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Technology in Financial Services 2020 TECHNOLOGY IN FINANCIAL SERVICES 2020

video

Jan 27, 2020

Speaking at our Eversheds Sutherland 5th Annual Digital Financial Services & Fintech conference, Eversheds Sutherland’s Rhys McWhirter (Consultant) and Aaron Hulston (Senior Associate) took a forward look at hot topics for 2020 in Asia.

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TOP 5 DIGITAL TRANSFORMATION CHALLENGES INWEALTH MANAGEMENT TOP 5 DIGITAL TRANSFORMATION CHALLENGES INWEALTH MANAGEMENT

whitepaper

Jan 24, 2020

Although the wealth management industry is in agreement on the importance of digital innovation, few organizations manage to achieve any business value from their transformation initiatives. This is because most wealth management firms pursue digital transformation as a feature selection exercise, i...

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How Machine Learning Is Changing The Face Of Financial Services HOW MACHINE LEARNING IS CHANGING THE FACE OF FINANCIAL SERVICES

blog article

Jan 24, 2020

Artificial intelligence (AI) has become integrated into our everyday lives. It powers what we see in our social media newsfeeds, activates facial recognition (to unlock our smartphones), and even suggests music for us to listen to. Machine learning, a subset of AI, is progressively integrating into ...

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Chatbot Use Cases in Banking CHATBOT USE CASES IN BANKING

blog article

Jan 23, 2020

Chatbots in the banking industry are used in both customer-facing roles as well as for internal communication among employees in order to streamline operations while providing efficient customer service. Chatbots are becoming more of a staple within this real. This is because they are able to automa...

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5 fintech trends that will really benefit online businesses 5 FINTECH TRENDS THAT WILL REALLY BENEFIT ONLINE BUSINESSES

blog article

Jan 23, 2020

Progress in the world of technology extends to each industry in different ways, with some being slower to adapt than others. One industry that has always been forward-thinking in these trends is the financial industry. With so much riding on the movement and management of money, a huge investment in...

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How To Track Your Expenses- Finance Tracking HOW TO TRACK YOUR EXPENSES- FINANCE TRACKING

infographic

Jan 23, 2020

Today, everything is money. It is an asset for both individual people and business firms. But, expenses are killing it. A wise way to money management is money control. But, how to control it?  The answer is via expense tracking. Yes, tracking your monthly expenses will give you a brief insight...

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How To Create A Monthly Budget- Budget Planning HOW TO CREATE A MONTHLY BUDGET- BUDGET PLANNING

infographic

Jan 23, 2020

Do you know where your money is going each month? Do you know where it went yesterday? It is really important to keep track of your expenses. It is useful to make a budget for your future planning. Tracking your spending helps you to identify the expenses and you can control it. If you know the reas...

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How To Create And Manage A Budget? HOW TO CREATE AND MANAGE A BUDGET?

infographic

Jan 23, 2020

Have you heard about BUDGET YOUR MONEY? Most of us heard about this for thousand times. If your organization or your family wants financial security, a budget is the only answer. Let’s know What is Budget? The budget is the estimate of income or expenditure for a period of time. In simple word...

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How a focus on the customer can help you fight for a digital finance transformation HOW A FOCUS ON THE CUSTOMER CAN HELP YOU FIGHT FOR A DIGITAL FINANCE TRANSFORMATION

blog article

Jan 23, 2020

When you think of a digital finance transformation, changes made to the customer experience typically don’t come to mind.  Unlike back office initiatives, investments in solutions, systems and process that impact customer experience tend to be more prioritized within an organization. Thes...

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Open Finance: The Next Frontier in Fintech? OPEN FINANCE: THE NEXT FRONTIER IN FINTECH?

blog article

Jan 22, 2020

Imagine a world in which you could access your bank accounts, credit cards, mortgage, pensions, savings accounts and ISAs, brokerage account, home and car insurance, life insurance, and other financial products on one user interface or app, even if each of those products is held with a different pro...

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Davos Special — Global fintech ecosystem and industry trends DAVOS SPECIAL — GLOBAL FINTECH ECOSYSTEM AND INDUSTRY TRENDS

video

Jan 22, 2020

Davos Special: 21 January 2020. The Cardano’s delegation – led by the Cardano Foundation – is in Davos during the World Economic Forum. Charles Hoskinson, CEO of our ecosystem parter Input Output HK, delivers a keynote address about the latest industry trends and global fintech eco...

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5 Ways Data Science Changed Finance 5 WAYS DATA SCIENCE CHANGED FINANCE

video

Jan 22, 2020

Did data science change the finance industry? And if it did -- how? Well, of course, data science in finance changed the industry massively! From informing banks how to give low risk credits to stock exchange through machine learning algorithms -- data science is reinventing finance! To learn more a...

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How Google Keeps Changing Financial Marketing HOW GOOGLE KEEPS CHANGING FINANCIAL MARKETING

blog article

Jan 22, 2020

20 years ago Google began taking advertising, and what started as a search engine became a marketing behemoth. Google now wields outsize influence over the marketing profession, not all for the good, many feel. The company has massive influence over how consumers connect with financial brands. As pr...

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10 Predictions About Wealthtech in 2020 10 PREDICTIONS ABOUT WEALTHTECH IN 2020

blog article

Jan 22, 2020

Wealthtech, like all of the finance world, is rapidly changing. New apps, technology, and solutions are introducing a golden age of innovation. What exactly is coming next in 2020? Xtiva, a sales performance management software, talked to 20 of the top wealthtech influencers to determine what’...

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Properly Structuring Data for Tax provision PROPERLY STRUCTURING DATA FOR TAX PROVISION

whitepaper

Jan 22, 2020

Is your data properly structured? Properly structuring data for tax provision Tax provisioning needs are becoming inherently more complex. The importance of accurate, real-time tax provisioning is only accelerating as legislative changes continue to unfold. Download our latest white paper to discove...

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Innovations in Corporate Income Tax Technology​ INNOVATIONS IN CORPORATE INCOME TAX TECHNOLOGY​

whitepaper

Jan 22, 2020

Tax Technology Enables High-Performance From enhancing compliance to optimizing data to elevating strategy, the latest innovations in corporate income tax technology deliver both timely and accurate tax returns and the opportunity to provide highly strategic tax support. Download our white paper to ...

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Machine Learning in Investment Management MACHINE LEARNING IN INVESTMENT MANAGEMENT

blog article

Jan 21, 2020

Machine learning (ML), a subset of artificial intelligence (AI) isn’t just for programming self-driving cars or sorting cat pictures. It’s entering the investment management space; we are now seeing its potential beginning to emerge. From Siri and Alexa to Amazon and IBM’s Watson, ...

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Apply Big Data Techniques to Credit Risk Management APPLY BIG DATA TECHNIQUES TO CREDIT RISK MANAGEMENT

blog article

Jan 21, 2020

Taking risk is an integral part of the banking business and practicing risk management has been at the core of banking ever since the beginning. Managing credit risk, in particular, has been tantamount to the rise or fall of banking institutions. So, what is credit risk? As mentioned in the bis.org ...

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Why does a company decide to go public ? WHY DOES A COMPANY DECIDE TO GO PUBLIC ?

video

Jan 21, 2020

Going public and offering stock in an initial public offering represents a milestone for most privately owned companies. A large number of reasons exist for a company to decide to go public, such as obtaining financing outside of the banking system or reducing debt. This video will help you get a cl...

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Central banks and the future of digital money CENTRAL BANKS AND THE FUTURE OF DIGITAL MONEY

whitepaper

Jan 20, 2020

Over the past year we have seen a number of groundbreaking announcements from central
banks around the world exploring the issuance of central bank digital currencies (CBDC). In
this paper we provide an overview of the potential and risks of CBDC, as well as an example
of how a ...

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Leveraging Data in Commercial Lending LEVERAGING DATA IN COMMERCIAL LENDING

blog article

Jan 20, 2020

Digital Transformation in Commercial Lending is proceeding apace with banks rolling out initiatives in multiple areas like Re-imagining customer experience, Empowering Relationship Managers, and adopting Intelligent Automation techniques. Leveraging data analytics across the lending life cycle can b...

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Largest online lending technology investments of 2019 LARGEST ONLINE LENDING TECHNOLOGY INVESTMENTS OF 2019

blog article

Jan 18, 2020

A big part of why fintechs are taking up so much of the space in the financial industry is because of their lending practices. Online lending technology combines all the positive attributes that fintechs have and banks lack and allows for people with bad credit to access loans and possibly get out o...

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Mega Investment Trends Influencing Markets [2020] MEGA INVESTMENT TRENDS INFLUENCING MARKETS [2020]

video

Jan 18, 2020

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets. He is great investor Bill Wilby who...

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Shifting Consumer Trends Excite UBS SHIFTING CONSUMER TRENDS EXCITE UBS'S PRIVATE MARKETS HEAD

video

Jan 17, 2020

Isabelle Toledano-Koutsouris, head of private capital markets at UBS, explains why the sector is driven by thematic, long-term investing and why shifting consumer trends present an "exciting" growth opportunity. She speaks on "Bloomberg Markets: European Open."

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What Does the Future Hold for AI in Fintech? WHAT DOES THE FUTURE HOLD FOR AI IN FINTECH?

blog article

Jan 17, 2020

The financial services industry has dramatically expanded beyond traditional banks and credit unions to include countless new players, from startups such as Acorns, Venmo, and Mint to tech giants including Apple and Google who are now expanding into fintech. Customers are gravitating toward services...

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Does Artificial Intelligence Help Fight Financial Fraud? DOES ARTIFICIAL INTELLIGENCE HELP FIGHT FINANCIAL FRAUD?

blog article

Jan 16, 2020

It is not something – companies are using AI and ML to fight financial fraud. Financial fraud is not science fiction. AI solutions can be applied to enhance security throughout business sectors, like retail and finance. The latest emergency technologies are driving transformation across all in...

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How Fintechs are disrupting tax reporting services HOW FINTECHS ARE DISRUPTING TAX REPORTING SERVICES

blog article

Jan 16, 2020

In discussions around fintechs, we often discuss various financial services but taxation is often left out of the conversation. While the benefits of fintechs that cover the unbanked are unanimously considered a positive development in the financial field, there’s also the side of fintechs tha...

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2020 predictions for retail banking 2020 PREDICTIONS FOR RETAIL BANKING

blog article

Jan 16, 2020

The retail banking industry has undergone significant changes over the past few years, driven by technology advances and regulatory evolution, including the UK Open Banking rules as well as its European sibling, PSD2. These forces will continue to be significant in 2020 as retail banks ponder their ...

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Why Financial Services Providers Are Turning to Hybrid Cloud WHY FINANCIAL SERVICES PROVIDERS ARE TURNING TO HYBRID CLOUD

blog article

Jan 15, 2020

Fintech leader Broadridge Financial announced this week that it is moving a significant portion of its digital infrastructure to a private cloud managed by IBM. For this $4 billion-dollar global Fintech organization, it highlights a larger industry-wide trend where the growing reliance on a cloud-fi...

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Why Tesla WHY TESLA'S STOCK COULD HIT $6,000 IN 5 YEARS

video

Jan 15, 2020

ARK Invest CEO Cathie Wood is confident that shares of Tesla could reach $6,000 in the next five years. ARK Invest analyst Tasha Keeney joins The Final Round to discuss.

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Why Fintech Challengers May Not Conquer Banking After All WHY FINTECH CHALLENGERS MAY NOT CONQUER BANKING AFTER ALL

blog article

Jan 15, 2020

Fintech challenger banks expected their own version of Julius Caesar’s famous line: “I came, I saw, I conquered.” The challengers have certainly enjoyed some notable successes, but they remain far short of conquest, and questions are beginning to arise among knowledgeable observers...

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These 5 factors are fueling a massive transformation in banking THESE 5 FACTORS ARE FUELING A MASSIVE TRANSFORMATION IN BANKING

infographic

Jan 14, 2020

This is a preview of recent Banking research from Business Insider Intelligence. Business Insider Intelligence offers even more banking and finance coverage with Banking Pro. Subscribe today to receive industry-changing banking news and analysis to your inbox.

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Why Plaid Agreed to Be Acquired by Visa WHY PLAID AGREED TO BE ACQUIRED BY VISA

video

Jan 14, 2020

Rick Yang, NEA general partner and head of consumer investing, discusses Plaid Inc.'s agreement to be acquired by Visa Inc. for $5.3 billion and his views on the valuations in the fintech space. He speaks with Bloomberg's Romaine Bostick, Scarlet Fu and Sonali Basak on "Bloomberg Market...

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Wealth Management Solutions: Going the Digital Way WEALTH MANAGEMENT SOLUTIONS: GOING THE DIGITAL WAY

blog article

Jan 14, 2020

Financial firms are increasingly leveraging digital technologies such as artificial intelligence, cloud and intelligent automation to hyper-personalize wealth management offerings. Our numerous interactions with global wealth firms indicate the move is driven by the need to achieve higher customer p...

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How Personalization Strategies Can Backfire on Financial Marketers HOW PERSONALIZATION STRATEGIES CAN BACKFIRE ON FINANCIAL MARKETERS

blog article

Jan 14, 2020

Personalization comes in multiple forms, ranging from highly focused marketing efforts to keenly specific delivery of services to consumers. Personalization is one of the key goals financial marketers seek when piling up their martech stack. In some ways it is a new, elusive goal, and in others a te...

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Trends in Video/Audio Marketing: What Financial Institutions Must Know TRENDS IN VIDEO/AUDIO MARKETING: WHAT FINANCIAL INSTITUTIONS MUST KNOW

blog article

Jan 14, 2020

Will Gen Z even know what an antenna is? Connected TVs that bring the web to big screens, increasing digital audio options that are outpacing traditional radio, and podcasts all offer bank and credit union marketers new places to reach consumers. As tolerance for ad-free subscription services levels...

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Tesla stock surges after analyst Oppenheimer raises price target TESLA STOCK SURGES AFTER ANALYST OPPENHEIMER RAISES PRICE TARGET

video

Jan 13, 2020

Tesla stock topped $500 per share after Oppenheimer raised price target to $612 a share. Yahoo Finance's Julie Hyman, Adam Shapiro, Akiko Fujita and Liz Young BNY Mellon Investment Management Director of Market Strategy discuss.

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10 Incredible Ways to Grow Your Business With a Loan 10 INCREDIBLE WAYS TO GROW YOUR BUSINESS WITH A LOAN

video

Jan 13, 2020

A loan can help your business in so many ways, and here are just a few of them!

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20 Transforming Fintech Trends Disrupting Industry in 2020 & Beyond 20 TRANSFORMING FINTECH TRENDS DISRUPTING INDUSTRY IN 2020 & BEYOND

blog article

Jan 13, 2020

Since technology has hit almost all the industries in its wake, the Finance and Banking industry is not excluded from the picture. Hence, the birth of the Fintech industry. Over the years, the Fintech industry has seen many changes brought by different technologies, facilitating the whole working pr...

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10 Ways AI Is Going To Improve Fintech In 2020 10 WAYS AI IS GOING TO IMPROVE FINTECH IN 2020

blog article

Jan 11, 2020

AI & machine learning will improve Fintech in 2020 by increasing the accuracy and personalization of payment, lending, and insurance services while also helping to discover new borrower pools. Zest.ai’s 2020 Predictions For AI In Credit And Lending captures the gradual improvements I&rsquo...

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3 Tips When Applying For Small Business Funding 3 TIPS WHEN APPLYING FOR SMALL BUSINESS FUNDING

video

Jan 10, 2020

If you're a small business owner & have never applied for a small business loan or working capital, we have provided three simple tips on how to get through the process with no headaches.

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What are the payments trends for 2020? WHAT ARE THE PAYMENTS TRENDS FOR 2020?

blog article

Jan 10, 2020

There are some big changes in store in 2020, some obvious, some less so. In the payments landscape, it’s all about user convenience and customer experience, whether that’s through increased security for card users, or new ways to pay. Fragmented payments systems and services, from online...

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Review of 2019 Credit Trends REVIEW OF 2019 CREDIT TRENDS

whitepaper

Jan 09, 2020

The United States played a starring role as the rest of the world watched the President become the third leader in history to be impeached by the House in December. Our chief protagonist kept investors guessing by prolonging the ongoing US-China trade wars while simultaneously applying a slew of tar...

