The Finance Weekly

JANUARY 5, 2025

These chatbots enhance security and build customer trust by alerting users in real-time. Assisting Financial Planning Finance AI chatbots are excellent tools for budgeting and financial planning. They analyze spending habits and recommend adjustments to help individuals or businesses achieve their financial goals.

Finance 52

Finance Budgeting Financial Data Forecasting 52

PYMNTS

NOVEMBER 17, 2016

The CFPB is taking a closer look at consumers and the relationship to their financial records — specifically the issues they face in accessing, using, and securely sharing their financial records. Technology provides opportunities to use these records to create new consumer tools that help improve financial lives.

Financial Data 74

Financial Data Budgeting Securities Accounting 74

Global Finance

DECEMBER 27, 2024

Deirdre Ryan, global finance transformation leader at EY, says many EY clients have tested these technologies and developed proofs of concept, often in finance, marketing, and product development. Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. CAGR to 2034.

Technology 111

Technology Finance Leverage Investments 111

The Finance Weekly

FEBRUARY 23, 2025

Businesses that integrate analytics into their planning can align operations with financial goals. For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Improve steps by doing this: Monitor real-time financial performance to stay on track.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. Last week, the U.K. where there is no open banking regulatory mandate.

Banking 142

Banking Reconciliations Financial Data B2B 142

PYMNTS

JUNE 24, 2020

through free market competition), on these shores the strategy of getting there seems to be settled in favor of acquisitions. And Tuesday (June 23), Mastercard said it struck a deal to buy Finicity , which provides access to financial data in real time, for $825 million. Visa bought Plaid earlier this year. said Vosburg.

Financial Data 105

Financial Data Banking Leverage Securities 105

PYMNTS

SEPTEMBER 12, 2018

Omni Security and Authentication. Consumers expect to do business with their bank online seamlessly, without the hassle of complicated security checks, whether through their mobile phone, smart watch, home speaker or other connected device. Around The Security And Authentication Space. presidential election.

Securities 55

Securities Banking Technology Financial Data 55

Future CFO

FEBRUARY 2, 2025

Given that Asia has varying levels of technological readiness, Cheah suggests that finance heads look into the following: Diverse Digital Maturity: While tech-savvy markets are leading the way in AI adoption, many emerging APAC economies, still grapple with outdated systems, multiple systems and limited digital infrastructure.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

PYMNTS

DECEMBER 29, 2020

Consumer Bank Chief Digital Officer Mike Naggar said the FI aims to provide customers "a choice, convenience and control of their financial data. WEX Talks Bank Partnerships To Advance B2B Payments. The company is focusing on users that may be underbanked, lacking traditional bank accounts.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

CFO Share

AUGUST 15, 2024

Here’s how small business advice from a CFO can help you secure funding for your business while ensuring your interests are protected. How does a CFO secure business funding? The post How a CFO Can Help Secure Funding for Your Business appeared first on CFOShare.

CFO 52

CFO Securities GAAP Startups 52

PYMNTS

MARCH 10, 2017

In order to keep payments innovation moving quickly and safely, Mark Turnage, CEO of OWL Cybersecurity , said it’s important to ensure information security remains at the forefront of the new products and services being introduced into the market. We are innovating how organizations safely and securely interact with the darknet.

Securities 54

Securities Startups Financial Data Technology 54

PYMNTS

DECEMBER 8, 2019

Banks are required to share customer data with rival FinTech firms, and “this may need to be the case with Big Tech, too,” the FSB said in the report. BigTech’s entry into finance has had benefits, like financial inclusion in emerging markets and underbanked economies. However, there could be risks to financial stability.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

The Finance Weekly

FEBRUARY 26, 2025

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JUNE 9, 2025

More recently, the lab launched its “beyondbanking” initiative, an effort to identify nonfinancial markets that OTP Group could penetrate. It partners primarily with startups in Series A and Series B rounds of investments—those that have already demonstrated strong market traction and a market fit for their products.

Startups 52

Startups Banking Compliance Investments 52

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. Rather, there’s a significant greenfield opportunity to develop new use cases for everyday financial life.

Banking 117

Banking Financial Data Nonprofit Education 117

Musings on Markets

DECEMBER 11, 2024

If you are a business owner or operator, this class should give you the tools to use to make business choices that make the most financial sense. If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business.

Valuation 126

Valuation Corporate Finance Finance Investments 126

PYMNTS

MARCH 21, 2019

Zion Market Research released a report about the accounts payable software market on Wednesday (March 20), estimating the market will reach about $1,567 million by 2025, according to a release by the company. It allows the companies to maintain accurate financial records and track vendors and suppliers activities with ease.

Accounts Payable 52

Accounts Payable Accounting Marketing Startups 52

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. With stronger security measures, firms can build the necessary trust to maintain client loyalty.

Compliance 52

Compliance Technology Communication Investments 52

Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

PYMNTS

JANUARY 11, 2021

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. With the new agreement, the companies will expand more in North America’s B2B market and offer new customized solutions for customers. SBA Unveils Guidance for Second Round of PPP Loans.

