PYMNTS

NOVEMBER 12, 2020

Many businesses have benefited from the digital shift and lifestyle changes brought on by the coronavirus, but few have seen the kind of growth that the freelancer-banking app Lili has since the traditional economy went dark in March. “We What Banking Services All Freelancers Need . The Three Secrets Of Lili’s Success . “I

Banking 101

Banking eCommerce Accounting Planning 101

CFO Talks

DECEMBER 8, 2021

This is a role she’s performed since 2020 and a risk analyst at the South African Reserve Bank, while concurrently serving as a non-executive director at the Institute of Bankers of South Africa, on a pro bono basis. First of all, welcome to you, Lindelani, tell us a little bit about your current role at Citibank, South Africa.

Auditing 72

Auditing Accounting Banking Risk Management 72

CFO Thought Leader

AUGUST 14, 2023

Of all of the career experiences that Robert Goldenberg has acquired on his way to the CFO office, you would think that his stint with a bankrupt landscaping company would not be apt to make his list of all-time opportunity door-openers. He grilled me for 20 minutes and then said, ‘You’re great! “He

CFO 52

CFO Leadership Finance Construction 52

Barry Ritholtz

SEPTEMBER 7, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Tell us what that experience was like. It wasn’t a crisis, and that I remember waking up on New Year’s Eve 1999, I’m going to work in a call center because that’s what you do in your 20s, working at IBM. RITHOLTZ: Right.

Communication 116

Communication Marketing Math Technology 116

PYMNTS

NOVEMBER 23, 2020

Back then, Edwards noted that mobile check fraud was escalating so much that some banks were shutting off the feature entirely. Even as more people are migrating to mobile, he said, some marquee names in banking (not on Ingo’s platform) have severely limited access to mobile check capture services.

Technology 101

Technology Banking Securities Marketing 101

FISPAN

OCTOBER 20, 2021

There’s a good reason why Apple is considered the world’s most admired company and it’s not all about its actual products. That’s particularly true for banks, many of which still have clunky interfaces, poorly designed applications and hard to reach customer service teams. At this point, there’s no excuse for bad CX.

Banking 71

Banking Investments Accounting Planning 71

PYMNTS

DECEMBER 27, 2018

What does this have to do with small business banking? Simon Lyons, chief commercial officer at The Slide App, says there is also a Magnificent Seven that banks should call upon in 2019 to protect their customer base. Those seven trends in small business banking are also seven disruptors. Banking-as-a-Menu.

Banking 70

Banking Accounting Technology Sales 70

PYMNTS

APRIL 2, 2020

They are out of money or very nearly there and starting to contemplate the possibility they will never open again. Mostly, they noted, what is happening is using the infrastructure of underwriting to create a reasonably secure pathway for SMBs with anti-money laundering/know your customer (AML/KYC) protection pre-built in. “If

Banking 99

Banking Prioritization Treasury Numbers 99

Barry Ritholtz

JULY 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Let’s talk a little bit about your background. JOHNSON: Sure, I mean I think – I think, so Franklin’s headquartered in Silicon Valley. They run about a $1.5

Mergers and Acquisitions (M&A) 84

Mergers and Acquisitions (M&A) Investments Finance Technology 84

CFO News Room

JANUARY 20, 2023

But, if you can’t see that happening at your 9-5 job, you may have to take matters into your own hands. You can take surveys any hour of the day or night and work on your phone during your spare time. These side hustles work on an app that connects you with needed food deliveries in your area.

Advertising 130

Advertising Sales Investments Transportation 130

CFO News Room

NOVEMBER 16, 2022

Further, this also means that while the client may appear to be angry with the advisor, they may actually be reacting from fear of a stressful situation. And as crises arise and stress builds up, some clients may reach a tipping point where they seek out their advisor looking for answers to ensure their financial plan remains on track.

Communication 130

Communication Planning Construction Marketing 130

PYMNTS

MAY 5, 2020

We’re in a brave new world of examining what should be refunded, even what can be refunded. Picture, then, the happy couple-to-be whose wedding contract (looking out six months from now) stipulates a deposit paid for 150 guests, yet social distancing might mean that tally gets cut in half. What happens then?