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Robotic Process Automation in Banking-Transformation Unseen! ROBOTIC PROCESS AUTOMATION IN BANKING-TRANSFORMATION UNSEEN!

blog article

Jan 09, 2020

Forrester predicts that the RPA services market will hit $12 billion by 2023. It has previously projected that the RPA software market will grow to $2.9 billion by 2021. Robotic Process Automation (RPA) has captured the interest of IT for good reasons by automating repetitive work and enabling emplo...

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How Markets Are Pricing in Geopolitical Risk HOW MARKETS ARE PRICING IN GEOPOLITICAL RISK

video

Jan 09, 2020

Wilfried Verstraete, president and chairman of management board at Euler Hermes Group, and Toby Gibb, head of investment directing at Fidelity International, explain the reasons why markets are underpricing geopolitical risk. They speak with Bloomberg’s Francine Lacqua on "Bloomberg Surve...

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The true cost of a lack of innovation in financial research THE TRUE COST OF A LACK OF INNOVATION IN FINANCIAL RESEARCH

blog article

Jan 09, 2020

We are living in an age of information overload where businesses are swamped with information from all angles. What happens when companies don’t use information in the best way possible? Rowland Park and Simon Gregory, co-founders of next-generation financial research technology company, Lime ...

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How AI is Revolutionizing the Process of Fintech Firms? HOW AI IS REVOLUTIONIZING THE PROCESS OF FINTECH FIRMS?

blog article

Jan 09, 2020

Artificial Intelligence has revolutionized the finance industry. Not only does it improve the precision level in the industry, but it also enhances the customer engagement level and speed up the query resolution period. In this blog, we will be finding out answers about the importance of AI in finan...

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How fintech will help clear the mortgage sector’s cobwebs in 2020 HOW FINTECH WILL HELP CLEAR THE MORTGAGE SECTOR’S COBWEBS IN 2020

blog article

Jan 08, 2020

While the mortgage market faces legacy challenges when it comes to processes and customer engagement, it is not exempt from the influence of the UK’s booming fintech sector. Emerging technologies can help brokers and lenders blow the cobwebs off a market which has been otherwise slow to innova...

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WHEN WE SAY “CLOUD”, WHAT DO WE REALLY MEAN? WHEN WE SAY “CLOUD”, WHAT DO WE REALLY MEAN?

infographic

Jan 07, 2020

More and more banks are on their journey to the cloud. It is no longer seen as the future or an emerging trend; it has become a critical tool to remain competitive. But the first question banks must ask themselves is, what does ‘cloud’ mean to them?

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How Latin American banks are using Knomi™ to win morecustomers and prevent fraud HOW LATIN AMERICAN BANKS ARE USING KNOMI™ TO WIN MORECUSTOMERS AND PREVENT FRAUD

whitepaper

Jan 07, 2020

Dramatic advances in mobile phone technology and networks present banks the opportunity to make their services more accessible. Customers can now use their mobile devices to quickly apply for new accounts and credit lines, access their account information, and perform purchases and transactions, all...

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The market may have peaked according to this Warren Buffett indicator THE MARKET MAY HAVE PEAKED ACCORDING TO THIS WARREN BUFFETT INDICATOR

video

Jan 07, 2020

The Warren Buffett indicator may be flashing red and be showing warning signals for stocks. Salt Financial President SLT ETF Co-Founder Alfred Eskandar and Payne Capital Management President Ryan Payne join Seana Smith on The Ticker to discuss the 'Buffett Indicator,' along with the ISM non-...

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The Impact Of Data Science Analytics On Financial Institutions THE IMPACT OF DATA SCIENCE ANALYTICS ON FINANCIAL INSTITUTIONS

blog article

Jan 07, 2020

Data science is growing in power, revolutionizing diverse business sectors. One of them is finance. If we think about it, it is not actually something new. For years financial institutions have been using gathered data to decide on the best business strategies. Let’s take banks for instance. T...

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FINANCE PROFESSIONALS HAVE THEIR SAY ABOUT PROCUREMENT FINANCE PROFESSIONALS HAVE THEIR SAY ABOUT PROCUREMENT

infographic

Jan 06, 2020

Finance and procurement have complementary strengths and corresponding priorities, so working collaboratively makes sense strategically and practically. Despite this, many enterprises still have a strong disconnect between these departments. To learn more about the existing relationships between fin...

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FINANCE & SOURCING: A CASE FOR COLLABORATION FINANCE & SOURCING: A CASE FOR COLLABORATION

whitepaper

Jan 06, 2020

Finance’s role is evolving. Following the 2008 financial crisis, it guided the business through extraordinarily difficult economic times, relying on cost management and lean practices to keep their organizations afloat. Today, finance must switch gears and find ways to navigate sustainable and...

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Tesla TESLA'S HUGE TURNING POINT: MARKET CAP HITS $80 BILLION, STOCK UP 40%

video

Jan 06, 2020

Tesla is hitting new milestones with a market cap hitting $80 billion and the stock up 40%.  The company also reported a record number of vehicle deliveries and a new launch of Model Y vehicles in China in addition to the launch of the Model 3 in the Chinese market.

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The Digital Identity Infrastructure and What it Has to do with Fintech THE DIGITAL IDENTITY INFRASTRUCTURE AND WHAT IT HAS TO DO WITH FINTECH

blog article

Jan 06, 2020

The last decade brought about a lot of discussion around digital identity. Dozens of security companies created new solutions to help banks authenticate their user’s identity and verify their personal information. Throughout the years, those authentication methods have evolved from comparing a...

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New FinTech Data Raises Questions and Regulatory Policy Issues NEW FINTECH DATA RAISES QUESTIONS AND REGULATORY POLICY ISSUES

blog article

Jan 06, 2020

2020's FinTech policy cycle started relatively quietly today with the release of a research report from The first full week of 2020 brings an interesting set of FinTech data from De Nederlandsche Bank (the Dutch Central Bank):  Working Paper No. 663 "The Economic Forces Driving Fintech...

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The REAL Reasons WeWork failed THE REAL REASONS WEWORK FAILED

video

Jan 06, 2020

In this video, we look at the REAL reasons that WeWork failed. How did WeWork go from a $47 billion valuation IPO to an IPO that struggles then finally a failed IPO. We go under the hood of the co-working space giant to see what we can find.

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What a U.S.-Iran war would mean for mortgage rates WHAT A U.S.-IRAN WAR WOULD MEAN FOR MORTGAGE RATES

blog article

Jan 06, 2020

A U.S. drone strike that killed a top Iranian military leader sent American stock markets tumbling and crude oil prices spiking. What effect is it having on mortgage rates? Rates on 30-year fixed mortgages fell more than an eighth of a percentage point on Friday as investors piled into bond markets ...

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Application of artificial intelligence in banking APPLICATION OF ARTIFICIAL INTELLIGENCE IN BANKING

blog article

Jan 06, 2020

Digital disruption is about redefining industries and changing the way businesses operate. Each sector is evaluating options and adopting ways to create value in a technology-driven world. The banking sector is seeing exceptional changes: above all, an increase in customer-centricity. Tech-savvy cus...

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2020 banking and capital markets outlook 2020 BANKING AND CAPITAL MARKETS OUTLOOK

whitepaper

Jan 03, 2020

A NEW WAVE OF disruption more forceful and more pervasive than what we have seen in recent years will likely unfold in the next decade. While the roots of this disruption— technological, economic, geopolitical, demographic or environmental—may remain the same, the unique convergence of t...

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Financial Services: Why Is Data Stuck in the Dark Ages? FINANCIAL SERVICES: WHY IS DATA STUCK IN THE DARK AGES?

blog article

Jan 02, 2020

The traditional view of data is no longer a fit for the changing world of business. Just like how the printing press accelerated the dissemination of knowledge, modern innovations have furthered the power of data. In many ways, we’re in the golden age of data, where companies have more data ac...

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The Top Ten Fintech Predictions for 2020 THE TOP TEN FINTECH PREDICTIONS FOR 2020

blog article

Jan 02, 2020

To my Fintech friends, this is my 4th annual “Top Ten” Fintech prediction. I started this tradition at Crowdfund Insider back in January 2017. As we are saying goodbye to an incredible Fintech year of 2019, I see another seismic change in 2020 for our industry. One which could spell the ...

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How Can Banks Bring Business Credit and Lending Services into the 21st Century? HOW CAN BANKS BRING BUSINESS CREDIT AND LENDING SERVICES INTO THE 21ST CENTURY?

blog article

Jan 02, 2020

The history of credit and lending to business customers dates right back to Mesopotamia when the very first payday loans were used by farmers and the code of Hammurabi defined how the interest charged on silver loans was to be regulated. In more recent times, technologies including online lending ha...

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How to Get Your Small Business Out of Debt in 2020 HOW TO GET YOUR SMALL BUSINESS OUT OF DEBT IN 2020

blog article

Jan 02, 2020

Rising interest rates and high levels of corporate debt have lots of investors concerned. Should small businesses be worried? The majority of small businesses (in most industries) are able to pay their bills on time. According to Experian/Moody’s Analytics Main Street Report, overall delinquen...

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Is Banking fit for a sustainable future? IS BANKING FIT FOR A SUSTAINABLE FUTURE?

blog article

Dec 30, 2019

One of my favorite events of the year is the CIO Summit organized by Johnny Spragg at CMC. I like it because it's very participative. Everyone attending gets deeply engaged in the different topics. At the opening of the most recent summit, the ice breaker was an Oxford Union style debate. The to...

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Open Banking - A Challenge for the U.S. OPEN BANKING - A CHALLENGE FOR THE U.S.

blog article

Dec 30, 2019

It has long been debated if regulation is truly needed with many out there that still believe that it is not needed. The U.S. is the one country that needs regulation more than any other. Why? Because the U.S. is more divided and geographically challenged than any other country in the world.

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Nasdaq crosses 9,000 for the first time, is now a good time for investors to have some cash on hand? NASDAQ CROSSES 9,000 FOR THE FIRST TIME, IS NOW A GOOD TIME FOR INVESTORS TO HAVE SOME CASH ON HAND?

video

Dec 27, 2019

Villere Balanced Fund Portfolio Manager George Young discusses why it may be time to exercise some caution.

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Top 10 challenger banks by valuation and funding TOP 10 CHALLENGER BANKS BY VALUATION AND FUNDING

blog article

Dec 27, 2019

It’s been a record year for fundraising across the challenger bank space. This year alone, twelve challenger banks raised $100 million according to Financial Technology Partners, and now six of them are valued over $1 billion. Before another year rolls on, we thought it was important to round ...

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Small Business Finance Tips For Better Money Management in 2020 SMALL BUSINESS FINANCE TIPS FOR BETTER MONEY MANAGEMENT IN 2020

blog article

Dec 27, 2019

Unlike large corporations, small businesses can be risky and competitive but also malleable. Given this, you might have to deal with lots of problems and administrative work, all of which will require your focus and attention. Part of this is knowing how to manage your finances and money well. If yo...

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Different Sources of Equity Finance DIFFERENT SOURCES OF EQUITY FINANCE

video

Dec 26, 2019

This video will introduce you to equity finance and its relevance for the success of a business opportunity.

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Top 3 Leading Payments Trends to Watch In 2020 TOP 3 LEADING PAYMENTS TRENDS TO WATCH IN 2020

blog article

Dec 26, 2019

Due to their universal nature and the endless opportunities they bring, payment technologies are undoubtedly one of the fastest evolving industries worldwide and it’s essential to be aware where’s the flow going to be uppermost. What’s more — the payment trends don’t in...

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Credit risk: what is it and how do you manage it? CREDIT RISK: WHAT IS IT AND HOW DO YOU MANAGE IT?

blog article

Dec 26, 2019

Credit risk is the risk of financial loss a company may suffer when a client isn’t capable of meeting his or her obligations related to invoices., Well thought-out credit risk management is essential to avoid not being paid (on time) and to ensure a good cash flow and the financial health of y...

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State of the Fintech Industry STATE OF THE FINTECH INDUSTRY

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Dec 24, 2019

Tech firms have enjoyed a deluge of funding in the last few years. As discussed in our State of Venture Capital report, 2018, in particular, was a bumper year, with a total of $254 billion invested globally into ~18,000 startups through venture capital funds—a sharp increase of 46% from 2017&r...

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GAINING A SPECIALTY BANKING EDGE IN SMALL BUSINESS BANKING GAINING A SPECIALTY BANKING EDGE IN SMALL BUSINESS BANKING

infographic

Dec 24, 2019

Small Business owners across the United States are asking for relationship-based services that local banks and credit unions already provide. By layering on digital innovation and tools, community based financial institutions are ready to compete in an often-overlooked segment.

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Big tech Is coming for banking: Experts predict fintech’s 2020 BIG TECH IS COMING FOR BANKING: EXPERTS PREDICT FINTECH’S 2020

blog article

Dec 24, 2019

Financial technology startups will enter the next decade with a little more street cred than the last time around. Nearly 60 upstarts focusing on financial services — from Stripe Inc. to Chime Inc. to Plaid Inc. — have garnered valuations of more than $1 billion in recent years, accordin...

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Best Practices in Social Listening FINANCIAL SERVICES AND INSURANCE BEST PRACTICES IN SOCIAL LISTENING FINANCIAL SERVICES AND INSURANCE

whitepaper

Dec 23, 2019

Whether you’re obtaining new clients or recruiting talent, the Financial Services space is incredibly competitive. In order to meet the collaborative and transparent demands of clients, firms must work to develop an involved community that’s loyal to them. With that goal in mind, custome...

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Modern Finance and Cloud Innovation for Southern Company MODERN FINANCE AND CLOUD INNOVATION FOR SOUTHERN COMPANY

video

Dec 23, 2019

For a large utility company in the US, innovation is critical to its mission to deliver safe, reliable energy for its customers. Southern Company speaks on their transformation of finance and accounting with Oracle EPM Cloud, ERP Cloud, and more.

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5 Ways Artificial Intelligence Technology is Transforming the Financial Markets 5 WAYS ARTIFICIAL INTELLIGENCE TECHNOLOGY IS TRANSFORMING THE FINANCIAL MARKETS

blog article

Dec 23, 2019

Finding complex solutions to financial challenges has become achievable with advancements in technology. Practitioners are daily seeking ways to use computational applications to offer modeling, forecasting, and robust trading solutions in the financial sector. Here are five ways artificial intellig...

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Understanding FAFSA and How To Qualify For More Financial Aid UNDERSTANDING FAFSA AND HOW TO QUALIFY FOR MORE FINANCIAL AID

video

Dec 23, 2019

As the cost of college continues to rise, so does the financial stress that it puts on families trying to determine the optimal solution to pay for college.  It’s never been more important for parents and family members of these students to understand: How is college financial aid calcula...

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What will Fintech scene look like in 2020 according to the industry experts WHAT WILL FINTECH SCENE LOOK LIKE IN 2020 ACCORDING TO THE INDUSTRY EXPERTS

blog article

Dec 23, 2019

2019 was an excellent year for fintechs in terms of exposure and raising awareness among the majority of the population about what fintechs are and what potential they hold for the regular citizens. In 2019 we saw a major spike in the number of fintech, in the funding of these fintechs and the colla...

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2019’s top core banking deals 2019’S TOP CORE BANKING DEALS

blog article

Dec 23, 2019

Core banking – a bank’s bread and butter, but what deals really stood out in 2019? We’ve created a list of some core banking deals FinTech Futures thought shook up the market this year (in no particular order). Australian lender aims to build banking-as-a-service operations with 10...

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DATA SCIENCE, MACHINE LEARNING AND AI IN BANKING DATA SCIENCE, MACHINE LEARNING AND AI IN BANKING

whitepaper

Dec 22, 2019

Data has always been the foundation of the banking industry. What has changed in recent years, of course, is the amount of data available and the speed at which it is processed as well as the need to quickly respond to market changes. New technology gives banks the power to collect, store, and analy...

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How to ensure financial stability in the dynamic automotive sector HOW TO ENSURE FINANCIAL STABILITY IN THE DYNAMIC AUTOMOTIVE SECTOR

infographic

Dec 20, 2019

There is a great deal of conversation around cars, more so than ever before. Technological developments, climate agreements and the mobility behaviour of consumers are causing a disruption in the automotive sector and raising many questions. When will self-driving, autonomous cars become commonplace...

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Rise of Fintech Lending in Canada RISE OF FINTECH LENDING IN CANADA

video

Dec 19, 2019

Fintech Lending is on the rise in Canada. In this video we have a few of the industry experts explain what's been happening in the Canadian financing sector. Specifically we discuss how alternative financing options have emerged, that made it easier and faster for business owners to obtain fundi...