B2B 55

B2B Securities SAP Invoicing 55

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Most of the companies I talk to in the middle market will use one of the big ERPs and invariably pull the data into Excel.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 123

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance 96

Finance Financial Data Economics Budgeting 96

PYMNTS

FEBRUARY 12, 2018

have shone a massive spotlight on the role of API technology in banking to open up competition in the market. They are instrumental to financial institutions’ adherence to new rules that require them to open up data streams to third-party players, and traditional FIs are (finally) participating in the data-sharing game.

Financial Data 40

Financial Data Banking Invoicing Accounting 40

PYMNTS

NOVEMBER 17, 2020

Open banking lets third-party financial service companies to have access to a consumer’s banking transactions and other financial data from financial institutions (FIs). Revolut said its new open banking offer was developed with TrueLayer , a London-based financial technology (FinTech) company.

Banking 105

Banking Financial Data Accounting Securities 105

PYMNTS

NOVEMBER 17, 2020

And while that will probably remain the case for the foreseeable future, Maria Prados , vice president of global eCommerce at Worldpay , tells PYMNTS that the shift to automated, paperless and secure B2B transactions is on the move. Social media is no longer just a marketing tool to raise awareness. The Case For Change.

B2B 108

B2B eCommerce Invoicing Securities 108

Bramasol

JANUARY 15, 2025

One of the key factors for success with agentic AI applications will be providing secure access to enterprise wide data sets for real-time analysis and decision making. The SAP green ledger offers bottom-up, audit-ready sustainability metrics that are managed with the same accuracy as corporate financial data.

SAP 107

SAP Compliance Leverage B2C 107

FISPAN

JANUARY 12, 2022

Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space. Banking customers are seeking more control over their banking data than ever before. The end result?

Reconciliations 96

Reconciliations Banking Securities Leverage 96

CFO Thought Leader

FEBRUARY 24, 2025

By championing technology that marries predictive power with secure financial data, Koefoed tells us he is helping steer OneStream toward a future where finance and AI intertwine. You have to explain to investors why (those investments are) so important, what the market opportunity is, and how your product-market fit is unique.

CFO 40

CFO Forecasting Startups Investments 40

PYMNTS

SEPTEMBER 23, 2016

22), SWIFT released a new paper exploring the use of distributed ledger technologies, like blockchain, and their potential implications for smart contracts , a more enforceable and secure contract that could have significant implications for corporate trade and other business processes. In an announcement on Thursday (Sept.

Financial Data 76

Financial Data Securities Technology Marketing 76

PYMNTS

APRIL 1, 2020

” he asked, pointing to the airline industry as one sector that had solid financials only a few weeks ago. “Now, more than ever, just relying on historic financial data is not helpful. . “How do you underwrite somebody today?”

B2C 64

B2C B2B Marketing Education 64

PYMNTS

JUNE 21, 2019

While there were no mega-deals in the B2B startup funding realm this week, it was still a busy time for companies and investors, with many funders targeting companies operating in less common markets. Alternative small business lender Lendingkart secured new funding this week to the tune of $11.5 Lendingkart. Procurify.

B2B 43

B2B Startups Marketing Investments 43

CFO Talks

SEPTEMBER 5, 2024

Whether it’s streamlining financial reporting, enhancing data accuracy, or ensuring compliance with South African regulatory standards, clearly defining these objectives will guide the entire design process. Choosing the Right Software and Technology Selecting the appropriate financial software is a critical decision.

IFRS 98

IFRS GAAP Compliance Reconciliations 98

PYMNTS

NOVEMBER 9, 2020

In banking, collaboration — between the traditional players like banks and the tech savvy FinTechs bringing a slew of new apps to market — is key. there are indications that the opening of data flows between financial services companies has led to strong innovation (and demand for that innovation), and more regulation may loom.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

JULY 6, 2017

bank-funded entity that was mandated by the Competition and Markets Authority to provide new ways for customers to share their financial data with non-bank providers, has released an API specification for accounts and transaction information and payments initiation. Open Banking, the U.K.

Banking 71

Banking Securities Financial Data Accounting 71

CFO News Room

JANUARY 4, 2023

With a high job satisfaction rate and a healthy real estate market, more people are turning to the real estate industry. The market continues to expand, creating more opportunities for career growth in various property management and development positions. Head of Marketing (Salary: $130,000 – $160,000).

Investments 130

Investments Budgeting Finance Marketing 130

PYMNTS

DECEMBER 14, 2018

They must deliver services that customers and clients demand while securing their personal data. Data is crucial and — fortunately, for banks and businesses in the smarter payments space — plentiful. By some accounts , more than 90 percent of existing data was created after 2014. The market completed roughly 1.3

Advertising 72

Advertising Securities Banking Financial Systems 72

Musings on Markets

JANUARY 11, 2024

In 1986, I joined New York University's business school as an assistant professor, and asked to teach Security Analysis, a class made legendary by Ben Graham, who taught it at Columbia University in the 1950s. I describe my corporate finance class as an applied, big-picture class.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145