Insights on Business

JULY 17, 2019

In the current complex regulatory environment (see Figure 1), and with growing costs associated with reporting, Know Your Customer (KYC), sanctions and the like, it is important to have effective and user-friendly governance, risk and compliance (GRC) tools that staff will readily adopt and use.

User Experience 79

User Experience Tools Survey Risk Management 79

PYMNTS

MARCH 6, 2019

For instance, the ability to transfer data and various assets can help firms keep track of, and improve, operations. One area where elimination of such processes can be of benefit is treasury management — specifically, reconciliation of transactions and liquidity management. Real-Time Window To Treasury Management.

blockchain 189

blockchain Management Data User Experience 189

PYMNTS

OCTOBER 28, 2020

Distributed spend management platform Teampay will be integrating with Ironclad , a digital contracting platform, to help connect financial and legal workflows and streamline spend management, according to a Wednesday (Oct. 28) press release. Previously, the release notes, companies needed a contract to be signed.

Management 147

Management Policies User Experience System 147

PYMNTS

DECEMBER 10, 2020

This month’s Deep Dive examines how mobile and contactless payment options are poised to reshape the corporate payments ecosystem as well as how virtual cards can help businesses adapt their operations to the digital-first payments ecosystem that has emerged. . Reshaping Business Payments . Much of the U.S.

Operations 192

Operations Payments Cards Mobile 192

South State Correspondent

OCTOBER 9, 2024

The Many Silos of Banking While your bank is likely familiar with cross-functional teams composed of stakeholders from various departments, chances are they are primarily associated with projects and not strategy or management. The group sets the methodology and targets for profitability, liquidity, optionality, and interest rate management.

Strategy 195

Strategy Resources Customer Experience Groups 195

ZootBlog

OCTOBER 11, 2016

This norm of using mobile devices to do everything from shopping to banking, mean security and a great user experience need to go hand-in-hand. We covered everything from pain points to fraud and compliance and best practices to manage it all. That is a staggering statistic clearly pointing to a poor user experience.

User Experience 60

User Experience Mobile Data Las Vegas 60

PYMNTS

APRIL 22, 2016

The challenge for the bank will be remaining competitive when the interest rate is ultimately dialed back and the offering itself – namely its features and user experience — need to steer the ship. The focus for us has to be customer experience,” Dickinson explained of the pause due to speed of growth. “It’s

User Experience 100

User Experience Digital Banking Customer Experience System 100

Perficient

JANUARY 25, 2023

2023 has commenced, and rates are climbing, inflation is bubbling, and banking customers are continuing to demand hyper-personalized products and experiences from their institutions. Banks are focused on efficiency initiatives to optimize their operations and lower costs. User experience.

Banking Trends 474

Banking Trends Trends United States FDIC 474

Perficient

NOVEMBER 17, 2020

IBM Cloud Paks are software solutions that provide a more secured way to move business operations to cloud services. This platform provides a way for users to create customized and digitized applications that cut-down on time spent preforming certain day-to-day tasks. What is IBM Cloud Pak for Automation?

User Experience 294

User Experience Customer Experience Operations Software 294

Bobsguide

MARCH 23, 2022

Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK. Athens, 23 March 2022: Profile Software , the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th – 30th March 2022 in Park Plaza Victoria, in London, UK.

Conference 78

Conference Management Software User Experience 78

PYMNTS

SEPTEMBER 6, 2018

corporate expense management solutions provider Fraedom , which was recently acquired by Visa , will be providing its commercial card technology to U.S.-based ” said Uma Wilson, UMB senior vice president and director of product management, in a statement.

Management 100

Management User Experience Cards Mobile 100

Perficient

JUNE 17, 2020

In the same way, Perficient leverages our more than 1,000 full-time employees in our fully owned and operated global and domestic delivery centers to deliver quality with every client engagement. A Shared Commitment to Our Clients.