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FinTech Highlights 2019 - Best Of The BEAM FINTECH HIGHLIGHTS 2019 - BEST OF THE BEAM

blog article

Dec 19, 2019

In 2019 we’ve been delighted to begin relationships with several global financial services leaders on some mission-critical projects that are powered by Erlang, Elixir and BEAM VM technology. Although the specifics of the work are under strict NDAs, we have outlined some of the projects in thi...

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No More Us vs. Them - How Banks and Fintechs are joining forces to drive innovation NO MORE US VS. THEM - HOW BANKS AND FINTECHS ARE JOINING FORCES TO DRIVE INNOVATION

blog article

Dec 19, 2019

“In the new world, it is not the big fish which eats the small fish, it is the fast fish which eats the slow fish.” – Klaus Schwab, founder and executive chairman of the World Economic Forum A common theme of late has been to paint fintech’s as the harbingers of death for the...

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Trading Up-Close: Measures of Financial Strength TRADING UP-CLOSE: MEASURES OF FINANCIAL STRENGTH

video

Dec 19, 2019

Before buying stock in a company, you want to get a sense of whether it might have the financial strength to stay in business for the long-term. A company that can turn a profit, has the cash to pay for its operations and isn’t deeply in debt is usually a better investment than a company that&...

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What will the future of banking look like? WHAT WILL THE FUTURE OF BANKING LOOK LIKE?

whitepaper

Dec 18, 2019

The financial services industry is in upheaval and while there is a lot of recent talk about rising complexity and disruption, this transformation has actually been almost twenty years in the making. Since the year 2000, banks have faced stricter and more regulations, driving up the cost of complian...

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10 Customer Experience Trends That will Impact Digital Banking in 2020 10 CUSTOMER EXPERIENCE TRENDS THAT WILL IMPACT DIGITAL BANKING IN 2020

blog article

Dec 18, 2019

There are phenomenal companies that have achieved outstanding results in the banking and Fintech industry. Some of them are very well known, but most are not. What makes a digital banking superstar? Working with hundreds of financial professionals worldwide, we have extracted 10 digital banking tren...

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Why the Trends of Income Inequality & Redistribution of Wealth Could Reverse WHY THE TRENDS OF INCOME INEQUALITY & REDISTRIBUTION OF WEALTH COULD REVERSE

video

Dec 18, 2019

Trevor Noren, managing director at 13D Global Research and Strategy, discusses how the concentration of wealth and corporate power is shaping his macro perspective. He sees the past three decades of industry consolidation as root causes of the problems that the American economy currently faces: stag...

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Top 3 trends that will influence Wealth Management in 2020. TOP 3 TRENDS THAT WILL INFLUENCE WEALTH MANAGEMENT IN 2020.

blog article

Dec 18, 2019

Wealth management is transforming faster than most professionals realize because the industry’s customer base is changing. Three trends are driving a paradigm shift in wealth management that will become clear in 2020. The most visible trends are the rise of intergenerational wealth, and the gr...

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Embedded Banking : The next level of offering for financial institutions EMBEDDED BANKING : THE NEXT LEVEL OF OFFERING FOR FINANCIAL INSTITUTIONS

blog article

Dec 17, 2019

Financial institutions have traditionally been comfortable in maintaining the ownership of customer relationships. The digital disruption in last 3-4 years has pushed them to adopt newer ways of banking, especially due to advent of plethora of fintech companies and neo-banks. That phase is gradually...

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Unscrambling the U.S. Auto Debt Explosion UNSCRAMBLING THE U.S. AUTO DEBT EXPLOSION

infographic

Dec 16, 2019

Owning a car should make life much easier. But while automobiles have become a modern necessity, for others, it’s a costly amenity. This infographic, courtesy of CarPaymentCalculator.net, shows how automotive debt has grown rapidly due to rising vehicle prices, longer loan terms and consumers ...

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Goldman Sachs Announces Sustainability Initiative GOLDMAN SACHS ANNOUNCES SUSTAINABILITY INITIATIVE

video

Dec 16, 2019

Goldman Sachs Group Inc. has tightened its policy on fossil fuel financing in a move welcomed by environmental groups, just as global talks on climate change faltered in Madrid over the weekend. Bloomberg's Sonali Basak has more on "Bloomberg Daybreak: Americas."

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Financial research innovation: the next information advantage FINANCIAL RESEARCH INNOVATION: THE NEXT INFORMATION ADVANTAGE

blog article

Dec 16, 2019

An information advantage has become one of the most important competitive edges in the financial markets today. Receiving the right data, faster than competitors, is a significant driver of performance. However, while firms invested over $50 billion in 2019 into market data[1], investment in technol...

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Top 7 Data Science Use Cases in Finance Industry TOP 7 DATA SCIENCE USE CASES IN FINANCE INDUSTRY

blog article

Dec 16, 2019

Finance is one of the most critical sectors in the world. Finance management used to require a lot of effort and time, but not any more. Using Data Science, now one can quickly analyze finance and make a better decision to manage finance. Now Data Science is being used in the Finance Industry for th...

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Fintech: How is innovation dragging the region FINTECH: HOW IS INNOVATION DRAGGING THE REGION'S BANKS TO THE 21ST CENTURY

video

Dec 16, 2019

Fintech is one of the business world’s most popular buzzwords. It is referred to as the integration of technology into products offered by financial services companies in order to improve their use and delivery to consumers. But what does this really mean? A lot of banks and financial institut...

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Why is Open Banking so scary? WHY IS OPEN BANKING SO SCARY?

blog article

Dec 16, 2019

The UK implemented Open Banking in January 2018 and now, almost two years later, you would think it’s doing really well. This is why the momentum is building. The Open Banking Implementation Entity (OBIE) shared figures that show there are 49 million data sharing requests monthly, doubling in ...

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IS AI AFFECTING THE FINANCIAL SECTOR? IS AI AFFECTING THE FINANCIAL SECTOR?

blog article

Dec 15, 2019

Over six decades have passed since the earliest concept of artificial intelligence was introduced. However, it’s almost unbelievable to see how far the ideas has come. Today, AI represents an industry worth almost $10 billion and by 2025, it has been projected to reach around $118 billion. Lot...

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AI Transparency in Finance – Understanding the Black Box AI TRANSPARENCY IN FINANCE – UNDERSTANDING THE BLACK BOX

blog article

Dec 13, 2019

The financial sector was one of the first to start experimenting with machine learning applications for a variety of use-cases. In 2019, banks and other lenders are looking to machine learning as a way to win market share and stay competitive in a changing landscape, one in which people are no longe...

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Capital markets CRM vs. standard CRM CAPITAL MARKETS CRM VS. STANDARD CRM

whitepaper

Dec 13, 2019

Capital markets firms today need to do more with fewer resources, which is in part because of the changing dynamic between the buy side and sell side. These firms are turning to digital transformation, realizing in this regulatory landscape that it’s the best way to transform their business wh...

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Risk Management and Analytics with Fintech RISK MANAGEMENT AND ANALYTICS WITH FINTECH

video

Dec 13, 2019

Chief risk officers and bankers who are focused on controlling risk are facing a new lending environment in which to manage credit risk - largely due to the growth of digital technology and the increasing demand for data-driven credit decisions.

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Future Ready Finance Survey 2019 FUTURE READY FINANCE SURVEY 2019

infographic

Dec 12, 2019

KPMG International’s Future Ready Finance Global Survey provides key insights on finance’s priorities, challenges and capabilities. The good news is that success is achievable. Indeed, Finance functions at high-performing companies have not only been able to adapt to this new environment...

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Marketplace Payment Statistics MARKETPLACE PAYMENT STATISTICS

infographic

Dec 12, 2019

Payment processing is one of the most crucial aspects of running an eCommerce marketplace. When you’re starting an online mall like Amazon or eBay, make sure you can offer the most convenient payment methods for your customers. It’s important to keep in mind that the payment method&rsquo...

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Artificial Intelligence is What Every Bank Needs ARTIFICIAL INTELLIGENCE IS WHAT EVERY BANK NEEDS

blog article

Dec 12, 2019

Customer experience is taking a center stage for every organization irrespective of its size and nature of business. The story is no different for banks. Banks and other financial institutions, being massive conglomerates comprising of multiple lines of businesses (retail lending, corporate lending,...

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Innovate to Succeed: The Client Call to Action for Wealth Management INNOVATE TO SUCCEED: THE CLIENT CALL TO ACTION FOR WEALTH MANAGEMENT

whitepaper

Dec 11, 2019

For at least five years, the wealth management industry has been gripped by one existential question about its future: to what extent should technology play a role in its relationship-driven business model? Across all industries, new channels and technologies are changing the service demands of the ...

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USING AN AI CHATBOT TO SUPPORT BROKERAGE OPERATIONS USING AN AI CHATBOT TO SUPPORT BROKERAGE OPERATIONS

video

Dec 11, 2019

AI chatbot can be integrated with your trading platform to improve your customer satisfaction rates while also adding a marketing channel for brokers to broadcast to selected client groups. Additionally, we will provide a demo of how AI can allow your clients to trade and interact with trading platf...

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Here’s a look back at how finances fared over the last decade HERE’S A LOOK BACK AT HOW FINANCES FARED OVER THE LAST DECADE

video

Dec 11, 2019

Credit card debt, student loans, and mortgages dominated personal finance over the last decade. But, what hasn’t changed in the past 10 years?

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Conversational Banking: The next revolution in banking experience CONVERSATIONAL BANKING: THE NEXT REVOLUTION IN BANKING EXPERIENCE

whitepaper

Dec 10, 2019

Customer interaction and channel preferences have experienced significant changes over time and are constantly evolving and expanding across all industries, including banking. To consolidate customer satisfaction and cultivate customer advocacy, banks must endeavour to continue to meet these changin...

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2020’s Fintech Micro Trends 2020’S FINTECH MICRO TRENDS

blog article

Dec 10, 2019

‘Tis the season for every fintech news outlet to cite industry predictions for 2020. And while it’s helpful to know that AI is still the biggest trend since PFM, and that the bank of the future will get ahead by focusing on the customer, sometimes the best way to gauge new trends is to t...

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A 2020 perfect vision for the financial services sector A 2020 PERFECT VISION FOR THE FINANCIAL SERVICES SECTOR

blog article

Dec 10, 2019

It’s been an exciting year in the banking sector. Along with innovation being pushed along by the industry, there has also been the added pressure of regulatory change, such as the introduction of 2FA this September. In the past few years, much has been made of the potential for technologies s...

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How Automation is Changing Financial Services HOW AUTOMATION IS CHANGING FINANCIAL SERVICES

blog article

Dec 10, 2019

New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. Over the past years especially the financial sector has recognised the economic benefits of artificial intelligence – gaining new insights from existing data to optimise cre...

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How tech and open banking are disrupting the rented property market HOW TECH AND OPEN BANKING ARE DISRUPTING THE RENTED PROPERTY MARKET

video

Dec 10, 2019

New fintech business Canopy has launched a range of innovative apps to streamline rental arrangements for tenants, landlords and property agents alike.

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10 Ways Artificial Intelligence Is Transforming Banking Operations 10 WAYS ARTIFICIAL INTELLIGENCE IS TRANSFORMING BANKING OPERATIONS

blog article

Dec 10, 2019

Artificial Intelligence is rapidly transforming the financial industry more than any other technology in recent history and is becoming a major disruptor. Banks are aiming to minimize costs, meet margins, and exceed customer expectations through personal experience. With AI being woven into their bu...

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Will tech giants ever fully penetrate the financial services space? WILL TECH GIANTS EVER FULLY PENETRATE THE FINANCIAL SERVICES SPACE?

blog article

Dec 09, 2019

While FinTech start-ups have been showcasing their rapid dynamism and proving themselves to represent a real threat to traditional financial institutions, in recent years, and even months, it has become increasingly difficult not to address the elephant in the room. Big tech companies such as Amazon...

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FinTech and Financial Inclusion: an impact story FINTECH AND FINANCIAL INCLUSION: AN IMPACT STORY

video

Dec 09, 2019

A respons Ability-managed private equity vehicle focusing on financial inclusion has acquired a minority stake in C88 Financial Technologies Pte. Ltd. C88 is a market leading fintech company providing financial marketplaces for lending and insurance products in Indonesia and the Philippines. Through...

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How Big Data and Blockchain are enhancing FinTech HOW BIG DATA AND BLOCKCHAIN ARE ENHANCING FINTECH

blog article

Dec 09, 2019

FinTech companies want to provide personalised and innovative services and products to accelerate customer experience. Customer centricity enabled with data analytics is the number one priority for this sector. Injecting financial sector with advanced tech like Big Data and Blockchain can enable ban...

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Multi-cloud in Financial Services MULTI-CLOUD IN FINANCIAL SERVICES

blog article

Dec 09, 2019

This year’s Enterprise Cloud Index report, reported that financial services outpaced all other industries in the adoption of hybrid cloud reaching 21% penetration today, compared to a global average of 18%.  Whether it is purely with the public cloud providers, or more typically in a hybr...

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Five factors to impact fintech cybersecurity in 2020 FIVE FACTORS TO IMPACT FINTECH CYBERSECURITY IN 2020

blog article

Dec 07, 2019

In 2020 cybersecurity will inevitably become a global priority due to a rise in threats and a heightened sense of vulnerability when it comes to unauthorised access to confidential data. As criminals become more organised, they will continue to take advantage of human error and the struggle business...

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How to Refinance Your Investment Property HOW TO REFINANCE YOUR INVESTMENT PROPERTY

blog article

Dec 06, 2019

If you own a rental property, refinancing your investment property can help free up extra money for future investments and reduce your monthly payments. However, refinancing an investment property isn’t as easy as refinancing a home mortgage. There are stricter requirements, and more costs to ...

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How FI should survive in HOW FI SHOULD SURVIVE IN 'OPEN BANKING' BATTLEFIELD ?

blog article

Dec 05, 2019

Traditionally financial industry protected the customers’ personal, financial and transactional data. This was a great entry barrier for players like new financial institutions and fintech companies. However recent changes on regulatory horizon, including implementation of Farrell Report in Au...

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Cloud 2.0: What to expect in financial services? CLOUD 2.0: WHAT TO EXPECT IN FINANCIAL SERVICES?

blog article

Dec 05, 2019

Research from TABB Group earlier this year found that use of public cloud within financial services was poised to accelerate in 2019. These findings are reflected in our own recent survey[1] which found that 80% of European and North American asset managers will be using the cloud for data managemen...

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Data Aggregation and Artificial Intelligence in Financial Services DATA AGGREGATION AND ARTIFICIAL INTELLIGENCE IN FINANCIAL SERVICES

blog article

Dec 03, 2019

My last blog highlighted security audits and penetration testing. This final blog of the series discusses security data aggregation and artificial intelligence (AI) implementations in financial services. Should a breach occur, gathering log data from all critical security, network, and endpoint devi...

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Why Predictive Analytics in Banking Is Transformational WHY PREDICTIVE ANALYTICS IN BANKING IS TRANSFORMATIONAL

blog article

Dec 03, 2019

The banking sector struggles with two contradicting challenges. First, it needs to adopt the latest technologies to stay competitive and fight fraud. Second, it still has to hold on to legacy systems, frequently those on-premises, that offer stability and a certain degree of protection. Clients are ...

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Opportunities and challenges in the FinTech sector OPPORTUNITIES AND CHALLENGES IN THE FINTECH SECTOR

video

Dec 03, 2019

Janine Hirt, COO and Board Director at Innovate Finance, discusses how new technologies such as AI and machine learning will transform the workplace in our latest TechLaw video.

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How Blockchain Technology is Revolutionising Fintech in 2020 HOW BLOCKCHAIN TECHNOLOGY IS REVOLUTIONISING FINTECH IN 2020

blog article

Dec 02, 2019

Two decades down under, and the 21st century doesn’t fail to amaze you with its innovation. In fact, the pace of it is so fast, that you inevitably put your hands up and give up keeping track of what is the latest in technology. This phenomenon, in its own ubiquity, manifests itself in Finance...

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What trends will shake up the Banking Tech sector in 2020? WHAT TRENDS WILL SHAKE UP THE BANKING TECH SECTOR IN 2020?

blog article

Dec 02, 2019

In the past year, we’ve seen technology play a huge part in shaping the banking industry landscape, from emerging fintechs to new solutions facilitated by Open Banking to the latest AI tools. With such progression happening throughout the sector, we are sure to see more disruptive trends emerg...

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How AI is Transforming the Banking and Finance Sector HOW AI IS TRANSFORMING THE BANKING AND FINANCE SECTOR

blog article

Dec 02, 2019

Artificial Intelligence has become the most discussed and popular technology. In starting, it didn’t gain much attention because of the limitation it had, but now everything has changed and transformed with the potential skill sets that help many industries to transform the style of work, bank...

