Abrigo

JANUARY 6, 2017

Ellison-Taylor, chairman of the AICPA , recently noted that technology tops her list of the most important trends shaping 2017 because it will drive so many of the profession’s opportunities and challenges in the year ahead. But how are accountants supposed to keep up with all of the technological trends ?

Trends 218

Trends blockchain Taxes Survey 218

Cisco

APRIL 26, 2022

The convergence of mobile, cloud, and IoT technologies continues to create new opportunities for institutions to deliver personalized and contextual financial services. Those opportunities will rely on data and analytics for real-time decision making. These examples highlight a diverse and exciting future for financial services.

Big Data 139

Big Data Data Analytics Examples 139

Abrigo

APRIL 16, 2015

How about technology? Is your firm using technology to drive new valuation engagements? Many accounting firms view technology expenses as overhead – costs that chew up precious revenue dollars rather than bolster them. But other firms view technology as much more. Marketing ? Cross-selling current accounting clients?

Technology 150

Technology Referral Marketing Survey Michigan 150

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. In one example, One, Inc. Things have come far enough [technologically] that carriers can offer a payment portal online, which is something that many of them do today.”.

Taxes 101

Taxes Payments social media Policies 101

Abrigo

SEPTEMBER 20, 2023

Rather than stealing someone's identity or using a friend or family member's details, the account holder is who they say they are and uses their account to commit fraud—for example, applying for a loan with no intention of paying it back or filing a false chargeback claim. The scam here is an inside job, making it inherently more elusive.

Fraud 195

Fraud Trends Cards Software 195

PYMNTS

JANUARY 9, 2020

Many industry players are touting the ability to use analytics and automation technology to handle mundane, time-consuming tasks, freeing up resources for accountants to take on more advisory roles. He offered the example of a small business that has purchased an automobile. Data Integration Opportunities.

Data 173

Data Analytics Examples Technology 173

PYMNTS

OCTOBER 7, 2020

Money launderers deploy numerous schemes — including transaction laundering and launching front companies — to process and hide their funds from payment providers and law enforcement officials, but payments processors are responding with new technologies that hunt down and report their deeds.

Payments 171

Payments Analytics Online Retail 171

PYMNTS

MARCH 26, 2018

The rise of RegTech is not by chance: There is an undeniable link between regulatory changes and technological innovation, and that link has a profound impact on FinTech and the financial services market. As the risk of noncompliance evolves and grows for corporates, many turn to technology to ensure adherence to complex regulatory demands.

Taxes 102

Taxes Fraud Compliance Regulation 102

Abrigo

FEBRUARY 23, 2023

Takeaway 3 With effective technology, the bank can continue to grow its portfolio without necessarily adding staff. Technology through a trusted partner that automates those and other tasks frees up staff “for what you’re really paying for, and that’s business development,” Kirby noted. “I The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

PYMNTS

DECEMBER 19, 2019

FinTech and automation technology have cast a shadow of anxiety on the accounting industry in recent years, as certified public accountants (CPAs) began to wonder whether their jobs would be replaced entirely by robots. ” An Open Banking Opportunity.

Data 133

Data Analysis Industry Technology 133

Abrigo

JUNE 14, 2017

Utilizing technology is one way to reduce the amount of time it takes to produce a valuation. Technology that streamlines workflow and scales existing processes enables firms to realize more profit from each fee for services. enterprises that are technology leaders produce faster revenue growth than technology laggards.

eBook 150

eBook Software Guidelines Technology 150

PYMNTS

AUGUST 2, 2019

Consider, for example, the DocuSign links that appear in email inboxes, requesting clicks on links that wreak havoc. I would say being more conservative definitely is the right approach,” Xie advised.

How To 198

How To US Fraud Security 198

CB Insights

NOVEMBER 21, 2019

Finally, looking at Canadian “fintech” (financial technology) specifically, funding was up substantially in the first half of the year. Companies in this subcategory (1) provide technology to accounting and tax, bookkeeping, and expense management players, or (2) leverage technology to provide these services directly to end-users.