Software 617

Software User Experience Meeting Resources 617

Bobsguide

MARCH 14, 2022

Assets on GBST ’s award-winning wealth management platform, Composer®, increased by almost a fifth (18%) to nearly £180 billion, and active accounts rose by 7% to reach 3.4 The post UK assets on GBST’s Composer® Wealth Management Platform, grow by a fifth in 2021 appeared first on Bobsguide. million in the year ended December 2021.

Management 78

Management User Experience Technology Software 78

PYMNTS

DECEMBER 14, 2020

Massachusetts Mutual Life Insurance Company (MassMutual) has agreed with Stone Ridge Asset Management , which has over $10 billion in assets under management (AUM), for MassMutual to acquire FinTech registered investment advisor (RIA) platform Flourish , according to a press release.

Massachusetts 229

Massachusetts Fintech Survey User Experience 229

PYMNTS

JANUARY 7, 2021

Talk Android posts a letter from the company in which it says there will be "no immediate impact" to accounts and that users don't need to do anything right now, with their funds housed in FDIC insured accounts with BBVA. And, the company says it wants to make the transition "as smooth as possible" for customers.

FDIC 336

FDIC Google User Experience Lending 336

PYMNTS

OCTOBER 31, 2018

It was more than a month ago that eBay started managing payments on its U.S. The eCommerce operator, which released its third quarter 2018 results , said it has intermediated $38 million of gross merchandise value (GMV) so far. Managed Payments. Managed payments also reduced overall costs for sellers. percent of GMV.

Management 134

Management Report Payments Apple 134

PYMNTS

JANUARY 20, 2021

Consumers keep demanding a better, more convenient, seamless, secure user experience that makes their lives better. Instant payments are critical to fully delivering on that end user experience, she noted. The Road Ahead. have disappeared from public life.

Online 276

Online Payments User Experience Operations 276

Perficient

OCTOBER 26, 2020

Digital process automation (DPA) services help a company formulate their digital transformation strategy, improving their customer experiences, and addressing the organizational change management aspect of a project. Consulting offerings that cover strategy, user experience, and change management, along with technology.

Report 294

Report Strategy US User Experience 294

Bobsguide

APRIL 22, 2022

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader. There are strong structural growth drivers in the global wealth management space which are set to significantly increase GBST’s addressable market.

Innovation 147

Innovation Company Management User Experience 147

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. Customers engage with companies that demonstrate authentic knowledge of their relationship.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

PYMNTS

MARCH 3, 2020

As part of a broader effort to bring the newest innovations to its operations, the National Bank of Fujairah PJSC (NBF) has teamed with blockchain firm Ripple to enable cross-border payments via the RippleNet platform. The technology allows the bank to tap into Ripple ’s cross-border network and improve its user experience.

Payments 250

Payments blockchain User Experience National 250

PYMNTS

NOVEMBER 16, 2020

16) to continue helping modernize cloud operations, according to a press release. Marc Huffman , BlackLine's president, chief operating officer and incoming CEO, said the challenges of the pandemic would be enough to force businesses to focus on change. Traditional manual accounting processes are not sustainable.

Analysis 188

Analysis User Experience Risk Management Operations 188

PYMNTS

NOVEMBER 17, 2020

“As we continue to focus on enabling digital payments beyond our traditional Corporate Cards, we are investing in solutions to improve the buyer and supplier experience and help solve common B2B payment-related pain points,” said Daniel Brachfeld , vice president for supply chain solutions at American Express. 16) press release.

Payments 144

Payments User Experience Software Risk Management 144

PYMNTS

APRIL 23, 2020

As one-person operations, they often lack the resources and know-how to manage professional finances in a compliant and efficient way, yet they have more complex tax, payments and cash flow management needs than the average individual. Dan Hogan, chief financial officer and chief operating officer of newly-launched U.K.-based

User Experience 141

User Experience Management Taxes Fintech 141

Abrigo

DECEMBER 22, 2023

Takeaway 2 The top lending and credit blog posts focused on the benefits of banking technology, interest rate management, and developing risk ratings. They’ve also focused on managing interest rate risk in a rising rate environment. Reduce operating cost while ensuring loan policy consistency.

