Strategic Treasurer

MAY 31, 2022

Criminals Trick Bank to Send Customer Funds. In this episode, Jason Campbell and Craig Jeffery discuss two examples of fraud: the removal of a bank’s security services and a lengthy business email compromise ploy that led to direct communication with the company’s bank. Episode 203. Download the eBook here. Related Resources.

Banking 52

Banking Treasury Construction Communication 52

Bramasol

MAY 9, 2022

As more companies and industries adopt subscription-based business models in the Digital Solutions Economy (DSE), they face new challenges in managing cash, cash flow and banking. And, as the volume and velocity of transactions increases exponentially, your cash application and cash management solutions must keep up.

SAP 87

SAP Cash Management Banking Treasury 87

PYMNTS

FEBRUARY 27, 2020

Bank of Japan (BOJ) Deputy Governor Masayoshi Amamiya said that before they issue their own digital currencies, central banks around the world should attempt to get a better understanding of the pros and cons of the process, according to a report by Reuters. They will also confer with colleagues overseas on the topic.

Banking 64

Banking Currencies Financial Systems Planning 64

PYMNTS

MAY 1, 2017

There is a place for voice AI — Lerner told Karen Webster in their Topic TBD chat — but it might end up being about 30 percent as big as the current predictions. “A “It is not going to be the be-all and end-all. It will have a place in our lives; it just won’t be as big as everyone is making [it] out to be.”.

Technology 40

Technology Securities Banking Marketing 40

The Reformed Broker

MAY 16, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 116

Finance Investments Banking Marketing 116

CFO News Room

FEBRUARY 6, 2022

Parents will find helpful info on topics such as preparing for a new baby and comparing bank accounts for kids. The host tackles topics as diverse as getting a better deal on car insurance and saving money when packing a school lunch. Kiddynomics From the Federal Reserve Bank (Website). The SavingsAngel’ (Podcast) .

Education 130

Education Budgeting Nonprofit Prioritization 130

PYMNTS

AUGUST 4, 2020

Among them is how banks and FIs that had moved some or all operations to cloud environments fared better. Cloud systems built on robust SQL databases for mission-critical workloads are among the instructive topics covered in the July Digital Banks And The Power Of The Cloud Tracker®. FIs, Big Tech And The Cloud.

Banking 76

Banking Communication Leverage Technology 76

Strategic Treasurer

APRIL 4, 2022

Non-Banking Financial Institutions Survey Results. This webinar will discuss and offer insights on the survey results, covering topics such as exposure management, technology, and pain points within the NBFI treasury community. May 12 | 2:00 PM EDT. Register Now. Thursday, May 12, 2022. 2:00 PM – 3:00 PM EDT. Eager to learn?

Banking 52

Banking Treasury Finance Investments 52

PYMNTS

APRIL 23, 2020

Crafting the seamlessness customers want means FIs are overhauling their digital infrastructures to enable access to fast, interactive and engaging banking experiences. More banks are therefore moving away from legacy core systems to embrace cloud-native architectures to power automation and meet the speed expected by consumers, securely.

Banking 105

Banking Securities Technology Numbers 105

Strategic Treasurer

JULY 25, 2022

In this podcast, Craig Jeffery of Strategic Treasurer talks with Jonathan Doskocil of TD Bank and Tyler Farrar of Exabeam on the importance of identity verification, education, and detecting compromised credentials. Speaker: Jonathan Doskocil, TD Bank. Host: Craig Jeffery, Strategic Treasurer. Speaker: Tyler Farrar, Exabeam.

Securities 52

Securities Treasury Banking Education 52

Strategic Treasurer

MARCH 16, 2022

Bank Fee Management: Presentation and Roundtable Discussion. Bank fees – we love and hate them. What do we know, and what do we need to know in order to optimize our relationships and the compensation that we provide to our bank partners? Great Lakes AFP. Register Now. What are the issues, and how can we manage them?

