Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice.

Management 150

Management Resources Capital Taxes 150

PYMNTS

APRIL 27, 2020

In addition, the survey found eCommerce in the U.S. The latest data on customer behavior comes as the Retail Industry Leaders Association (RILA) and National Retail Federation released a Blueprint for Shopping Safe. The first phase plans for eCommerce to rise with curbside pickup and home delivery. Shoppers must stay in their cars. “I

Dallas 258

Dallas US Retail Texas 258

South State Correspondent

JANUARY 4, 2023

The irony here is that more than half the banks we recently surveyed had some goal and metric around asset growth. In addition, they may consider focusing on these five critical areas: Improve Operating Leverage. To the extent projects improve operating leverage and the total experience, so much the better.

Community Bank 195

Community Bank Capital Training Lending 195

PYMNTS

MAY 1, 2020

A survey of 260 pubs and eateries by SquareMeal, London’s independent guide to eating establishments, was presented to a parliamentary advisory committee on Friday (May 1), the Financial Times reported. Three-quarters of owners said their margins are too thin to support fewer customers, the survey said. Keeping people one meter (1.3

Guidelines 145

Guidelines Survey Operations Conference 145

Independent Banker

NOVEMBER 30, 2022

Clockwise from top left: Grand Ridge National Bank, Wheaton, Ill.; In our annual workplace survey, employees of ICBA’s best community banks to work for told us they benefit from engaging cultures, opportunities for advancement and innovative benefits. We don’t operate from a position of fear.”. Grand Ridge National Bank.

Community Bank 169

Community Bank Community Montana Leadership 169

Gonzobanker

JULY 20, 2022

financial institution executives surveyed for What’s Going On In Banking 2022 , 19% of community banks and 10% of credit unions had not launched a digital transformation strategy prior to this year, and another 15% had no plans to do so. A successful digital product manager knows how to bring order to the chaos of digital transformation.

Digital Strategies 174

Digital Strategies Strategy Leadership Customer Experience 174

PYMNTS

MARCH 12, 2020

billion in revenue and cost $5 billion to operate. However, USPS officials, postmasters GAO surveyed, and stakeholders GAO interviewed said that additional offerings may generate minimal revenue, and that USPS may face factors limiting the viability of these offerings.”. The idea is not without international precedent.

Retail 169

Retail US Survey Examples 169

PYMNTS

AUGUST 20, 2020

A new survey from Citizens Bank says businesses are jumping into the real-time payments opportunity. “We are always looking to provide our customers greater clarity into the payment journey,” said AscendantFX Chief Operating Officer Shemina Jiwani. Businesses Ready To Jump Into RTP. Visa Joins NACHA Pilot.

Groups 252

Groups Payments Survey Data 252

PYMNTS

DECEMBER 5, 2018

The nation continues to push against cash in favor of digital payments, while both the government and private sector continue to fuel FinTech innovation. It hasn’t been easy for the nation’s small businesses, however. “Indian [SMBs] are focusing on expense management as much as on increasing revenue.”

Innovation 171

Innovation Survey Operations Community 171

South State Correspondent

AUGUST 22, 2023

If one product is the future of banking, it is treasury management. In this article, we detail the five steps to building a treasury management strategy, provide some tools to execute those steps, and then provide a complimentary survey to assess your strengths and weaknesses. It starts by targeting the right customers.

Management 195

Management Community Bank Survey Community 195

PYMNTS

NOVEMBER 2, 2020

To that end, the latest data from the Institute of Supply Management (ISM) showed on Monday (Nov. To that end, the latest data from the Institute of Supply Management (ISM) showed on Monday (Nov. The report from the ISM Manufacturing Report on Business PMI (a gauge of national factory activity) stood at 59.3, 2) that the U.S.

Maine 204

Maine Management Report Data 204

PYMNTS

SEPTEMBER 24, 2020

Retail sales have seen very modest year-over-year gains since June, but many brick-and-mortar operations continue to suffer amid the pandemic. PJ SOLOMON , the New York global investment financial services company, and the National Retail Federation (NRF), the world’s largest retail trade association, announced on Thursday (Sept.

Retail 111

Retail Survey New York California 111

Abrigo

DECEMBER 1, 2020

farms), nearly half of principal operators and spouses rely on a job off the farm to supplement low or negative farm income. While still lower than a year earlier, farm income in the third quarter improved from the second quarter, according to the latest Federal Reserve District Ag Credit Survey. Ag outlook improved, but lenders wary.

