CFO News Room

NOVEMBER 7, 2022

This month’s edition kicks off with the news that a new RIA custodian – Entrustody – has launched, as independent RIAs continue to clamor for more alternatives than what has now become the ‘Big 2’ of Schwabitrade and Fidelity. Executive Summary.

Compliance 130

Compliance Communication Planning Concentration 130

The Finance Weekly

MARCH 5, 2024

We asked them straightforward questions to understand their actions within their domains over the past few years, including what worked well and what did not. One of the questions we frequently receive from our readers is, "Which SaaS solution will have the biggest impact on my company?"

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

JUNE 24, 2020

The insurance industry is all about risk mitigation, and not only when it comes to underwriting policies. Yet when the global pandemic hit, it became clear to the insurance industry that sticking to paper processes and check payouts can be riskier than embracing digitization. Considering Digital Alternatives.

Prioritization 114

Prioritization Planning Securities Banking 114

PYMNTS

AUGUST 10, 2017

Banks and FinTech companies have a complicated history. Why the tension? While traditional banks offer a more established and tested set of products, the offerings of newer FinTech companies — such as real-time data, streamlined payments and quick notifications — are helping these new players encroach on banks’ territories.

Banking 80

Banking B2B Startups Foreign Exchange 80

PYMNTS

DECEMBER 10, 2018

While APIs are becoming increasingly popular and more important across a range of industries, they still have issues to be resolved. Around the B2B API World. As commerce continues to move online, more and more businesses are looking to use APIs to power payments. API Testing, Data and the Impact of PSD2.

B2B 58

B2B Securities Banking eCommerce 58

PYMNTS

JUNE 24, 2019

These professionals are entering the market with a demand for digitization, and it’s driving the emergence of digital- and mobile-first banks built for small businesses. Among this community is Novo , a mobile-first bank connecting entrepreneurs with bank account and debit card services. However, progress is gradual.

Banking 74

Banking Reconciliations B2B Accounting 74

PYMNTS

SEPTEMBER 14, 2017

Banks and FinTechs have been both competitors and collaborators in the financial services space. In recent years, banks have even seen greater competition in the lending market from new FinTech players that can quickly approve loan applications and distribute funds to lenders.

B2B 76

B2B Banking Investments Technology 76

PYMNTS

AUGUST 13, 2020

Supplying correct address details had always been important prior to the pandemic, but the effects of inaccurate information can be devastating. Lowering the percentage of failed deliveries — and their related costs — has gained importance as the pandemic progresses. The Address Verification Challenge.

Leverage 57

Leverage eCommerce Retail Technology 57

PYMNTS

APRIL 8, 2019

Open Banking, now more than a year old after debuting in the U.K., Of course, Open Banking relies on technology, in part tied to open application programming interface (APIs) platforms, that provides access to third-party developers. That focus, he said, has been on “ how to make a payment and not why you are doing it.”

Compliance 53

Compliance Banking Securities Healthcare 53

Strategic Treasurer

DECEMBER 27, 2021

He discusses the implications of major activities and trends over the past year and looks ahead to what’s next in the coming year. He discusses the implication of major activities and trends over the past year and looks ahead to what’s next in the coming year. Tune in to the conversation to find out more. INTRO 0:09 .

Treasury 52

Treasury Currencies Banking Planning 52

PYMNTS

APRIL 12, 2018

New FinTech challenger competitors are using data to disrupt the industry with personalized offerings, and regulations are forcing larger banks and financial firms to offer customers more transparency into their account information and data. It recently doubled down on its API investment, spending $6.5

B2B 49

B2B Banking Accounting Startups 49

PYMNTS

SEPTEMBER 22, 2017

The third tier of technical innovation involves people — not just APIs. While APIs and machine learning have lessened the demands of this team, there’s no substitute for live human beings to keep us one step ahead of the ever-evolving fraudster. PYMNTS: How would you define your company’s approach to innovation?

Banking 56

Banking Numbers Securities Accounting 56

PYMNTS

MAY 15, 2018

This is why identity verification (IDV) is so important – but it’s also complex and difficult to execute well. Each one must look at itself in the mirror and determine what it truly needs, Patel said, and then make the decision for itself – not just based on what others say will work.

