PYMNTS

JANUARY 19, 2021

s first publicly traded neobank, with a branchless digital-first approach to financial services that comes right as the pandemic has forced branches to close, and banking across online platforms is gaining critical mass. In an interview with Karen Webster, Anuj Nayar , vice president and U.S. High-Yield Savings.

Banking 116

Banking Accounting Finance Marketing 116

PYMNTS

MAY 19, 2020

Ontario Systems aims to sell RevQ+ software on the market, which works with managing the collection of fees for court-ordered debt payment, income taxes and property tax. SwervePay, meanwhile, offers text payments and automated balance messages on top of its main services for electronic payments.

Healthcare 95

Healthcare Communication Accounting Technology 95

CFO Share

MARCH 16, 2021

Most small businesses need some form of debt to function efficiently (with a few exceptions, such as venture-backed software companies.) Proper levels of debt not only improve company liquidity but also increase shareholder returns, allowing faster cash cycles and investment to grow your business. What is good business debt?

Restructuring 52

Restructuring Construction Profit and Loss CFO 52

PYMNTS

JANUARY 24, 2020

bank BankUnited says restaurant debt in its small business loan portfolios is showing signs of stress, and is blaming food delivery apps like Uber Eats for the problem. According to American Banker reports Friday (Jan. According to American Banker reports Friday (Jan.

Banking 67

Banking Marketing Planning B2B 67

Future CFO

AUGUST 13, 2023

CCH Management Services is a specialist provider of debt financing solutions globally to companies and projects with a nexus to Singapore in the infrastructure and maritime sectors. The company recently won the FutureCFO 2023 awards in the category of " Most Innovation Use of Business Applications."

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Budgeting Accounts Payable 98

VCFO

MAY 30, 2022

He is particularly skilled in oil and gas accounting, financial reporting, structuring finance and accounting functions and processes, financial modeling of capital investments, divestitures, acquisitions, cash flows and working capital management, and debt and equity financing. About vcfo.

CFO 52

CFO Auditing Leadership Financial Modeling 52

The Finance Weekly

MARCH 16, 2023

These concerns grew on Sunday when New York’s Department of Financial Services closed Signature Bank, in order to “protect depositors” , and appointed the FDIC as the bank’s receiver. To top it off, this occurred on a Friday, meaning many executives and CFOs had to wait all weekend until Monday to take real action.

Leadership 105

Leadership CFO Startups Compliance 105

Musings on Markets

FEBRUARY 8, 2024

During the course of 2023, the Mag Seven set those fears to rest at least for the moment on both dimensions, increasing prices (with the exception of Tesla) on their products/services and delivering growth. The growth and margins reported are for the consolidated company.

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. The specific parameters you include will depend on your organization's industry, goals, and the CFO's priorities.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

VCFO

JULY 15, 2022

Improving Access to Capital for US Oilfield Services Companies. For small- to medium-sized oilfield services companies in the United States, the financial impacts of the pandemic, competitive pressures, and a range of recent disruptors have made it incredibly tough to stay healthy. Oilfield Services in the United States.

Restructuring 73

Restructuring Prioritization Auditing Transportation 73

PYMNTS

SEPTEMBER 18, 2019

18) that it is releasing new developer tools to combat credit card debt. These new tools will enable developers to keep building better debt management solutions. Plaid said it works with more than 15,000 banks and “powers 80 percent of the largest FinTechs to deliver better digital services to their customers. …

Valuation 57

Valuation Accounting Investments Banking 57

PYMNTS

APRIL 19, 2019

The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. Lyric plans to use the investment to expand its operations as it continues to focus on regulatory compliance.

B2B 69

B2B Investments Accounts Payable Benchmarking 69

PYMNTS

NOVEMBER 22, 2019

The company provides instant payment accounts consolidated monthly. “We Paidy also said it wants to have 11 million accounts by the end of next year, through offering more financial services and acquiring other merchants. We are deeply honored to be working with Amazon to offer a new and unique consumer experience to Amazon customers.

Accounting 72

Accounting Finance Numbers Marketing 72

PYMNTS

APRIL 23, 2020

The pair said it would use the cash to reduce debt and provide financial flexibility for potential strategic opportunities, the Financial Times reported. Online food services apps have become essential during the COVID-19 pandemic due to the mass closing of eateries. Neither company would reveal the value of the deal.