Fintech 93

Fintech Marketing US Technology 93

PYMNTS

DECEMBER 18, 2018

The tax man cometh, logging miles — in a manner of speaking. Lackey related to PYMNTS that a number of inputs go into calculating the standard rate, including fixed costs such as insurance, registration fees and taxes. On Friday (Dec. 03 hike in the offing) can have an impact on the bottom line.

Compliance 148

Compliance San Francisco Operations Taxes 148

PYMNTS

SEPTEMBER 18, 2019

s largest banks, including Goldman Sachs, Citigroup and JPMorgan, are among the biggest investors in FinTechs, with a particularly large focus on payments technology startups as FIs remain on-track to meet last year’s FinTech equity deals (2018 equity investment levels saw a 180 percent increase from 2017’s levels, reports said).

Fintech 144

Fintech Payments Meeting Capital 144

Abrigo

OCTOBER 13, 2016

For example, respondents in Xero’s recent survey mostly considered accountants as analytical, intelligent and having strong business skills. Woodard believes that embracing technology can help accounting firms overcome barriers to growth (such as revenue ceilings) by providing improved collaboration, innovation and automation.

Strategy 150

Strategy Survey Taxes Analytics 150

FICO

MARCH 25, 2022

It required me to be able to explain what neural networks do, how they work, and to make sure people understood how machine learning technology is applied and in what way. Effective Fraud Management Requires Explainable Technology. Fraud changes all the time — it’s a given, along with death and taxes,” Sid concluded.

Fraud 52

Fraud Management System Course 52

PYMNTS

SEPTEMBER 6, 2017

In its biennial exploration of the evolving role of corporate treasurers, Deloitte is keeping tabs on how treasurers are embracing technology and gearing up to handle more responsibilities than ever before. Technology Tripping Up Treasury. More than a fifth of treasury management systems are managed in spreadsheets, the report found.

Risk Management 108

Risk Management Survey Management System 108

PYMNTS

MAY 25, 2016

But something has happened over the last few years, according to Coupa VP of Strategy and Product Marketing Donna Wilczek: Technology has enabled AP professionals to become strategic and massively important to the success of any corporation, large or small. “At no time in history has disruption been so prevalent,” Wilczek said.

Big Data 117

Big Data Data Operations Analytics 117

PYMNTS

SEPTEMBER 20, 2016

For example, nearly a third of professionals in the U.K. These professionals, Tucker added, can provide expertise in fraud detection, compliance, data analytics, technology strategy and line-of-business advice. But, the company said, CFOs and accountants have the technological know-how necessary. the company said.

Survey 100

Survey Fraud Strategy Examples 100

FICO

SEPTEMBER 14, 2017

Let’s look at just one application of automated communication for governments, the collections of taxes: Example: Tax Collection. This cleans up tax rolls and reduces non-filer and compliance activities. Many tax agencies are inundated with phone calls from taxpayers asking about the status of their refund.

Taxes 61

Taxes Compliance US Analytics 61

FICO

NOVEMBER 20, 2017

Even people who stand on stage promoting good causes can have something to hide when it comes to taxes. The latest example is the singer of an Irish rock band who has been listed in the Paradise Papers leak that exposes high-profile people, including monarchs, to charges of tax evasion. It’s Not Only About Tax Evasion.

Taxes 49

Taxes Data Analytics Examples 49

PYMNTS

JULY 29, 2020

His own testimony cites a Texas-based fitness company that adjusted its digital offerings, with the help of Google Ads and Analytics, and YouTube presence — with the result that the company’s digital revenue and sales soared 3,000 percent through the ongoing health crisis. No one asked for AWS.

Innovation 168

Innovation Apple Google Texas 168

FICO

JANUARY 6, 2022

Credit executives can now enable continuous learning and improvement that is technology-enabled, and which is no longer tied to the duration of the billing cycle, nor the seasoning of the portfolio. For example, the solution you want will enable a seamless, frictionless digital onboarding experience to your customers. Learn and Adapt.

Management 52

Management social media Customer Experience Strategy 52

Abrigo

JANUARY 23, 2017

Clients seeking a valuation due to ESOP requirements, tax planning needs or to obtain financing may not realize that undergoing a valuation can reveal opportunities to expand future enterprise value. 1, for example, provides only general guidance for the section providing financial analysis. However, SSVS No.