Lending 195

Lending Survey Operations Payments 195

Abrigo

SEPTEMBER 16, 2019

More than two-thirds of community banks surveyed for the Conference of State Bank Supervisors (CSBS) Community Bank Sentiment Index indicated they expect business conditions will be the same or better in the next 12 months. Is the current period a good time to expand your operations? Grow your loan portfolio. Learn More.

Community Bank 150

Community Bank Community Policies Survey 150

PYMNTS

OCTOBER 18, 2020

The Instant Payments Solution platform from SIBS, launched in 2018 to ensure instant payments processing at a national level, is now also providing these operations between European financial institutions. Larger companies could leverage instant payments for better liquidity management, as they juggle payroll or invoices,” he said.

Payments 167

Payments Boston System Survey 167

Perficient

OCTOBER 1, 2020

I recently sat down with two of Perficient’s healthcare thought leaders – Chief Strategist and General Manager of Healthcare, Juliet Silver , and General Manager of Digital Health Solutions, Paul Griffiths – to discuss healthcare’s future. It soared to more than 50% in early April and now sits at 18% nationally.

System 364

System Examples Industry Operations 364

PYMNTS

SEPTEMBER 13, 2016

In a press release detailing the survey results, Entrust Datacard noted that instant issuance technologies were first adopted by smaller banks and credit unions almost a decade-and-a-half ago. In one recent case study tied to instant issuance, Entrust Datacard stated that Woodforest National Bank, a community bank operating across 17 U.S.

Case Study 100

Case Study United States Analysis National 100

Gonzobanker

JULY 8, 2022

The operational world of cash, checks, deposit slips, passbooks, and teller terminals used to dominate bank tech budgets. Simply taking orders, fulfilling requests, managing outages, and measuring service levels—important responsibilities for sure—will not position the CIO nor the financial institution for success. and a shocking 1.3%

Resources 146

Resources Leadership Technology Management 146

PYMNTS

MAY 7, 2018

Whether robots will take our jobs or take over the mundane tasks for humans to shift to more strategic operations, one thing is for sure: Automation is changing the workforce. The survey of 550 small business owners and managers found, overall, that these professionals have a positive outlook regarding automation.

Community 117

Community Big Data Survey Tools 117

PYMNTS

SEPTEMBER 28, 2020

Take, for example, Italy, where Amazon has been operating since 2010 with what The New York Times describes as rather “muted success” since selling its first children’s book in the nation nearly a decade ago. By and large, Italian consumers first encountered Amazon as a group that firmly preferred shopping in person and paying in cash.

Marketing 237

Marketing Survey Online New York 237

Abrigo

FEBRUARY 25, 2022

Nearly 90 of 100 bankers surveyed during a recent Abrigo webinar said their institutions plan to increase the volume of small business lending or commercial lending this year. Indeed, some bankers are already giving up spreads in order to win loans, according to the January Fed Senior Loan Officer Survey. Lenders Easing Terms.

Lending 195

Lending St. Louis Community Survey 195

Gonzobanker

MAY 4, 2022

Every year, Cornerstone Advisors conducts a survey of community-based financial institution CEOs that asks what their top concerns are. The 2022 survey produced the biggest one-year change we have ever seen. A focused plan for the development of next generation talent is no longer optional. Some thoughts about what we see working: 1.

Training 154

Training Survey System Data 154

PYMNTS

APRIL 30, 2018

National Small Business Week is this week in the U.S., But analysts from Bank of America, Square, Navcom and the National Association for the Self-Employed warn that challenges for some SMBs have reached new heights, too. and global stock markets are also top concerns among entrepreneurs surveyed by the bank.

Taxes 144

Taxes America National Community 144

Accenture

SEPTEMBER 13, 2019

Working directly with our financial services clients on strategic, operational and technical issues, he is on the front lines of the evolution of real-time payments. Many view instant payments as a powerful catalyst to re-architect financial infrastructures and how payments are managed. 3 Accenture 2019 Global Payments Pulse Survey.

United States 151

United States Payments US Survey 151

PYMNTS

SEPTEMBER 11, 2019

Currently, there are 57 real-time payments rails operating in more than 72 countries, with even more under construction. Last week, seven European payments operators announced the European Mobile Payment System Association initiative, a new pan-European network focused on cross-border mobile payments. So, what’s the problem?

