Centage

APRIL 28, 2022

We wanted to offer small and mid-size customers a robust planning and analytics platform that was robust, easy to use, easy to implement and helped them reach value and financial health quickly,” explains John Murdock, CEO of Centage. We designed Planning Maestro using the most modern Cloud technologies. Vision Achieved.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Finance Budgeting 98

Adam Kae

JANUARY 5, 2024

As a seasoned , Fractional CFO specializing in small business finance and Digital Marketing Agencies, I've witnessed firsthand the transformative power of borrowing done right. Fear not, as we embark on this guide together, shedding light on the nuances of intelligent borrowing.

CFO 52

CFO Marketing Forecasting Securities 52

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

APRIL 8, 2020

They previously only interacted with clients in physical branches — accepting deposits and extending loans, for example — but such interactions offered little ability to facilitate customers’ primary business activities. Banks can offer APIs to power clients’ eCommerce launches, he said. This is where APIs change the ball game.

Banking 99

Banking eCommerce Leverage Reconciliations 99

E78 Partners

JULY 13, 2023

Data-driven IT due diligence refers to the systematic process of evaluating and analyzing the technology infrastructure, systems, and capabilities of a target company before making an investment or acquisition. IT Due Diligence with E78 Partners At E78, we understand that due diligence is not a one-size-fits-all approach.

Compliance 52

Compliance Leverage Technology Investments 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

PYMNTS

OCTOBER 15, 2020

"SC Ventures is a beacon of fintech innovation, and we look forward to many years of collaboration delivering passwordless capabilities to the enterprise world.". Alex Manson of SC Ventures said the way the world has changed in 2020 requires "a shift in how organizations secure their employees and clients.". "We

Investments 79

Investments Securities Banking Technology 79

Adam Kae

MAY 30, 2023

Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. However, with financial automation tools at our disposal, we can bid farewell to manual data entry and focus on revenue-generating activities.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Collectiv

MARCH 2, 2022

As a leading solution in the software space, many enterprise teams already know that Power BI offers transformational change for their industry. But, in many cases, they’re still not quite sure how it works. Power BI Desktop is a foundational tool that helps users analyze data, create models, and design reports or dashboards.

Analyzing Data 52

Analyzing Data Data Analysis Technology 52

Fpanda Club

APRIL 18, 2022

It helps to perform analysis from both internal (strengths and weaknesses) and external (opportunities and threats) perspectives and combine the results to create strategies and action plans. Weaknesses/Opportunities: what available opportunities can be used to reduce identified weaknesses of the FP&A team and how can this be done?

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

PYMNTS

JUNE 30, 2020

“There are many different ways you can onboard a client today,” he said. On the backend, noted Bermingham, companies must gauge the risk of an onboarded client by asking certain questions or posing challenges for verification – security efforts that are made easier with by the aid of advanced technologies.

Invoicing 101

Invoicing Compliance Banking Technology 101

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

Collectiv

JULY 13, 2022

So how can you drive Power BI adoption cost-effectively? How many times have you bought an online course only to abandon it less than halfway through? How many times have you bought an online course only to abandon it less than halfway through? How is this Power BI Training Better Than Other Options? We’ve all been there.

Leverage 52

Leverage Leadership Education Investments 52

PYMNTS

JULY 23, 2020

People and business owners – pretty much everyone – is confronting the reality that the world has changed in ways that we can’t yet fully comprehend. At OnPay Solutions, for example, we followed all the CDC guidelines and state and local requirements here in Florida, and we [closed the main office] in March,” he said. “As

Accounts Payable 60

Accounts Payable Invoicing CFO Accounting 60

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

AUGUST 30, 2017

The companies jointly said they will pay particular attention to building tools that help businesses more efficiently and effectively engage with customers, as well as on unlocking new revenue streams and cutting costs. The companies announced Tuesday (Aug.

SAP 40

SAP Leadership B2B Technology 40

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

Future CFO

DECEMBER 18, 2020

We are winding down the year 2020. We can see how each member is bragging on how digital-ready their markets are right now. In the Philippines, the race on who can implement the best digital strategies and increase the use of digital banking among its clients and customers are on.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

PYMNTS

APRIL 7, 2020

In a conversation with Karen Webster, Bottomline CEO Rob Eberle discussed how the company came to launch a solution designed to ease the loan application burden on both banks and borrowers and described the role of B2B FinTechs elsewhere as market disruption forces finance teams to prioritize their digitization efforts. By fax or paper?

Prioritization 66

Prioritization Accounts Payable B2B Accounting 66

PYMNTS

NOVEMBER 3, 2020

What will we change? The fundamental things apply, as the old song goes, and the pandemic has changed everything, helping to move the needle in how corporates pay one another and communicate, and how buyers interact with suppliers. What will it take? What will the future look like? The Big Themes – And The Challenges .

B2B 82

B2B Treasury Accounts Payable Communication 82

PYMNTS

JUNE 23, 2020

The rising demand for faster funding is spotlighting the need for digital transformation. The firm began to explore alternative digital payment methods after many of its clients began expressing needs for faster, more secure payment options, Senior Vice President of Finance and Treasurer Michael Kelly explained in an interview with PYMNTS.