Banking 52

Banking Treasury 52

PYMNTS

DECEMBER 14, 2020

It’s been a busy year in digital banking as the pandemic has driven consumers online to manage as much of their day-to-day lives as possible. When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see.

Banking 116

Banking Communication Prioritization Leverage 116

The Reformed Broker

MARCH 7, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.

Finance 103

Finance Investments Planning Banking 103

PYMNTS

OCTOBER 9, 2017

Open banking looms in many corners of the world, mandated in some areas (think PSD2) while driven by market forces in others (here in the United States). Last week, the Canadian Bankers Association said in a release that the government should evaluate open banking a bit more carefully before fully committing to the concept.

Banking 75

Banking Construction Startups Securities 75

The Charity CFO

APRIL 9, 2024

So, naturally our conversation today will include many topics from the viewpoint of the financial statements, those within the organization that Maya is working with directly, and so much more. Organizational Roles When the conversation of finance comes about, many people pass over the topic because of its complexities. Do they go up?

Nonprofit 52

Nonprofit Finance CFO Accounting 52

The Reformed Broker

MARCH 28, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. Are Banks Screwed? Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 81

Finance Investments Banking Marketing 81

CFA Institute

OCTOBER 11, 2019

Risk management at banks — especially in a post-financial-crisis world — is a topic of critical importance to investors and regulators.

Risk Management 52

Risk Management Banking Economics 52

PYMNTS

DECEMBER 16, 2020

The topic was front and center in an On the Agenda discussion with PYMNTS CEO Karen Webster, Ethoca CEO Andre Edelbrock , Cabela’s and Bass Pro Shops Senior Manager of Fraud and Investigations Keith Thompson and First National Bank of Omaha Director of Fraud Management Steve Furlong.

Retail 91

Retail Banking Education Numbers 91

The Reformed Broker

OCTOBER 3, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Rising Rates Hurt – “Investors fear unsustainably high interest rates will spark bank-loan defaults” ►Utilities Crash – Utilities are underperforming the S&P 500 32% YTD. Lower Lows &#821.

Finance 60

Finance Investments Banking Marketing 60

Barry Ritholtz

JUNE 23, 2023

Pete & I discuss Inflation, the Fed, and even get into Swiss Banking Secrecy laws. Its a fun romp through current news items and related topics. SUPD 868 Barry Ritholtz on Inflation, The Fed, Bank Rules work and Golf doesn’t The post SUPD: Inflation & The Fed appeared first on The Big Picture.

Banking 52

Banking 52

PYMNTS

NOVEMBER 4, 2020

In its March 2020 brief “Developments in Open Banking and APIs: Where Does the U.S. the Federal Reserve Bank of Boston said, “To date, U.S. regulators acknowledge that although there is a market and demand for open banking, the current regulatory structure prioritizes consumer protection.”. One need only look to the U.K.

Banking 68

Banking Analyzing Data Prioritization Securities 68

PYMNTS

APRIL 11, 2016

Fraudsters Bank Billions Via Corporate Email Scams. Cybercriminals are making bank from wire transfer scams conducted through email — the FBI estimates more than $2.3 BlueSnap CEO Ralph Dangelmaier tells Karen Webster about how their work with AutoDesk has given rise to a whole new SaaS business model to explore – and monetize.

Concentration 40

Concentration Banking Retail Numbers 40

PYMNTS

OCTOBER 16, 2018

As reported by Bloomberg , the regulator at the helm of Singapore’s financials has embraced an effort to “bring together” FinTech firms and banks there. The efforts come amid complaints about banking support of that sector. In Europe, joint efforts in FinTech and banking have crossed borders.

Banking 75

Banking Startups Securities Planning 75

CFO News

JUNE 27, 2023

Amid meetings with top corporate and startup clients, the Prime Minister and other senior officials, Solomon took time out to speak to ET on a range of topics — the global economy, US regional banks, geopolitical headwinds, corporate earnings, the challenges facing Goldman and, of course, India.

