PYMNTS

FEBRUARY 2, 2021

Within financial services, artificial intelligence (AI) is typically deployed in various efforts to identify and stop fraud. But advanced technologies can also be leveraged to help financial institutions (FIs) operate more efficiently, improving the end-to-end payments experience for their consumers.

Forecasting 111

Forecasting Foreign Exchange Leverage Treasury 111

PYMNTS

APRIL 23, 2020

One bank working to ensure its in-branch systems match its online capabilities is Cleveland, Ohio-based KeyBank , which operates 1,197 branches across the country and handles more than $137 billion in assets. We don’t think about digital just as a client-facing tablet,” Warder explained. “We’re Knowing the Customer.

Banking 90

Banking Prioritization Forecasting Communication 90

PYMNTS

DECEMBER 5, 2019

The right customer support services can connect these two parties to more effectively work through difficulties. Pablo Kenney, Zendesk’s director of product strategy and operations, recently spoke with PYMNTS about how recurring payments are essential to the firm’s work: assisting other companies in managing customer service.

Foreign Exchange 89

Foreign Exchange Currencies Communication Budgeting 89

Adam Kae

JANUARY 5, 2024

Fear not, as we embark on this guide together, shedding light on the nuances of intelligent borrowing. A client once believed immediate borrowing was the solution, but after a thorough evaluation, we discovered optimizing internal processes and cash flow proved more beneficial, saving them from unnecessary debt.

CFO 52

CFO Marketing Forecasting Securities 52

PYMNTS

MAY 13, 2020

Contactless is taking off, said Tempesta, as are things like hands-free curbside delivery and in-app ordering at quick-service restaurants (QSRs). And we can modify our system fast. For example, within days of restaurants shutting down, we had pushed out new technology designed to help,” said Tempesta.

Technology 100

Technology Securities Sales Numbers 100

PYMNTS

JANUARY 13, 2021

Citi has named Shahmir Khaliq as its new head of Treasury and Trade Solutions (TTS), according to an internal memo from Paco Ybarra , global head of Citi’s Institutional Clients Group (ICG), which noted that the appointment is effective immediately.

Treasury 52

Treasury Education Cash Management Economics 52

CFO Leadership

OCTOBER 18, 2023

Until a few months ago upon the public release of ChatGPT, most of us considered the notion of a human-like artificial intelligence like the HAL supercomputer in the movie 2001, or Data, the AI-powered android from Star Trek , something we were unlikely to see in our lifetimes. LLMs have demonstrated remarkable capabilities.

Finance 52

Finance Accounting Auditing IFRS 52

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. My guest on today's podcast is Yonhee Choi Gordon.

Problem Solving 52

Problem Solving Leadership Planning Accounting 52

VCFO

MAY 19, 2023

These oversights often stem from confusion about the rules that govern the R&D Tax Credit or a belief that the credit is not applicable to one’s operating activities for one reason or another. This involves establishing the capability or method applied in the activity.

General Ledger 71

General Ledger Startups CFO Finance 71

Centage

JULY 5, 2023

As a business leader, while you’ve probably heard the term SaaS (Software as a Service), you may not fully understand what SaaS for finance teams means and how it can enable you to run your company more efficiently and effectively, and ultimately help you grow your business. One of the virtues with SaaS is that it’s scalable.

Finance 98

Finance Budgeting Forecasting Business Analytics 98

PYMNTS

NOVEMBER 26, 2020

Companies are making significant changes during the COVID-19 pandemic as they work to move past its disruptions and restore smooth operations. Business-to-business (B2B) payment practices are undergoing some of the most notable shifts as corporate buyers and sellers seek new transaction methods and tools to help them pay and be paid quickly.

Invoicing 67

Invoicing B2B Accounts Payable Reconciliations 67

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. The offering is geared toward small and medium-sized banks aiming to implement domestic and international payment services in the U.S.,

Technology 120

Technology Banking Startups Finance 120

PYMNTS

APRIL 10, 2020

“In times of uncertainty, it’s important that we help our clients mitigate risk by offering flexibility, redundancy and resilience,” Ryan Frere, executive vice president, global payments at Flywire , told PYMNTS. Our role at Flywire is to help them do this with minimal disruption to their business.