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3 Major Roadblocks to Blockchain Adoption in Banking 3 MAJOR ROADBLOCKS TO BLOCKCHAIN ADOPTION IN BANKING

blog article

Dec 02, 2019

Since its invention back in 2008, blockchain technology has been trying to disrupt a number of industries with varying degrees of success. Core features of blockchain, such as decentralization and immutability, make this technology especially appealing for the financial sector. On paper, blockchain ...

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Get on top of business with vehicle and equipment finance GET ON TOP OF BUSINESS WITH VEHICLE AND EQUIPMENT FINANCE

video

Dec 01, 2019

Businesses have their ups and downs. That's why ANZ will work with you to understand your vehicle and equipment needs, and tailor your repayments to suit your cash flow.

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7 Banking Customer Experience Stats you Must Know 7 BANKING CUSTOMER EXPERIENCE STATS YOU MUST KNOW

infographic

Dec 01, 2019

In its latest research, Forrester reveals how Customer experience (CX) improvements drive revenue growth by creating loyal customers. The findings highlight that a single point improvement in a retail bank’s CX Index score could result in $124 million in increased revenue. These findings stren...

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5 Benefits of Hybrid Cloud for the Financial Industry 5 BENEFITS OF HYBRID CLOUD FOR THE FINANCIAL INDUSTRY

blog article

Nov 29, 2019

Technology has become the most important thing for most of the companies. They are using technology for deploying their services or applications. Technologies like cloud computing have completely changed the financial services industry. You can use cloud computing for storing your data or for hostin...

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Common Financial Appraisal Techniques COMMON FINANCIAL APPRAISAL TECHNIQUES

infographic

Nov 28, 2019

I put this infographic together for you to highlight the common types of ways that project leaders and project financial analysts can carry out financial appraisals. These are all techniques that you can use in a business case or project proposal. I hope it's helpful!

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Security in Digital Finance SECURITY IN DIGITAL FINANCE

video

Nov 28, 2019

Jussi Leskinen, Senior Security Consultant from F-Secure visited Future Digital Finance Forum and told us about security in digital finance, especially Open Banking and what is TIBER (Threat Intelligence Based Ethical Red Teaming).

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Financing a sustainable future in Asia FINANCING A SUSTAINABLE FUTURE IN ASIA

video

Nov 27, 2019

It is estimated that meeting the targets set by the Paris Agreement and United Nations Sustainable Development Goals will require approximately $7 trillion per year, much of which will need to be mobilized from private finance. Financial and Environmental, Social and Governance data that can help co...

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Top Trends in Payments 2020 TOP TRENDS IN PAYMENTS 2020

infographic

Nov 26, 2019

Payments is evolving into an open ecosystem. Banks, payment firms, card firms, BigTechs, FinTechs, and other players are developing new technology to cash in on market changes. Governments are also implementing regulations to reduce ecosystem threats. These measures are expected to make the current ...

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Embedded Finance The Future of the Economy EMBEDDED FINANCE THE FUTURE OF THE ECONOMY

whitepaper

Nov 26, 2019

Financial services is the nervous system of our economy; a critical system that needs to operate efficiently and equitably for our society to function. The legacy 20th century business models in finance have become increasingly obsolete and most have not adapted to the fundamental paradigm shift&mda...

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Future of Finance FUTURE OF FINANCE

video

Nov 26, 2019

DIFC and Expo 2020 ink agreement to host the region’s leading finance conference under the theme ‘The Future of Finance’ at Dubai Exhibition Centre.

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The Evolution of Voice Banking in 2019 THE EVOLUTION OF VOICE BANKING IN 2019

blog article

Nov 25, 2019

With Siri one button away from telling us everything Google has to offer, and Alexa making smart homes more accessible than ever, it’s transparent how artificial intelligence and voice technology in particular have helped transform our personal lives. It only seems right that the next big step...

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3 payment technologies to increase conversion 3 PAYMENT TECHNOLOGIES TO INCREASE CONVERSION

blog article

Nov 25, 2019

Though it may seem like everything in the payments space is geared towards boosting conversion, i.e. the amount of times a potential customers completes the intended action of clicking “buy” – and this is indeed the case – I’m here today to tell you about three specific...

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The Future of Personal Finance powered by AI THE FUTURE OF PERSONAL FINANCE POWERED BY AI

video

Nov 25, 2019

AI-powered mobile apps that deliver powerful personalised money management through Assistants are here.  These Personal Finance apps can be used to help manage money.   This is the future of personal finance from mysmallbank.com.

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Connected Finances: When the Internet of Things Goes to the Bank CONNECTED FINANCES: WHEN THE INTERNET OF THINGS GOES TO THE BANK

blog article

Nov 25, 2019

In the last decade, due to constantly changing consumers’ preferences, financial institutions, like many other industries, have been forced to invest into and develop digital strategies and adapt to the accelerating pace of innovations. A reliable digital portfolio is a priority for every fina...

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How Generation Z Will Reshape Digital Banking HOW GENERATION Z WILL RESHAPE DIGITAL BANKING

blog article

Nov 25, 2019

Generation Z (or Gen Z), the demographic cohort following the Millennials, presents a new breed of customers for financial institutions. Born after 1995, Gen Z is the first generation to be born and raised with YouTube, Instagram and Netflix. Unlike Millennials who witnessed the rise of the digital ...

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HOW FINTECH IS SHAPING ASSETS AND WEALTH MANAGEMENT HOW FINTECH IS SHAPING ASSETS AND WEALTH MANAGEMENT

blog article

Nov 23, 2019

FinTech, shortened from Financial Technology, is a fast-rising industry that improves financial activities like asset and wealth management through technology, hence its name. It is a technologically driven innovation that seeks to challenge the normal methods used in carrying out activities in fina...

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Data Search and Discovery in Banking DATA SEARCH AND DISCOVERY IN BANKING

whitepaper

Nov 22, 2019

Banks seem to be adopting AI applications ranging from business process automation to credit scoring. Historically, banks have collected vast amounts of data records and even some of the more conservative banks tend to have the resources needed for AI projects. Efficiently navigating the vast data s...

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10 Ways AI Chatbots Can Transform the Banking Industry 10 WAYS AI CHATBOTS CAN TRANSFORM THE BANKING INDUSTRY

infographic

Nov 22, 2019

A chatbot is a piece of software that can share information and answer questions in a conversational style. Especially when enhanced with artificial intelligence technology, bots can interact with users in a very humanlike way. These personable virtual assistants exist in chat platforms like Faceboo...

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AI in Finance: Selecting the Best Alternative Data AI IN FINANCE: SELECTING THE BEST ALTERNATIVE DATA

blog article

Nov 22, 2019

Alternative data is information that investors use outside of the traditional sources that companies themselves provide, like financial reporting. It can include social media posts, satellite imagery — and news. For most people, news reports are a way to stay on top of current events. For a he...

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5 Benefits Outsourcing Software Development Services Brings to Fintech Business 5 BENEFITS OUTSOURCING SOFTWARE DEVELOPMENT SERVICES BRINGS TO FINTECH BUSINESS

blog article

Nov 22, 2019

Outsourcing software development is an alternative that can be a great part of corporate strategies for fintech businesses. This working model has been increasingly used by companies that adopt planning directed to their core business, but that seek more agility, quality, and specialization in all p...

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Top 7 Global Fintech Trends 2019 TOP 7 GLOBAL FINTECH TRENDS 2019

blog article

Nov 22, 2019

This is my third year at DailyFintech. Looking back, this year has been the most eventful year of the three, with several significant Fintech trends emerging across the world. Typically, I am not a big fan of the “Top” titled posts. But, I have had to use it, thanks to the events of 2019...

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Dynamic Discounting Guide: Unlocking more cash and creating greater value DYNAMIC DISCOUNTING GUIDE: UNLOCKING MORE CASH AND CREATING GREATER VALUE

whitepaper

Nov 22, 2019

When it comes to investing short-term cash, it’s easy to follow the status quo. It’s easy to put the company’s cash in the bank or a mutual fund. But, you’re missing out on a big opportunity to make a much more strategic play. In this guide, we’ll show you how dynamic discounting provides an attract...

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Becoming a Chief Future Officer for accounts payable: your guide to digital transformation technology BECOMING A CHIEF FUTURE OFFICER FOR ACCOUNTS PAYABLE: YOUR GUIDE TO DIGITAL TRANSFORMATION TECHNOLOGY

whitepaper

Nov 22, 2019

If you’re involved in accounts payable, you know how much the field is changing. New technology is transforming everything about your job, from processing invoices to communicating with your departments. But there seems to be no end to accounts payable automation solutions, from straight e-invoicing...

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Accounts Payable Guide: Outsmarting AP Automation ACCOUNTS PAYABLE GUIDE: OUTSMARTING AP AUTOMATION

whitepaper

Nov 22, 2019

With the rapid rate of change technology is bringing to Accounts Payable business processes, the only way to prepare for the future is not to resist it, but to work with it. Even better, owning technological transformation puts you in the driver’s seat. You get to use it to your advantage. But where...

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The Movement That Changed Banking THE MOVEMENT THAT CHANGED BANKING

video

Nov 21, 2019

Over the past decade, the landscape of financial services has transformed faster than most could have predicted. Until a certain point, #finserv was perceived to be trailing behind other industries when it came to disruption. Banks focused on selling products but didn't feel the pressure to inno...

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Is mobile banking contributing to app fatigue? IS MOBILE BANKING CONTRIBUTING TO APP FATIGUE?

blog article

Nov 21, 2019

Since the advent of the internet in the late 90’s, despite some initial scepticism, Banks are increasingly present in cyber space offering new products and services. The maturity of the internet-banking channel evolved (extremely slowly) from providing access to basic account information to al...

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Reduce interruptions Boost productivity. REDUCE INTERRUPTIONS BOOST PRODUCTIVITY.

whitepaper

Nov 21, 2019

99% of workers are distracted. This is the reality for more than 5,000 office workers around the world that we surveyed this year. More than a third of them are always or very often distracted. Download our eBook to learn more about what's really distracting your teams and what you can do to hel...

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5 Budgeting Best Practices You Need To Start Using Today 5 BUDGETING BEST PRACTICES YOU NEED TO START USING TODAY

infographic

Nov 20, 2019

The demands place on CFOs and finance departments are growing constantly. From reducing costs to driving growth, being able to meet these demands is a make-or-break factor for financial success, and a career-deciding one for CFOs. Better, smarter budgeting enables both, and the results can be transf...

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Capital Market Trends 2020 CAPITAL MARKET TRENDS 2020

infographic

Nov 20, 2019

Drawing from intelligent automation, data-driven compliance and deep customer insights, the future of capital markets is taking shape. This report aims to understand and analyze the top trends in the Capital Markets this year and beyond.

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Behavioral Finance for Financial Advisors BEHAVIORAL FINANCE FOR FINANCIAL ADVISORS

whitepaper

Nov 20, 2019

Here’s to the advisors who empower the world to invest fearlessly. You’re the real heroes, and that’s why we believe the financial advisor is someone worth betting on deep into the future. Thank you— we couldn’t have built this movement without you.

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ARTIFICIAL INTELLIGENCE IN FINANCIAL SERVICES – IN DATA WE TRUST ARTIFICIAL INTELLIGENCE IN FINANCIAL SERVICES – IN DATA WE TRUST

blog article

Nov 20, 2019

This past year has been a busy one for emerging technologies, especially in regard to artificial intelligence (AI). AI startup funding reached a record high of US $7.4 billion during the second quarter of 2019, according to CB Insights. From healthcare to financial services, from digital surveillanc...

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Why are big tech companies getting into finance? WHY ARE BIG TECH COMPANIES GETTING INTO FINANCE?

video

Nov 20, 2019

Following recent news that Google is launching a checking account and Facebook is offering a payments platform called Facebook Pay, it begs the question... Why are more and more big tech companies getting into financial services and banking? In this clip from episode 3 of Social Currency, Victor and...

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Top Fintech Trends For 2020 TOP FINTECH TRENDS FOR 2020

blog article

Nov 20, 2019

Fintech has always been the first in line to get disrupted with the advancement of technology. A smart accounting software not only allows you to seamlessly record financial transactions but offers a wide variety of features—taxation, inventory, and payroll—saving time and energy and ena...

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Best hard money loans with 100% financing BEST HARD MONEY LOANS WITH 100% FINANCING

blog article

Nov 20, 2019

Not everyone has the luxury of getting approved for a loan. Whether it’s a low credit score, a spotty payment history, or lack of evidence to prove your creditworthiness, you may not have what it takes. But that doesn’t mean you don’t have options. You may want to consider getting ...

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How FinTech Apps Make Things Easier For Businesses HOW FINTECH APPS MAKE THINGS EASIER FOR BUSINESSES

blog article

Nov 19, 2019

It’s almost the end of 2019 and at this point, it would be safe to assume that you would have experienced the power of fintech at least once. If you’ve used a mobile wallet, internet banking, a UPI application or an online portal to buy credit cards or insurance policies, you’ve ex...

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Finance Content Marketing Best Practices for 2020 FINANCE CONTENT MARKETING BEST PRACTICES FOR 2020

video

Nov 19, 2019

Success in finance content marketing is no easy task. Users are inherently pessimistic/thinking you want their money... which you probably do. In this video, Ross discusses some of the best practices you can use to get around that barrier and have more success in a highly competitive vertical.

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HOW AI TRADING TECHNOLOGY IS MAKING STOCK MARKET INVESTORS SMARTER — AND RICHER HOW AI TRADING TECHNOLOGY IS MAKING STOCK MARKET INVESTORS SMARTER — AND RICHER

blog article

Nov 18, 2019

Artificial intelligence is to trading what fire was to the cavemen.” That’s how one industry player described the impact of a disruptive technology on a staid industry. In other (less creative) words, AI is a game changer for the stock market. While humans remain a big part of the tradin...

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Alternative Data: How it’s Transforming the Financial Sector ALTERNATIVE DATA: HOW IT’S TRANSFORMING THE FINANCIAL SECTOR

blog article

Nov 18, 2019

Pressure to innovate has never been higher in the financial sector. The advent of the digital era and the influx of innovative and appealing digitally-native challenger brands that came with it means traditional financial institutions – including high street banks, institutional investment and...

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Five Mistakes to Avoid When Considering Cash Advances for Business Financing FIVE MISTAKES TO AVOID WHEN CONSIDERING CASH ADVANCES FOR BUSINESS FINANCING

video

Nov 18, 2019

Cash advances can be a very useful business financing tool for smart entrepreneurs. Companies like Mantis Funding offer a quick and simple approval process. If you just avoid some common mistakes that entrepreneurs make, cash advances could be the solution for your cash flow or working capital fundi...

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Building the Tax Function of Tomorrow—Today As the pressure mounts, the tax office sits at the confluence of change BUILDING THE TAX FUNCTION OF TOMORROW—TODAY AS THE PRESSURE MOUNTS, THE TAX OFFICE SITS AT THE CONFLUENCE OF CHANGE

whitepaper

Nov 18, 2019

?The tax function is no longer all about compliance. Cognitive technologies and new digital models are driving changes in how tax leaders are looking to the future, aiming to add both value and transparency.

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The 7 biggest technology trends to disrupt banking & financial services in 2020 THE 7 BIGGEST TECHNOLOGY TRENDS TO DISRUPT BANKING & FINANCIAL SERVICES IN 2020

blog article

Nov 17, 2019

Even though banking and financial services have been slower than other industries to adopt the latest technology into their operations, financial organizations are trying to catch up by incorporating artificial intelligence, blockchain, and other technology to benefit their customers, remain competi...

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Muni 360 The comprehensive view of the municipal bond market. MUNI 360 THE COMPREHENSIVE VIEW OF THE MUNICIPAL BOND MARKET.

whitepaper

Nov 15, 2019

MacKay Municipal Managers™ employs a relative value investment approach across all of their municipal strategies, with a focus on total return. The team seeks to capitalize on opportunities created by the mispricing of securities and will move along the credit curve based on where they find th...

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How AI and machine learning can benefit finance teams HOW AI AND MACHINE LEARNING CAN BENEFIT FINANCE TEAMS

blog article

Nov 15, 2019

Finance teams are integral and essential to the smooth running of any business. It’s no longer as simple as responsibility over regulatory compliance, financial reporting, payroll, and public interest – but so much more. The role of the finance team is beginning to increase in scope, and...

