PYMNTS

JANUARY 11, 2021

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

Treasury 79

Treasury B2C Prioritization Healthcare 79

PYMNTS

FEBRUARY 1, 2021

Although the purpose of digitization in the finance department is, in many cases, to strengthen cash management, the effect of so many siloed systems can actually be quite different. As Berghald explained, that’s because each critical function — from invoicing to payment to accounting — all occur separately from each other.

Finance 82

Finance Invoicing Reconciliations Prioritization 82

PYMNTS

FEBRUARY 15, 2018

For community banks serving small- to mid-sized businesses (SMBs), training an eye on credit cards can translate into additional revenue streams and tap into an unmet need for those SMBs. Kearney found 26 percent of small business cardholders have community banking relationships in place. There’s a lot of runway here.

Banking 47

Banking Education Prioritization Startups 47

PYMNTS

SEPTEMBER 19, 2019

Not all that long ago, treasurers would take stock of cash positions at the start of the day … to the best that they could, since some banks might not report positions daily. Liquidity and cash investment plans would be made by 10 a.m. Cash management becomes a continuous process, throughout the business day.

Treasury 46

Treasury Cash Management Foreign Exchange Budgeting 46

PYMNTS

JUNE 21, 2018

In the “ 2018 B2B Payments & WCM Strategies ” report, Strategic Treasurer, Bottomline Technologies and Bank of America surveyed about 275 respondents to assess how corporate payment behavior is – or isn’t – changing. Critical to the increased adoption of commercial cards is the increasing acceptance of cards by vendors.

Accounts Payable 44

Accounts Payable B2B Invoicing Prioritization 44

Strategic Treasurer

JANUARY 3, 2022

You know, the topics that will have the biggest impact in 2022 are those that already have kind of identified use cases for it really have already been prioritized by the treasurer. So, you know, from that standpoint, obviously we’re talking a lot about API’s, bank APIs, and system integration API’s.

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. There were cases where some of these finance teams could not even understand what their cash visibility looked like.”.

B2B 125

B2B Prioritization Invoicing Corporate Finance 125

PYMNTS

SEPTEMBER 17, 2018

I haven’t had paper checks in the house in more than a year, and no one would be back at the house for another week to give him cash. So, I called and asked whether he would accept payment via my bank app and his mobile phone number. He said he needed to go to his bank to get help since when he clicked, he didn’t know what to do.

Invoicing 78

Invoicing Accounting Banking B2B 78

PYMNTS

OCTOBER 24, 2019

Although commercial cards account for only a sliver of the B2B payments pie, new research from Mastercard, the Association of Corporate Travel Executives, and industry body the NAPCP found an increase not only in the use of card products for business travel spend, but in virtual cards. Amex Embraces Open Banking. T&E Goes Virtual.

B2B 40

B2B Startups Prioritization Education 40

CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 5, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. In April, Charles Schwab introduced its Schwab Personalized Indexing platform, available to advisors and retail clients with a $100,000 account minimum. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. cash management programs ). cash management programs ). Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com. While SECURE 2.0

Planning 130

Planning Leadership Healthcare Accounting 130