Modern Management

Independent Banker

Communicating with management. While auditors need to remain independent and objective, they also need to maintain a relationship with management to create effective reports. General Highlighting Indie Banker Operations & Management New skills for today’s internal auditors.

AI-supported asset manager Pagaya crosses $1.2b in AUM

Bank Innovation

Pagaya, a fintech firm which uses artificial intelligence to manage institutional money, has topped $1.2 billion in assets under management, on the heels of the close of $200 million in asset-backed securities in December.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Helping Nonprofits Embrace Cash Management


The following Deep Dive analyzes the spend management challenges these charitable and humanitarian groups face, as well as how workforce spend management and electronic procurement tools could help them more effectively manage their expenses. .

Five common sales performance management implementation mistakes

Insights on Business

Has your company recently invested in a sales performance management (SPM) solution? Forgetting the management in sales performance management. Featured Carousel Featured Homepage Sales Performance Management SPM

Deploying Spend Management Technology To Rebuild After Disaster Strikes


The time and effort lost manually filling in information, sorting through receipts and documents to track down missing details and ensuring each claimed item falls within companies’ standards stresses workers as well as the expense managers who must check each field.

Portfolio Management

Independent Banker

During my 20-plus years of dealing with community bankers, either as an investment strategist, sales rep or business-development manager, I have come to understand that certain buzz words fall on deaf ears. Total Return. A combination of factors determine every bond’s ultimate performance.

How AI Can Help Automate Expense Management


This could also result in delays for customers and negatively impact a company’s bottom line, which is why new expense management solutions are emerging at a rapid pace. Fleet Management. The global smart fleet management industry was valued at $290.9

Lessons learned from recent incentive compensation management war stories

Insights on Business

I love this word, especially when applied to incentive compensation management. There are some systems which will manage work for you in a way that works against your interests. Featured Carousel Featured Homepage Sales Performance Management ICM Incentive Compensation Management

Salesforce Rolls Out Order Management Function


Salesforce is rounding out its offering for online sellers with the addition of Lightning Order Management, reports in Retail TouchPoints said this week. 10) that Salesforce’s new order management function targets integration of the order process, including fulfillment and customer service. The tool fits within the existing Salesforce Commerce Cloud suite of services, which include inventory management, order updates and return tools.

You can’t manage what you don’t measure

Insights on Business

Fundamental to sales performance management (SPM) is what we call Sales Performance Measurement. Peter Drucker, inventor of management by objective, or MBO’s, is attributed to this “You can’t manage what you can’t measure” concept.

Klarna Launches Money Management Content Hub


But there’s also a lack of clear and accessible information about money management for the younger generation. General Manager at Klarna, in the press release. “We’re He said launching Mindful Money is aimed at creating a platform for conversations about money management. “No

Behind Sysco’s Spend Management Switch To Cards


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.

Gridiron lessons for bank managers

American Banker

Branch managers Employee engagement Employee turnover Community bankingWant a winning team at your bank? Take some tips from LSU’s head coach Ed Orgeron on empowering leaders.

SMB Spend Management Revs Up For A New Decade


Payments and cash flow can be the difference between life and death for small and medium-sized businesses (SMBs), This also applies to expense and spend management, which have a massive impact on cash flow. small businesses said managing travel expenses and payments is a stressful process.

Plugging Expense Leaks With Spend Management Solutions


When it comes to solutions, the latest Workforce Spend Playbook , a collaboration between PYMNTS and Bento for Business , is a compilation of the best spend management approaches currently available. Weddings and events are another sector experimenting with card-based spend management efforts.

Management Consulting Solutions I Learned: Be a Humble Manager

Perficient Financial Servies

This is the final post in my blog series which covers three management consulting solutions I learned from coaches in my life. I apply these solutions to my work life in Management Consulting. Managers: you are there to build (or enhance) a high-performing team and build future leaders.

Vector Adds Automated Invoicing To Fleet Management Portal


Fleet management platform Vector is expanding its Delivery-to-Cash offering with the introduction of automated invoicing and accounts receivable functionality. When it comes to optimizing spend and managing expenses, however, disparate data remains a top challenge.

