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. ESG reporting requirements. Trade analytics and execution.

Capital 66

Capital Trends Marketing Analytics 66

PYMNTS

NOVEMBER 7, 2018

That’s especially true for firms of varying sizes: Whereas large, multinational conglomerates often struggle to make sweeping changes to their complex and siloed internal systems, smaller businesses often lack the resources to invest in B2B payments digitization projects. “It’s not all or nothing. Misconceptions. ”

Survey 145

Survey Capital Marketing Payments 145

Perficient

OCTOBER 27, 2022

The FRB and FDIC are looking to improve financial stability by limiting contagion risk ( the spread of an economic crisis from one market or region to another) by reducing the likelihood of uninsured depositors suffering loss. Current Capital Requirements. The current long-term debt calibration for U.S. of total leverage exposure.

Capital 275

Capital Regulation FDIC Regional 275

South State Correspondent

OCTOBER 12, 2023

This applies to candy or marketing for commercial loans in your market. How can a bank allocate and optimize its finite marketing and sales resources to get the loans it wants? Customer Game Theory – Optimizing Strategy Bank A should have focused resources on their second choice first and won the Industrial loan.

Resources 195

Resources Strategy Capital Industry 195

PYMNTS

SEPTEMBER 7, 2018

If one were looking at the economy a decade ago, Stripe COO Claire Hughes Johnson told Karen Webster, the biggest challenge businesses faced in growing was clear: access to capital. Developers, Johnson told Webster, are precious resources because they are scarce. The last 10 years have changed the playing field a lot.

Resources 154

Resources System Community Innovation 154

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

PYMNTS

JULY 3, 2020

Commercial payments technology firm WEX landed a $400 million investment this week, but when it comes to venture capital, investors set their sights on B2B eCommerce, small business funding, payroll and more. Supporting that initiative is Square Peg Capital, which led a $6.3 With a combined $43.3

Capital 161

Capital Fintech Security Operations 161

Bobsguide

MAY 13, 2021

The UK government must prioritise the protection and expansion of the country’s fintech markets, according to Ron Kalifa and Charlotte Crosswell, co-authors of the Kalifa Review. “It’s about domestic capital,” said Kalifa, who has speaking today at bobsguide’s west.

Resources 88

Resources Charlotte Capital Fintech 88

PYMNTS

APRIL 21, 2020

Noting that customer loyalty was a critical factor for restaurants that survived the 2008 market crash, Paytronix CEO Andrew Robbins told PYMNTS, “When the current black swan finally departs and restaurants begin to reopen, we hope those that truly invested in developing strong relationships will survive.”

Capital 150

Capital Branding Resources US 150

Abrigo

FEBRUARY 6, 2024

A common mistake is underestimating the resources and expertise required to maintain a successful program. In developing an appropriate strategy , credit unions should analyze the various plausible approaches they may take given their personnel, operational, and financial resources. Takeaway 2 Start slow.

Lending 221

Lending How To Risk Management Policies 221

PYMNTS

SEPTEMBER 17, 2020

It states: “The Virgin Group’s resources, ranging from its experienced investment executives to skilled brand experts, will support the sourcing and evaluation of acquisition targets for our company. It goes on to say, “We are equally well-positioned to capitalize on secular trends that have accelerated as a result of the pandemic.

Capital 140

Capital Resources Operations Groups 140

PYMNTS

SEPTEMBER 17, 2020

Its vendor management module integrates directly into educational institutions' enterprise resource planning (ERP) and AP systems to streamline supplier payment workflows, but also has a strong focus on supplier needs, including payment type and currency. NexusPayments Tackles Real Estate Supplier Adoption.

Marketing 232

Marketing Tools Resources Payments 232

South State Correspondent

JANUARY 17, 2024

We focused mainly on customer profitability and used risk-adjusted return on capital as a proxy for profitability. Through this understanding of profitability and productivity, bank managers can set better strategies and tactics plus start to optimize the allocation of capital. Both banks, for example, had about $150B in deposits.

