PYMNTS

MARCH 4, 2020

Middle-market companies are increasingly joining larger enterprise counterparts in demanding their banks provide them with treasury APIs. These solutions are enabling businesses of all sizes to access faster payments and real-time account status information, thus improving cash management. Read the full story in the Tracker.

Treasury 96

Treasury B2B Cash Management Leverage 96

Navigator SAP

FEBRUARY 17, 2022

Automating and streamlining tasks related to budgeting, cost and cash management, activity-based costing, and other accounting or finance functions also helps ensure compliance with financial regulations. Customer Relationship Management Many ERP platforms contain modules that focus on how the business communicates with customers.

SAP 130

SAP Invoicing Manufacturing Compliance 130

Future CFO

APRIL 13, 2023

With continuing uncertainty in 2023, how are CFOs and treasurers calibrating their strategies in the years ahead to reflect desires for growth and profitability, a return to business as usual in the face of unpredictability and market volatility? Briefly please elaborate on your role at Tata Communications. That's the reality."

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Future CFO

JULY 21, 2021

The way we use technology has completely streamlined the way we live, communicate, and do business across the globe. Therefore, companies must build and create ways to retain business resiliency, particularly on the cash collection cycle. Cash Conversion Cycles. Better value comes with best-of-breed.

Accounts Payable 95

Accounts Payable Finance Communication Accounting 95

Future CFO

APRIL 7, 2022

In one FutureCFO workshop of finance leaders, despite two-thirds using some of the most advanced ERP tools in the market, nearly all concede the use of spreadsheets as part of work. It’s more than just streamlining financial processes and cash management, it’s seeing the bigger picture of how it can generate growth,” says Jenji’s Leong.

Finance 98

Finance SAP Leadership Cash Management 98

The Finance Weekly

DECEMBER 5, 2023

Managing vast amounts of data, finance leaders now play a crucial role as data custodians. Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

JUNE 19, 2019

The bank is integrating Identitii tokenization technology to launch HSBC DART, a secure digital information exchange offered under its Global Liquidity and Cash Management (GLCM) business. “HSBC’s DART is an industry first,” said Identitii CEO Nick Armstrong in a statement.

Accounting 55

Accounting Communication Cash Management Invoicing 55

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., Many advisors are accustomed to using verbal communication with clients (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

FEBRUARY 1, 2021

For years, small- to medium-sized businesses ( SMBs ) have been leaping at the opportunity to digitize their back offices thanks to the rise of FinTech and the ability for more agile tools tailored to smaller firms to bring enterprise-grade solutions to the SMB market. The last year alone has seen this trend occur at warp-speed.

Finance 82

Finance Invoicing Reconciliations Prioritization 82

PYMNTS

MARCH 26, 2019

While international growth may seem an opportunity too good to pass up for a small business, Laurent Descout, CEO and founder of corporate cash management FinTech Neo , says hard-hitting fees exacerbate the often damaging threat of currency and exchange rate volatility, leading some firms to give up on global aspirations.

Foreign Exchange 69

Foreign Exchange Currencies Cash Management Profit and Loss 69

PYMNTS

NOVEMBER 5, 2019

Robinhood Markets is reportedly experiencing a glitch that enables users to trade stocks with (essentially) free money. Robinhood is “aware of the isolated situations and communicating directly with customers,” spokesperson Lavinia Chirico said in an email. Launched in 2013, California-based Robinhood offers commission-free trading.

Cash Management 40

Cash Management Communication Securities Investments 40

CFO Simplified

OCTOBER 10, 2023

Communications – This is your first tool with any bank. Know the Market – As your business has grown over the years, its needs have changed. For example, your need for a line of credit to help fund your growth, or for different cash management services. Determine your needs and find a bank that serves that market.

Banking 52

Banking Cash Flow Forecasting Forecasting Treasury 52

PYMNTS

MARCH 18, 2020

There are many benefits to corporates’ digitization initiatives and cloud migrations – yet as today’s global markets are quickly realizing, there is one critical advantage: the ability to quickly adjust to work-from-home recommendations and mandates. Initiating Change, In Both The Short And Long Term.

Reconciliations 80

Reconciliations Invoicing Communication B2B 80

PYMNTS

MAY 18, 2017

The more payment, cash management, cash flow forecasting, ERP and other digital platforms integrated, the more difficult it can be for a company to envision its own financial health across all of this data. Risk, in particular, is susceptible to fast-moving market fluctuations.

Treasury 40

Treasury Cash Flow Forecasting Risk Management Communication 40

PYMNTS

MARCH 27, 2019

Accounts payable (AP) automation company Tipalti is expanding its reach into the market by partnering with three new B2B companies, which will extend Tipalti’s solutions to their own customers. The enhanced integration aims to strengthen control and communication for both ends of the transaction.

B2B 46

B2B Accounts Payable Reconciliations Cash Management 46

PYMNTS

MAY 22, 2019

Currencycloud is teaming with Lithuania’s Evarvest for cross-border payments, Alipay and ininal are working to help visitors from China connect with merchants in Turkey and BCS Global Markets is rolling out an international payments solution in the U.K. Mark Judd, managing director of CDS Global in the U.K. In Australia and the U.K.,

Cash Management 43

Cash Management Communication Currencies Startups 43

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

MAY 9, 2019

. … That’s especially true for companies that are growing quickly, where resources are constrained, and executives want to devote resources and time to building the company, growing the revenues and investing in marketing and sales.”. Cash management becomes less art than science. The Limitations Of Manual Labor.