Auditing 51

Auditing Compliance Securities eCommerce 51

PYMNTS

NOVEMBER 12, 2018

It’s important to note that only 55 professionals were surveyed. Once payments are moved away from checks, though, where should they go — and why? “While many are closely following industry advancements, the need for guidance around what the many options mean for their particular payments circumstance is crucial.”

Treasury 44

Treasury B2B Education Technology 44

PYMNTS

SEPTEMBER 19, 2019

Not all that long ago, treasurers would take stock of cash positions at the start of the day … to the best that they could, since some banks might not report positions daily. The growth in eCommerce transcends all industry verticals. Maybe not even weekly. Liquidity and cash investment plans would be made by 10 a.m.

Treasury 46

Treasury Cash Management Foreign Exchange Budgeting 46

PYMNTS

MAY 25, 2017

Or, put another away: Why didn’t we think of that? In this case, lien waivers are manual and labor-intensive processes within the construction industry, where the award winner “knew that as a business problem. Necessity is the mother of invention, goes the saying, but in payments, sometimes invention evolves into necessity.

Construction 46

Construction Treasury B2B Currencies 46

PYMNTS

MAY 24, 2019

So are we — but not before we give you a chance to catch up on the important payments and commerce news you might have missed. Citi: Why and How to Bring More Collaboration to Payments. Guess what, though? What Will it Take to Hit the Instant Payments Tipping Point? Why Anyone Can Be a Unicorn Now. Top Performers.

Healthcare 43

Healthcare Valuation Communication Technology 43

PYMNTS

JULY 18, 2018

As Kohli told Karen Webster in a recent interview, it’s one of the reasons that Citi was an early adopter — actually, the earliest adopter — of SWIFT gpi , and why Kohli is bullish on its prospects. “It is important to understand that [SWIFT] gpi isn’t just about knowing where a payment is,” he said.

B2B 40

B2B Treasury Banking Technology 40

PYMNTS

JANUARY 27, 2020

And Mastercard and SoFi have paired up, not to offer one new product but what the two entities are describing as a “suite” of products for SoFi consumers. With so much happening on the world stage between Davos and the Lunar New Year, headlines in the U.S. last week might have run the risk of fading into the background.

Currencies 52

Currencies Valuation Cash Management Securities 52

PYMNTS

MARCH 8, 2017

These companies will also have access to Bluefin’s Decryptx PCI-validated P2PE solution, enabling merchants and acquiring banks in multiple jurisdictions across Europe, Mauritius and the Latin American Caribbean (LAC) region to get the security and scope reduction of PCI-validated P2PE. PYMNTS: Why is this partnership so significant? .

Marketing 40

Marketing Securities eCommerce Banking 40

PYMNTS

JUNE 20, 2018

It’s a deal that hits some of the most important payment-related hotspots: Online marketplaces. The view from his seat on Tuesday was a PayPal that is “powering all the capabilities in the eCommerce ecosystem, a company with amazing service, an amazing end-to-end payments company” with a lucrative API. Localized currencies.

Currencies 41

Currencies eCommerce Retail Accounting 41

PYMNTS

AUGUST 10, 2017

The business has evolved into a device agnostic, any-to-any platform offering transfers in cash, real-time bank account credits, and eWallet transactions. Slow and steady doesn’t win the financial services race. If you’re not ahead, you’re behind, especially if you’re playing on the global stage. That’s a 6.75 2 in the space worldwide.

Risk Management 54

Risk Management Foreign Exchange Investments Compliance 54

PYMNTS

JANUARY 1, 2021

We can’t put a final lid on the year 2020 without addressing the big issues, such as how we changed, what we learned, what’s coming back and what will never be the same. Bank Of America Sees Personalized Video As Key To Rewards-Program Loyalty. John Sellers , Bank of America rewards executive. “The

B2B 103

B2B Banking Leverage Auditing 103

PYMNTS

OCTOBER 13, 2020

And then, when everything was upended — and everything went virtual out of necessity — the sentiment echoed across Zoom calls globally: What can, and will — indeed must — change?”. There’s a maxim in the investment world that goes something like this: You never know who’s swimming naked until the tide goes out. Setting the Stage.