Study 195

Study Maine Analytics Capital 195

South State Correspondent

APRIL 30, 2024

Community banks’ main goals are to diligently support their local communities and make an acceptable return on capital in these challenging times. We witness over and over how some banks get themselves in deeper trouble booking derivatives on their books that are bets on market interest rate movements.

Community Bank 195

Community Bank FDIC Community National 195

South State Correspondent

APRIL 30, 2024

Community banks’ main goals are to diligently support their local communities and make an acceptable return on capital in these challenging times. We witness over and over how some banks get themselves in deeper trouble booking derivatives on their books that are bets on market interest rate movements.

Community Bank 195

Community Bank FDIC Community National 195

PYMNTS

SEPTEMBER 22, 2020

The shift has been so dramatic that IRI , the go-to sales tracking resource for the CPG business, this week added two new reports to its roster specifically aimed at eCommerce sales. According to BCG, that number is right around the 5 to 7 percent market share that is currently being seen.

Company 140

Company Capital Resources Retail 140

Abrigo

FEBRUARY 14, 2024

You might also like this podcast, "How to sleep easier at night about your capital and risk levels." LISTEN Takeaway 1 Effective CRE risk management involves adapting to changing market fundamentals to avoid excessive loan losses. The tightening of CRE credit could potentially impact liquidity within the CRE market.

Risk Management 195

Risk Management Management Lending Capital 195

PYMNTS

NOVEMBER 18, 2020

Boston Market On The Fraud-Fighting, Customer Service-Enhancing Power Of AI. Bad actors are eager to capitalize on eateries’ strained resources during the pandemic and blend in with the influx of consumers migrating to these new channels. Deep Dive: How AI Can Help Restaurants Safeguard Their Profits And Outfox Fraudsters.

Boston 186

Boston Fraud Marketing Mobile 186

Independent Banker

FEBRUARY 28, 2023

Illustration by The Laundry Room/Stocksy Customer data fuels efficient and effective marketing these days. Andrew Catalano, Austin Williams While most community banks aren’t yet using first-party data for marketing purposes to grow revenue and retain customers, experts say those willing to invest in the effort can reap big rewards. “To

Community Bank 129

Community Bank Community Marketing Data 129

Perficient

DECEMBER 14, 2020

The COVID-19 pandemic has challenged the economic and labor markets, impacting all businesses regardless of their size. Cloud technologies have changed the way that enterprises deploy and integrate services, saving time and resources, and allowing them to hyperscale their services. The Public Cloud Market Will Surge.

Technology 348

Technology Trends Software Resources 348

PYMNTS

JULY 25, 2018

Cabot Square Capital, a U.K. With a specialty in car loans, 321 Crédit has been a Cabot Square Capital company since 2014. With a specialty in car loans, 321 Crédit has been a Cabot Square Capital company since 2014. The move on the part of Cabot Square Capital comes at a time when big banks have been pulling back from the $1.2

Capital 108

Capital FDIC Resources National 108

PYMNTS

JUNE 21, 2019

While there were no mega-deals in the B2B startup funding realm this week, it was still a busy time for companies and investors, with many funders targeting companies operating in less common markets. million from Alteria Capital. Alternative small business lender Lendingkart secured new funding this week to the tune of $11.5

Marketing 109

Marketing Capital San Francisco Management 109

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? Nearly half (47 percent) cited capital constraints, and 41 percent said banks don’t want to sell.

Capital 150

Capital Survey Meeting Resources 150

PYMNTS

MAY 25, 2018

Venture capital activity in the B2B space found software and data management firms securing funding. That round was spearheaded by Tenaya Capital, with additional investors including Bloomberg Beta and Flybridge Capital Partners.

Capital 108

Capital Software California Data 108

PYMNTS

FEBRUARY 17, 2020

you’d be hard-pressed to find a Chowdahead who doesn’t think Boston is the running capital of the world. Taylor said marketing activities reflect his current scale as a small D2C brand. Content marketing is a staple of the website, with Taylor himself conducting interviews with runners of local and national prominence.