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Muni Bonds: making every basis point matter MUNI BONDS: MAKING EVERY BASIS POINT MATTER

whitepaper

Nov 14, 2019

Municipal bond funds experienced strong flows in 2019, as tailwinds from the country’s new tax code (the 2017 Tax Cuts and Jobs Act “TCJA”) and low interest rates found investors flocking to the asset class for the tax benefit. Add in strong year-to-date performance, and investors ...

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How Financial Services Keep Data Safe On The Cloud HOW FINANCIAL SERVICES KEEP DATA SAFE ON THE CLOUD

blog article

Nov 14, 2019

In a 2019 Global Wealth Study by Boston Consulting group, it was reported that financial services firms are hit by cyberattacks 300 times more than other companies. Financial institutions have a lot of sensitive data cybercriminals can monetize if accessed. That is why the financial services industr...

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Perils of the open office PERILS OF THE OPEN OFFICE

infographic

Nov 13, 2019

Open offices are often loud, chaotic, and full of distractions that keep your team from getting work done. That’s where we come in, with solutions that avert open office perils. Open offices are often loud, chaotic, and full of distractions that keep your team from getting work done. That&rsqu...

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Consumers Give Their Digital Banking Experience High Marks CONSUMERS GIVE THEIR DIGITAL BANKING EXPERIENCE HIGH MARKS

infographic

Nov 12, 2019

95% of Americans rated their bank's online and mobile app experience as "excellent," "very good" or "good". 77% said tech improvements by banks are making it "much easier" or "somewhat easier" to access their financial services. 7 in 10 Americans...

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Financial Institutions and the Cloud: How to Navigate an Evolving Regulatory Landscape FINANCIAL INSTITUTIONS AND THE CLOUD: HOW TO NAVIGATE AN EVOLVING REGULATORY LANDSCAPE

blog article

Nov 12, 2019

In a bid to keep pace with rapid advances in cloud adoption across financial services, regulators have published a raft of new guidance in the past year. Most recently, the European Insurance and Occupational Pensions Authority launched guidelines for insurers and reinsurers on outsourcing to cloud ...

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Machine learning is changing asset management MACHINE LEARNING IS CHANGING ASSET MANAGEMENT

blog article

Nov 12, 2019

Machine learning is making inroads into every aspect of business life and asset management is no exception. Here are six ways in which machine learning has transformed the field – from the feel of the trading floor to the ideal skillset. Most flow trading done by banks has already been fully a...

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Five Tips to Get Finance and IT to See Eye to Eye on Expense, Travel, and Invoice Solutions. FIVE TIPS TO GET FINANCE AND IT TO SEE EYE TO EYE ON EXPENSE, TRAVEL, AND INVOICE SOLUTIONS.

infographic

Nov 11, 2019

When finance and IT collaborate to improve expense, travel, and invoice management, companies win. Here are five tips based on a new Forrester report. 75% of companies with a unified finance and IT strategy reported high satisfaction with T&E tools. Key technology requirements often include: qui...

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POLY HELPS EMPOWER CONTACT CENTER WORKERS POLY HELPS EMPOWER CONTACT CENTER WORKERS

blog article

Nov 11, 2019

It’s a well-documented trend that the rise of digital channels such as webchat, apps, FAQs, etc., has led to a change in the way contact centers handle interactions. The routine, “easy” interactions are now handled by self-service channels. Deflecting these low-value interactions h...

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What about the regulatory strategy for fintech regulators? WHAT ABOUT THE REGULATORY STRATEGY FOR FINTECH REGULATORS?

blog article

Nov 11, 2019

Fintech is challenging the way traditional financial regulation is conceived. Disruption is having an impact not only on the structure and functioning of the financial system, but on the role that regulators and financial supervisors must play.

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Business Term Loan BUSINESS TERM LOAN

video

Nov 11, 2019

A business term loan is the monetary loan that is repaid in regular payments at a fixed interest rate over a set period of time. The “term” in “term loan” comes from its set repayment term length, which will typically be 3 to 20 years and payable in equated monthly installmen...

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Everything You Need to Know About Working Capital EVERYTHING YOU NEED TO KNOW ABOUT WORKING CAPITAL

blog article

Nov 08, 2019

How’s your working capital doing? If you’re unfamiliar with this common calculation, you may be missing the big picture of how your company is really performing. Profits may be rolling in, but you need to understand how your cash flow and available capital, or lack thereof, could affect ...

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The Average Business Loan Interest Rate in 2019 THE AVERAGE BUSINESS LOAN INTEREST RATE IN 2019

blog article

Nov 07, 2019

If you’re looking to get a small business loan to start or expand your company, you may be wondering about the average business loan interest rate. Unfortunately, the answer isn’t entirely clear. With so many different types of business loans available for borrowers across a broad credit...

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How to get accurate investing information HOW TO GET ACCURATE INVESTING INFORMATION

video

Nov 06, 2019

It can be difficult to know what data to trust when making these decisions but there's one sure fire way to get an accurate picture - look at the holdings, says FT data journalist Brooke Fox

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How to Properly Use a Credit Card to Finance Your Small Business HOW TO PROPERLY USE A CREDIT CARD TO FINANCE YOUR SMALL BUSINESS

blog article

Nov 06, 2019

Financing a small business can be approached from multiple directions. It's important to understand what the market offers you and how to use those deals to their full potential because this initial stage of your company's development is crucial to its long-term success.

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TRADE AND STOCK-FINANCE TRADE AND STOCK-FINANCE

whitepaper

Nov 05, 2019

Trade finance in its simplest form is when an exporter requires an importer to prepay for goods shipped. This gives the importer two main challenges. The first is that prepaying for goods from places such as China or India, for example, will seriously impact the company’s cash flow due to the ...

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Grow your Business with E-payment and E-invoicing GROW YOUR BUSINESS WITH E-PAYMENT AND E-INVOICING

blog article

Nov 04, 2019

E-invoicing can help companies to optimize their working capital and continue running healthy business operations whereas E- payments help them to receive payments from Global clientele. Watch the video and click on the link in the description to know more.

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World Retail Banking Report 2019 WORLD RETAIL BANKING REPORT 2019

infographic

Oct 29, 2019

The World Retail Banking Report 2019 from Capgemini and Efma explores how banking customers’ changing needs are increasingly being met by customer-centric newcomers and offers insights into how banks can evolve into inventive banks to remain relevant in the Open X era.

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Should You Apply for an Unsecured Business Loan? SHOULD YOU APPLY FOR AN UNSECURED BUSINESS LOAN?

blog article

Oct 29, 2019

Even if you’ve got the ideas and motivation to start a new business or continue growing an existing company, without the money, that idea may never be executed. You could pursue a secured loan, but if you don’t have collateral, you won’t get very far. Fortunately, there are other w...

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BUILDING MORE PRODUCTIVITY INTO OUR HEADSETS WITH AMAZON ALEXA AND TILE BUILDING MORE PRODUCTIVITY INTO OUR HEADSETS WITH AMAZON ALEXA AND TILE

blog article

Oct 23, 2019

If you’re like me, one of the first things you do when you leave the house in the morning is put on your headset. I may be joining a meeting, calling a friend, getting coffee – sometimes all three – before I even set foot in the office. When I get to work, I’m collaborating w...

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How Centralized Payment Systems Learned to Accept Decentralized Cryptocurrency HOW CENTRALIZED PAYMENT SYSTEMS LEARNED TO ACCEPT DECENTRALIZED CRYPTOCURRENCY

blog article

Oct 23, 2019

They might not be shouting it from the rooftops, but fiat payment gateways are no longer the enemy of bitcoin. Hostilities have ceased, the bad blood has been let, and today the fiat and crypto worlds are bridged and doing business. Despite the two systems sporting opposing aims and architecture, ma...

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IoT - Revolution or Evolution in the Financial Services Industry IOT - REVOLUTION OR EVOLUTION IN THE FINANCIAL SERVICES INDUSTRY

blog article

Oct 23, 2019

We have all heard about the "Internet of Things" (IoT) as this revolutionary new technology, which will radically change our lives. But is it really such a revolution and will it really have an impact on the Financial Services Industry? To refresh our memory, the Internet of Things (IoT) r...

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POLY STUDIO IS NOW CERTIFIED FOR MICROSOFT TEAMS POLY STUDIO IS NOW CERTIFIED FOR MICROSOFT TEAMS

blog article

Oct 22, 2019

It seems like every photo shown of a business in action these days features a bunch of people in a huddle room, looking productive – just like our own Poly beauty shot below. But the technology that is IN the room really matters most to the people who are joining remotely – the people NO...

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AI in Finance: The Predictions AI IN FINANCE: THE PREDICTIONS

blog article

Oct 16, 2019

The term “AI” is being thrown around a lot lately, but realistically how will it change the world of finance? Firstly, “AI” is an awfully broad term, so understanding how it slots into the wider automation picture is important. AI often includes—and works alongside&mdas...

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Venture Monitor VENTURE MONITOR

infographic

Oct 14, 2019

With one quarter to go in 2019, deal value is set to surpass $100 billion for the second year straight. Mega-deals continue to flow unabated, with 185 already completed this year. While another year of such capital largesse may seem de rigeur by now, 2019 exits represent a new high: Annual exit valu...

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How your finance and technology leaders can take the lead in growing your business HOW YOUR FINANCE AND TECHNOLOGY LEADERS CAN TAKE THE LEAD IN GROWING YOUR BUSINESS

whitepaper

Oct 07, 2019

No CEO or business owner has ever been satisfied with the status quo. From scrappy startup to worldwide enterprise, these company leaders come to work every day with one thing on their mind: growth. In fact, according to a recent Gartner study,1 growth is the top priority for CEOs. Growth isn’...

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Managing Exempt Sales During The Rise Of ECONOMIC NEXUS MANAGING EXEMPT SALES DURING THE RISE OF ECONOMIC NEXUS

whitepaper

Oct 03, 2019

If you sell products or services that are exempt from sales tax, your compliance challenges and audit risk can be more complex and burdensome. In the event of a sales tax audit, you must prove that your exempt sales are backed by valid documentation. If not, you'll be assessed audit fines and penalt...

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 Microsoft Dynamics 365 Finance – 2019 Finance Trends Report MICROSOFT DYNAMICS 365 FINANCE – 2019 FINANCE TRENDS REPORT

whitepaper

Sep 30, 2019

In today’s day and age, technology has become a critical component in the financial success of organisations and the role of finance professionals is evolving to adapt. Financial leaders are discovering they must navigate a range of new challenges and responsibilities as they report on the past, man...

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Banking, FinTech, Big Tech: Emerging challenges for financial policymakers BANKING, FINTECH, BIG TECH: EMERGING CHALLENGES FOR FINANCIAL POLICYMAKERS

blog article

Sep 26, 2019

FinTech (financial technology) firms, generally start-ups that offer a specifically targeted financial service, and Big Techs, globally active technology firms with a relative advantage in digital technology that may add financial services to their range of offerings, are both increasingly – t...

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Exclusive Networks Finance and Leasing EXCLUSIVE NETWORKS FINANCE AND LEASING

video

Sep 25, 2019

Chris Armitage from Exclusive Networks explains how our finance and leasing services works, the cover available, benefits to resellers and customers, how it can accelerate the sales process, how it differs from other sources of finance and who to contact with any questions or enquiries.

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How Blockchain is Reshaping the Future of Fintech Industry HOW BLOCKCHAIN IS RESHAPING THE FUTURE OF FINTECH INDUSTRY

blog article

Sep 25, 2019

Blockchain is believed to be one of the useful technologies that can help the financial industry grow and save a lot of resources. Blockchain is known for its high level of security in storing and transmitting the data. It has open and transparent infrastructure and low cost of operations. All these...

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Banks that can help reduce financial risks in a user-friendly way can compete with any Tech player BANKS THAT CAN HELP REDUCE FINANCIAL RISKS IN A USER-FRIENDLY WAY CAN COMPETE WITH ANY TECH PLAYER

blog article

Sep 24, 2019

Banks are technology companies with a banking license! This claim and similar claims can be read more and more in articles on trends in the financial services sector and is often used as an argument that banks will soon be replaced by Fintechs and Silicon Valley tech giants. It is certainly true tha...

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Maximize Financial Visibility and Profitability MAXIMIZE FINANCIAL VISIBILITY AND PROFITABILITY

video

Sep 24, 2019

Automate and modernize your global financial operations with Dynamics 365 Finance. Monitor performance in real-time, predict future outcomes and make data-driven decisions to drive business growth.

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How NVIDIA Is Changing Conversational AI in Finance HOW NVIDIA IS CHANGING CONVERSATIONAL AI IN FINANCE

video

Sep 24, 2019

Real-time GPU-powered conversational AI opens up endless opportunities for financial institutions and their customers.

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The two big issues bank CEOs have with FinTech THE TWO BIG ISSUES BANK CEOS HAVE WITH FINTECH

blog article

Sep 24, 2019

For all the talk about how well FinTech start-ups are doing, I hear two regular laments from bank CEOs. First, why aren’t we valued like FinTechs? and second, why aren’t FinTechs regulated like us. On the first point, it’s quite clear that FinTech start-ups are being valued on pote...

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How Fintech Innovations Are Making Payments More Efficient HOW FINTECH INNOVATIONS ARE MAKING PAYMENTS MORE EFFICIENT

blog article

Sep 24, 2019

By using innovation to make exchanges more efficient, secure and convenient, fintech -- or financial technology -- sits advantaeously at the intersection of two cornerstones of human enterprise. And over the past few years, there has been a marked increase in the amount of investment channelled into...

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THREE BIG CHALLENGES FOR BANKS IN TRADE FINANCE THREE BIG CHALLENGES FOR BANKS IN TRADE FINANCE

blog article

Sep 23, 2019

Trade finance is a dynamic, highly innovative business with multiple opportunities linked to new technologies and environmental/social/regulatory demands. How to gain sustainability, speed and cost out in order to expand in trade finance—particularly with the small-to-medium enterprise (SME) s...

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Challenges in accessing finance to scale CHALLENGES IN ACCESSING FINANCE TO SCALE

video

Sep 23, 2019

Valentina Kristensen, Director of Growth & Communications, OakNorth, looks at the issues surrounding access to lending for fast-growing businesses entering the next stage of growth. OakNorth was borne out of the problems experienced by founders looking for debt finance to scale from traditional ...

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Credit Financing: Investment vs Equity Loans CREDIT FINANCING: INVESTMENT VS EQUITY LOANS

blog article

Sep 23, 2019

Entrepreneurship requires a strong business acumen to manage day-to-day operations and swiftly overcome any hurdles along the way. There may come a time in your business when you require cash infusion for further expansion and sustainability. There are two ways in which you can procure credit financ...

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Empowering FinTech Space With Drupal Modules & Distributions EMPOWERING FINTECH SPACE WITH DRUPAL MODULES & DISTRIBUTIONS

blog article

Sep 22, 2019

Though big data, AI, Cloud, blockchain, and open-banking have been here since quite a long time to transform the way financial services are designed and rendered, there is still a roadblock in the way ahead - core banking infrastructure. Outdated architecture, costly licenses, specialized consultant...

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How Banks Are Winning With AI and Machine Learning HOW BANKS ARE WINNING WITH AI AND MACHINE LEARNING

whitepaper

Sep 19, 2019

Making predictions has been a part of the banking industry since its inception. The art of underwriting and pricing loans has always required estimation of the default risk of a borrower and of the loss amount in the event the borrower defaults (taking into account loan structure, collateral, and ot...

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Your Plan for Stocks, Financials, and Technology Against the Highs YOUR PLAN FOR STOCKS, FINANCIALS, AND TECHNOLOGY AGAINST THE HIGHS

video

Sep 19, 2019

We're back to the "will they or won't they" breakout out scenario as stocks - and key sectors within the stock market - challenge new all-time or 52-week highs.  Leading stocks also have key set-ups and potential trades setting up into these levels....

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Learn How to Get a Business Loan LEARN HOW TO GET A BUSINESS LOAN

blog article

Sep 19, 2019

Personal loans are widely available, but if you’re trying to borrow for a small business, you’ll find that the process is more difficult. If you’re thinking of borrowing money to start or grow your business, you'll need to put in plenty of work before you even start to fill out...

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What Are The Fintech Trends That You Can’t Ignore? WHAT ARE THE FINTECH TRENDS THAT YOU CAN’T IGNORE?

blog article

Sep 19, 2019

The fusion of technology with finance brings out the perfect recipe for the exponential growth of the economy. The Fintech industry is setting new heights of what can be achieved through technology when applied prudently. Adaption of Fintech technology is the need of the hour. The Fintech technology...