Finance 60

Finance Marketing Investments Technology 60

PYMNTS

MARCH 3, 2020

Personal loans have a million uses, but they’ve long been popular for consolidating high-interest debt at lower rates. 1 spot on the debut edition of the PYMNTS Provider Ranking of Personal Loan Apps is MoneyLion , with its mix of affordable lending, spending and wealth management services. Roaring into the No. Position No.

Banking 52

Banking Finance Investments Numbers 52

PYMNTS

OCTOBER 27, 2016

According to a report, the new service, dubbed “Ask UBS,” will let customers ask questions about financial terms, such as “what is inflation?” ” The idea behind the service is to reach and engage new swaths of wealth management customers. The service will be piloted with a select number of people in November.

Risk Management 76

Risk Management Startups Investments Numbers 76

PYMNTS

MARCH 6, 2020

Just this week, RTP Global announced a a fund, with the venture capital firm planning to deploy that cash for early-stage technology companies in areas like FinTech and Software-as-a-Service (SaaS). Frontline Ventures , meanwhile, revealed an $80 million fund targeting software startups based in the U.S. and hoping to expand into Europe.

B2B 80

B2B Startups Nonprofit Reconciliations 80

PYMNTS

SEPTEMBER 19, 2019

Plaid said it works with more than 15,000 banks and “powers 80 percent of the largest FinTechs to deliver better digital services to their customers,” per earlier reports. The company recently released new developer tools to combat credit card debt.

Nonprofit 52

Nonprofit Financial Data Finance Securities 52

PYMNTS

OCTOBER 14, 2016

Named after Marcus Goldman, one of the firm’s founders, Marcus by Goldman Sachs is a new business that Goldman Sachs said benefits from the firm’s 147-year history of financial expertise, risk management and customer service. This feedback was central to the design of the Marcus personal loan product and the customer experience.

Risk Management 74

Risk Management Banking 74

PYMNTS

OCTOBER 13, 2017

American Express is expanding its small business lending services. Business Loans, as the services are called, provide small and medium-sized businesses (SMBs) with working capital and short-term financing solutions, American Express said in a press release, enabling small businesses to access up to $50,000.

Accounts Payable 43

Accounts Payable B2B Invoicing Finance 43

PYMNTS

MARCH 18, 2019

Fidelity Information Services ( FIS ), a global financial services technology company, announced Monday (March 18) it is merging with Worldpay , the global eCommerce and payments company, in a roughly $35 billion dollar deal. For Worldpay, it expands its distribution footprint and accelerates its entrance into new regions.

eCommerce 94

eCommerce Currencies Banking Planning 94

PYMNTS

FEBRUARY 1, 2017

According to Business Insider , the company revealed that it has serviced 300,000 loans, matching 246,000 borrowers with 75,000 investors since 2005. This is a result of our total commitment to putting the customer at the heart of everything … we do: from technology-led product design to award-winning customer services.”.

Finance 43

Finance Banking Planning Numbers 43

PYMNTS

OCTOBER 20, 2016

Online lending may be dominated by startup companies based outside of New York, but the New York State Department of Financial Services (NYDFS) wants New York banks to get into the business as well. According to Goldman Sachs , the Marcus team listened to thousands of consumers share their experiences managing personal debt.

Banking 67

Banking Startups Numbers Technology 67

PYMNTS

NOVEMBER 15, 2016

The SEC is also looking at what disclosures automated investment advisory services should make to customers. Plousio reportedly has more than 70 lenders already linked to its service. With the service, borrowers can apply for a fixed rate personal loan of up to $30,000 for periods of two to six years.

Securities 67

Securities Investments Marketing 67

PYMNTS

DECEMBER 9, 2020

As a result, in connection with the audit of our consolidated financial statements as of and for the years [that] ended Dec. Read More On IPOs: Today In Payments: Airbnb Boosts Price Range For IPO; Paysafe Readies $9 Billion IPO Via SPAC Burger King India Holds IPO To Raise Cash, Pay Down Debt Today In Payments: Amazon Sellers Ring In $4.8

Valuation 76

Valuation Auditing Accounting Firms Financial Reporting 76

PYMNTS

APRIL 23, 2020

Guided conversation systems that facilitate communication between bankers and customers are at the center of many banking operations, ensuring FIs can supply their customers with the services they need. Emerging competition from banking-as-a-service providers is one such challenge, according to Warder. Knowing the Customer.