Healthcare 60

Healthcare Education Securities Planning 60

PYMNTS

NOVEMBER 19, 2020

That includes advancements in Canada's upcoming Real-Time Rail, as well as adoption by Transcard of Mastercard's Track Business Payment Service to facilitate real-time, account-to-account transfers for businesses. Payments Canada President and CEO Tracey Black said RTR will help both businesses and consumers drive long-term economic growth.

B2B 104

B2B Reconciliations Risk Management Compliance 104

Bramasol

MARCH 31, 2023

We saw a steady stream of booth traffic, great questions about our demos, excellent audience interaction at John Froelich's presentation on " Powering Digital Transformation with SAP Quote-to-Cash", and lots of sidebar conversations at lunches, dinners and on the show floor.

SAP 86

SAP Compliance Invoicing B2C 86

PYMNTS

SEPTEMBER 3, 2020

Businesses are understandably following suit, adjusting their operations to cater to customers’ growing preferences for digital-first everything. They also offer the flexibility to tweak payment operations without fundamentally altering their supporting infrastructure. “I Rethinking The Basics: Cloud-Based Platforms.

eCommerce 77

eCommerce Leverage Entertainment Education 77

PYMNTS

JANUARY 14, 2020

Businesses tap myriad digital solutions and contract with numerous companies to keep their operations’ finances running smoothly. Today’s financial institutions (FIs) no longer need to worry about solely addressing all their clients’ financial-related needs, however. Leveraging APIs For a More Convenient Workflow.

Cash Management 52

Cash Management Invoicing Accounting Leverage 52

Collectiv

JUNE 13, 2023

As an example, one of our nonprofit clients needed help fact-checking data in a pivotal local election by holding up leaders’ claims to their actions. Using Power BI, our client created a webpage where voters could easily visualize data from the state’s database without any advanced data know-how.

Nonprofit 52

Nonprofit Leverage Budgeting Analyzing Data 52

PYMNTS

NOVEMBER 24, 2020

They’ve been forced to redesign their operations around digital services nearly overnight in response to shutdowns, he said, but face the real possibility that they’ll be driven out of existence by mega-digital players like Amazon or DoorDash. That’s why we jumped in.”. How To Build A New Type Of Subscription.

Sales 102

Sales Numbers Retail 102

Barry Ritholtz

FEBRUARY 21, 2023

If you recall pre-pandemic, we had started doing these live events. The first one was with Ray Dalio, and then we did one with Howard Marks, and then everything closed down and we kind of put it on hiatus. So let’s talk a little bit about what we have going on right now. How’s it going?

Leadership 106

Leadership Investments Profit and Loss Technology 106

VCFO

DECEMBER 3, 2021

This post was co-authored by Cristina Silingardi , Vice President with vcfo , and Donna Zinsmeyer , Director of Operations with vcfo. As we have celebrated our 25 th anniversary this year, we have also looked back at leadership practices that helped to make it possible. When employees seek answers to “what should I do?”

Leadership 60

Leadership Prioritization Communication Finance 60

PYMNTS

OCTOBER 29, 2020

Restaurant services platform Chowly is partnering with food delivery app Grubhub to bring local eateries a frictionless solution for online sales, the companies said in a statement on Thursday (Oct. Chowly and Grubhub will work together to onboard mutual restaurant clients. 30, up from $322 million at the same time last year.

Leverage 51

Leverage Sales Technology Marketing 51

PYMNTS

JANUARY 9, 2019

Build or buy — or how about buy, then build? Continuing an acquisitive strategy that seeks to expand integrated payment capabilities, Paya said on Tuesday (Jan. 8) that it had acquired First Billing Services , a billing processor based in Ohio that focuses on municipalities and utilities.

Nonprofit 63

Nonprofit Technology Budgeting Marketing 63

PYMNTS

SEPTEMBER 29, 2016

As Apple’s iPhone shows signs of maturation, the company has forged a partnership with Deloitte and plans to provide consulting services to clients through an initiative called EnterpriseNext, according to Reuters. CEO of Apple Tim Cook said: “IPhone and iPad are transforming how people everywhere get work done.

SAP 67

SAP Sales Investments Planning 67

The CFO College

APRIL 8, 2021

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.”