Leverage 52

Leverage B2B Prioritization Securities 52

PYMNTS

JUNE 1, 2020

“COVID-19 [has] become a catalyst for lots of change within everything that we do,” Kevin Phalen , global head of Visa Business Solutions, told Karen Webster in a recent conversation. So, what we’ve seen is a massive influx of our clients coming to us saying: ‘How can you help enable our suppliers for acceptance?

B2B 59

B2B Reconciliations Economics 59

PYMNTS

MAY 30, 2019

As of this week, Bank of America formally announced that a little over one year in, its AI-powered voice assistant has logged 7 million users and 50 million client requests, and the firm is avidly looking at what’s next and how to keep the growth alive. We never envisioned this,” she said then.

Concentration 51

Concentration Banking Investments 51

PYMNTS

JANUARY 17, 2018

Over the past few years, demand has increased for system integrators, ERP (enterprise resource planning) resellers, procure-to-pay implementers, business process outsourcing companies and banks to work together as their clients strive to enable complex capabilities like cross-border payments and invoice automation.

Accounts Payable 40

Accounts Payable Auditing B2B CFO 40

PYMNTS

OCTOBER 17, 2016

We were a very, very large company that had a lot of public filings already because all of our debt was publicly traded, so a lot of details about us were very public. Most other companies coming to the public markets have some funding, for sure, but not our assets, so we were in a very different place as a company.

Investments 76

Investments Marketing Planning Leverage 76

Future CFO

SEPTEMBER 7, 2021

These two executives shed light on the challenges facing finance executives in SEA and how they could address those issues. How are these challenges different from those facing professionals globally? FutureCFO: How should SEA’s finance professionals address those challenges? PwC’s Daryl Wang.

Finance 52

Finance Leverage Investments Compliance 52

PYMNTS

MAY 29, 2020

We have deep dives on Main Street’s digital shift, ATM innovation and PPP loans. How are CUs utilizing videoconferencing capabilities on interactive teller machines (ITMs) to maintain their branch operations during the pandemic, and how is biometric technology helping them offer more secure, quicker and touchless ATM services?

Banking 52

Banking Healthcare Retail Treasury 52

PYMNTS

JULY 26, 2019

Others, like Visa B2B Connect and SWIFT gpi , aim to transform it. Regardless of how, these technologies and their innovators share common goals: to accelerate and streamline cross border payments. From our customers’ perspective, it helps to improve their commercial relationships.”. Preparing Banks And Businesses.

Foreign Exchange 64

Foreign Exchange B2B Prioritization Banking 64

PYMNTS

DECEMBER 24, 2019

Voice is the killer app of the connected commerce experience, according to the How We Will Pay: 2019 Edition study. 26, the eCommerce operator — via its Alexa Skills Kit Blog — announced the debut of “two new Alexa capabilities that will help create a more natural and intuitive voice experience for your customers.”.

B2C 64

B2C B2B Banking Technology 64

PYMNTS

JUNE 1, 2020

Any sudden shock to the system like we have observed with the pandemic exposes both vulnerabilities and opportunities, especially for payments. But as to where we are headed — well, that’s a bit tougher to divine. As Flywire’s Massaro said, the shift to the new normal that is still evolving has transformed any number of verticals. “We

Foreign Exchange 69

Foreign Exchange Securities Currencies Technology 69

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

DECEMBER 15, 2016

The modern consumer is digital in many ways: in how they shop, pay, interact with brands and manage their finances. The payments landscape is undergoing a broad-scale and rapid transformation, driven by the move to digital and mobile technologies. For i2c’s clients, no coding or special changes from an IT perspective are required. “We

Technology 75

Technology Marketing Banking Finance 75

PYMNTS

MARCH 1, 2017

The space is also a hotbed for competition as a number of non-banks are offering the multicurrency payment processing capabilities that businesses need more efficiently and at a better value than the big banks. We talk a great game, but the FinTech market share in many of these areas is really small. What’s A Bank To Do?

B2B 58

B2B Foreign Exchange Compliance Banking 58

PYMNTS

JUNE 1, 2017

When Frank Bisignano took the reins as CEO of First Data in 2013, he was emphatic that the firm could use its size, scale and enterprise relationships to “transform” a firm that everyone referred to as the world’s largest merchant processor into a technology leader and true partner to the many businesses it supports.

Leadership 44

Leadership Numbers Technology Marketing 44

PYMNTS

SEPTEMBER 14, 2017

But, perhaps ironically, while these new lenders are disrupting traditional banking practices there are some banks that are helping them carry out the disruption. The bank was founded in 2008 and since then has played an active role in helping disrupt how banks conduct their lending activities. New tools for new FinTechs.

B2B 76

B2B Banking Investments Technology 76

PYMNTS

AUGUST 16, 2018

As much of the payment and contractual paperwork that underlies the economy shifts from paper to digital (a slow but ongoing change), signatures are transforming, too. Deutsche Bank recently introduced digital signature capabilities for its corporate customers. The bank said it signed up U.S.-based The bank’s goal? Bank Advantages.

Banking 40

Banking Leverage Accounting Planning 40

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130