Microsoft Debuts Expense Management App


Microsoft is rolling out a new corporate expense management solution designed for iOS devices, the company announced on Thursday (Oct. “Keeping, sorting and tracking paper receipts is annoying and inefficient,” Microsoft Product Manager for Spend Heman Chawda said in a statement.

Incentive Compensation Management: Performance and scalability matter

Insights on Business

In fact, I’m learning a new programming language right now called Python – the recommended programming language to extend the capabilities of the IBM Incentive Compensation Management (ICM) solution. Do you ever look back and wonder, “How did I get here?”

Supply Chain Management Fuels IoT Investment Boom


A new study is predicting that Internet of Things (IoT) technologies will see a major boost in investment over the next five years, mostly due to projects in inventory and supply chain management. billion by 2023; and fleet management, which should hit $10.4

Is Subscription Management the Bridge between Insight and Action?

Bank Innovation

It’s time to move beyond merely presenting data and toward helping customers take informed action on their finances with that data, according to Jonas Karles, co-founder and COO of Minna Technologies, a PFM provider for subscription and recurring payment management.

Transforming SPM at the IBM Sales Performance Management Summit London

Insights on Business

During these discussions people often ask “How do other organizations manage this process? On the 23rd of May at 8 Fenchurch Place in London, IBM will be hosting the 2019 IBM Sales Performance Management Summit London where these questions and more will be answered.

Stardog On Data Management’s ‘Useful Fictions’


To manage data, then: Ignore the silos. The ability to use data from far-flung sources can make organizations more flexible and agile across financial services and supply chain management , he said.

The Overdue Overhaul Of Workforce Spend Management


At least those flames are casting light on flawed, outdated (even paper-based) expense management practices, as reported in the latest PYMNTS Workforce Spend Playbook. It’s not as if corporate travel managers don’t get it. Happiness Is Spend Management.

SMBs Shift Their Cash Management Strategies


the latest evidence has suggested that entrepreneurs are holding onto their financial confidence — though it may be changing the ways they manage company cash. Recent data has warned that small business (SMB) optimism is beginning to drop after months of record highs.

Newly Funded Airbase Consolidates Spend Management


Airbase, a spend management company looking to consolidate a range of expense management processes for organizations, has announced new funding for its technology.

Sofi, Quovo Show Off New Wealth Management API

Bank Innovation

A quick, seamless API for wealth management customer authentication and data aggregation may not fix all of SoFi’s problems, but it certainly helps.

CFOs as Performance Management Leaders


Those FIs with the best analytics that can harness their data faster and focus on performance management will come out on top. The post CFOs as Performance Management Leaders appeared first on Deluxe FS.

Turning Unplanned Spend Into Spend Management Innovation


All of this friction can lead to that worker left waiting, cooling his or her heels in the truck, as the traditional spend management process grinds on. Spend management is also following that trend, though there is still much work to do, of course.

Zylo, vCom Team Up For Enterprise Software Spend Management


Software as a Service (SaaS) management firm Zylo has established a partnership with vCom Solutions, which works in IT spend and lifecycle management, the companies announced Monday (March 2), according to Yahoo Finance. With vCom, businesses can manage IT assets from procure to pay.

Coupa Taps Amex, Mastercard Track In Spend Management Expansion


Enterprise spend management solution provider Coupa is expanding its offering with new features and a partnership with American Express, the companies said Wednesday (Nov.

Lower risk and reap rewards through Sales Performance Management

Insights on Business

” Points are those areas that are part of Peter Druker’s Manage by Objective (MBOs), or Key Performance Indicators (KPIs), or what some organizations define as a scorecard (often used as a Balanced Scorecard Methodology).

InventoryBase Adds B2B Payments Tool For Property Management


InventoryBase , a platform providing property inspection services to property management companies and letting agencies, is adding a B2B payments feature that lets property managers pay third parties that conduct property visits.

Tools 186

Crowe Launches Cash Management Solution For Hospitals


Accounting, consultancy and technology firm Crowe is rolling out a new solution designed for hospitals to automate daily bank reconciliation processes and manage cash flow, the company said in a recent announcement.

TRENDING: How Spend Management Keeps The Show Going On


In the October Workforce Spend Management Tracker , PYMNTS looks at the way companies are using new solutions and technologies to give money and time back to everyone. This service provides companies with a more holistic way of managing employee travel through a dashboard.