Concentration 83

Concentration Prioritization Entertainment Banking 83

Strategic Treasurer

JANUARY 3, 2022

Your source for interesting treasury news, analysis, and insights in your car at the gym, or wherever you decide to tune in. . Listen in as they share what’s on the horizon with payments in the year ahead and beyond. . . Our discussion will center on what’s the outlook for payments and what’s going on.

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

Barry Ritholtz

JANUARY 24, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. What made you pursue that? Have you found one or the other more interesting in your career in PE? RITHOLTZ: Sorry about the theft of that last (inaudible).

Mergers and Acquisitions (M&A) 102

Mergers and Acquisitions (M&A) Investments Leverage Numbers 102

PYMNTS

JULY 16, 2020

Without the local branch to visit, financial institution (FI) customers were suddenly thrust into the world of digital and online banking. That’s particularly true in the customer onboarding process, with PYMNTS research revealing that only 56 percent of FIs currently offer the ability to open an account digitally.

Accounting 57

Accounting Banking Numbers 57

CFO Thought Leader

APRIL 1, 2023

What have you been up to? Ben [02:34] Yeah, I’ve had some travel lately, of course, Spring Break recently, but was in New York City for Nathan Latka SAS open, which was a lot of fun. What’s he about? What does it look like to you now? Ben [05:07] Yeah, I’m by no means a banking expert.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Barry Ritholtz

JANUARY 9, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. So your undergrad at Harvard, where you major in classics and you list your activities as quad Wiffle ball and Tequila Tuesday, which doesn’t strike me as you take it very seriously.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

PYMNTS

MARCH 9, 2020

Digging into the March 2020 B2B API Tracker® , powered by Red Hat , we discover that legacy banks and traditional financial institutions (FIs) are now streaming into the open banking and API spaces with a true sense of urgency and purpose. Keeping Eyes on Your APIs . That just seems so… last year. Data Lights the Way.

B2B 56

B2B Banking Investments eCommerce 56

CFO News Room

JANUARY 30, 2023

What’s the most likely diagnosis?” Now of course, many of us who are in healthcare will know that means age 35, female, no past medical history, presents with chest pain which is pleuritic — worse with breathing — and she takes oral contraception pills. What’s the most likely diagnosis? That’s what that is going to be.”

Microsoft Office 130

Microsoft Office Startups Economics Auditing 130

PYMNTS

JULY 28, 2020

Credit union (CU) members tend to be more loyal than their counterparts at big banks, and customer relationships play a more central role for CUs in attracting and maintaining a customer base. But historically, CUs haven’t invested as much as big banks in developing loyalty and rewards offerings, two top PSCU executives told PYMNTS. “I

Leverage 57

Leverage Banking Investments Technology 57

PYMNTS

NOVEMBER 20, 2020

But I think people are now realizing that there’s a convenience factor in addition to the safety factor, around getting what you want and not wasting time going to a retailer,” he added, pointing to the discrepancy of discovering items are out of stock in-store versus the certainty of ordering something online and knowing it’s coming.

Sales 85

Sales eCommerce Retail Leverage 85

PYMNTS

FEBRUARY 13, 2019

FinTech innovation has opened the floodgates for thousands of enterprise apps from which companies can choose. In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. It’s a classic apples-to-oranges conundrum.

Finance 75

Finance General Ledger Math Accounts Payable 75

PYMNTS

AUGUST 17, 2017

When it comes to open banking, there’s a clear choice in place: by fiat, which includes formal processes, or by evolution, which would imply letting the market dictate what happens. However, the reality is proving a bit more sobering, as banks and other FIs are starting to find challenges upon actually working with APIs.

Banking 76

Banking Accounting Marketing Sales 76

PYMNTS

JUNE 4, 2020

Ensuring such payments are secure from bad actors is a priority for the banks that process them. From an instant payment perspective, it has now become much more important to be able to manage the fraud in real time online,” said Tino Kam , head of transaction banking at Finland-based Nordea Bank , in a recent interview with PYMNTS.

Securities 60

Securities B2B Compliance Restructuring 60

PYMNTS

MARCH 2, 2020

If we had to pick a favorite highly quoted Jeff Bezos aphorism, “your margin is my opportunity” would almost certainly be a contender for the top spot. Like many famously quotable people, a lot of things are attributed to Amazon’s founder and CEO that he may not have ever actually said. This may be one of those cases.