Treasury 76

Treasury Banking B2B Reconciliations 76

PYMNTS

APRIL 23, 2020

The rise of FinTech, the increasing globalization of finance — and even ravages of the coronavirus, which is making us all bank and transact across phones — all have pointed to one simple, urgent question: Just what is a bank, anyway? We wouldn’t go so far as to say an existential crisis is in the works.

Banking 100

Banking Valuation Education Cash Management 100

PYMNTS

JUNE 1, 2020

trillion trade finance gap were alarming when they surfaced several years ago, but the figure also presented an enticing opportunity for FinTechs at a time when the market was ripe for banking disruption and digitization. Lee pointed to a lack of standardization in the industry and siloed networks, for instance. Estimates of a $1.5

Finance 58

Finance B2B Banking Technology 58

PYMNTS

DECEMBER 5, 2017

The question at the heart of it all: How can the industry move money at the speed of digital — or, as Fiserv calls it, “the speed of life” — to enable the many opportunities of the digital economy? The digital economy is here and, for many consumers, it has become a way of life. Supply and Demand. In other words, it’s seen some stuff.

B2C 56

B2C B2B Securities Forecasting 56

PYMNTS

SEPTEMBER 14, 2017

The actual widget that an insurance company produces is a check, that claims payment is the reason why people have insurance.”. The problem, he noted, is that the insurance industry as it exists today is not geared for speed when it comes to making claims payments to its insured clients. So Why Haven’t They Already Done It?

Nonprofit 57

Nonprofit Banking Leverage Technology 57

PYMNTS

DECEMBER 26, 2018

The podcasts take in a wide variety of topics, from the emerging connected car ecosystem and what it really means, to getting a clear handle on blockchain, to the rise of contextual commerce, to making cross-border payments easier and less expensive, to — well, you get the idea. No, think of them as miniature seminars.

B2C 62

B2C B2B Education eCommerce 62

PYMNTS

OCTOBER 31, 2016

We live in what is increasingly a harrowing digital world, replete with ever-mounting cyberbreaches at seemingly every corner of commerce. In the latest installment of PYMNTS Topic TBD, Karen Webster spoke with Socure CEO Sunil Madhu to get a sense of just how and why firms should verify (and verify again) the online personae of users.

Securities 76

Securities Banking Accounting Technology 76

PYMNTS

NOVEMBER 15, 2019

But what the paper check lacks in popularity it makes up for in sheer persistence — after a decade of proudly proclaimed plans to “kill the check,” the check just keeps on living. From that they can send an API call to a printer and from there the check is in the mail.”. Giving the Customer All of What They Want .

Accounts Payable 49

Accounts Payable Accounting Securities Marketing 49

PYMNTS

MAY 17, 2017

If the lending world is going digital, what do you do if you’re a bank with all the bells and whistles and bricks-and-mortar, where real time is confined to nine to five, Monday through Friday? And it is offering its real-time credit decisions platform for any bank that wants it. .

Banking 40

Banking Technology Numbers Marketing 40

PYMNTS

DECEMBER 26, 2016

The year may be coming to an end, but the payments industry showed that there was still plenty of time in December to forge new partnerships and pursue new endeavors before singing “Auld Lang Syne.”. Both will enable an easy provisioning of PayPal cards via the bank’s mobile app, and both will enable a co-branded experience for the banks.

Banking 44

Banking Securities Finance Sales 44

Barry Ritholtz

MAY 16, 2023

So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. So what do you think of these digs? My friend Howard Lindzon is a guest.

Leverage 110

Leverage Investments Valuation Finance 110

PYMNTS

OCTOBER 31, 2016

The scariest real-life scenario playing out now in financial services is the bipartisan attack on banks and the services they provide to consumers. The scariest real-life scenario playing out now in financial services is the bipartisan attack on banks and the services they provide to consumers. And it’s already pretty bad.

Banking 76

Banking Accounting Securities Transportation 76