Report 150

Report Analysis Video Taxes 150

PYMNTS

OCTOBER 10, 2018

In the battle of the payment rails, a few technologies tend to dominate the conversation. According to AscendantFX president and Chief Executive Officer Jason Mugford, wires offer opportunity for technological improvement, and play a key role in the rising collaborative relationship between banks and FinTech firms.

Fraud 116

Fraud Compliance Innovation Payments 116

Bussman Advisory

OCTOBER 4, 2017

In a previous post we pointed out that corporate banks were in danger of falling behind the technology curve. We think banks must focus on putting the infrastructure in place to build such value chains in financial services too – for example, by taking advantage of the burgeoning third-party Fintech offering. Give them it all.

Google 67

Google Examples Innovation Analytics 67

FICO

JANUARY 22, 2020

Banks will need to move beyond passwords and OTPs and add biometrics, device telemetry and customer behavior analytics to keep up with the changing payments landscape. AI can’t slow down the clock, but it can help create systems that are radically quicker to recognize a transaction that smells likely to be fraudulent.

Survey 52

Survey Fraud Payments Analytics 52

Jeff For Banks

DECEMBER 23, 2016

Most readers are accustomed to me being analytical. For example, in my firm's profitability measurement service for community financial institutions, credit unions make 80-90 basis points pre-tax profit on consumer loans, while banks make an anemic 5-10 basis points. But the tax thing. Bankers' can't get over it.

Taxes 60

Taxes Meeting Resources FDIC 60

PYMNTS

MAY 17, 2017

Beyond the changes in the economy at large, or the revenues or operating expenses generated in tax returns, or discrete data points that form the basis of a conversation between applicant and financial institution, tracking the risk status can be a challenge.

Lending 101

Lending Data Taxes Tools 101

Insights on Business

MAY 3, 2019

Tailoring specialized content through the use of analytics and AI. In this new model, there is a link between the size and complexity of clients’ financial needs and the number of specialists required to support those needs, such as tax advisors, wellness experts, lawyers and accountants. Expanding breadth of participants.

Management 87

Management Data Meeting Branding 87

NCR

SEPTEMBER 13, 2017

Given the nature of technology and consumer habits in the retail banking sector today, one of the big challenges for financial institutions is identifying and applying usable insights from the ever-expanding array of customer data available. How to improve your customer understanding.

Customer Experience 80

Customer Experience Data Branding social media 80

FICO

MAY 14, 2019

It may seem like a contradiction, but in some regards, tax offices are both data rich and data poor. Tax offices have a significant amount of data, predominantly from business registration forms and tax return filings available to them. Tax Office Data-Matching: The Value Of Third-Party Data.

Taxes 40

Taxes Data Analytics Compliance 40

FICO

MARCH 6, 2020

With the acquisition of Tonbeller in 2015, FICO expanded its fraud portfolio and moved into the growing market for financial crime and compliance solutions to bring the benefits of advanced analytics to a field dominated by rule-based systems. What does FICO offer and how does it distinguish from other AFC solutions?

Compliance 81

Compliance Technology Fraud Analytics 81

South State Correspondent

JULY 10, 2024

The cost can include various expenses, such as operational, funding, capital, risk, and taxes. For example, the average business transaction account costs a bank $142 annually to include operational risk. An example of this is our favorite three-account package bundle ( HERE ) tactic. A summary of the findings is below.

Comparison 195

Comparison Strategy Marketing Analytics 195

South State Correspondent

OCTOBER 4, 2023

Maybe technology and maybe fraud, but other than that, it is hard to duplicate that success rate. These ideas come from our experience, database, and the analytics of the Infusion Marketing Group , one of the few bank marketing firms that understands deposit building at its core. Where else can you get consistent triple-digit ROIs?

Marketing 195

Marketing Taxes Training Management 195

South State Correspondent

MARCH 28, 2022

These trends received more support this month when the President signed an Executive Order supporting the legal and equitable use of technology around a digital currency and digital assets ( HERE ). As evidence of BNPL technology’s importance, Apple, Visa, and Mastercard have all purchased BNPL companies primarily for their technology.

Payments 195

Payments Trends Data Fintech 195