PYMNTS

NOVEMBER 5, 2020

Booking Holdings , the world’s largest online travel company, continues to feel the weight of the pandemic, warning investors Thursday (Nov. Booking Holdings, parent company of Booking.com, Kayak, Priceline, OpenTable and other online-reservation brands, said gross bookings fell 47 percent in the third quarter from year-ago levels.

Online 178

Online Customer Experience Maine Payments 178

PYMNTS

JUNE 17, 2020

Uber — or Uber’s software, to be exact — will soon be managing public transportation for Marin County in the San Francisco Bay area, the Financial Times (FT) reported. Uber has inked a deal with county officials under which residents of Marin, population 250,000, will be able to use Uber’s app to book rides on minibuses in Marin.

Management 232

Management San Francisco Regional US 232

PYMNTS

JULY 16, 2020

As the San Francisco-based vacation rental online marketplace has seen bookings rebound after coronavirus disruption, it will revive plans to launch an initial public offering this year, the Financial Times (FT) reported. It could be the right time for Airbnb to go public. Rural stays surged 25 percent last month compared to June 2019.

Los Angeles 194

Los Angeles Management San Francisco Boston 194

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 195

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. Credit losses are bound to occur on loans in a portfolio, given the nature and diversity of risk that banks look to take on their loan books. should be treated essentially the same.

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Accurate and streamlined investment accounting supports overall risk management, particularly in areas like credit, market, and liquidity risk.

Compliance 195

Compliance Technology Operations Risk Management 195

Chris Skinner

FEBRUARY 13, 2018

I often talk about my week in Hangzhou last year, writing the case study on Ant Financial for the new book Digital Human, and particularly the words of Jack Ma on how he sees managing the Alibaba platform: Management. The word is there for regular companies. appeared first on Chris Skinner's blog.

Case Study 289

Case Study Study Management Company 289

Abrigo

JANUARY 24, 2025

They also share tips for managing risk and pricing. As a result, financial institutions with CRE concentrations find it increasingly important to strategically manage the competitive pressures and risks related to origination, refinancing, and loan performance. Managing their current risk is vital, too.

Lending 221

Lending Trends Risk Management Management 221

Abrigo

MARCH 31, 2025

The lender needs to put forth an accurate and complete picture of the borrowernot only for the borrowers sake, but also for the financial institutions risk management. Relevant memos also consider managements actual ability to run the business. Book loans faster while managing risk.

Analysis 195

Analysis Risk Management Management Data 195

Perficient

DECEMBER 23, 2020

For example, understanding what it’s like for a construction manager to order supplies from the job site for the next day is a head start on audience and persona definition. Understanding the needs of both a patient and the provider when finding a doctor and booking an appointment is a head start on task and user story development.

Industry 493

Industry Strategy Innovation Video 493

Perficient

AUGUST 18, 2022

However, those not in the wealthy or close to retirement-age categories – i.e., Gen Z-ers, millennials, and low to mid-income individuals – could greatly benefit from a financial advisor’s assistance, and financial advisors can stand to profit by diversifying their business books, as well. 25% to 1% of the client’s managed assets.

Millennials 473

Millennials Management Tools Strategy 473

PYMNTS

JANUARY 13, 2021

International travel management company TravelPerk has unveiled its acquisition of California-based NexTravel to help with its continuing growth roadmap in the American market. The NexTravel deal comes on the heels of its integration of Albatross, the risk management upstart, in July of last year. 13) announcement.

Management 159

Management United States Risk Management California 159

South State Correspondent

JANUARY 10, 2024

Ask a banker about the value of their bank, and they will either talk about some derivation of book value or earnings multiple. Banks often don’t know who their most profitable customers are, and if they do, they ignore the basics of targeting those customers and prospects with marketing, sales, and product management.

