PYMNTS

DECEMBER 29, 2020

With it, financial institutions need to strengthen their compliance to mitigate the risk of running afoul of the law. It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. Complex Compliance.

Compliance 108

Compliance Prioritization Securities Banking 108

The Finance Weekly

JANUARY 1, 2023

During inflation and unstable market conditions, it will help companies gain better insights and forecasting, including calculating a variety of what-if scenarios. In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Click , here to read.

Finance 98

Finance Compliance Economics Prioritization 98

CFO News Room

JANUARY 8, 2023

By fall of 2022, NFT markets were down 90% , we’d entered a cold crypto winter, and a bustling metaverse was still more of a dream than reality. Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. The cloud is changing security.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

AUGUST 1, 2023

The demand for mobile wallets, online banking services, and the increasing adoption of digital technologies has led to the expansion of the financial applications market in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

PYMNTS

NOVEMBER 26, 2019

PYMNTS’ Credit Union Innovation Index found that CU members may not prioritize the latest technologies as much as bank and FinTech customers do, but they still value easy-to-use mobile apps and online capabilities. SAFE has been delivering on-demand experiences since 2016, when it launched a targeted marketing function on its mobile app.

Marketing 52

Marketing Leverage Prioritization Advertising 52

PYMNTS

SEPTEMBER 8, 2020

In the mad dash for small firms to secure capital, many sought their PPP loans from banks other than their usual financial service providers, creating a logistical nightmare for financial institutions (FIs) that still rely on manual and outdated customer onboarding workflows. When the U.S. On Tuesday (Sept. On Tuesday (Sept.

Compliance 79

Compliance Prioritization B2B Banking 79

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. ” Norton warned of the emergence of what he called a “black marketing economy,” in which cybercriminals masquerade as a seemingly legitimate company with a falsely issued GDPR compliance statement.

Compliance 77

Compliance Prioritization Securities Leverage 77

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. What data governance, privacy and security procedures do we have in place or need?

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

PYMNTS

JANUARY 29, 2019

and Europe told Bitdefender in a separate survey that their budgets are large enough to accommodate the security for which infrastructure calls. Data is the new currency, and as the market shifts, we see organizations realizing real business benefits from their investments in protecting their data.”.

Investments 59

Investments Compliance Education Benchmarking 59

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. Data Security and Access Control : Implement appropriate data security measures to ensure that sensitive financial information is accessible only to authorized personnel.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

DECEMBER 28, 2018

Researchers this year released new data on banks’ KYC adherence that highlights just how imperative it is that the financial services industry is able to more adequately address the challenges of compliance. Avoka CMO Don Bergal told PYMNTS what global markets can expect in 2019 in terms of bank KYC happenings.

Banking 74

Banking Compliance Prioritization Accounting 74

PYMNTS

APRIL 22, 2016

The corporate treasurer at the multinational corporation is facing a particularly fierce global market today. But technology is changing the foreign exchange trading game, and market volatility may be the only sure thing in this space. The FX Market Has Changed. All of that impacts the FX market. Amid the U.S.

Marketing 40

Marketing Foreign Exchange Treasury Currencies 40

PYMNTS

SEPTEMBER 17, 2018

To prioritize certain payment methods, HomeAway finds out which methods are highest in demand by utilizing consumer data and analytics. “We Building An Intuitive And Secure Experience. Fraud and compliance are challenges facing all eCommerce marketplaces,” he said. The Future Of Travel Payments.

Prioritization 49

Prioritization Currencies Securities Compliance 49

Michigan CFO

SEPTEMBER 29, 2021

In addition to being on the same page as other leaders in the organization, CFOs must understand the importance of: Expanding market presence. For businesses that must adhere to specific data security compliance standards, going digital can help simplify the process with the help of a CFO to ensure accuracy.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

PYMNTS

MAY 13, 2019

While data integrations mean access to more data for financial professionals to analyze, they also raise issues in the world of compliance and data protection. Data security in FinTech solutions will also be an essential component of encouraging the traditional financial services market to participate in an open ecosystem.

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

PYMNTS

OCTOBER 8, 2018

Understanding who one is doing business with is the first step to mitigating a myriad of risks, including non-compliance, non-payment, violated contracts and more. Koble recently announced its entrance into the Asian market through a collaboration with Malaysia-based telecommunications conglomerate Celcom Axiata Berhad.

B2B 75

B2B Compliance Prioritization Marketing 75

E78 Partners

MAY 3, 2023

Lastly, private equity firms prioritize assessing the potential for future growth and scalability of a target company’s technology assets, which involves examining the company’s technology roadmap, development plans, and competitive landscape to determine the potential for future value creation.

Investments 52

Investments Leverage Technology Compliance 52

PYMNTS

SEPTEMBER 22, 2016

Part of the problem, says Pegasystems Senior Director of Risk, Compliance and Onboarding for Financial Services Reetu Khosla, is that KYC and other regulations change so frequently and are so numerous that it’s a major undertaking to remain compliant. ” Khosla said. On Tuesday (Sept.

