South State Correspondent

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. Cash flow stability is also a factor in cash management profitability.

Management 195

Management Survey Industry Community Bank 195

Payments Dive

NOVEMBER 15, 2022

When asked Monday how Fiserv would adapt to an economic downturn, CEO Frank Bisignano said the company knows what levers to pull “to manage the expense line.”

Management 243

Management Company 243

Payments Dive

MARCH 18, 2024

Which innovations should companies prioritize now? Soon, all payments will begin and end with software.

Management 397

Management Software Innovation Payments 397

Perficient

FEBRUARY 11, 2021

Do you need to manage supplier invoice payments with retainage payment terms? Oracle Cloud Payables has a new feature that provides an easy way to pay suppliers while managing and tracking a retainage amount.

Management 309

Management Payments Report Company 309

CFPB Monitor

JUNE 20, 2023

On June 13, 2023, the Department of Justice (“DOJ”) announced that it had settled an action against a multi-family residential property management company for alleged violations of the Servicemembers Civil Relief Act (“SCRA”) prohibition on imposing early termination charges when a servicemember lawfully terminates a residential lease after receiving (..)

Management 148

Management Company 148

PYMNTS

AUGUST 16, 2020

companies to appoint COVID-19 experts to their board of directors as a way to manage the pandemic threat that could linger for years, the Financial Times (FT) reported. “I In addition, Williams told FT that Harvard has seen a strong appetite to assist top management integrate public health principles in their businesses.

US 204

US Management Company Kansas 204

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

PYMNTS

MAY 31, 2019

A cybersecurity research team at vpnMentor has discovered that The Pyramid Hotel Group, which manages Marriott and other hotel brands, underwent a data leak exposing vulnerabilities that could potentially be used by criminals, the company said in a report. The company said it contacted the hotel group about the breach.

Management 174

Management Company Data Florida 174

CFPB Monitor

NOVEMBER 27, 2023

Colorado Attorney General Phil Weiser announced a recent agreement between Florida-based debt management company Touchstone Partners, Inc. and the Colorado Department of Law in resolution of Touchstone’s violations of the Colorado Debt Management Services Act (DMSA). Continue Reading

Colorado 78

Colorado Management Company Florida 78

South State Correspondent

JANUARY 10, 2024

Banks often don’t know who their most profitable customers are, and if they do, they ignore the basics of targeting those customers and prospects with marketing, sales, and product management. The same goes for payments and companies that will take a bank-at-work program where the customer is a client and promote the bank to employees.

Management 195

Management Examples Marketing Millennials 195

Perficient

JULY 12, 2023

Perficient provides risk management to more than 500 financial services organizations, many of whom have multiple bank regulators. The bank holding company and Federal Reserve member legal entities fall under the Federal Reserve as its primary federal regulator. Introduction It’s not you. It’s the guidance.

Management 221

Management Risk Management Regulation Compliance 221

Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

Perficient

JUNE 18, 2020

As we continue to invest, expand, and evolve our Amazon Connect practice, it was clear that adding a suite of managed service offerings to our portfolio was a must. With a focus on added value, and flexibility, we tailored our managed service offerings keeping in mind that no one customer holds the same requirements.

Management 354

Management Customer Experience Operations Company 354

Perficient

OCTOBER 1, 2020

Is the unexpected shift to fully remote working creating change management obstacles? Are you looking to prepare for an upcoming Microsoft Teams implementation for your small or large company? Just because you implement a new tool, doesn’t mean people will use it or even leverage it correctly.

Management 322

Management Tools US Technology 322

Payments Dive

MAY 2, 2022

Companies don't have time to wait weeks to get a compliance program up to speed; instead they need to effectively manage risk and compliance from day one.

Company 221

Company Compliance Marketing Management 221

Abrigo

MAY 27, 2022

What Makes a Successful Credit Manager Focusing on these traits can only help you become a better credit manager at your financial institution. 5 Traits of the Ideal Credit Manager. Below are five traits integral to being a successful credit manager. Credit Risk Management. Credit Risk Management.

Management 195

Management Risk Management Analysis Lending 195

Perficient

JUNE 30, 2020

Many Energy companies that are running Oracle ERP, SCM, and EPM solutions are working on their roadmap and deciding whether to cross the chasm and move to the Cloud or upgrade their on-premise applications. Change Management is an important part of such a decision and is a critical part of the roadmap to be considered in both options.

