Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

NOVEMBER 22, 2016

Owned by Paradime Technologies, numberz.in offers cash flow management for businesses. The company secured $650,000 from Kae Capital and Khosla Impact, reports said Monday (Nov. India’s small business finance space got some renewed attention by investors this week when local startup numberz.in Numberz.in

Cash Management 71

Cash Management Startups B2B Invoicing 71

PYMNTS

MAY 19, 2017

WannaCry’s explosive impact on the industry has enterprise security on everyone’s mind, and this startup is now a unicorn because of that attention, closing $100 million in Series D financing. Find out which startup landed the cash, along with the other B2B startups that saw their share of investments this week, below.

B2B 61

B2B Investments B2C Cash Management 61

PYMNTS

DECEMBER 13, 2019

To provide retail consumers in China with a new widely available and streamlined investment advisory service, Vanguard and Ant Financial Services Group announced a partnership. They will have a minimum investment of approximately USD 113 or RMB 800. Alipay serves more than 1.2 Alipay serves more than 1.2

Investments 53

Investments Cash Management Technology Finance 53

Future CFO

JANUARY 1, 2024

The study, which asked 200 manufacturing and distribution organisations with revenues between US$100 million and US$1 billion, revealed that more than 80% of the respondents believe today's economic uncertainty has significantly elevated the importance of the CFO in bringing in strategies and technology optimisation initiatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Accounts Payable Manufacturing 52

Future CFO

FEBRUARY 13, 2023

Having an experienced succession of crises since the beginning of 2020, FutureCFO asked two finance leaders their views on the challenges facing treasury and cash management during the pandemic and coming out of it. What is the biggest change to the Treasury and Cash Management (TCM) function brought about by the pandemic?

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

PYMNTS

MARCH 4, 2020

The value of the technology is evidenced by the vast number of APIs that businesses use and consume. APIs can become major targets for hackers and fraudsters, however, and businesses need to step up their API security in response. How Banking APIs Help Businesses Pay Faster, Invest Better. Around The B2B API World.

Treasury 96

Treasury B2B Cash Management Leverage 96

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0” Mark Schoeff | InvestmentNews).

Mergers and Acquisitions (M&A) 130

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

PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Cash Management 91

Cash Management Securities Investments Technology 91

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. There's a significant demand for individuals proficient in data analysis, forecasting, and the associated technologies. Following 1.5

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

MARCH 31, 2022

Global operations make it more challenging for small treasury teams in mid-market companies to handle day-to-day operations efficiently and securely. They struggle to keep an overview on their cash and risk positions. A professional cash management solution can help to overcome these challenges. And they need technology.

Treasury 52

Treasury Cash Management Currencies Reconciliations 52

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. But clients will typically have another asset that is important to consider in these calculations: their Social Security benefits.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

SEPTEMBER 25, 2018

As it turns out, there may be a disconnect between what treasury professionals need in their day-to-day endeavor of cash management and what their service providers think they need. Technology As Constraint. As a cash manager, it does change your work processes,” he told Webster. It’s all about trade-offs.

Treasury 55

Treasury Cash Management Securities Prioritization 55

PYMNTS

JULY 21, 2020

With barriers to globalization coming down and new opportunities for growth discovered, corporate treasurers and CFOs are stepping into unfamiliar territory with their cash management operations. And their challenge is only going to grow. ” Challenge Turned Opportunity. ”

Treasury 64

Treasury Cash Management Data Analysis Compliance 64

PYMNTS

DECEMBER 3, 2020

For all of the innovation that's occurred in the banking landscape, it's often consumers – not corporates – that benefit from the latest technologies. The underlying technological architecture is becoming more interwoven and connected," Dux said of banking systems. "On The Drive To Upgrade.

Banking 105

Banking B2B Cash Management Technology 105

PYMNTS

MAY 27, 2020

CEO Anthony Noto told CNBC’s “Squawk on the Street” that the FinTech company’s investing platform has seen a significant uptick in user numbers since January. The company said the account is secure and offers rewards for savers with higher interest relative to the national average of transactional accounts. It will be available to U.S.

Accounting 52

Accounting Investments Cash Management Economics 52

PYMNTS

JANUARY 18, 2019

Yet, venture capitalists revealed revamped interest in the B2B eCommerce and procurement spheres, exploring technologies like blockchain to enhance supply chains and the buyer-supplier relationship. Below, PYMNTS rounds up the latest in B2B investments. Adcount Technologies. Chronicled. with automated accounting software.

B2B 65

B2B eCommerce Investments Treasury 65

PYMNTS

JULY 22, 2020

Brex , the San Francisco financial technology startup, is offering FDIC insurance on its no-fee cash management account, the company announced Wednesday (July 22). The new feature in Brex Cash allows customers the choice to hold cash savings with FDIC insurance, or invest in Money Market Funds.

Treasury 66

Treasury Cash Management Compliance Startups 66

PYMNTS

JANUARY 13, 2021

During his career at Citi, Khaliq has served in management positions in banking, markets and securities services, country management (CCO) and treasury services. Prior to his appointment as global head of TTS, Khaliq served as head of operations and technology for TTS.

Treasury 52

Treasury Education Cash Management Economics 52

PYMNTS

FEBRUARY 13, 2017

Standard Chartered is hoping to fuel innovation by giving developers access to banking technology. The bank announced late last week that it is rolling out the Open Banking API Developer Portal that will enable developers to play around with banking technologies, first with a focus on transaction banking and cash management.