Lending 221

Lending Risk Management Community Management 221

PYMNTS

MARCH 13, 2020

The bank is making an investment of €30 million in the firm, which automates as well as digitizes management of trade finance transactions for corporate clients from start to finish, according to an announcement. The software aims to bolster service quality, improve the user experience and cut response times.

Software 247

Software User Experience America National 247

PYMNTS

JANUARY 31, 2018

That’s a metaphor, of sorts, and a caution for treasury management professionals as they navigate their swivel chairs, swiveling between spreadsheets on their desks, computer screens on desktops and even apps on their phones and tablets. But getting the minutiae of the operations requires being backward- and forward-looking.

Management 116

Management Data social media System 116

PYMNTS

APRIL 10, 2020

Intimidated by the scale and cost of a massive technological overhaul, large financial institutions (FIs) may approach their digital transformation (DX) journeys gradually, targeting various areas of operations to modernize one-by-one. “Banks are technology companies,” Rio Tinto recently told PYMNTS. Preparing For The Future.

Technology 360

Technology Company Operations Payments 360

Insights on Business

FEBRUARY 5, 2019

Forrester Research, one of America’s preeminent market research organizations, has named IBM as one of the “most significant” and also as one of the “eight providers that matter most” for 2019 in sales performance management (SPM). IBM leverages User Experience Design (UXD) for latest software release.

Management 79

Management Analytics UX Data 79

BankInovation

NOVEMBER 16, 2022

Financial software company Savana is partnering with management consultancy Capco to help banks with improving user experience (UX). We can help banks to unlock next-generation, customer-centric banking operations and to thrive in […].

UX 52

UX User Experience Software Operations 52

PYMNTS

NOVEMBER 20, 2019

“At Citi, we are arming our clients with the technology to enable expansion and sustain growth by automating key aspects of their core operations and improving the end-to-end users experience.”. The Financial Times reported in May that Citi had pointed to the U.S.

User Experience 208

User Experience Operations Meeting Technology 208

Insights on Business

FEBRUARY 27, 2019

Forrester Research, one of America’s preeminent market research organizations, has included IBM as one of the “most significant” and also as one of the “eight providers that matter most” in its 2019 evaluation of sales performance management (SPM) solutions.

Management 79

Management Analytics UX Data 79

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Get the free 64-page download to learn how industries are using tech to reimagine nearly every facet of their operations. First name. Company Name. Phone number.

Management 87

Management Fintech Industry Trends 87

PYMNTS

FEBRUARY 26, 2020

The solution is meant to aid transportation companies to avoid “major pitfalls” and “increase operational capacity.”. The company provides a “comprehensive solution to reclassification and recruiting issues faced by large fleets and brokers, by enabling independent contractors to form or grow their own fleets,” the release said.

CA 141

CA California User Experience Industry 141

Bobsguide

OCTOBER 9, 2022

“We can provide intuitive, easy-to-use access to many products and user journeys through a single platform, reducing complexity and friction for our customers and providing a truly differentiated user experience.”. We look forward to hearing more about how Finastra is enabling banks to provide differentiated user experiences.”.

User Experience 121

User Experience US Lending Meeting 121

Perficient

SEPTEMBER 15, 2020

And in healthcare – an industry that tends to segment consumers into patient or member experience silos – consumers increasingly expect a seamless, holistic, digital health journey. Today, entire industries such as healthcare, banking, insurance, and business-to-business (B2B) sales are being rewired around customers and end users.

User Experience 427

User Experience Innovation Branding Customer Experience 427

PYMNTS

FEBRUARY 28, 2019

In the new Payments And The Platform Economy Playbook series, powered by Yapstone , PYMNTS examines the latest developments in the platform economy, and seeks to offer a roadmap for managing risks, optimizing rewards and creating a trusted business environment. Airbnb on Payments, User Friction and Security Challenges in a Global Market.

Payments 183

Payments User Experience Training Case Study 183