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

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

PYMNTS

AUGUST 13, 2020

Similarly, those businesses that already had modern human capital management (HCM) software to help manage, pay, schedule and engage their people were ahead of the game. Payroll, as a component of the broader workforce management strategy, is well-positioned for a digital facelift.

Capital 277

Capital Retail Strategy Management 277

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

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

Perficient

AUGUST 23, 2021

Internally, data creates the foundation for increased analytic application of fraud detection, at-risk customer behavior, and improved cross-functional process management. We see support for this trend, as 90% of large organizations have hired a chief data officer. by the middle of the 2020s.

Data 508

Data Analytics Trends Fraud 508

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

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

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." keep me informed. Know your limits. Have a playbook.

Risk Management 195

Risk Management Management Policies Lending 195

Abrigo

AUGUST 5, 2020

Now, banks and credit unions must determine how to safely and effectively manage risk in the portfolio while also driving growth at their institution. Therefore, it’s essential that the credit memo captures the complete picture of the borrower to ensure proper risk management. Simply providing data tables and charts is not enough.

Management 195

Management Risk Management Trends Industry 195

Banking Exchange

NOVEMBER 10, 2021

Bank capital ratios remained well in excess of regulatory requirements finds Federal Reserve financial stability report Risk Management Feature3 Feature Financial Research Financial Trends The Economy Compliance.

Capital 78

Capital Report Risk Management Compliance 78

Banking Exchange

JANUARY 26, 2022

Former head of Citigroup Wealth Advisors to join Texas Capital in newly-created role Management Feature Human Resources Financial Trends Feature3.

Texas 78

Texas Capital Resources Trends 78

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. The trend is not entirely unexpected and can be attributed to the pandemic, with FinTech funding dropping by 37 percent quarter-over-quarter to $6.1

Capital 141

Capital Analytics Fintech Report 141

Bobsguide

MARCH 14, 2022

Profile Software , the leading financial solutions provider, announced today the selection of Axia by Cirdan Capital, a financial technology company in the UK founded in 2014, that specialises in the issuance of structured investment products, to complete the proprietary technology of its platform.

Capital 78

Capital Operations Fintech Software 78

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

PYMNTS

OCTOBER 10, 2018

The eCommerce giant recently announced it would officially begin managing and mediating payments on its platform. Square has been looking to boost its presence in recent months, announcing it would enter the B2B lending space with Square Capital. Meanwhile, eBay is making some payment-related changes of its own. About The Tracker.

Trends 148

Trends Payments Customer Experience Cards 148

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

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

PYMNTS

FEBRUARY 23, 2020

There was such a demand for the classes that Emmanuel Babalola, Binance’s Nigerian business manager, said it’ll hold further classes. Nigeria has latched on to the cryptocurrency trend, boasting 35 million unbanked adults who possess mobile phones, the vast majority being women.

Operations 151

Operations Fraud Capital Marketing 151

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. Learn More. Asset/Liability.

Lending 195

Lending Trends FDIC Survey 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. Optimize your asset/liability management decisions.

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. Optimize your asset/liability management decisions.

Management 195

Management Strategy Tools Comparison 195

PYMNTS

DECEMBER 11, 2020

In this week's news, we saw two blockbuster IPOs, arguments and stalemates over a new stimulus bill, and new data on consumers' digital shopping trends. Capital One Halts BNPL Transactions On Its Credit Cards. The Weekender is here to catch you up. Retroactive Jobless Payments A Sticking Point In Coronavirus Stimulus Talks.

Trends 175

Trends Fraud Millennials Community Bank 175

TrustBank

FEBRUARY 22, 2021

Over the longer-term, however, average returns, reversion to the mean for overpriced and underpriced assets, and long-term trends do have predictive power. Therefore, our capital market assumptions are based on expectations for average returns over the next 10 years. Central bank intervention was a boon to equity markets in 2020.

Capital 90

Capital Marketing Washington Trends 90

CB Insights

MAY 12, 2022

SirionLabs, a provider of contract management technology, has raised $85M in a Series D. The round drew participation from Avatar Capital Partners, Partners Group, Sequoia Capital, and Tiger Global Management. Download our free report to get the TL;DR on what you need to know about venture funding and trends in Q1 2022.

Capital 47

Capital Management Technology Trends 47

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. Get details in "A guide to implementing credit policy."

Training 195

Training Risk Management Analysis Policies 195

Abrigo

DECEMBER 22, 2023

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. The institution can more easily capitalize on opportunities and avoid unnecessary risk.

Lending 221

Lending Risk Management Community Management 221

CB Insights

MAY 16, 2022

Evisort , a contract management solutions provider, has raised $100M in a mix of debt and equity. The Series C round drew participation from Technology Crossover Ventures, Amity Ventures, Vertex Ventures, and Breyer Capital, among others. Debt financing was provided by undisclosed investors. the state of venture report. First name.

Software 63

Software Capital Technology Management 63

Abrigo

JUNE 26, 2017

By Alison Nailor, Sageworks As a business owner, you understand it’s important to be aware of your company’s cash flow and manage it well. In the rush of day to day business management, however, this can be difficult. The following are five best practices to help you manage your business’s cash flow well.

Management 199

Management eBook Analysis System 199

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. Download our free report to get the TL;DR on what you need to know about venture funding and trends in Q1 2022. First name.

Tools 55

Tools Capital Management Trends 55

Bank Innovation

MARCH 6, 2016

This year can be characterized as the year that whispers about trends in “Digital Wealth management” have become loud echoes, everywhere.

Management 150

Management Trends Fintech Marketing 150

CB Insights

JUNE 21, 2021

Future of Fintech 2021 (October 5-6, NYC) will provide updates on this activity and in-depth analysis on important trends driving financial services. Wealth Management & Capital Markets . And expect coverage of these horizontal trends cutting across the industry: . Growth of challenger banks. Cross-border payments.

Trends 74

Trends Fintech Lending Analysis 74

Abrigo

SEPTEMBER 13, 2021

Banking Trends from the FDIC's 2Q Report Net interest margin reached a new record low, but positive signs emerged in lending. Takeaway 3 The future looks brighter, as financial institutions have cash and capital, and opportunities are starting to unfold. Credit trends Non-current loans continue the downward trend; they were $13.2

FDIC 195

FDIC Lending Capital Trends 195

Abrigo

SEPTEMBER 7, 2023

Adapt to a dynamic banking environment with real-time lending & credit data Lender dashboards and reports showing the lending pipeline, pricing trends, emerging risks, workflow bottlenecks, etc. help financial institutions adapt quickly to trends. Learn how to tap your data to generate management insights.

Report 195

Report Lending Trends Data 195

PYMNTS

JANUARY 8, 2020

The rise of so-called InsurTech stands as one of the most promising trends of the new decade. Insurance purchasing and management platform Huckleberry recently raised $18 million in a Series A funding round led by Tribe Capital, with participation from Amaranthine, Crosslink Capital and Uncork Capital.

Trends 137

Trends Policies Capital New York 137

Banking Exchange

MARCH 2, 2020

Also, Regions Bank has announced the planned acquisition of equipment finance lender Ascentium Capital Bank Performance Management Feature Financial Trends M&A Fintech Feature3 Community Banking.

Trends 60

Trends Community Bank Regional Community 60

South State Correspondent

JULY 30, 2023

There are various models investors may use to assess return and risk, but the most widely used is a risk premium model called CAPM (capital asset pricing model). The relationship between actual returns and cost of capital for banks is shown in the graph below. These intangible factors can also lower the bank’s cost of capital.

Community Bank 195

Community Bank Community Capital Policies 195