Management 195

Management Examples Marketing Millennials 195

Perficient

FEBRUARY 16, 2021

Per Oracle’s readiness release: “Management Reporting within Oracle’s Narrative Reporting offering has been available for the past few years. Continue reading below as we touch on three things every customer must know about the new functionality now available.

Report 322

Report User Experience Taxes Meeting 322

South State Correspondent

SEPTEMBER 18, 2023

However, select national banks do report their new loan originations and the number of loans booked in a period. Further, banks could achieve much greater credit diversification by managing the industries and geography they lend to than by managing loan size.

Management 195

Management How To Community Bank Community 195

Abrigo

MARCH 25, 2022

ALM 101: Introduction to Asset/Liability Management. As discussed in part 2 of the asset/liability management (ALM) blog series, EAR measures short-term changes to the income statement from interest rate movements. Well, let’s say for example that the average price (or book value) of toilet paper is $1 per roll.

Management 195

Management Analysis Examples Strategy 195

Perficient

OCTOBER 19, 2020

Financial institutions must begin now to prepare a solid 2-year plan to manage this transformation; otherwise, they will lose ground to new competitors entering their footprint. booking appointments, working with sales and support teams online). Contact: Sales teams need to use digital tools to connect with clients (e.g.,

Video 520

Video Security Tools Strategy 520

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. I’m often asked by asset/liability management professionals for advice on using ALM models to generate reports that provide meaningful information to aid in managing the financial institution.

Report 195

Report Management Comparison Capital 195

Abrigo

SEPTEMBER 14, 2020

Key Takeaways ALM professionals often inquire about reports they can run using their ALM models to help manage their financial institutions. I’m often asked by asset/liability management professionals for advice on using ALM models to generate reports that provide meaningful information to aid in managing the financial institution.

Report 195

Report Management Comparison Capital 195

PYMNTS

JANUARY 26, 2021

Hong Kong’s travel and leisure booking platform Klook has closed a $200 million Series E funding round led by Aspex Management , with participation by Sequoia Capital China , SoftBank Vision Fund, Matrix Partners China and Boyu Capital , according to a press release.

Capital 241

Capital Maine Regional Innovation 241

Abrigo

MAY 10, 2022

Takeaway 3 Information from core deposit studies allows management to fund assets appropriately with non-maturity deposits. As noted throughout this “ Introduction to ALM ” blog series, a key aspect of asset/liability management (ALM) is managing assets and liabilities appropriately to generate and sustain margin.

Management 195

Management Study Analysis Groups 195

PYMNTS

SEPTEMBER 28, 2020

“Small businesses are increasingly looking for ways to seamlessly manage their business, while reducing the time it takes to do so," he said in the release. This integration allows both small businesses, and the accountants who serve them, to better manage a business owner’s purchases and overall books.

Lending 247

Lending Management Software Data 247

PYMNTS

JUNE 25, 2020

Revolut’s goal has always been to help people manage their financial life in a quick, easy and convenient manner,” the company said in a statement. In May, PYMNTS reported Revolut said it will integrate its products with Clear Books, which offers accounting software for small businesses.

Fintech 309

Fintech Financial Technology Software Company 309

PYMNTS

NOVEMBER 23, 2020

For purposes of this analogy, the “basement” into which bad mice are creeping is most likely your legacy payroll/expense management software and its possibly compromised connections. While technological advancements have revolutionized many aspects of operations, payroll and expense management are not [among] them. Fishing For BaaS.

System 165

System Management Tools Cards 165

South State Correspondent

MARCH 10, 2025

At SouthState Bank, we utilize a loan-level hedging program called “ARC,” which is available to all community banks and, in our opinion is easier to manage and understand than a B2B program, but the point of this article is for banks to manage the risk through some loan hedging program instead of taking the risk without compensation.

Community Bank 195

Community Bank Community Operations Report 195

PYMNTS

AUGUST 13, 2020

Airbnb has reported more than 80 percent of its bookings for short-term rentals for the first half of April were cancelled, costing the company more than $1 billion dollars. have been hired to manage the IPO, sources told the newspaper. To deal with the loss of revenue, Airbnb trimmed 25 percent of its 1,900 workforce in May.