Banking 88

Banking Budgeting Numbers Planning 88

PYMNTS

NOVEMBER 27, 2019

It’s a global standard, and it means information can be moved a lot quicker, and more successfully and consistently. That standardization supports recipients’ reconciliation hurdles, he added, meaning corporates can more quickly turn an incoming credit into applicable, working capital. What Faster Payments Hasn’t Solved … Yet.

B2B 117

B2B Reconciliations Technology Leverage 117

The Charity CFO

MARCH 30, 2022

Why you MUST have uncomfortable conversations with your board members. (19:20). What is “Founder’s Syndrome” and the key words that let you know if you have it. (23:35). I’m Tosha Anderson, your host. They often have an out-sized influence on the board, the staff and even donors. Tosha Anderson: Hey friends. Welcome back.

Nonprofit 52

Nonprofit Leadership Planning Strategic Planning 52

The Charity CFO

DECEMBER 8, 2022

Having a full grant pipeline increases your nonprofit’s chances of success and improves your visibility and credibility. Besides, proper accounting gives you a clear picture of your organization’s fiscal health and helps you to make informed decisions on how to allocate resources. What is a Grant? Mentoring programs.

Accounting 52

Accounting Nonprofit Auditing Compliance 52

PYMNTS

NOVEMBER 24, 2020

There are hidden costs in accounts payable processes undertaken through traditional means – and some of those costs are not necessarily transparent. Reid noted that, although there are no upfront fees for making payments by checks, there are glaring inefficiencies tied to payments made by paper means.

Accounting 72

Accounting Accounts Payable B2B Investments 72

PYMNTS

MARCH 25, 2019

The implication, then, is that financial institutions are not doing what they could or should do to detect and prevent financial crimes. And what these firms are doing doesn’t seem to be working. In recent weeks and months, seven banks were penalized by the Reserve Bank of India for regulatory noncompliance.

Compliance 78

Compliance Leverage Banking Technology 78

PYMNTS

JUNE 11, 2020

A small bit of good news, Elan’s Senior Vice President of Strategy Jeff Chernivec told PYMNTS in a recent conversation, is that those figures have shown some signs of rebounding as economies have opened up in recent weeks, and credit card sales have shown a slight recovery. What the new normal will be is an unknown at this point,” he said.

Entertainment 54

Entertainment Communication Banking Economics 54

PYMNTS

OCTOBER 1, 2018

With small business (SMB) as a notoriously less lucrative enterprise for banks, many of these innovations have focused on consumer clients. At the time, FIS Chief Operating Officer of Banking and Payments Anthony Jabbour said small businesses are “long on complaints and short on love for their banks.”

Banking 70

Banking Technology Finance Investments 70

PYMNTS

MARCH 8, 2019

PSD2 launched in January 2018 and has been active in the European Union for a little over a year now, meaning that banks, merchants and customers are becoming used to it and its accompanying data privacy law, GDPR. A few years ago, you can imagine the case of the big incumbent bank. company, TrueLayer.

Securities 54

Securities Banking Startups Technology 54

PYMNTS

JANUARY 28, 2020

The new decade rises on a vast network of internet lawbreakers, from global syndicates to lone wolf hackers, some armed with military-grade means for cyber intrusion. Card-not-present theft — like when rideshare charges from a city you’ve never visited appear in your banking app — is traumatic enough for the typical person.

Education 57

Education Accounting Securities Banking 57

PYMNTS

JULY 27, 2020

That a market is massive and emerging as a target for digitization, does not necessary mean it will be an easy target to pursue — a lesson learned the hard way by Facebook in June when regulators hit the pause button on its adding payment capabilities to WhatsApp in Brazil.

Construction 61

Construction Education Compliance Leverage 61

PYMNTS

SEPTEMBER 22, 2017

PYMNTS: How would you define your company’s approach to innovation? Conventional identification verification processes require an applicant looking to open a bank account or an online gaming account, for instance, to fax or mail a copy of his [or] her ID document to the enterprise branch. Guess what?

Banking 56

Banking Numbers Securities Accounting 56

PYMNTS

DECEMBER 31, 2020

In our crazy banking system, you don’t actually have to prove who somebody is to put their name on a piece of paper and stick it in the mail,” he noted. That’s because paper becomes the default method of payment when something goes awry — such as when banking credentials can’t be authenticated or identity cannot be verified.

Healthcare 115

Healthcare B2B Foreign Exchange Treasury 115