CFO 52

CFO Benchmarking Tax Planning Accounting 52

VCFO

MARCH 31, 2022

Through our work providing teams of CFOs, controllers, and HR professionals to deliver strategic advice and daily support to more than 5,000 clients, we’ve identified several points to consider when engaging an outsourced CFO: Clarify what you want to achieve. Every organization is different. Write it Down.

CFO 52

CFO Communication Auditing Budgeting 52

PYMNTS

AUGUST 5, 2019

A payments service provider based in the U.K., Providing customers with mobile, telephone and online payment capabilities on a multi-currency platform, moneycorp also enables them to exchange money through 120 currencies. Rochford helps its clients manage how treasury risks affect their balance sheets, cash and profitability.

Treasury 43

Treasury Risk Management Currencies CFO 43

PYMNTS

MAY 1, 2020

As governments around the world work with financial institutions to connect these companies to capital, many firms are quickly recognizing just how drastically their financial worlds have been turned upside down. One business client of small business credit scoring company CRIF Realtime experienced this firsthand.

Banking 95

Banking Education Financial Data Finance 95

PYMNTS

APRIL 21, 2020

“The jury is very much out, but based on the early days of what we’re seeing, this is awakening the realization that the old ways of how businesses pay other businesses just can’t continue,” he said. This may be a watershed moment, where business will look at their operations through a completely different lens.”.

B2B 82

B2B Accounts Payable Banking Accounting 82

PYMNTS

NOVEMBER 26, 2019

The AP automation technology field, however, continues to press ahead with identifying those cost saving and revenue generating opportunities for business clients. ’ “AP and AR automation are critical pieces of the overall equation to solve our clients’ enterprise-wide cash flow management needs,” he added. .’

Accounting 64

Accounting Accounts Payable B2B Reconciliations 64

Jedox Finance

MAY 17, 2022

No industry has attempted to do more with predictive analytics than the financial services industry. From the opening of Lloyd’s Coffee House in 1686, financial services professionals have been attempting to forecast what’s going to happen next. Predictive Analytics Example in Finance. A Brief History of Predictive Analytics.

Finance 98

Finance Forecasting Quantitative Data Advertising 98

PYMNTS

JUNE 26, 2020

It’s required lots of on-the-spot innovation as firms had to massively rethink their operations from the ground up. Among the trends that have impressed Helekar has been the rapid shift across the payments and technology sector to help SMBs make digital pivots rapidly, but in a way stable enough to support small businesses over time.

eCommerce 70

eCommerce Practice Management Economics Investments 70

PYMNTS

JANUARY 7, 2020

Financial institutions (FIs) are facing an all too familiar challenge: Customers and clients are increasingly demanding fast, data-rich products and services, yet their legacy core payment processing systems are often antiquated. These challenges are especially acute for merchant service providers (MSPs) and the clients they serve.

Prioritization 53

Prioritization Leverage Sales Planning 53

PYMNTS

OCTOBER 1, 2018

Projects from Wells Fargo , JPMorgan Chase and RBS have all surfaced in recent years, as FIs deploy artificial intelligence (AI) solutions that both meet their customers’ needs for digitized services and save those financial service providers money at the same time. “And I think the reason for that is, they need help.”

Banking 70

Banking Technology Finance Investments 70

PYMNTS

JULY 10, 2020

Months of stay-at-home orders have showcased how crucial digital tools have been to helping potential homeowners and renters find and finalize new property purchases. We have been working with owners, offering to do Zoom conferences with them and interacting with them virtually, and that has gone very well.

Communication 52

Communication Technology Marketing Sales 52

PYMNTS

FEBRUARY 5, 2020

In this week’s examination of the latest in commercial card innovation, PYMNTS uncovers how service providers are emphasizing how card technology can ease friction pre- and post-payment, from promoting employee spend compliance to streamlining supplier reconciliation. Citi Targets Customer Service. Leavitt explained.

Reconciliations 53

Reconciliations Accounts Payable B2B Compliance 53

PYMNTS

DECEMBER 12, 2018

Financial institutions are in the midst of becoming more mobile, with many of those legacy operations opting to — or at least considering — working more closely with FinTech providers to upgrade services, retain customers and acquire new ones. The debut of 5G promises to add another tool that can aid such efforts. Latency Advantages.

Banking 84

Banking Technology Securities Marketing 84