Creative CFP

OCTOBER 2, 2020

The tag line was “Real-time accounting”. The cloud accounting software links directly with your bank. I am not bound to a desk anymore. ▪︎ AUTOMATION IS THE NAME OF THE GAME I have mentioned the automatic bank feeds already, but this is only the beginning of automation in Xero. How incredible is this!

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 52

PYMNTS

SEPTEMBER 23, 2016

” Currently, bitcoin can be traded 24 hours a day, but as there are few sellers at certain times of the day, Gemini is taking advantage of the non-trading hours of traditional financial markets and designating those as the time to trade bitcoin. If you were building a securities exchange today, an auction would be a core feature.”

Profit and Loss 77

Profit and Loss Currencies eCommerce Leverage 77

PYMNTS

MAY 15, 2018

Credit bureau-based solutions offer easy API implementation and a fast, non-intrusive experience, but they do not actually verify the identity of the person who is doing the transaction. Users may be required to take selfies or submit additional documentation, such as bank statements or utility bills, that ground them to a physical place.

Auditing 51

Auditing Compliance Securities eCommerce 51

Musings on Markets

MARCH 19, 2022

As an avowed non-market-timer, I think that both these strategies represent bludgeons in a market that needs scalpels. The second is that corporate governance at Russian companies, even in their best days, is non-existent, and I do not know how this crisis will play out in the long term, at these companies.

Economics 100

Economics Valuation Treasury Forecasting 100

PYMNTS

JUNE 10, 2019

Stripe rolled out chargeback protection, Apple rolled out its take on sign-in authentication , Mastercard launched an open banking platform and Visa and Western Union paired on a global push to card payments – and those are just the top headlines. billion tagged for this year and significant focus on Chase mobile and digital efforts.

Problem Solving 49

Problem Solving Restructuring Communication Accounting 49

Barry Ritholtz

MAY 30, 2023

BRYANT: And so when this guy told me that we’re, at that time, 10,000 banks, hundreds of thousands of bankers, 100,000 banks. RITHOLTZ: Were there banks in your neighborhood or were you an unbanked … BRYANT: Well, I mean, it was so few you knew where they were, put it that way, right? Oh, of a bank account.

Economics 56

Economics Education Profit and Loss Banking 56

PYMNTS

MAY 24, 2016

Over the course of that experience, they paid $520 on average, which is much more than the $55 price tag that gets quoted.”. Does the CFPB rule provide clear product safety standards that banks and credit unions can use to offer competing products?” The Solution Set — If One Is Possible At All . Bourke asked.

Banking 41

Banking Accounting Leverage Numbers 41

CFO News Room

NOVEMBER 1, 2022

So, for us, we really are seriously asking, give us three months of bank statements, three months of credit card statements. Michael: So, as they start sending in things like bank statements and credit card statements, you’re manually digging into that stuff to try to actually organize their spending and cash flow information?

Planning 130

Planning Investments Accounting Math 130

Strategic Treasurer

DECEMBER 27, 2021

So, this ability to house lots of these connectors that help you connect either internally to your systems with banks, with other information providers or trading partners. And the fifth one, Meredith, is “ecosystems”, “open banking”, “open treasury.” “How good and how broad is your ecosystem?”

Treasury 52

Treasury Currencies Banking Planning 52

Barry Ritholtz

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. What can I say? Savita Sub Romanian, formerly of Merrill Lynch.

Finance 56

Finance Marketing Numbers Math 56

Barry Ritholtz

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. Go back right after 2008, every bank made markets. Every bank had balance sheet. KOENIGSBERGER: That’s right.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

APRIL 25, 2023

RITHOLTZ: Because it means we don’t really know why we’re slamming these two companies together other than the fees, the banking fees. The transition from transactional non fiduciary business is going to continue to ramp. That’s your non-negotiable line. HAMBURGER: Really? RITHOLTZ: Right. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

MAY 2, 2023

Banks, legitimately. And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. It was really kind of in the Tag Heuer timeline for me, career-wise, that I became aware of Ben and of Hodinkee. And, to the detriment of my banking account, but to the betterment of my wrist and garage.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

APRIL 2, 2024

“After a brief and undistinguished career at the Bank of England” You return to academia as a professor of econometrics at the University of Bristol Who puts that in their CV? You worry about the way that banks sometimes behave. I mean, are banks really sucking blood from the rest of us? Minor ones, major ones.

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

MAY 16, 2023

I think eventually it’s Dain Rauscher, which is now Royal Bank. I can either just give it away for free, which, you know, I started the cash tag dollar sign… RITHOLTZ: Right. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. RITHOLTZ: Okay. That’s fun.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 3, 2023

So when any of the orders came in to buy the non-active months, there were only two or three of us that would make a price. 00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. We did not have the strongest West Coast banking presence.

Marketing 107

Marketing Treasury Banking Profit and Loss 107