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Financing with a Conscience: The Growth of Sustainable Finance FINANCING WITH A CONSCIENCE: THE GROWTH OF SUSTAINABLE FINANCE

video

Sep 19, 2019

In this episode of S&C’s Critical Insights podcast series, S&C partner Craig Jones joins Sam Saunders and Zyad Wright to discuss recent developments in sustainable finance, which essentially encompasses any financial transactions that aim to promote desirable environmental and social o...

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6 Business Financing Options for Immigrants 6 BUSINESS FINANCING OPTIONS FOR IMMIGRANTS

blog article

Sep 18, 2019

Did you know that immigrants are significantly more likely to start their own business compared to those born in the United States? Despite this fact, obtaining working capital from a traditional lender can often be more difficult for immigrant business owners. Fortunately, there are other types of ...

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N.Y. Fed Takes $53.2 Billion of Securities, Treasuries in Repo Op N.Y. FED TAKES $53.2 BILLION OF SECURITIES, TREASURIES IN REPO OP

video

Sep 17, 2019

The New York Fed conducted an overnight system repurchase agreement for the first time in a decade. Bloomberg's Michael McKee has the details on "Bloomberg Markets."

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All you want to know about Commodity Funds ALL YOU WANT TO KNOW ABOUT COMMODITY FUNDS

blog article

Sep 17, 2019

All about Commodity Funds: Thinking to invest in mutual fund, let us know today about commodity mutual funds. The commodity funds are those funds that have common holding in commodities. Commodity is any goods that may hold similar value of exchange and are traded on exchange. These are traded in bo...

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9 Best LLC Credit Cards 2019 9 BEST LLC CREDIT CARDS 2019

blog article

Sep 17, 2019

The best LLC credit cards have large introductory offers worth up to $750, strong ongoing rewards of up to 5%, and low ongoing APRs. Plus, they offer additional features, such as insurance and travel perks. Some cards offer interest-free financing for up to 15 billing cycles on both purchases and ba...

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Why Investors Should Rethink Traditional Income Strategies WHY INVESTORS SHOULD RETHINK TRADITIONAL INCOME STRATEGIES

infographic

Sep 16, 2019

Today's infographic shows why traditional longer-terms bonds are no longer as effective so which additional income strategies should investors be considering?

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How Hard Is It to Get a Business Loan? HOW HARD IS IT TO GET A BUSINESS LOAN?

blog article

Sep 16, 2019

Depending on your business and personal finances, your ability to receive a business loan will vary wildly. Fortunately, there is now a wide array of options for financing, all with different terms and requirements. Unless your business has been operating for years in relatively good health, though,...

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KK KK'S COMMODITIES AND GLOBAL MARKETS STORY

blog article

Sep 16, 2019

KK works on the supply chain solutions team, deploying working capital options to clients across commodity markets.

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10 Crucial Tips for Earnings Season Trading 10 CRUCIAL TIPS FOR EARNINGS SEASON TRADING

blog article

Sep 16, 2019

An Earnings season is coming up next month. We sound like records here at Bulls on Wall Street, but we cannot stress enough how important this time of year is. Earnings season is the best time to grow your trading account, whether you are a day trader or swing trader. Here are 10 must-follow tips to...

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Credit Cards versus Debit Cards CREDIT CARDS VERSUS DEBIT CARDS

video

Sep 16, 2019

Always hoping to add educational value, we developed this video for your financial awareness.  We hope to have more like it if everyone thinks they are valuable.

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The best no foreign transaction fee credit cards of 2019 THE BEST NO FOREIGN TRANSACTION FEE CREDIT CARDS OF 2019

blog article

Sep 16, 2019

Foreign transaction fees silently kill your credit card rewards. Depending on the card, foreign transaction fees add a 1-3% fee on top of every foreign transaction. For me, international trips can be one of the biggest expenses that I have all year. Flights, hotels, tours, restaurants, it adds up. A...

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Should investors prepare for a recession? SHOULD INVESTORS PREPARE FOR A RECESSION?

video

Sep 13, 2019

Stifel's Barry Bannister discusses the yield curve, the stock market, the Federal Reserve and how investors can prepare for a recession.

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How Blockchain Technology Is Changing Banking And Financial Services HOW BLOCKCHAIN TECHNOLOGY IS CHANGING BANKING AND FINANCIAL SERVICES

blog article

Sep 12, 2019

Introduced back in 2008, Blockchain Technology and Cryptocurrencies are in the headlines as the next-big-thing after the creation of the internet. It is being said that Blockchain will do to banks what the internet does to media. The emergence of Blockchain has dramatically changed the financial sec...

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Why would the wealthy use Equity Release? WHY WOULD THE WEALTHY USE EQUITY RELEASE?

blog article

Sep 12, 2019

Equity Release is often seen as a last resort; a way for those short of money to solve their problems after all other options have been eliminated. But in reality, Equity Release can be a shrewd financial decision. David Forsdyke at Knight Frank Finance looks at how homeowners can benefit from Equit...

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Warren Buffett on Investing in Chinese Stocks WARREN BUFFETT ON INVESTING IN CHINESE STOCKS

video

Sep 12, 2019

Warren Buffett speaks on investing in China and investing in Chinese stocks. Chinese stocks have been extremely volatile throughout 2018 and so far in 2019 as well. Many investors are fearful of investing in Chinese stocks, but, is Buffett investing in China now? I share a clip from a recent intervi...

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Bigtincan Hub Overview BIGTINCAN HUB OVERVIEW

video

Sep 12, 2019

Bigtincan is the industry's leading Sales Enablement Automation platform, empowering Sales teams to win more and be more productive every day, while providing Marketing the ability to establish ROI on content creation efforts.

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Top 5 Big Data Applications in Banking & Insurance TOP 5 BIG DATA APPLICATIONS IN BANKING & INSURANCE

blog article

Sep 11, 2019

By nature, the banking, financial services, and insurance (BFSI) sector have always been data-driven. However, today, institutions in the BFSI sector are increasingly striving to adopt a full-fledged data-driven approach that can only be possible with Big Data technologies. With Big Data Analytics, ...

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Could asset-based finance be best route for SME funding? COULD ASSET-BASED FINANCE BE BEST ROUTE FOR SME FUNDING?

blog article

Sep 11, 2019

Growth business are now spoilt for choice with regard to their debt funding options. Since banks pulled back from lending to SMEs in the aftermath of 2007’s Great Financial Crash (GFC), a host of other providers have emerged to cater for their debt finance needs. These range from dedicated SME...

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Growing awareness of the alternative finance market GROWING AWARENESS OF THE ALTERNATIVE FINANCE MARKET

blog article

Sep 11, 2019

Since the financial crisis a decade ago, banks have been reducing their lending to small businesses. Despite attempts by successive governments to increase the flow of funding to the SME community, many businesses continue to struggle to secure the finance they need to grow because of gaps in the ma...

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NEGATIVE INTEREST RATES: A REASON TO INVEST IN HEDGE FUNDS? NEGATIVE INTEREST RATES: A REASON TO INVEST IN HEDGE FUNDS?

blog article

Sep 10, 2019

Negative interest rate policy—that is, central bank arrangements that seek to inspire spending by punishing savings, not merely in real but in nominal terms—have spread in recent years among the developed economies, and are now in use in Japan, Switzerland, Sweden, and the Eurozone. Denm...

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Small Business Loan: Top 5 Uses SMALL BUSINESS LOAN: TOP 5 USES

video

Sep 10, 2019

Learn the top 5 ways to grow your company with a business loan in this video. Small business loans can give you a boost to maximize market opportunities and provide working capital for virtually any business need.

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What are the Best Business Checking Accounts? WHAT ARE THE BEST BUSINESS CHECKING ACCOUNTS?

blog article

Sep 10, 2019

If you’re thinking of starting a business, you’re in good company. According to the Small Business Administration, there are over 30 million small businesses in the United States, with the number of proprietors growing by 2.3% in one year. Whether you’re a freelancer or small busin...

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Implementing Buyer Enablement in Your Sales Enablement Strategy (2019) IMPLEMENTING BUYER ENABLEMENT IN YOUR SALES ENABLEMENT STRATEGY (2019)

blog article

Sep 10, 2019

The majority of the time I only had access to two TV channels, three on a good weather day, and I vividly remember when I first saw a color television. At this time, products and services were limited, and buyer choices were almost non-existent. Fast-forward to 2019. Not only do I have access to hun...

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The Role of Sales in Sales Enablement THE ROLE OF SALES IN SALES ENABLEMENT

blog article

Sep 10, 2019

However, with a regular commute time that consumes a couple of hours each day, I have shifted my focus to podcasts and audiobooks. One of my favorite podcasts is the Inside Sales Enablement series by Scott Santucci and Brian Lambert. In their last episode, they spent time reviewing their thoughts an...

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The Best and Worst Trading Times THE BEST AND WORST TRADING TIMES

blog article

Sep 09, 2019

The question of what are the best and worst trading times comes up over and over again. If only it was as easy as “only trade from 9:30–11:00 a.m., except on Fridays…” The reality is, there’s a lot more to it than that. It’s not an exact science. I do have prefer...

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Tax credit for investment in health insurance TAX CREDIT FOR INVESTMENT IN HEALTH INSURANCE

video

Sep 09, 2019

Section 62A. Tax credit for investment in health insurance.-(1) A resident person 474[***] other than a company shall be entitled to a tax credit for a tax year in respect of any health insurance premium or contribution paid to any insurance company registered by the Securities and Exchange Commissi...

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10 Alarming Signs of Poor Cash Flow in a Business! 10 ALARMING SIGNS OF POOR CASH FLOW IN A BUSINESS!

video

Sep 09, 2019

No doubt, the term “poor cash flow” is one of the major reasons why most businesses fail. So, how do we define a poor cash flow situation? In this video, we’ve compiled the ten most common causes of poor cash flow and provided solutions as to how you can fix them.

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Working Capital Loan: Definition & Eligibility Criteria WORKING CAPITAL LOAN: DEFINITION & ELIGIBILITY CRITERIA

blog article

Sep 09, 2019

Want to keep the company’s everyday financial operations under control? Opt for a working capital loan now and get financial problems solved with ease. Being a business owner, it is extremely important for you to finance the day to day company’s operations to keep things smooth and under...

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Credit card vs debit card: playing your cards right CREDIT CARD VS DEBIT CARD: PLAYING YOUR CARDS RIGHT

blog article

Sep 09, 2019

Debit cards are just like using cash. They take the money from your account to pay for whatever you’re buying. It’s as if you paid for something by taking money out of the cashpoint and handed it over the old-fashioned way. They’re as simple as that – a solid player on your t...

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INTELLIGENT ECONOMIES: A finance perspective INTELLIGENT ECONOMIES: A FINANCE PERSPECTIVE

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Sep 07, 2019

The finance sector has been an early and avid adopter of artificial intelligence (AI), putting machine learning algorithms to use in everything from fraud detection, credit scoring and cyber-security, to algorithm-driven hedge fund and stock market decisions.

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AI in Finance: can banks get smarter? AI IN FINANCE: CAN BANKS GET SMARTER?

blog article

Sep 06, 2019

Even though ethical debates around AI are still pretty much alive, the empirical benefits of applying automation to banking processes outweigh the concerns. According to Accenture’s analysis of banks that have used AI to their workflow, an average bank can increase their profits up to 20-25%so...

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CFO Insights-Unleashing blockchain in finance CFO INSIGHTS-UNLEASHING BLOCKCHAIN IN FINANCE

video

Sep 06, 2019

For blockchain, the future is now. Explore blockchain’s defining characteristics, its potential roles within finance, and help finance chiefs familiarize themselves with its benefits.

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Virtual Credit Cards: Are They Right for Your Business? VIRTUAL CREDIT CARDS: ARE THEY RIGHT FOR YOUR BUSINESS?

blog article

Sep 06, 2019

Credit cards have long been the preferred payment method for savvy business owners due to their potential rewards and enhanced security benefits. However, the recent uptick in data breaches has many business owners seeking a more secure alternative. From 2014 to 2017, the number of reported data bre...

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The Best Banks for Small Business Loans THE BEST BANKS FOR SMALL BUSINESS LOANS

blog article

Sep 06, 2019

Getting funding for your small business isn’t a matter of “if”; it’s usually a matter of “when.” That’s why, even if you’re not looking to take out a loan now, it’s smart to look ahead to what’s available. Do you know the differences betwee...

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Here’s Why You Should Go for a Short Term Business Loan HERE’S WHY YOU SHOULD GO FOR A SHORT TERM BUSINESS LOAN

blog article

Sep 05, 2019

When you run a business, there is nothing more important than the effective allocation of capital. If you have a sound financial plan, it is simpler for a business owner to minimize operational costs and ultimately maximize growth. In case you are unable to get additional capital from a bank, you co...

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Seven Different Avenues to Fund Your Business SEVEN DIFFERENT AVENUES TO FUND YOUR BUSINESS

blog article

Sep 05, 2019

What is the one thing you need to start a business? Infrastructure, land, or funds? Of course, funds. What will you do without sufficient funds? Will you be able to run a business successfully with inadequate funds? It’s a flat NO. Which door to knock when you are in dire need of funds? Well, ...

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What is Invoice Factoring - How Invoice Factoring Works WHAT IS INVOICE FACTORING - HOW INVOICE FACTORING WORKS

video

Sep 04, 2019

Invoice factoring is a financing solution where a business sells its open receivables to a factoring company in exchange for immediate cash. Instead of waiting for customer payment, invoice factoring provides you with immediate working capital so you can catch up on bills, meet payroll, maintain dai...

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BASIC OF BUSINESS LOAN AGREEMENT: TECHNICAL LINGO AND WARNING SIGNS BASIC OF BUSINESS LOAN AGREEMENT: TECHNICAL LINGO AND WARNING SIGNS

blog article

Sep 04, 2019

Business loans or external funding by the alternative and traditional lender is generally considered as one of the ideal ways to generate extra capital and to increase the cash flow. Whenever a borrower applies for a business loan, he or she has to scribble a signature on the business loan agreement...

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How To Get A Corporate Credit Card HOW TO GET A CORPORATE CREDIT CARD

blog article

Sep 03, 2019

A corporate credit card may sound like a good fit for your company, but if you’re like many business owners, you probably aren’t sure where to get started. After all, personal and small business credit cards are ubiquitous, but you’re unlikely to encounter advertisements for corpor...

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How is Social Media Transforming Investor Relations? HOW IS SOCIAL MEDIA TRANSFORMING INVESTOR RELATIONS?

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Sep 03, 2019

Social media is transforming every aspect of life it interacts with and investor relations is no different. Public companies are relying on social media more and more for investor relations and communicating with shareholders. But it’s not without its challenges. Here are five reasons why your...

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An APT Blueprint: Gaining New Visibility into Financial Threats AN APT BLUEPRINT: GAINING NEW VISIBILITY INTO FINANCIAL THREATS

whitepaper

Sep 03, 2019

In mid-2018, Bitdefender researchers investigated a targeted attack on an Eastern European financial institution, gaining new insights and creating a complete event timeline showing how the infamous group Carbanak infiltrates organizations, how it moves laterally across the infrastructure, and the t...

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Index Funds Vs Mutual Funds Vs ETFs INDEX FUNDS VS MUTUAL FUNDS VS ETFS

video

Sep 03, 2019

Index funds, Mutual funds and Exchanged traded Funds (ETFs) are the building blocks to the Stock Market.  In this video I break down their main advantages and features, so you can learn to invest confidently for your financial freedom.

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FINANCIAL FORECASTING 101 – HOW TO PLAN FOR A BUSINESS LOAN FINANCIAL FORECASTING 101 – HOW TO PLAN FOR A BUSINESS LOAN

blog article

Sep 03, 2019

Whenever you drive for camping you ensure to pack the tent, sleeping bags, and pads, camping pillow, flashlights, and put an extra gas tank in the hood among multiple other things – You follow a camping checklist. Just as you prepare for your trip beforehand, you need to do financial preparati...

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Embrace the future of Finance EMBRACE THE FUTURE OF FINANCE

video

Sep 02, 2019

The new Master of Finance has been designed to equip you with specialist technical knowledge preparing you for a career in the ever-evolving finance sector. The Master of Finance is a specialist finance degree that provides you with comprehensive training and knowledge that goes beyond a finance maj...