Payments 190

Payments Regional Operations Guidelines 190

South State Correspondent

FEBRUARY 22, 2023

Non-Expert Deposit Pricing Management – How To Destroy Bank Franchise Value The best way to quickly destroy value is to peg a deposit product to an index such as SOFR, Prime, Fed Funds, or Treasuries. However, this doesn’t tell the whole story when it comes to deposit management.

Management 195

Management Marketing Branding Strategy 195

PYMNTS

JUNE 21, 2016

According to a survey conducted by the chamber, there are negative effects of such legislative efforts , with businesses noting that they have been forced to increase prices for their customers as a result of regulatory impacts or have had to delay or cancel investments for growth. Last week, reports emerged that the U.S.

Survey 101

Survey Regulation Compliance National 101

Abrigo

JUNE 5, 2015

Sorrentino says, “As the backbone of the US economy, our nation’s growth depends on community banks figuring out how to operate in this ever-increasing regulatory environment. From a governing body’s standpoint, stress testing builds confidence in a bank’s overall risk management strategy. Click here to take the survey.

Risk Management 150

Risk Management Community Bank Regulation Survey 150

PYMNTS

AUGUST 20, 2018

Consider India, where EY estimates in a recent survey that in India, companies are finding it a challenge to navigate GDPR. As the research shows, 63 percent of respondents to the survey — those who were, in fact, aware of the mandates — were non-compliant.

Fintech 101

Fintech Survey Regulation Resources 101

South State Correspondent

OCTOBER 12, 2022

While every bank says they are about service, few define what that means, and even fewer still have metrics to manage it. A bank like this often does an occasional survey confirming its bias. Can companies increase loyalty without raising their customer service operating costs? The Problem with Focusing on Customer Service.

Study 195

Study Examples Branding Survey 195

PYMNTS

NOVEMBER 23, 2020

According to the survey, a large swath of those early shoppers were parents of children under 18 years of age, 44 percent of whom had managed to wrap up their holiday shopping before outfitting their kids in Halloween costumes this year. Interest in curbside pickup has grown significantly, with 15.5 percent in March.

Retail 248

Retail Online Survey Course 248

PYMNTS

JULY 8, 2020

But in an interview with PYMNTS, Scott Anderson , director of software product management and go-to-market, banking at Diebold Nixdorf , said that predictions of cash’s imminent demise are premature. That includes paying for everything from clothes to restaurant deliveries through online and card-not-present transactions.

ATM 214

ATM Regional Mobile Payments 214

PYMNTS

OCTOBER 22, 2020

Businesses around the world are warming to automations and other digital tools that can simplify these processes as they seek to sustain or grow their operations. This may be a widespread problem, too, with 94 percent of financial teams reporting in a recent survey that they use some manual methods to prepare invoices and billing details.

Report 159

Report Tools Examples Meeting 159

PYMNTS

FEBRUARY 28, 2019

These excursions involve not only extensive coordination, but require travelers to manage payments for everything from flights and hotels to daily meals. How employers manage their workers’ travel spending can color their relationships, too. Smooth, convenient expense management solutions can boost morale and improve productivity.

Mobile 108

Mobile Report Management Software 108

Abrigo

JANUARY 6, 2017

The thing about databases is they’re siloed and they’re generally centralized, and they’re owned and managed by someone who has unilateral editorial rights. Some 90 percent of respondents in the Future of the Cloud Computing Survey reported they use the cloud in some way. Cloud computing has implications for accounting firm growth.

Trends 218

Trends blockchain Taxes Survey 218

Independent Banker

DECEMBER 31, 2021

Independent Banker ’s annual Community Bank CEO Outlook survey reveals how community bank leaders plan to leverage today’s deposit-laden banking environment to grow this year. Leading the challenges for bankers responding to this year’s survey are increasing loans (56.1%) and increasing earnings (54%). What changes will 2022 bring?

Community Bank 144

Community Bank Community Lending Louisiana 144

PYMNTS

MAY 19, 2016

National Small Business Week has come and gone, but challenges of operating a small business are evergreen. And as the size of the company gets smaller, problems like cash flow management often get bigger. That doesn’t mean freelancers are always sitting pretty, however. Invoice2go proposes a resolution.

Survey 100

Survey Resources Training Operations 100