PYMNTS

NOVEMBER 8, 2019

The quarter also saw bookings of more than $21 million, and management said demand was strong and broad across product offerings. Direct sales and sales through bank channel partners remained strong, Eberle said. He said the international business was strong for business payment and messaging offerings in Europe.

Banking 43

Banking Accounts Payable Healthcare Treasury 43

The Finance Weekly

JUNE 7, 2023

Haynes will resume his previous position as Vice President of Finance and Treasury. Prior to her tenure at Insight, where she served for almost 14 years, Johnson held the position of senior vice president and treasurer at eFunds, a provider of electronic payments and risk management solutions.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 14, 2018

The Seed funding coincides with Trovata’s ongoing pilot of its solution with Square Treasury using JPMorgan Treasury Services APIs, and will be used to focus on product development and new customer engagements. Guru said it will use the investment to focus on further innovation of its solution. Access Fintech.

B2B 51

B2B Startups Treasury Financial Data 51

The Finance Weekly

JANUARY 21, 2024

All involving Excel data manipulation. One company we spoke to–a $110M equipment leasing firm–has been looking for a way out of this Excel hell for three years.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

PYMNTS

SEPTEMBER 30, 2016

And that goes for the industries covered, too, with treasury management’s Kyriba, blockchain’s BlockApps and enterprise security’s Druva landing on the board, to name a few. Treasury Management. In all, nearly $200 million went to B2B startups this week. Software-as-a-Service.

B2B 70

B2B Treasury Startups Cash Management 70

PYMNTS

AUGUST 24, 2018

That means retailers and other companies need to up their risk management and hedging games — and do so before one crisis or another (a currency collapse in Turkey one week, who knows what next?) A long-term and proactive look from the point of view of the financial hedging and risk management opportunities.

Risk Management 40

Risk Management Currencies Manufacturing Forecasting 40

PYMNTS

OCTOBER 29, 2018

This is especially true in finance-related functions like accounting, procurement, payroll and treasury, and a new survey from Workday suggests chief financial officers are recognizing the opportunities in a more collaborative approach to their positions.

CFO 58

CFO Corporate Finance Finance Risk Management 58

CFO Talks

OCTOBER 10, 2022

Let’s talk about Higher Health, you were there for a few years, it’s an NGO, which I imagine would be worlds apart from a private sector business because Higher Health is linked to the Department of Higher Education and Training and most of the funding came from this department, and now suddenly you need sales to make ends meet.

CFO 52

CFO Transportation Education Accounting 52

Future CFO

JANUARY 21, 2021

As liquidity became a significant concern for organizations, the Treasury Department was asked to monitor inflows and outflows more closely. Co-hosed by Kyriba, the lively discussion highlighted a general shift toward the digital Treasury. One immediate challenge that the Treasury department faced was foreign exchange (FX) exposure.

Treasury 52

Treasury Foreign Exchange CFO Currencies 52

PYMNTS

MARCH 10, 2017

Earlier this year, the Treasury Inspector General for Tax Administration reported that there was a reduction in the number of fraudulent tax returns identified between 2013 and 2015. On the other hand, around that same time the IRS released data showing that phishing and malware incidents in the 2016 tax season increased by 400 percent.

Treasury 57

Treasury Risk Management Numbers Sales 57

PYMNTS

SEPTEMBER 27, 2019

Founded by the founders of Kabbage, Drum has launched its on-demand network sales force platform with new funding from Propel Venture Partners, Felicis Ventures, BlueRun Ventures, American Express Ventures, GroTech Ventures, Wildcat Venture Partners, BoxGroup and SV Angel. said this week. Everledger. Engage:BDR.

B2B 59

B2B Accounts Payable Startups Advertising 59

PYMNTS

JULY 22, 2016

Treasury Department will recommend that some loans offered through these platforms be reclassified as consumers loans. Investors seem confident in the industry’s startups and their ability to provide adequate risk management and underwriting for their loans; VCs provided more than $11.5 Accounts Receivable Management.

Invoicing 40

Invoicing Startups Finance Risk Management 40

PYMNTS

MAY 21, 2020

Treasury Prime Funded For API Tech. Built on the bank-FinTech collaborative model, startup Treasury Prime recently announced a $9 million Series A funding round for its API technology. With the new funding, Treasury Prime said it plans to forge a marketing team and bolster its existing team with new hiring.

Banking 69

Banking Treasury Compliance Risk Management 69

Future CFO

JANUARY 10, 2024

“A lot of Chinese exporters are setting up subsidiaries in Hong Kong,” Lee says, noting that these selling arms in Hong Kong could take up 10% to 20% of the exporters’ sales, generally speaking. Additionally, Lee highlights that they see a lot of potential for credit insurance because the sales booked in Hong Kong are all exports.

Forecasting 52

Forecasting Concentration Economics Risk Management 52

PYMNTS

MARCH 29, 2019

Equity investments reigned this week, thanks to backing for accounts payable (AP) automation firm MineralTree and treasury management company Kyriba , but it was the logistics market that saw the largest venture capital round — and secured another unicorn for the B2B startup space. The company, now valued at $1.5

B2B 53

B2B Startups Accounts Payable Treasury 53

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 8, 2022

Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Is it at 1.5%?”

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

SEPTEMBER 26, 2023

Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. First time in decades, treasuries and investment grade corporates, it’s, it’s an attractive yield at five 5.5%.

Investments 52

Investments Banking Economics Construction 52

PYMNTS

MARCH 15, 2016

Cross-border payments and risk management company AFEX is doing a bit of cross-border movement itself. Spain is a particularly attractive market for us, and we are excited to announce the opening of our office in Madrid,” said AFEX EMEA Sales Director Anthony Rea in a statement. According to AFEX, the nation saw a 4.7

Foreign Exchange 41

Foreign Exchange Marketing Treasury Risk Management 41

Barry Ritholtz

MARCH 12, 2024

We participated in that with treasury and FHFA and the regulators, the White House. And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Marketing 106

Marketing Treasury Banking Profit and Loss 106

Barry Ritholtz

NOVEMBER 7, 2023

And, and here you referenced this in the book, but their business model now with Fed funds over 5%, you could get Riskless treasuries just about 5%. Put it in Riskless Treasuries. It seemed like not riskless, but now Yeah, you just put it in treasuries, earn 5%. Their business model is collect $85 billion.

Numbers 60

Numbers Profit and Loss Banking Finance 60