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Is Chase Business Checking Right For Your Business? IS CHASE BUSINESS CHECKING RIGHT FOR YOUR BUSINESS?

blog article

Sep 02, 2019

Chase is one of the largest business banking players in the industry, and – while everyone is aware of their credit and loan products – not everyone knows about their three offerings for business checking accounts.

What can you expect? All of the qualified Chase business c...

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WHAT THE INSTANT-GRATIFICATION ECONOMY MEANS FOR YOUR OFFICE OF FINANCE WHAT THE INSTANT-GRATIFICATION ECONOMY MEANS FOR YOUR OFFICE OF FINANCE

infographic

Sep 01, 2019

Humans appear to be hard-wired to want immediate payoffs, and continuous advancements in technology have made instant gratification more intense. What impact could this have on your finance organization?

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Warren Buffett Facts Infographic: Remarkable Facts About Your Favorite Investor WARREN BUFFETT FACTS INFOGRAPHIC: REMARKABLE FACTS ABOUT YOUR FAVORITE INVESTOR

infographic

Aug 30, 2019

Warren Buffett is quite the investing legend (and our favorite Rule #1 investor), building a net worth of over $87 billion dollars over his wonderful life. We can learn a lot about the way the “Oracle of Omaha” lives his life. His wisdom, from his quotes to his life, inspires us daily to...

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What to Know About Debt Financing WHAT TO KNOW ABOUT DEBT FINANCING

blog article

Aug 30, 2019

Building a business requires capital, and unless you have enough cash in savings to bootstrap your business, you’ll need some form of financing to grow your company and achieve your goals. Debt financing and equity financing are the two primary forms of attaining capital. If you’re consi...

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Why the New Madison Logic Oracle Eloqua Integration is so Exciting for Marketers WHY THE NEW MADISON LOGIC ORACLE ELOQUA INTEGRATION IS SO EXCITING FOR MARKETERS

video

Aug 29, 2019

Madison Logic is excited to announce a bi-directional integration with Oracle Eloqua, combining best-in-class lead and campaign management skills with Madison Logic’s global reach and advanced targeting. Now Oracle Marketing Automation users are able to align their messaging and targeting thro...

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Financial Services Organizations: ExtractingPowerful Insights with AI-Powered Platforms FINANCIAL SERVICES ORGANIZATIONS: EXTRACTINGPOWERFUL INSIGHTS WITH AI-POWERED PLATFORMS

whitepaper

Aug 28, 2019

Financial services organizations (FSOs) today collect and maintain an abundance of data, both structured and unstructured. For most of these organizations, data can be a double-edged sword. Collecting and maintaining increased amounts of data related to customers and portfolios can provide tremendou...

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The Pros and Cons of the SBA 504 Loan THE PROS AND CONS OF THE SBA 504 LOAN

blog article

Aug 28, 2019

SBA 504 Loans are long term, fixed rate loans, granted to small businesses who are purchasing commercial real estate or equipment. Loan amounts go up to $5.5 million, and the repayment period can be either 10 or 20 years. In order to supply these loans, the SBA partners with Certified Development Co...

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What Is a Blanket Lien? WHAT IS A BLANKET LIEN?

blog article

Aug 28, 2019

Access to the right business funding can open doors for your company. It can help you to take advantage of growth opportunities you might have had to pass on otherwise. But before you can convince a lender to hand over the funds you’re asking to borrow, that lender needs to be sure it’s ...

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How To Start Your Commercial Finance Business on A Shoestring Budget HOW TO START YOUR COMMERCIAL FINANCE BUSINESS ON A SHOESTRING BUDGET

video

Aug 27, 2019

A while back I did a video on "What it Cost to Start A Commercial Finance Business". Recently, through a survey I launched, I learned the number one reason people don't get started is a lack of funds. In this video, I show you how to trim back your budget to the pure essentials so you ...

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How to Finance a Fix and Flip with Jerry Norton HOW TO FINANCE A FIX AND FLIP WITH JERRY NORTON

video

Aug 27, 2019

In this video, Jerry Norton is back to share how to finance a fix and flip! Jerry is a house flipping expert and the owner of Flipping Mastery, an education company that has taught real estate investors to flip over $100 million in real estate.

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How to Find an Investor for Your Small Business HOW TO FIND AN INVESTOR FOR YOUR SMALL BUSINESS

blog article

Aug 27, 2019

Whether you’re in the very beginnings of your launch phase, or you’re an established small business that needs a little push to get to the next stage of growth, finding a trustworthy investor can be key to realizing your goals. There’s so much conflicting information out there, how...

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Negative interest rates are coming and they are downright terrifying NEGATIVE INTEREST RATES ARE COMING AND THEY ARE DOWNRIGHT TERRIFYING

video

Aug 26, 2019

What if I said I wanted to borrow $100 from you and pay you back $99 five years later? Would you do it? Hell no! And yet this is exactly what’s happening right now in the banking systems of Japan, Germany, France, and other European countries. Negative interest rates — where the lender g...

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What are the Best Business Lines of Credit Rates? WHAT ARE THE BEST BUSINESS LINES OF CREDIT RATES?

blog article

Aug 26, 2019

If you’re a small business owner, you know how essential it is to have enough capital to meet your company’s demand. However, financial issues are frustratingly common. According to the Federal Reserve Bank of New York’s Small Business Credit Survey, nearly two-thirds of small busi...

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THE FUTURE OF CUSTOMER ENGAGEMENT: What banking market leaders need to know THE FUTURE OF CUSTOMER ENGAGEMENT: WHAT BANKING MARKET LEADERS NEED TO KNOW

whitepaper

Aug 25, 2019

Banking has changed dramatically since the days of visiting the local branch a few times a week. Online and mobile banking let customers conduct most of their daily transactions without ever setting foot in a brick-and-mortar bank. In fact, a new generation of online-only banks, such as Ally and GoB...

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Getting your financial institution ready for the quantum computing revolution GETTING YOUR FINANCIAL INSTITUTION READY FOR THE QUANTUM COMPUTING REVOLUTION

whitepaper

Aug 24, 2019

In 1748, American statesman and inventor Ben Franklin wrote “time is money.” The origin of that axiom dates back to Greece 2,000 years ago.1 Nowhere is that phrase truer than in the global financial services sector (FSS), where gaining an advantage in milliseconds can translate into outs...

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What to Know About Bootstrapping Finance for Your Business WHAT TO KNOW ABOUT BOOTSTRAPPING FINANCE FOR YOUR BUSINESS

blog article

Aug 22, 2019

If you’re starting a new business, your financing options may be limited. Not having access to capital through lenders isn’t always a bad thing, though. Instead of taking out a loan or using a business credit card, you may consider bootstrapping your business. Utilizing bootstrapping fin...

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Anatomy of Today’s Global Traveler ANATOMY OF TODAY’S GLOBAL TRAVELER

infographic

Aug 22, 2019

Where does the modern traveler come from? Where is s/he going? How does s/he get there? As the world grows ever-smaller, more and more people are traveling to a growing number of places each year. Increasingly, they’re getting there by leveraging digital tools. Savvy travel and hospitality bra...

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Creating Content That Improves CX: A Q&A with Lionbridge & Aprimo CREATING CONTENT THAT IMPROVES CX: A Q&A WITH LIONBRIDGE & APRIMO

blog article

Aug 21, 2019

Today’s brands face numerous challenges. They need to create a customized, excellent experience for each and every customer worldwide. To do that, they need to create high-quality, on-target content. They need to create that content quickly, effectively, and for audiences who speak multiple la...

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Lionbridge Brand Video LIONBRIDGE BRAND VIDEO

video

Aug 21, 2019

Our roots began in translation but what we do today goes well beyond – from content creation to linguistics, to artificial intelligence (AI). We create global relevance, driven by humanity and amplified by technology. Connecting our customers with their communities and driving brand awareness....

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A BUYER’S GUIDE FOR LOCALIZATION SERVICES: A BUYER’S GUIDE FOR LOCALIZATION SERVICES:

whitepaper

Aug 21, 2019

Your localization partner is going to do a deep-dive into your business—so start by diving deep into theirs. Are they an industry-leader with 20 years of experience or a relative newcomer? Will they speak Samoan, Uzbek, or Swahili (and all your customers’ languages)? Can they deliver on-...

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WHY AI? HOW LANGUAGE & AI SERVICES GO HAND-IN-HAND WHY AI? HOW LANGUAGE & AI SERVICES GO HAND-IN-HAND

whitepaper

Aug 21, 2019

In practice, of course, things are more complicated. Effective translation necessitates a nuanced understanding of (at least) two languages and cultures, both source and target. It requires an understanding of the original content’s goals. It mandates a fluency in tone and subtext as well as v...

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Exploring quantum computing use cases for financial services EXPLORING QUANTUM COMPUTING USE CASES FOR FINANCIAL SERVICES

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Aug 20, 2019

Financial services have a history of successfully applying physics to help solve its thorniest problems. The BlackScholes-Merton model, for example, uses the concept of Brownian motion to price financial instruments – like European call options – over time.

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Working Capital in Manufacturing: How to Thrive in Periods of Rising Costs & Explosive Growth WORKING CAPITAL IN MANUFACTURING: HOW TO THRIVE IN PERIODS OF RISING COSTS & EXPLOSIVE GROWTH

blog article

Aug 20, 2019

A quick definition so that we’re on the same page: Working capital is your cash for day-to-day expenses. More specifically, working capital represents short-term assets available to a business for meeting their financial obligations like payroll, creditors, and suppliers. Cash flow is your abi...

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Going Global 101: How Your Competition Can Be Your Best Resource GOING GLOBAL 101: HOW YOUR COMPETITION CAN BE YOUR BEST RESOURCE

blog article

Aug 20, 2019

Lace-up your sneakers and step up to the starting line: you’re ready to reach countless customers in new markets.  You’ve secured your spot in the Global Marketplace (whether by default or design).  But before you sprint away, take a good look around you. You are not alone in t...

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Fund Raising for Startups: Step by Step Guide for Raising Money FUND RAISING FOR STARTUPS: STEP BY STEP GUIDE FOR RAISING MONEY

video

Aug 19, 2019

In this video, Dilnawaz Khan covers these topics and gives an introduction to the key concepts to keep in mind once you enter a fundraising process. If you have a great idea but need money to make it happen. Watch this video and learn about Fund Raising for Startups and Elements of Entrepreneurship....

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What Are Fixed Expenses and How Do They Affect Your Business’s Finances? WHAT ARE FIXED EXPENSES AND HOW DO THEY AFFECT YOUR BUSINESS’S FINANCES?

blog article

Aug 19, 2019

A fixed expense is a cost that stays the same over the short-term even when business activities, such as sales or transaction volume, increase. Usually, when accountants mention fixed expenses, they’re talking about them in the context of unfixed expenses, also known as “variable” ...

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What is a Letter of Credit? WHAT IS A LETTER OF CREDIT?

blog article

Aug 19, 2019

If you’re a successful small business, you’ll be getting paid by customers quite regularly. We know about most of the common ways to receive payment, such as credit cards, cash, and even wire transfers. One method that’s new to many business owners, however, is a letter of credit. ...

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A Complete Guide to Hiring Staff A COMPLETE GUIDE TO HIRING STAFF

whitepaper

Aug 16, 2019

Hiring sounds simple enough, right? Just post an ad, do some interviews, and pick someone. But finding and hiring good employees takes a lot of work. That’s why we’ve done some research to simplify the hiring process for you. So whether you’re looking to hire just one employee or an entire team, our...

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A Complete Guide to Financing Your Business A COMPLETE GUIDE TO FINANCING YOUR BUSINESS

whitepaper

Aug 16, 2019

Finding the money to build (or buy) a business can seem tough. But there are masses of lenders and investors out there who want to pump cash into small businesses. The trick is in approaching the right people with the right pitch. This in-depth guide can help you start your journey by financing your...

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Financial Data Analytics FINANCIAL DATA ANALYTICS

video

Aug 15, 2019

Finance analytics are key to finance transformation success. Many finance leaders find it difficult to convert finance analytics to business insights as part of finance transformation initiatives. Find out more about how Gartner for Finance Leaders can help you tackle your priorities and achieve suc...

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The Benefits of Having a Good Business Credit Score THE BENEFITS OF HAVING A GOOD BUSINESS CREDIT SCORE

blog article

Aug 15, 2019

As a small business owner, it’s vital to understand the importance of establishing a good credit score. This is especially crucial when starting a business, as you likely won’t have enough cash on-hand to fund all your business expenses. This includes costs like equipment, advertising, i...

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Where to Look to Find Easy Business Loans WHERE TO LOOK TO FIND EASY BUSINESS LOANS

blog article

Aug 15, 2019

Getting a small business loan is easier now than it ever has been. Even if you own a brand-new startup and don’t have great credit, there are easy-approval business loans available to get you the capital you need. Before we dig into the details about easy business loans, note that many of thes...

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Financial cybersecurity by the numbers FINANCIAL CYBERSECURITY BY THE NUMBERS

infographic

Aug 14, 2019

A recent examination of cybersecurity in the financial services industry found that while organizations are aware of cybersecurity risks, they feel they need more resources to address those risks. Our infographic illustrates some key findings from The State of Software Security in the Financial Serv...

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The new world of sustainable finance THE NEW WORLD OF SUSTAINABLE FINANCE

blog article

Aug 14, 2019

Commonwealth Bank and Queensland Airports’ strategic partnership has delivered the first corporate loan directly linked to the reduction of carbon emissions at Gold Coast Airport. This innovative financing structure enables QAL to deliver both financial and environmental benefits to its shareh...

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TEN HANDY HINTS TO UPGRADE YOUR SMALL BUSINESS LOAN APPLICATION TEN HANDY HINTS TO UPGRADE YOUR SMALL BUSINESS LOAN APPLICATION

blog article

Aug 14, 2019

When you’re starting up a new small business, unless you have a massive amount of capital set aside - which is unlikely - you’re probably going to have to take out a small business loan. This is completely normal, and can help to smooth over any cash flow issues you might have in your st...

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2020 Content Marketing Spectrum 2020 CONTENT MARKETING SPECTRUM

video

Aug 14, 2019

This is a video explainer of the difference between Content Marketing, Branded Content and Native Advertising - with examples to help put it all into context.Accompanying video that tried to separate signal from noise on the different approaches of content in the business.

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CX IN THE AGE OF PRIVACY AND TRUST, PART 3: CAN WE (RE)BUILD TRUST? CX IN THE AGE OF PRIVACY AND TRUST, PART 3: CAN WE (RE)BUILD TRUST?

blog article

Aug 14, 2019

This is the third in a series of articles on creating, maintaining, and optimizing great customer experiences in the context of mounting concerns about privacy and increasingly strict regulations governing data processing. We address topics such as consent strategies, the role of trust, the elements...

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DIVERSE VOICES STRENGTHEN BRAND CHARACTER DIVERSE VOICES STRENGTHEN BRAND CHARACTER

blog article

Aug 14, 2019

What character appears in the most films and television programs? Dracula? God? Santa Claus?  All of those make the top ten list, but none is the correct answer. Satan (or The Devil) is a character is more than 840 projects – more than any other character. If you limit the list to mortals...

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The History of Content Marketing THE HISTORY OF CONTENT MARKETING

infographic

Aug 14, 2019

If you want some insights into where the content marketing industry may be headed, it might just help to take a look at where it’s been. As we pointed out when CMI shared its History of Content Marketing infographic in 2012, brands have been telling their stories to audiences for hundreds of y...

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USING CONTENT MARKETING TO GENERATE DEMAND, CREATE NEW AUDIENCES USING CONTENT MARKETING TO GENERATE DEMAND, CREATE NEW AUDIENCES

whitepaper

Aug 14, 2019

Content—and how brands use it to interact with buyers at all stages of the engagement journey—has fundamentally reshaped every business’ go-to-market strategy. This shift has been particularly challenging for “top-of-the-funnel” demand generation marketers, most of who ...

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How to Get a Business Loan No Matter What Your FICO Score Is HOW TO GET A BUSINESS LOAN NO MATTER WHAT YOUR FICO SCORE IS

video

Aug 13, 2019

Come join us on our live training event to discover how to get a business loan no matter what your FICO score is. During this livestream, you’ll discover. What business credit can do for your company even if you’ve had personal credit issues in the past. How business credit can help your...

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 A Growing Opportunity in Hemp for Native American Tribes A GROWING OPPORTUNITY IN HEMP FOR NATIVE AMERICAN TRIBES

whitepaper

Aug 13, 2019

For Native American Tribes and tribal producers, industrial hemp production marks a potential landmark economic opportunity. Those Tribes looking to explore hemp as a viable business model, will need financial services across the lifecycle of production and processing. So, access to capital will be ...