Banking 90

Banking Prioritization Forecasting Communication 90

PYMNTS

SEPTEMBER 3, 2019

While authorities are promoting consolidation, the banks are attempting to avoid it by trying to prove they can handle riskier holdings. They used to only buy domestic bond products, but they have no choice but to take risks by looking into overseas debt.”.

Investments 43

Investments Banking Planning Securities 43

PYMNTS

OCTOBER 10, 2019

like the services sector. WhatsApp Pay India’s rollout may experience a delay, as compliance issues tied to data processing regulations may keep the service from fully launching by the close of 2019 (as had been projected). Facebook owns WhatsApp, and the messaging service has over 450 million users in India. .

SAP 43

SAP Economics Manufacturing Compliance 43

PYMNTS

AUGUST 29, 2018

With Amazon’s Web Services (AWS) cloud computing business booming, Morgan Stanley is getting more bullish on the eCommerce giant’s prospects. The bank’s CEO also said the pressure for banks to consolidate via mergers and acquisitions is only going to increase. Morgan Stanley Thinks Amazon Could Hit $2,500.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) eCommerce Sales Banking 40

PYMNTS

NOVEMBER 16, 2020

arm, known as BBVA USA Bancshares, to PNC Financial Services Group, for $11.6 That’s true for a company that sells widgets or one that sells services. That’s true for a company that makes its bones in the financial services arena, too. division of the firm has seen its bad debt charges rise. billion in an all-cash deal.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

PYMNTS

DECEMBER 22, 2020

At the same time, in a nod to what will keep things humming for CUs, Fagan stated that these institutions have seen increases in their deposit balances, which means consumers have been judicious about building savings, paying down debt and building a buffer against what financial shocks may be coming down the line.

Budgeting 123

Budgeting Forecasting Retail Investments 123

PYMNTS

JUNE 1, 2016

What those services look like can vary. IBM) help workers pay off student loans, as well as consolidate and refinance their existing student loan debt. Other firms have begun exploring payday loan alternatives in the form of low-interest or no-interest lines of credit to help workers cover emergency costs or pay down other debt.

Numbers 40

Numbers Accounting Planning Finance 40

PYMNTS

AUGUST 27, 2018

Currently, MintSights can make recommendations for 10 situations, such as consolidating debt, growing investments and creating a first budget. Finaxar will offer its services to Lazada sellers in Singapore, with plans to eventually expand to cover other parts of Southeast Asia.

Budgeting 44

Budgeting Planning Retail Investments 44

PYMNTS

NOVEMBER 23, 2020

While many digital-first companies springboard from payments into lending, Figure Technologies , a FinTech focused on home improvement, debt consolidation and retirement products that leverage blockchain protocols, is branching out from lending into payments. And herein lies the great irony in financial services.

Banking 86

Banking Leverage Compliance Technology 86

PYMNTS

OCTOBER 17, 2016

Named after Marcus Goldman, one of the firm’s founders, Marcus by Goldman Sachs is a new business that Goldman Sachs said benefits from the firm’s 147-year history of financial expertise, risk management and customer service.

Credit Risk 51

Credit Risk Risk Management Leverage Finance 51

PYMNTS

AUGUST 27, 2018

Currently, MintSights can make recommendations for 10 situations, such as consolidating debt, growing investments and creating a first budget. The news comes as financial services firm BBVA Compass is upgrading its mobile business banking app to add new features.

Budgeting 40

Budgeting Finance Leverage Financial Data 40

PYMNTS

JANUARY 25, 2021

Among those initiatives: Mastercard Track Business Payment Service (BPS), a multi-rail ecosystem that connects buyers and suppliers to move funds and data in a direct flow between those parties. earnings earned in the fourth quarter a year ago, while consolidated revenues of $5.5 The company is due to report earnings on Jan.

B2B 92

B2B CFO Reconciliations Entertainment 92