PYMNTS

SEPTEMBER 8, 2020

The rise of the coronavirus has spotlighted the need for corporate treasurers to make real-time decisions about cash management. Not so long ago, linking cash account statements across far-flung systems or operations would have taken days or weeks and extensive testing to synthesize all that data into one centralized presentation.

Management 268

Management Lending System Operations 268

Abrigo

DECEMBER 30, 2016

For accountants, valuation professionals and other business advisory professionals, financial presentations are a fact of life. Even if you are among the many people who fear public speaking more than they fear death, chances are that you will be required to present financials to clients or managers at some point in the coming year.

Taxes 170

Taxes Data Analysis Examples 170

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195

Abrigo

OCTOBER 18, 2016

The following is an excerpt from the Sageworks whitepaper "How to Improve Financial Presentations to Clients". Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager.

How To 150

How To Video Taxes Resources 150

Gonzobanker

NOVEMBER 9, 2022

New approaches to talent and technology are needed to address changes in the wealth management business model. Wealth management and trust clients are some of the most lasting and profitable relationships a bank can attract, but the banking industry is simply missing the opportunity to realize these businesses’ vast strategic potential.

Management 158

Management Community Bank Strategy Technology 158

Perficient

MAY 15, 2023

Doing so will offer them the insights needed to tailor services and develop highly personalized products that can be presented to the most relevant customers at the right times. Institutions can also compare their customer data with external data (ie. market trend data, economic data, etc.) The one-day conference is on May 16 at etc.

Data 275

Data Conference New York City New York 275

PYMNTS

SEPTEMBER 4, 2020

The PYMNTS August/September 2020 Order To Eat Tracker® done in collaboration with Paytronix looks at how restaurant operations are turning to digital menu management tools to keep offerings dynamic and orders flowing during a time of reopening and reinvention. Personalization At Scale. Multichannel Mastery.

Management 143

Management Branding Operations Mobile 143

BankInovation

MARCH 13, 2024

The company’s operating expenses in 2023 increased 11% year over year to $11.1 31 earnings presentation. Mastercard Foundry, the innovation hub for product development at the card giant, is creating a new technology-focused position, as it continues its tech investment. billion, according to Mastercard’s Jan.

Innovation 66

Innovation Management Cards Operations 66

PYMNTS

FEBRUARY 1, 2021

Smooth accounts payable and receivable processes depend on the ability to easily access, manage and interpret payments data, but complex workflows and old-school tools can get in the way. The pandemic has added heat to this fire, driving many firms harder to find quick-to-adopt options for digitizing their AR operations.

Data 234

Data Management Omaha System 234

BankUnderground

NOVEMBER 2, 2022

Operational risk is rapidly becoming one of the most important threats to the financial system but is also one of the least well understood. Cyber attacks are regularly cited as one of the top risks faced by firms in the financial sector and one of the most challenging to manage. Rachel Adeney and Amy Fraser.

Operations 87

Operations Policies System Regulation 87

Perficient

AUGUST 23, 2021

Connected experiences, in the context of the customer relationship, are driven by a robust data set that confidently presents integrated, diverse data to enable actionable insights that can be automated across the customer’s journey. Perficient predicts that AI / ML will influence 30% of customer interactions within the next year.

Data 508

Data Analytics Trends Fraud 508

PYMNTS

NOVEMBER 23, 2020

For purposes of this analogy, the “basement” into which bad mice are creeping is most likely your legacy payroll/expense management software and its possibly compromised connections. While technological advancements have revolutionized many aspects of operations, payroll and expense management are not [among] them.

System 165

System Management Tools Cards 165

Perficient

APRIL 3, 2024

Insurers are constantly striving to improve their operations, provide better experiences for customers, and minimize risks. Monica Gernert, a project manager, and insurance expert at Perficient, provided a critical perspective around genAI that’s quoted in the report. Interested in learning more?

Technology 221

Technology Report social media Industry 221

FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. Alyson Clarke, Principal Analyst at Forrester, presented the latest research and insights based on 350+ banking professionals at the forefront of the banking industry.

Trends 52

Trends Management Customer Experience Resources 52

Perficient

OCTOBER 18, 2021

Key Takeaways: Developing a digital collections strategy that considers the customer’s past, present, and future state is a balancing act that requires a cross-functional approach. Tips to optimize workflow design in collections include: Taking care to operate with a singular focus. Leveraging personas is key.

Strategy 492

Strategy Customer Experience Analytics Groups 492

CFPB Monitor

MAY 23, 2019

The FDIC has announced that it has entered into a settlement of the lawsuit filed against it and the OCC in 2014 by a trade group and several payday lenders challenging “Operation Choke Point” — a federal enforcement initiative involving the FDIC, OCC and other federal agencies. In July 2017, the D.C.

FDIC 112

FDIC Operations Policies Regional 112

Abrigo

AUGUST 9, 2019

Banks and credit unions must learn about these upcoming changes, adjust for them, and meanwhile continue to operate their existing institutions and meet customers’ needs while following all of the regulations that come with being a financial institution. These two tracks will help financial institutions to manage risk and drive growth.

