PYMNTS

NOVEMBER 22, 2017

“Gearing up for the tax season, we are focusing on delivering an outstanding end-to-end customer experience for the do-it-yourself taxpayers, while rolling out new solutions to our customers.” ” Intuit’s other units saw growth, though not as aggressively as its QuickBooks operations.

Taxes 139

Taxes Online Conference Customer Experience 139

Cisco

APRIL 26, 2022

The future of financial services will be shaped by the ability of financial institutions to extract and deliver more customer value from data. The convergence of mobile, cloud, and IoT technologies continues to create new opportunities for institutions to deliver personalized and contextual financial services. Customer Value.

Big Data 143

Big Data Data Analytics Examples 143

Bobsguide

SEPTEMBER 5, 2022

So how can financial services operators build trust in this digital age? One approach is to ensure technology is being utilised to automate simple tasks, allowing bank staff to take on new more complex responsibilities. This means they can make payments, such as pay a utility bill or tax, using these workstations.

Video 97

Video Digital Strategies Digital Banking Security 97

PYMNTS

DECEMBER 30, 2020

But in the B2B services landscape, the procure-to-pay experience was perhaps even more drastically impacted. But what the pandemic did was force many buy-side organizations to widen the scope of potential services suppliers in order to find businesses that were able to meet the needs of operating in a remote environment.

Strategy 171

Strategy Meeting Innovation Taxes 171

South State Correspondent

MAY 13, 2024

The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders. Screen scraping data quickly becomes passe, and the state-of-the-art is leveraging APIs to better integrate.

Conference 195

Conference Payments Fraud Data 195

PYMNTS

OCTOBER 25, 2019

It will operate as the parent company of BitPesa, as well as the TransferZero and BFX brands, all of which focus on cross-border B2B and B2C transaction capabilities for payments initiated in Africa. It noted plans to use the funding to invest in its underlying technology, with a focus on improving customer experience.

Capital 101

Capital Fintech blockchain Management 101

South State Correspondent

JULY 25, 2022

Providing a narrative around your “fortress balance sheet,” ever-more-efficient operations, and defensive vision is now critical. Now, more households and businesses are thinking about switching banks, and the customer experience is king. Stakeholders want to know how are you making life better for your customers?

Trends 195

Trends Lending Marketing Capital 195

Perficient

JANUARY 7, 2021

They had to change the way they operate with new social distancing guidelines. They also found that the customer experience is often just as good, if not better. This shift has caused customers’ expectations to increase, and companies to adjust to what many believe will be the new norm.

Marketing 309

Marketing Industry Mobile Massachusetts 309

Abrigo

FEBRUARY 27, 2020

Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays for lenders and credit analysts. Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays described in the survey. Be ready to weather tighter times better than peers.

Lending 243

Lending Survey Data System 243

Independent Banker

MARCH 31, 2022

We must also keep our focus on protecting the 2017 tax cuts and, as always, monitoring and confronting credit union overreach. For instance, ICBA is calling for congressional hearings on the credit union tax exemption. Bank Operations and Payments chair Alice P. ICBA standing committee chairs (from left).

Community Bank 239

Community Bank Community Industry Texas 239

FICO

SEPTEMBER 27, 2017

Most tax and revenue agencies have strong collection operations, anchored by a large, dedicated staff of collectors supported by laws that allow for streamlined enforcement actions. Centralizing collections in government is therefore a significant opportunity when we focus on the area of non-tax receivables. So Why Centralize?

Taxes 49

Taxes Operations System Tools 49

FICO

JANUARY 6, 2022

Credit executives can now enable continuous learning and improvement that is technology-enabled, and which is no longer tied to the duration of the billing cycle, nor the seasoning of the portfolio. For example, the solution you want will enable a seamless, frictionless digital onboarding experience to your customers.

Management 52

Management social media Customer Experience Strategy 52

PYMNTS

OCTOBER 23, 2019

That’s just one example of how POS innovation is filtering down to the world of small and medium-sized businesses (SMBs) everywhere — and how, in turn, better POS technology and deployment are making for richer consumer experiences. It’s not even about the payments experience, not really. It’s a lot cheaper,” he said.

Retail 101

Retail System Mobile Innovation 101

Gonzobanker

FEBRUARY 7, 2018

Nothing seems to put a bounce in a banker’s step more than a tax break and regulatory relief, and this bountiful energy was radiating at Bank Director’s annual “mecca” for bank M&A in Phoenix last week – Acquire or be Acquired. For those in the know – simply AOBA. The chatter at AOBA centered on three important topics: #1: The Breaks.

Taxes 75

Taxes Video Analytics Arkansas 75

Independent Banker

OCTOBER 31, 2021

I’m not sure how we would have processed all of the PPP loans and everything else in the last 18 months without some of the technology that we have implemented,” says Chris Jundt, senior vice president and chief lending officer at First State Bank & Trust. First State Bank & Trust in Williston, N.D.,

Lending 91

Lending Community Bank Community North Dakota 91

Gonzobanker

DECEMBER 17, 2021

Lots of tech and operations to clean up, it appears, but no solid bank is better qualified than the team from Minneapolis. Simultaneously the bank invested in Paladin Fraud, Trabian Technology, and Chartwell Compliance to provide compliance and risk management solutions in the complex and connected web of fintech partnerships.

Fintech 143

Fintech Strategy Leadership Lending 143

CB Insights

FEBRUARY 13, 2020

‘PayFac’ technology simplifies underwriting and onboarding. Sigma aims to streamline business operations. ‘PayFac’ technology simplifies underwriting and onboarding merchants. On top of that, customers saw an average of 6.7% TABLE OF CONTENTS. A decade of online payments innovation. Source: Stripe.

Online 98

Online Company Retail Payments 98

FICO

MARCH 5, 2019

The commission largely focussed on the steps banks took to verify customers’ income and expenses and whether they were making separate enquiries to assess their unsuitability of any offer of credit. Income verification is very straightforward by requesting payslips, tax returns and profit and loss statements as documentary proof.

Innovation 58

Innovation Lending Regulation Industry 58

Alex Jimenez

FEBRUARY 27, 2019

The topics discussed varied from arcane technology topics to discussions about general innovation. During the conference Harley-Davidson also announced their partnership with IBM to combine cloud, IoT and AI technologies to “reimagine the everyday riding experience. I can’t fault IBM for either of those.

blockchain 40

blockchain Conference Security Innovation 40

Fintech Labs Insights

AUGUST 1, 2016

It leverages 45+ years of franchise operations experience to help retail investors finance franchises, helping to bring them to market quicker. ebankIT’s platform offers financial institution clients an omnichannel experience. brandCrowder has developed an alternative investment platform focusing on branded franchises.

How To 12

How To Analytics Millennials Data 12

William Mills

SEPTEMBER 7, 2016

Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Also a pretty good customer experience. Their technology is basically a card with a built in computer that lets the holder to change a credit card to a different type of credit card, or perhaps even a debit card.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

JULY 22, 2015

Apex Clearing will explain its cutting-edge financial services platform and how online brokerage firms and FinTech groups can grow their businesses by leveraging our technology. Why it’s a must-see: Apex will demonstrate the speed and simplicity through which customers can open accounts, fund them, and place trades.

San Francisco 12

San Francisco Video Fintech Data 12

CB Insights

SEPTEMBER 17, 2018

Its acquisitions of smaller grocers like Roundy’s (2015) and Harris Teeter (2014) have bolstered Kroger’s supply chain further by integrating their warehouses and distribution centers into the company’s larger operations. This data underpins other improvements to Kroger’s operations. This helps them increase their margins.

Industry 67

Industry Branding Retail US 67