San Francisco 279

San Francisco America Report Groups 279

Perficient

MARCH 22, 2023

In the rising interest rate environment, management had invested like an S&L executive of the 1980s and had a similar outcome. At Perficient, we see a few reports that will likely be required by regulators and, even if not, are valuable to management. SVB had over $91 billion of high-quality bonds.

Report 474

Report Regulation Capital Management 474

PYMNTS

JANUARY 26, 2021

There are several key pain points for SMBs when it comes to booking and paying for business travel that have existed long before the pandemic hit. A lot of tools geared towards small- and medium-sized businesses don’t have the capability of doing expenses management and control,” Sikora said. Keeping Spend In Check.

Marketing 208

Marketing Management User Experience Tools 208

Perficient

FEBRUARY 24, 2021

He implemented a metric-driven management system that saw revenue rise 15 percent and profitability quadruple in his first year. Jon is also the author of The Elephant’s Dilemma, a book about his experience breaking free from the constraints of corporate America and making a difference for future generations. Meet the Hosts.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Bank Innovation

AUGUST 8, 2017

Betterment is the poster child for passive investment, recently booking $70 million in venture funding and has continued to enhance its services. Two distinct streams have surfaced in fintech: passive and active investment. But the active investment strategy for investors is far from dead in fintech.

Fintech 287

Fintech Strategy social media Operations 287

Abrigo

FEBRUARY 24, 2022

As described in the first post of this series , a key component of effective asset/liability management (ALM) is managing risks. ALM 101: Introduction to Asset/Liability Management. Takeaway 3 Two methods of measuring short-term interest rate risk are a gap analysis and, more commonly, an income simulation. Earnings at Risk.

Management 195

Management Analysis Strategy Policies 195

Perficient

SEPTEMBER 9, 2020

Too much rationalization can create “change management” headaches for employees, customers, and suppliers. Do Convert FA Tax Books. If you plan on using Oracle’s tax books, it’s much easier to convert into the Cloud than ever before. Let’s Start with the Obvious. Master Data.

Data 322

Data Taxes System Report 322

Bobsguide

MAY 26, 2022

A fully integrated platform like GBST’s Composer enables complete automation from web to back-end books of records, providing a flexible, scalable, and innovative market solution”, said DeDominicis. The post Generation Life launches lifetime annuity solution using GBST’s Wealth Management technology appeared first on Bobsguide.

Technology 148

Technology Management Innovation User Experience 148

TheGuardian

JUNE 3, 2024

Insistence on investment purity misses the point and will only lead to a decline in arts sponsorship In a ranking of climate villains in the fund management industry, Baillie Gifford would surely come a long way down most people’s list.

Management 111

Management Industry Technology Company 111

PYMNTS

NOVEMBER 20, 2020

According to Loadsmart, examples include “truckload instant pricing and booking in 2015; server-to-server autonomous truckload booking via API and TMS integrations in 2016; and drayage and transload digital services in 2019.”.

Capital 253

Capital Online Industry Strategy 253

Perficient

AUGUST 19, 2020

During the last two months approximately, one new solution, Cloud Administration Tools “CAT”, and three updates: Account Reconciliations “RCM”, Task Manager “UTM” and Tax Provision “TXP” have been released. With the process executed, the task which is a task type of Data Management can be monitored from Task Activity.

Management 322

Management Tools Taxes Data 322

PYMNTS

AUGUST 23, 2020

The firm's plan is to manage more money for clients and to bring down investments from its own balance sheets. There are two goals — to free up capital and to generate a steadier revenue stream from management fees, according to Bloomberg. Tiger Global Management, Sequioia Capital and TCV are all working on similar projects.

Capital 250

Capital Management Report Technology 250