Management 150

Management Conference Lending Training 150

PYMNTS

APRIL 6, 2018

Earlier this week, five healthcare firms operating across the U.S. insurance landscape said they’re launching a pilot program that will help boost the management of healthcare provider data. The alliance companies, Walker explained, will publish white papers and present at conferences throughout 2018.

blockchain 180

blockchain Management Data Conference 180

PYMNTS

NOVEMBER 9, 2018

IT spend management solutions provider vCom Solutions is upgrading its mobile app for iOS and Android devices, the company said this week. According to the company, the latest app version increases how much data IT managers can access related to performance, contracts, services and assets. ”

Management 134

Management Mobile Software Google 134

Perficient

NOVEMBER 22, 2023

However, in October 2023, loan payments resumed, presenting new financial challenges. While the temporary pause was beneficial, it left numerous individuals still grappling with the task of managing their additional financial obligations.

United States 221

United States Cards US Operations 221

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195

Perficient

JANUARY 27, 2021

Join us to learn how Oracle Enterprise Resource Planning Cloud, Enterprise Performance Management Cloud, and Oracle Analytics Cloud provide the solutions you need to the challenges you face today. Provide a faster, more accurate, and transparent close and consolidations process. Come prepared with your questions for Perficient’s team.

Analytics 348

Analytics Resources Tools Management 348

Perficient

DECEMBER 6, 2023

Whether managing medical debt collections in-house or outsourcing to third-party agencies, companies need to exercise vigilance. Reputation Management: With increased public awareness and scrutiny, maintaining a positive reputation is crucial. The regulatory landscape is nuanced, and companies must adapt strategically.

Industry 221

Industry Compliance Exercises Regulation 221

PYMNTS

OCTOBER 30, 2019

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. Similarly, the SaaS-based expense management market will register a CAGR of 8 percent between 2018 to 2025, with the global market size reaching $43.5 billion by 2024.

Management 103

Management System Report Operations 103

FICO

JULY 6, 2023

Beyond the pleasure of leading a FICO Falcon Fraud Manager User Forum and moderating a couple of panel breakout sessions, I I was also able to catch up with many of the fraud-focused attendees from around the world. Let’s dig in a little deeper. Scams: A Top Fraud Concern Scams are becoming a leading fraud concern, all around the world.

Fraud 52

Fraud Management Customer Experience San Diego 52

PYMNTS

JANUARY 15, 2021

But presentation materials that accompanied the results showed that of the reserve released in the quarter, $900 million came from the consumer side of the book, so to speak, and were released from home lending. The remaining $2 billion that was released came from the bank’s wholesale operations. Morgan’s overall customer base.

Management 151

Management Mobile Conference Lending 151

PYMNTS

MAY 8, 2020

The shift to digital commerce is more urgent than ever — and so are some of the potential pitfalls as fraudsters recalibrate their attacks and eye card-not-present transactions as a new way to make off with ill-gotten gains. Existential Points Of Pivot. The restaurant and grocery sectors have also been transformed. Gearing Up For Fraudsters.

Cards 260

Cards Fraud Online Operations 260

Abrigo

APRIL 12, 2016

The FDIC is offering a fresh take on how a bank’s board of directors should understand and manage risk. Prudent oversight is rooted in the directors sending a clear message to staff that they value a strong risk management culture that includes a strong ethical culture,” the FDIC said. Evaluating risk management.

Management 150

Management FDIC Risk Management Community Bank 150

PYMNTS

JANUARY 6, 2021

Christopher Shaffer , CEO of Utilimarc , recently told PYMNTS that enterprise fleets are facing greater pressure to control spend and optimize their operations. But with fleet managers struggling to coordinate across a range of platforms and a sea of data, tightening the grip over operations can be a challenge.

Data 253

Data Analytics Management Operations 253

PYMNTS

OCTOBER 20, 2017

19), Bank of the West revealed news that it is adding new cash management solutions for its commercial banking customers. Bank of the West’s Commercial Banking Group announced the rollout of DirectPay Manager and Remote Cash Capture, two solutions aimed at facilitating cash flow management for corporate clients.

Management 100

Management Fraud Tools Groups 100

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. One thing was clear: it didn’t make sense to operate multiple solutions from two different prominent vendors. In others, it was different.

System 332

System Operations Data Compliance 332

FluentBanking

NOVEMBER 25, 2020

Management Accounting also called managerial accounting or cost accounting is the process of analysing banking or business costs and operations to prepare internal financial report records and account to aid managers decision making process in achieving banking or business goals.

Management 52

Management Taxes System Analysis 52

Insights on Business

JANUARY 3, 2019

Financial institutions face a similar dilemma – while moving to the cloud makes sense for a number of reasons, it also presents a new set of challenges. Three pillars of cyber risk management on the cloud. A properly deployed and administered solution for managing cyber risk consists of three main pillars.

Risk Management 128

Risk Management Management Regulation Guidelines 128

PYMNTS

AUGUST 20, 2019

Middle market companies need help navigating the complexities of accounts payable management, especially when it comes to cross-border, cross-currency payments. That’s especially important as businesses gain scale, as they expand reach into new geographic areas — and as they grapple with AP operations.

Management 127

Management Payments Taxes Software 127

Abrigo

DECEMBER 17, 2016

Indeed, cash is king when it comes to operating an enterprise, and for small companies in particular, it’s imperative to ensure enough cash is coming in to cover the cash going out on a day-to-day basis. Advisors who talk with clients about cash flow can uncover new engagements related to helping them forecast cash flow and manage it.

Management 150

Management Video Resources Policies 150

Insights on Business

MARCH 12, 2019

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. 2019 IBM Sales Performance Management Summit London.

Management 102

Management Leadership Analytics Community 102

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. ” What is clear, though, is that demand for T&E technologies is on the rise.

Management 116

Management Compliance Taxes Marketing 116