Company 332

Company Management Strategy Examples 332

Perficient

FEBRUARY 10, 2021

Sales enablement technology can help companies reinforce and drive processes around their sales enablement strategies. It is built to help companies open communication lines between the people creating customer-facing assets (i.e., marketing) and those charged to leverage these resources in deals (i.e.,

Management 294

Management Resources Strategy Tools 294

Perficient

AUGUST 28, 2020

Utility companies have had a hard summer in 2020! The Perficient Energy team is here to work with Utility companies on next steps. Blackouts and brownouts caused by fires in the West, and Storms on the East Coast and in the Gulf have filled the news. discover and communicate variances.

Analytics 340

Analytics Company Data Comparison 340

Perficient

FEBRUARY 10, 2021

Solutions like telemedicine, secure patient data management platforms, and prediction software incorporating big data and IoT are becoming increasingly integral to the success of healthcare companies, and the pandemic is accelerating their development. Security, Data Privacy, and Intellectual Property Protection.

Software 294

Software Innovation Company America 294

Perficient

OCTOBER 12, 2020

The change management team was able to ensure that every employee was ready, willing, and able to embrace a new way of working together. Implementing a new technology was just the beginning and making sure each employee knew how and when to use the new tool was crucial.

Management 294

Management Training Tools Technology 294

PYMNTS

OCTOBER 13, 2020

13) announced it has begun using San Jose-based firm’s supply chain management platform in its work with consulting clients. The partnership with LevaData comes as Boston-based Bain, through its supply chain management consulting practices, works with companies looking to digitalize their supply chain network. Bain & Co.

Management 233

Management San Jose Boston California 233

PYMNTS

AUGUST 11, 2020

The new offering, which is available to consumers whether or not they are American Express cardholders, “includes a range of information and tools to help them understand their credit score better and plan for the future,” the company said in a press release. Kunal Madhok , vice president and head of product and acquisition for U.S.

Tools 320

Tools Management Resources Cards 320

PYMNTS

NOVEMBER 10, 2020

Businesses of all sizes struggle with capital management, regardless of whether they employ staff or seek out third parties to handle their cash flows, accounts payable (AP) and accounts receivable (AR) processes and other related tasks. This affects companies’ creditworthiness, which is crucial to helping them secure loans.

Capital 218

Capital Management System Examples 218

PYMNTS

DECEMBER 23, 2020

Paychex , which provides solutions for HR, payroll, benefits and insurance, is offering users of Clover , a business management platform from Fiserv , the chance to streamline payroll services as well as time and attendance management, according to a press release.

Management 219

Management Tools Strategy Innovation 219

PYMNTS

DECEMBER 14, 2020

The problem with this strategy, however, is that when every company is looking get paid more quickly but pay their own invoices later, B2B buyers and vendors quickly find themselves in a position in which their own cash flow goals contradict each other. Many Moving Parts. That's error-prone, very static, and takes a lot of time.".

Management 308

Management Strategy Data Tools 308

PYMNTS

JANUARY 25, 2021

To help customers handle their accounts receivable (AR) while conserving time and financial resources, pre-accounting technology company Expensify unveiled a bolstered invoicing feature. The upgrade comes on the heels of the company announcing support for bill payments, according to a Monday (Jan. 25) press release.

Management 248

Management Resources Technology Regulation 248

PYMNTS

NOVEMBER 15, 2020

Mobile-first fiscal management solution Fiskl has joined up with Samsung Appstack to help keep small- to medium-sized businesses (SMBs) competitive through collaborations and project management, according to a press release. The pandemic has engendered a number of new obstacles for companies.

Samsung 263

Samsung Management Mobile Resources 263

Payments Dive

JUNE 13, 2019

As companies use technology to manage their accounts receivables and payables, they need to take a hard look at several factors regarding the solutions they choose to employ.

Company 295

Company Management Technology 295

PYMNTS

DECEMBER 28, 2020

Travel and cost management company Navisteps has notched $1 million in a pre-seed round, with investment originating from angel investors, Phocuswire reported. While expense and travel management solutions are not new, they traditionally target large enterprises.

Management 251

Management Report Data Innovation 251