Banking 76

Banking Cash Management Technology Accounting 76

PYMNTS

NOVEMBER 16, 2018

This week, RPA startup Automation Anywhere made waves with its $300 million investment from the SoftBank Vision Fund, reports said Thursday (Nov. The investment now values Automation Anywhere at $2.6 The company also operates a Banking-as-a-Service (BaaS) technology platform targeting small business (SMB) customers.

Accounts Payable 77

Accounts Payable Foreign Exchange Currencies Startups 77

PYMNTS

JULY 29, 2019

California BanCorp , the holding company for California Bank of Commerce (CBC), has announced the launch of a Treasury Management Consultancy to enable firms to manage their liquidity, utilize excess cash for better investments and reduce financial risks. “We

Management Consulting 43

Management Consulting Treasury Cash Management Sales 43

CFO News Room

NOVEMBER 19, 2022

And now, one of the biggest advisor technology companies appears to be joining this increasingly competitive space. cash management programs ). While SECURE 2.0 Altogether, the new RIA custodial partnership with FNZ represents a potential new line of revenue for Envestnet, as well as a way to expand its global reach.

Planning 130

Planning Leadership Healthcare Accounting 130

PYMNTS

SEPTEMBER 30, 2016

From pre-Series A funding to late-stage investment rounds, ranging from a modest $1 million to the week’s high point of $88 million, backers showed their versatility. Find out who else secured funding below. Expense Management. million funding round from British Business Bank Investments (BBBI). Enterprise Security.

B2B 70

B2B Treasury Startups Cash Management 70

PYMNTS

JULY 22, 2019

The business will target early stage startups through mature growth companies, with a focus on the technology, healthcare, and life sciences industries. Stifel offers senior secured loans up to $40 million for working capital and growth capital needs. Stifel Financial Corp.

Startups 40

Startups Healthcare Treasury Leadership 40

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

Future CFO

DECEMBER 11, 2023

With growth also high on the agenda of Boards and CEOs, finance leaders must balance cost-control efforts against investments. Villanueva attributed this to the convenience, transparency, and security of the process. The common question that comes to mind for the regular consumers: ‘How secure is my money or my funds inside this app?’”

Banking 98

Banking Finance CFO Leverage 98

PYMNTS

MARCH 14, 2019

” Corporate cash managers may not be able to control many of those challenges, like ongoing geopolitical instability resulting in trade tensions and financial market volatility, or the rising threat of cyberattacks. And that’s all about using technology-based services to re-engineer treasury activities.”

Cash Management 77

Cash Management Currencies Corporate Finance Treasury 77

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

JUNE 21, 2018

But a company’s interest and efforts to adopt new technologies does not always mean that all B2B payment processes are improved. Automation emerged as the undeniable driver of accounts payable enhancements, cited by 49 percent of survey respondents – even more so than security and cost.

Accounts Payable 44

Accounts Payable B2B Invoicing Prioritization 44

Future CFO

DECEMBER 6, 2021

In the past 18 months with the onset of the COVID 19 pandemic, International SOS, which delivers health and security services has been automating its cash collection process. Working closely with technology partner Esker International, the company moved from 85% paper-based invoices to handling 95% electronic invoices today.

Invoicing 52

Invoicing Cash Management Treasury Finance 52

PYMNTS

DECEMBER 11, 2019

“These banks don’t necessarily have all the tools and technology” that market players need. Translating Consumer Cash To Supplier Payment. For legal marijuana dispensaries, a reliance on cash at the point of sale results in a host of frictions and challenges for both consumers and businesses. .

B2B 52

B2B Invoicing Accounts Payable Compliance 52

PYMNTS

APRIL 19, 2017

Change within the enterprise will always bring friction, but when it comes to change brought about by the adoption of more sophisticated technologies — especially in accounting and cash management — that friction is worth the effort. Technological Threats.

Accounting 47

Accounting Cash Management Practice Management Technology 47

PYMNTS

MAY 22, 2019

Mark Judd, managing director of CDS Global in the U.K. and Australia, said in an announcement that the technology could “create new marketing opportunities for our clients and optimise the subscription order process for their consumers.”. Their order information is subsequently transferred for processing to CDS Global. And, in the U.K.,

Cash Management 43

Cash Management Communication Currencies Startups 43

PYMNTS

DECEMBER 26, 2018

The FI launched its API gateway to integrate into its CashPro corporate cash management platform late last year, and has since continued to invest in API technology to enable corporate clients to more easily obtain their data, funnel it into the right systems, and more easily analyze it. “In

B2B 70

B2B Treasury Banking Startups 70

Future CFO

APRIL 13, 2023

The three years since 2020 saw organisations focus on digitalisation, payment efficiency, security, and cash forecasting. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend. In such conditions, capital management is at the front and centre. "I

Mergers and Acquisitions (M&A) 52

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

PYMNTS

APRIL 30, 2018

” In a survey of treasurers, cash management professionals, CFOs and other professionals in the treasury department, researchers found that nearly two-thirds of respondents (61 percent) feel they are in a better position this year to combat fraud within their organizations compared to last year. .

Treasury 59

Treasury Accounts Payable Securities Accounting 59