2023

Top banking risk management papers and infographics Abrigo experts' insights on deposit pricing, stress testing, loan review, and CECL were popular with banking risk professionals. You might also like this webinar, "Unraveling risk rating: Making sense of your best early warning tool." Here are the top resources.

Resources 221

Resources Risk Management eBook Strategy 221

PYMNTS

SEPTEMBER 8, 2017

The companies range from product life cycle management solutions to those that help other SaaS firms retain clients. million , news reports this week said, from Grotech Ventures, Middleland Capital, the Center for Innovative Technology and Charlottesville Angel Network. Here are all the top B2B FinTech deals from the week.

Capital 162

Capital Software Lending Online 162

PYMNTS

JANUARY 23, 2019

Mooncard, a France-based FinTech that provides businesses with payments cards and expense management solutions, has announced $5.7 Mooncard combines a physical card solution with a digital expense management platform to streamline the spend management process for businesses. Separate reports in La Tribune on Tuesday (Jan.

Management 116

Management Cards Tools Report 116

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. I’m often asked by asset/liability management professionals for advice on using ALM models to generate reports that provide meaningful information to aid in managing the financial institution.

Report 195

Report Management Comparison Capital 195

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. I’m often asked by asset/liability management professionals for advice on using ALM models to generate reports that provide meaningful information to aid in managing the financial institution.

Report 195

Report Management Comparison Capital 195

PYMNTS

MAY 22, 2020

Bad news hit the startup community this week as new analysis from CBInsights revealed a significant decline in venture capital (VC) funding in the first quarter of 2020. In addition to invoice finance, the company offers SMBs a range of other solutions, including order management and online payments tools. Apollo Agriculture.

Capital 141

Capital Analytics Fintech Report 141

PYMNTS

NOVEMBER 17, 2020

The method will grow tenfold in the next five years, the release stated, citing a Lightyear Capital analysis, as businesses look for ways to access simple, transparent business solutions. It will also offer a full-service funding manager team so enterprise partners can offer users expertise.

Tools 167

Tools Capital Analysis Financial Technology 167

Abrigo

SEPTEMBER 16, 2020

Key Takeaways A good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. The good news is a good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. learn more.

Management 195

Management Strategy Tools Comparison 195

Abrigo

SEPTEMBER 16, 2020

Key Takeaways A good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. The good news is a good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. learn more.

Management 195

Management Strategy Tools Comparison 195