Accounts Payable 70

Accounts Payable Accounting Finance Cash Management 70

PYMNTS

DECEMBER 11, 2019

and elsewhere has opened up an opportunity not only for new businesses to form, but for those young companies to leapfrog over the growing pains of digital transformation experienced by their peers in other markets, and emerge as tech-savvy, digital companies from the get-go. Translating Consumer Cash To Supplier Payment. .”

B2B 52

B2B Invoicing Accounts Payable Compliance 52

Future CFO

DECEMBER 11, 2023

In the US, the US Federal Reserve is set to introduce to the local market FedNow – an instant payment solution that will enable customers of participating banks and credit unions to instantly send and receive money transfers outside of traditional banking hours. Efforts are underway in other markets to facilitate cross-border e-payments.

Banking 98

Banking Finance CFO Leverage 98

CFO Simplified

JULY 22, 2022

Establish a policy so it’s handled uniformly, then communicate it to everyone. Talking to an employment attorney, banker, commercial realtor, marketing expert, and even a CFO can make sure that you make the right decisions with the least amount of stress. Establish a policy about work environments. Do you allow remote work?

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

MAY 30, 2018

According to a press release today (May 30), SPD Bank will be leveraging Ant’s financial-grade technologies in AI, supply chain finance and biometric identification in online risk management to help prevent loan, transaction and marketing fraud. What It Says About The Space.

Banking 40

Banking Risk Management Startups Cash Management 40

Future CFO

JANUARY 30, 2021

That traditional banks are not fazed by the entry virtual banks reveals that despite the marketing of so-called small business-friendly offers, incumbents are focused on the very established small businesses with acceptable collateral. It may not give you the returns typical in the stock market but it also doesn’t have its volatility.

Invoicing 52

Invoicing CFO Finance Treasury 52

PYMNTS

SEPTEMBER 22, 2016

“When we look at where the market is moving, clients expect to transact globally and to trade globally, to have a cash management account in Hong Kong and an FX trading accounting the U.K. ” Khosla said. ” Speed and regulation rarely go hand-in-hand. “I think we’re going to see more enforcement.

Banking 75

Banking Compliance Prioritization Auditing 75

CFO News Room

NOVEMBER 26, 2022

The economic environment of the past decade—with low interest rates, robust market performance, and relatively strong economic growth—coupled with an aging cadre of advisory firm owners, contributed to a surge in RIA mergers and acquisitions (M&A) activity in recent years. Jeff Benjamin | InvestmentNews).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

PYMNTS

FEBRUARY 15, 2018

Community banks can take advantage of the credit opportunity by leveraging this differentiated position and existing relationship, as well as with actively marketing competitive card offerings. But] a credit card is not always top of mind,” Giorgio said. “In

Banking 47

Banking Education Prioritization Startups 47

PYMNTS

NOVEMBER 16, 2016

Alternative lenders, for instance, largely emerged as a response to banks retreating from the SME lending market. Other SME-serving FinTech companies are offering the digital payments and cash management solutions many traditional FIs consider too costly to offer small businesses. “It’s cheap and easy.”

Banking 75

Banking Invoicing B2B Cash Management 75

Bramasol

DECEMBER 13, 2021

From Bramasol's perspective as a leading SAP partner creating business management, finance, and compliance solutions for over 25 years, here are five major areas that we are watching closely and helping our clients prepare to deal with in the coming year - and beyond.

SAP 52

SAP Compliance Profit and Loss IFRS 52

PYMNTS

JANUARY 21, 2019

The latest stall comes nearly four years after China announced it was opening its credit card market to foreign competitors. The tension over access to the market is one of many tensions between the U.S. We are communicating with the central bank on and off, but there’s no clear reason.”. There are a lot of variables.

Banking 49

Banking Sales Cash Management Compliance 49

Future CFO

JANUARY 21, 2021

The new risks and market changes that COVID-19 ushered altered business norms. Decision-makers demanded real-time data across a multitude of projects as they navigated the new normal market. Intraco’s Yeo added that having data in real-time matters in the current market. We are in the era of the business unusual.

Treasury 52

Treasury Foreign Exchange CFO Currencies 52

PYMNTS

JUNE 7, 2016

That local branch would post funds to Cornell’s Cash Management Office, which then had to be reviewed, eventually approved and notice was sent back to the Bursar’s office and finally posted to the student’s account – a process Baker said could take weeks. dollars and deliver to clients,” Massaro explained.

Planning 42

Planning Education Reconciliations Banking 42

Onplan

NOVEMBER 30, 2022

OnPlan is a highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market. OnPlan is an all-in-one FP&A solution that streamlines financial forecasting, budgeting, and workflow management by connecting existing spreadsheets to a robust analytics hub. Key features.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief marketing officer at SoFi. You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. She was Chief Revenue Officer at Microsoft.

Advertising 57

Advertising Startups Technology Investments 57