Banking 75

Banking Compliance Prioritization Auditing 75

PYMNTS

MAY 23, 2017

In this edition of the PYMNTS’ Commander in Chief Series , Western Union President Odilon Almeida shares a day in the life as leader of one of the largest global person-to-person money transfer networks, what smartphones have done for the payments space and why security and compliance are always key in a game where the rules are changing every day.

Compliance 76

Compliance Risk Management Prioritization Retail 76

PYMNTS

NOVEMBER 5, 2019

As Boston-based Flywire’s President and COO, Orgel will oversee its global payment network, business operations, finance, legal, compliance, and corporate strategy and development. What they want is to trust their transactions are secure, understand the process in front of them and be free to choose the methods they want to use. . “To

Leadership 61

Leadership Prioritization Healthcare B2B 61

PYMNTS

MARCH 5, 2019

Compliance and regulatory issues remain top of mind, of course, but so does the overall experience of both buyers and sellers. In an interview with PYMNTS, Marie Perrin-Largilliere, senior manager of global product marketing at HomeAway, got a bit more granular on how the firm seeks to engage both sides of the transaction.

Prioritization 59

Prioritization Currencies Securities Education 59

PYMNTS

DECEMBER 20, 2019

To move a B2B transaction from one market to another, the global interbanking system is far from a perfect strategy, though it remains the standard in cross-border payments. ” To do so, he said, the tool prioritizes security and compliance. “Are they going to actually get value out of it?

Banking 52

Banking B2B Prioritization Securities 52

PYMNTS

AUGUST 14, 2018

No, not just in homeownership, but in business, too – and especially when it comes to upstart FinTech firms grappling with an ever-onerous compliance landscape. In the world of transaction monitoring for compliance, the spreadsheet becomes the all in all: a ledger, analytics, tracking, case management and auditing tool. Build vs. buy.

Compliance 40

Compliance Auditing Risk Analysis Prioritization 40

PYMNTS

AUGUST 3, 2016

Instra, based in Melbourne, Australia, provides an extensive domain name service to a global market. Think GoDaddy where GoDaddy might also be a customer in the domain resell market. The business of cross-border domain name trading can be beset with compliance issues and confusing billing systems. Compliance.

Compliance 40

Compliance Currencies Prioritization Invoicing 40

PYMNTS

SEPTEMBER 19, 2019

Both Sharma and Chakraborty pointed to a multitude of factors driving supply chain management challenges in today’s market. In large part, growing consumer and end-customer demands reverberate through supply chains, leading to what the executives described as “cutthroat competition” across industries.

Technology 47

Technology Manufacturing Forecasting Prioritization 47

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

MAY 9, 2016

Consider, for example, the impact of new artificial intelligence innovation on the current job market. For example, in accounting, advanced document processing and secure document transfer portals now make it possible for accounting firm clients to directly upload all of their information through a secure file transfer.

Accounting 52

Accounting Prioritization Advertising Compliance 52

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. It provides dashboards and reports for tracking SLA compliance and performance metrics.

Leverage 52

Leverage Auditing Compliance Invoicing 52

PYMNTS

OCTOBER 6, 2017

But often, businesses prioritize security of customer data, then safeguard internal company data. Last week, Baer reported on the American Payroll Association’s Fall Forum, which focused heavily on payroll security. Cybersecurity weighs heavily on corporates’ minds, especially when incidents like the Equifax data breach occur.

Marketing 55

Marketing Treasury Foreign Exchange Prioritization 55

PYMNTS

APRIL 16, 2018

That putting what is now the inevitable regulatory screws to social media platforms will impose unwieldly compliance costs on every player, making it harder for new players to emerge and scale, and thereby strengthening Facebook’s position. Anyone who gets it down to one minute should definitely get the Nobel Peace Prize.

Advertising 48

Advertising Transportation Numbers Sales 48

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? Obviously that’s dropped a little bit this year with the market.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). Sales & Marketing. and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

MAY 6, 2019

But firms whose banks don’t possess APIs to smoothly transmit that information may resort to work-around solutions with weaker security measures, putting customers’ data at risk. On the other hand, FIs using APIs can promote more secure access to data, Chaib said. Screen scraping’s problems don’t stop at security, either.

Banking 74

Banking Prioritization Securities Compliance 74

PYMNTS

DECEMBER 23, 2019

And as smartphones have saturated the market, the amount of time we collectively spend on our phones per day has risen every year of the last ten. But into every financial market a little rain must fall, he said, and when it does, he thinks they are ready. That is why it was such a good first step.”.

Banking 52

Banking Compliance Prioritization Education 52

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. Specific capabilities include financial planning and analysis, integrated business planning, financial reporting, regulatory compliance reporting, and financial close management.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130