Startups 52

Startups Banking 52

The Reformed Broker

JULY 18, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings Season – Morgan Stanley, Bank of America, Charles Schwab, JB Hunt. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

Finance 52

Finance Investments Banking Marketing 52

PYMNTS

DECEMBER 12, 2018

As that mobile technology get closer to mainstream introduction, the potential 5G ecosystem for FinTech and mobile banking is gaining clarity. Banks and credit unions are still wrestling with the best ways to deploy mobile technology, and do so in ways that balance security, and safe authentication, and consumer convenience.

Banking 84

Banking Technology Securities Marketing 84

The Reformed Broker

MARCH 14, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Silicon Valley Humiliated – Sit down, be humble. What Now for Banks? – “Interest rates on bank deposits have lagged the Fed” ►Orange County – Fed was finished once O. Maybe less tweets.

Finance 52

Finance Investments Banking Marketing 52

PYMNTS

DECEMBER 18, 2020

If the pandemic has taught banks anything, it’s that corporates need to offer a range of payment methods to their customers — whether those customers are consumers (for B2C transactions) or enterprises ( B2B ). As with so many buzzwords within the financial services ecosystem, PaaS is a hot topic. That means offering PaaS, they said.

Banking 67

Banking B2C B2B Currencies 67

PYMNTS

DECEMBER 4, 2018

Members gathered to discuss which key topics needed to be featured in a Faster Payments Playbook, a resource that would guide FIs in their faster payment strategies. To that end, financial services software provider Finastra recently announced plans for a forthcoming cloud-based solution, aimed at small and mid-sized banks in the U.S.

Banking 70

Banking Securities Numbers Planning 70

PYMNTS

JANUARY 3, 2020

PSD2 has long been established, but its European Union market reverberations are still generating challenges for banks and businesses that must comply. The second Payment Services Directive became effective for the country’s banks and other financial players on Jan. The Turkish market is totally different.

Banking 53

Banking Compliance Accounting Technology 53

The Reformed Broker

MARCH 21, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tech Resurgence – Silicon Valley Bank event feels bottom-y. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? The ultimate anecdotal sign. ►1

Retail 52

Retail Investments Finance Banking 52

PYMNTS

OCTOBER 10, 2019

The Chief of Russia’s Central Bank Elvira Nabiullina said she doesn’t see any pertinent or obvious reason to create a national digital currency, according to a report by Russian News Agency TASS. “As Russia’s Central Bank , we have been studying this topic and the need to issue a national cryptocurrency is not obvious for us.

Banking 43

Banking Currencies Technology Numbers 43

PYMNTS

NOVEMBER 6, 2017

The question for banks remains: How to become part of the social fabric for these younger users so that banking becomes a social activity? In mobile banking, he said, friction exists because users typically have to enter their personal credentials over and over again at different sites.

Banking 42

Banking Compliance Communication Accounting 42

Strategic Treasurer

APRIL 17, 2023

Access Report Security Standards Are Shifting: A Series on Cyber Security Host Craig Jeffery sits down with Jonathan Doskocil of TD Bank and Christopher Gerda of Bottomline Technologies for the second conversation in this series concerning cyber security.

Treasury 88

Treasury Securities Technology Planning 88

Nerd's Eye View

APRIL 26, 2023

Firm policies and procedures in each of these areas need to be reviewed and updated on an annual basis; however, given how wide-ranging each of these topics can be, solo advisors might want to consider tackling each topic separately at a different time each year (for example, addressing 1 major area each quarter).

Compliance 95

Compliance Advertising Invoicing Communication 95

PYMNTS

DECEMBER 3, 2019

Control is one of the hottest topics in the world of payments and financial services — and it seems poised to have a major impact on the world of banking going into the new year and decade. Banks are starting to recognize that,” Ali said. We are seeing a change in the industry,” he said. Specific Controls. It found that 70.2

Banking 55

Banking Accounting Securities Retail 55