Boston 175

Boston Marketing Training Branding 175

South State Correspondent

MARCH 30, 2023

While desiring to bank everyone in your community is noble, it can be a poor use of resources. Not to say you want to ignore parts of your community, but why not focus more of your resources on those industries that will make your bank more profitable?

Industry 195

Industry Resources Community Case Study 195

PYMNTS

DECEMBER 7, 2020

Despite a surge in sales, small businesses selling online can struggle to manage working capital, particularly as many rely on third-party marketplaces like Amazon that don't facilitate instant access to revenues. But most people forget that we're still talking about small businesses with a limited number of resources.".

Capital 356

Capital Online Tools Lending 356

South State Correspondent

MARCH 14, 2024

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. The fundamental problem is a bank’s implied average life of capital is long, some 18+ years, but their strategic horizon is too short – likely under three years.

Innovation 195

Innovation Strategy Capital Comparison 195

American Banker

OCTOBER 30, 2023

The British bank, which generates most of its income in Asia, has been deploying more resources in the region to tap into faster-growing markets and saw a "good wealth performance," particularly in Hong Kong, it said.

Capital 36

Capital Regional Resources Marketing 36

PYMNTS

MARCH 10, 2016

Amadeus Capital is showing support for B2B eCommerce in India through a funding round provided to IndiaMART. On a broader scale, IndiaMART said it will also focus its resources on helping entrepreneurs in India through aiding small business launches and inventory management.

Capital 100

Capital Resources Strategy Report 100

PYMNTS

AUGUST 9, 2017

Nearly a third said they have limited staff capacity, further signaling a gap in human capital availability. “To In its Restaurant Market Report , Proactis further highlighted this struggle. But human capital is essential to making these criteria a reality.

Capital 101

Capital Resources Survey Industry 101

Insights on Business

MARCH 12, 2019

review of the capital requirements for market risk regulations, namely the Fundamental Review of the Trading Book (FRTB). It becomes effective in 2022, but banks should now, more than ever, implement the proposed changes in order to meet the deadline for reporting their Pillar I capital under the new methodologies.

Capital 79

Capital Regulation Strategy Operations 79

South State Correspondent

MAY 9, 2023

private and public lending markets are the world’s envy, with a wide availability of financing options for many capital seekers across the entire capital stack. We believe any change to the FDIC insurance coverage should aim to maintain and advance our credit markets. Again, this may be short-sighted.

FDIC 195

FDIC Regulation Capital Management 195

PYMNTS

JULY 5, 2018

payroll services market saw consolidation this week with Asure Software announcing Tuesday (July 3) that it acquired USA Payroll. A press release said USA Payroll is a reseller of various payroll and human resources solutions, including Asure’s HRIS platform, Evolution. The tool helps businesses mitigate payroll compliance risk.

Marketing 108

Marketing Software Taxes Resources 108

FICO

MARCH 21, 2023

Here are a few key takeaways about how the secondary market sees the overall state of the economy, the role of credit scores in securitization, and the upcoming transition to FICO® Score 10 T in the conforming mortgage market. Secondary mortgage market participants expect a U.S. recession in 2023.

Survey 52

Survey Marketing Las Vegas Analytics 52

PYMNTS

APRIL 5, 2017

Yelp, the online review company, announced Tuesday (April 4) announced it has acquired Turnstyle Analytics, a Wi-Fi marketing company helping local businesses use free Wi-Fi to connect with their customers. Under the terms of the deal, Yelp is paying $20 million in cash for Turnstyle’s outstanding capital stock.

Analytics 100

Analytics Marketing Company Resources 100

South State Correspondent

APRIL 19, 2023

In this article, we will look at deposit performance data related to high balances and show how banks can dramatically increase value by restructuring relationship-based products and better-allocating marketing/sales dollars more efficiently. This is over three times the life of a money market account that is over $1mm in balances.

How To 195

How To Examples Resources Community Bank 195