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Global One-Stop High-Quality Financial Assets Trading Platform Based on Blockchain Technology GLOBAL ONE-STOP HIGH-QUALITY FINANCIAL ASSETS TRADING PLATFORM BASED ON BLOCKCHAIN TECHNOLOGY

whitepaper

Aug 12, 2019

Bitcoin was born on the occasion of the global financial crisis in 2008. At that time, centralized financial institutions wantonly abused their rights to expand the credit scale ceaselessly, which resulted in increasing financial risks at the tail and eventually had the bubble burst. Those who suffe...

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The Pros and Cons of Having a Business Debit Card THE PROS AND CONS OF HAVING A BUSINESS DEBIT CARD

blog article

Aug 12, 2019

Operating on a cash-only basis can be risky when starting your own business. If you have a bank account, a small business debit card offers a convenient and simpler way to pay for everyday purchases. In addition, it can reduce the amount of cash you need to keep on hand. However, debit cards have th...

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Apple APPLE'S NEW CREDIT CARD PROMISES PRIVACY

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Aug 12, 2019

Apple's (AAPL) new Apple Card credit card has finally arrived. Available to select customers now, and set for widespread rollout later this month, the Apple Card is the first credit card from Apple, and is further evidence of its plans to diversify its revenue streams outside of the iPhone. The ...

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What Are the Best Business Loan Terms for Your Small Business? WHAT ARE THE BEST BUSINESS LOAN TERMS FOR YOUR SMALL BUSINESS?

blog article

Aug 12, 2019

It can be confusing to navigate all the available loan products being offered by banks, lenders, and online financial companies these days. The best way to know which loan is best for your business situation, however, is to know about each of them in advance.  From long-term financing to a quic...

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What Are The Different Sources Of Credit Loan For SMEs? WHAT ARE THE DIFFERENT SOURCES OF CREDIT LOAN FOR SMES?

blog article

Aug 11, 2019

Small and medium-scale enterprises find it very challenging against the MNCs and other powerhouse competitors, especially when it comes to financial backing. However, there are many different financial and non-financial institutions present in the market to provide these small businesses with much-n...

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Is financially preparing for a chronic condition possible? IS FINANCIALLY PREPARING FOR A CHRONIC CONDITION POSSIBLE?

whitepaper

Aug 10, 2019

To understand consumers’ needs and concerns about health saving and spending related to managing chronic care conditions, Optum Bank® conducted qualitative research with patients and caregivers who are currently dealing with a range of chronic conditions including chronic obstructive pulmo...

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Factors Revealing the Future of Accounting Firms FACTORS REVEALING THE FUTURE OF ACCOUNTING FIRMS

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Aug 09, 2019

As the technology is evolving with time, businesses are transforming their operations as well to meet the expectation of modern customers. We are quite mindful about the fact that accounting is the most crucial sector that needs to be handled precisely. Every business completely relies on its financ...

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The Future of Private Equity THE FUTURE OF PRIVATE EQUITY

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Aug 09, 2019

It has not even been a decade since the private equity industry was on the ropes. Liquidity dried up while deal flow and fundraising collapsed in the shadow of the devastating financial crisis. Viability of many fund managers was thrown into question. Since then, the global private equity market reb...

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Strategising for Profit: Understanding Finance in the Marketing Process STRATEGISING FOR PROFIT: UNDERSTANDING FINANCE IN THE MARKETING PROCESS

video

Aug 09, 2019

Marketing managers are often faced with a variety of strategies that they must decide on. Assuming that the final goals of marketing management are usually finance-based, evaluation of each alternative is needed so that the impact on the organization’s financial performance and position can be...

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Entrepreneurs Share 7 Smart Ways They Use Business Credit Cards ENTREPRENEURS SHARE 7 SMART WAYS THEY USE BUSINESS CREDIT CARDS

blog article

Aug 09, 2019

A business credit card can be much more than a convenient way to pay for purchases. These cards can also provide lucrative rewards, superior fraud protection, and can smooth out cash flow. According to the Federal Reserve’s 2019 Small Business Credit Survey, 52% of firms with 1 to 499 employee...

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Outcome Engineering 101: Five Guidelines to Delivering Products that Create Impact in Banking and Financial Services OUTCOME ENGINEERING 101: FIVE GUIDELINES TO DELIVERING PRODUCTS THAT CREATE IMPACT IN BANKING AND FINANCIAL SERVICES

whitepaper

Aug 09, 2019

Engineering and design have long led project plans and new product development in their own streams as separate entities, but top performing companies aren’t design or engineering-first when it comes to solutioning. They’re both, equally. These top performing companies shifted to an evolved, technol...

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How to Access Working Capital Loans – And What To Do with Them HOW TO ACCESS WORKING CAPITAL LOANS – AND WHAT TO DO WITH THEM

blog article

Aug 08, 2019

Every small business need access to a healthy level of working capital. This working capital helps businesses to expand and reach the next level of growth. Accessing this working capital is no easy task, though, and it has often been incredibly difficult for small businesses to do so. Thankfully, th...

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SIMPLIFY TRADE FINANCE OPERATIONS WITH INTELLIGENT AUTOMATION SIMPLIFY TRADE FINANCE OPERATIONS WITH INTELLIGENT AUTOMATION

whitepaper

Aug 08, 2019

Intelligent Automation (IA) facilitates Trade Finance Operations. IA solution engages cutting edge technologies such as Intelligent Data Capture and Artificial Intelligence to provide end-to-end automation of Trade Finance processes, which are otherwise heavily document driven. The solution also aut...

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Dividend Investing during a recession DIVIDEND INVESTING DURING A RECESSION

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Aug 08, 2019

Should you stop dividend investing during a recession? Today I share my thoughts on investing when the market goes down. I also take you into my M1 Finance dividend portfolio and the new stock I bought this week.

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A New Era of Lending: Blockchain Based Loans A NEW ERA OF LENDING: BLOCKCHAIN BASED LOANS

blog article

Aug 08, 2019

Without a history of credit, it is nearly impossible to receive a loan from traditional financial institutions. Banks typically heavily weigh someone’s credit score in assessing whether to issue a loan and in calculating the potential interest rate for said loan. If someone has no credit histo...

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Half-Year Financial Report HALF-YEAR FINANCIAL REPORT

whitepaper

Aug 07, 2019

Sampo Group's profit before taxes for January - June 2019 amounted to EUR 981 million (1,153). The comparison figure contains a non -recurring profit item of EUR 197 million related to Mandatum Life's co-operation agreement with Danske Bank. The total comprehensive income for the period, tak...

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The Difference Between Fixed and Working Capital THE DIFFERENCE BETWEEN FIXED AND WORKING CAPITAL

blog article

Aug 07, 2019

Business finance is a very broad term, but it is also a very important one. Essentially, business finance is a blanket term to describe the ways in which money is brought in and what it is used for. Business finance is crucial to every part of any business operation as proper money management can he...

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How to Apply for an SBA Express Loan HOW TO APPLY FOR AN SBA EXPRESS LOAN

blog article

Aug 07, 2019

SBA Express Loans are a fantastic resource for small businesses that need fast financing and have been turned away by traditional lenders. However, you must meet specific requirements to qualify for SBA Express Loans and complete their application process. It’s important to understand how SBA ...

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Does Seed Funding Equate To Startup Success? DOES SEED FUNDING EQUATE TO STARTUP SUCCESS?

infographic

Aug 07, 2019

Choosing to start a business is a major life choice. For months and even years, many entrepreneurs are required to severely budget their daily lives so that they can afford to fuel their businesses on the road to startup success. The riskiest part is, the majority of them never get to their destinat...

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RETAIL BUSINESS LOANS 101: COSTS, TERMS & WHERE TO FIND RETAIL BUSINESS LOANS 101: COSTS, TERMS & WHERE TO FIND

blog article

Aug 07, 2019

As a competitive and determined retail business owner, you must know that there is a lot that goes into running a successful retail store. It is a continuous and rigorous effort, and sometime one might tumble due to the financial hurdle. Whether you need a new machine for your clothing retail store ...

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First Time Business Loans FIRST TIME BUSINESS LOANS

blog article

Aug 07, 2019

Getting your first loan is a major milestone in the life of any business because it has the potential to breathe life into your dreams. Whether you’re looking to grow your business, buy equipment, or solve pressing cash flow issues, your business may need to borrow money to accomplish its goal...

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Want to crowdfund in 2019? Start now! WANT TO CROWDFUND IN 2019? START NOW!

infographic

Aug 06, 2019

Successful crowdfunding campaigns need careful preparation and that takes a bit of time. So, if you want to raise funds before the year is out, there’s no time like the present. We’ve created this handy infographic to give you an idea of what your crowdfunding timeline could look like if...

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Why finance needs to invest in its people WHY FINANCE NEEDS TO INVEST IN ITS PEOPLE

video

Aug 06, 2019

Technology alone won't transform the finance function. You need the right people with the right skills and the right capabilities.

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How to Find and Apply for SBA Loans for Veterans HOW TO FIND AND APPLY FOR SBA LOANS FOR VETERANS

blog article

Aug 06, 2019

Our military men and women are among the bravest and most dependable people we know. It should come as no surprise then, that this demographic often finds success in the small business world. The hard work and dedication they are used to giving to their country serve them well as small business owne...

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Accounts Receivable Financing ACCOUNTS RECEIVABLE FINANCING

video

Aug 02, 2019

Accounts Receivable Financing is a type of funding in which a company sells its outstanding invoices to a third party, for a reduced amount of their value. This is considered a secured loan, with the invoices acting as collateral. The Biz2Credit Business Finance Glossary: this free resource from Biz...

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Business Loan Requirements: Everything You Need to Know BUSINESS LOAN REQUIREMENTS: EVERYTHING YOU NEED TO KNOW

blog article

Aug 02, 2019

Whether it’s your first business loan or you’ve been down the lending path before, there are plenty of things to consider when applying for funding. And though the lender rates and repayment terms are important, business loan requirements hold the key to your financing future.

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What to Know About Alternative Lending WHAT TO KNOW ABOUT ALTERNATIVE LENDING

blog article

Aug 01, 2019

Getting approved for a small business loan can be difficult for business owners, especially if you’re running a relatively new startup. Alternative lending provides business owners with an easier way to get the capital they need to start, maintain or expand their business. That said, alternati...

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The Pros and Cons of an Unsecured Line of Credit THE PROS AND CONS OF AN UNSECURED LINE OF CREDIT

blog article

Aug 01, 2019

One of the biggest challenges you may face as a business owner is maintaining an adequate cushion against fluctuations in cash flow. Changes in revenue are normal for many businesses, and in months when you have less cash available, you may need an alternative source of funds to meet your financial ...

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Digital Innovation In Accounts & Finance DIGITAL INNOVATION IN ACCOUNTS & FINANCE

video

Jul 31, 2019

Keep your business accounts in order to avoid facing credit & legal problems. Leverage on digital accounting solution, Xero, to streamline your business' processes. Make sound financial decisions.

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How Cash Flow Works To Keep The Business Afloat? HOW CASH FLOW WORKS TO KEEP THE BUSINESS AFLOAT?

blog article

Jul 31, 2019

Cash flow is the money that is moving or flowing in and out of business in a specific period. Although many people take it to flow just one way (out of business), it flows both the ways. Cash comes in from the clients or customers who buy products or services. If clients don’t make payments at...

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Should Your Business Consider Payroll Loans? SHOULD YOUR BUSINESS CONSIDER PAYROLL LOANS?

blog article

Jul 31, 2019

Payroll loans are short-term loans or advances that allow you to borrow a small amount of money to pay employees. If you take out a payroll loan, you’ll typically have financing in your bank account within one business day. Still, as you might expect, payroll loans can be expensive, and the pa...

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How to Get Working Capital Lines of Credit! HOW TO GET WORKING CAPITAL LINES OF CREDIT!

video

Jul 31, 2019

In this episode Angelo discusses how business owners that $1,000,000 or more in gross revenue can get working capital lines of credit to scale their company to the next level! one of the biggest issues facing companies is lack of cash flow! if you are a business operator you know and understand how ...

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Best Practices in Financial Planning & Analysis BEST PRACTICES IN FINANCIAL PLANNING & ANALYSIS

whitepaper

Jul 30, 2019

Since humans first started trading and bartering, the business environment has been in a state of constant change. There’s no way to know for certain whether markets will rise or fall, when trends will appear or fade, or whether opportunities will pan out as planned. Change, unfortunately, is ...

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How to Get a Small Business Loan in 4 Steps HOW TO GET A SMALL BUSINESS LOAN IN 4 STEPS

blog article

Jul 30, 2019

Finding a small business loan is a necessity during business growth, but it can be difficult to find a loan you qualify for. The four basic steps for how to get a small business loan include evaluating your loan options, determining your eligibility, finding the right lender, and applying for the ri...

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Best Mutual Fund Scheme for a Moderate Equity Investor BEST MUTUAL FUND SCHEME FOR A MODERATE EQUITY INVESTOR

blog article

Jul 30, 2019

Everyone is interested in creating a corpus that can be utilized for fulfilling dreams or overcoming financial emergencies. Keeping this in mind, everyone aims for investing strategically that would reap them handsome benefits. Some of you might have a notion that investing in mutual fund is a risky...

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What is Private Equity? WHAT IS PRIVATE EQUITY?

video

Jul 30, 2019

What's up WeTradeHQ family, in this video we talk with Imran Dean about Private Equity and Venture Capital, what they mean and how you can get started investing in those vehicles. If you interested in join Imran's mentorship where he teaches you how to get into long term investing,

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How to Find and Qualify for SBA Startup Loans HOW TO FIND AND QUALIFY FOR SBA STARTUP LOANS

blog article

Jul 30, 2019

One of the most notable partners in the business financing space is the Small Business Administration (SBA). Their Lendermatch network has been instrumental in providing loans to various industries in amounts ranging from a few thousand dollars to millions. How can you qualify for SBA startup loans?...

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Why Anti-Money Laundering Should Be a Top Priority for Financial Institutions WHY ANTI-MONEY LAUNDERING SHOULD BE A TOP PRIORITY FOR FINANCIAL INSTITUTIONS

infographic

Jul 29, 2019

The to - do list is definitely daunting for any economic executive. There are many initiatives competing for attention, ranging from navigating technology changes to managing talent efficiently. An anti-money laundering (AML) problem that has been in the headlines for many years. When criminals can ...

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Mutual Fund Industry in India MUTUAL FUND INDUSTRY IN INDIA

blog article

Jul 29, 2019

Mutual Fund industry plays a key role in the Indian Financial Sector. This industry has come a long way since its inception in the year 1963. The expansion of this sector has been tremendous as it has seen growth in all parameters namely – assets under management, number of schemes, funds, fun...

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Digital transformation in asset & wealth management – catering for the future investor DIGITAL TRANSFORMATION IN ASSET & WEALTH MANAGEMENT – CATERING FOR THE FUTURE INVESTOR

blog article

Jul 29, 2019

When it comes to digital transformation, specifically as it relates to client interaction, the asset and wealth management industries have generally lagged behind their banking counterparts – showing slower adoption of technologies to ease and improve customer experience.

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Types of Working Capital Loans TYPES OF WORKING CAPITAL LOANS

blog article

Jul 29, 2019

Sometimes companies do not have enough liquidated assets to run daily operations. These operations include rent, debt payments, and payroll. During such times, they apply for working capital loans. In the simplest terms, working capital loans can be defined as the debt the company uses for its day-t...

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Goal Based Investing through Mutual Funds GOAL BASED INVESTING THROUGH MUTUAL FUNDS

video

Jul 29, 2019

We all invest our money so we can grow it, but how many of us have actually invested based on the goals we wish to achieve?  Goal Based Investing involves investing according to your determined life goals, like saving for your children’s education or amassing a retirement corpus, rather t...

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Everything You Need to Know About Short-Term Business Loans EVERYTHING YOU NEED TO KNOW ABOUT SHORT-TERM BUSINESS LOANS

blog article

Jul 29, 2019

As a small business owner, there are several reasons to consider applying for a business loan. Maybe you’re trying to get your business off the ground or take it to the next level. Or it could be that you’re trying to solve some short-term cash flow problems. If the latter is the case, y...

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What Is Working Capital and Why Does It Matter? WHAT IS WORKING CAPITAL AND WHY DOES IT MATTER?

blog article

Jul 26, 2019

Working capital measures, a business’s operating liquidity, but it does so much more. It also can be a good indicator of a company’s efficiency and financial health, as well as how well it manages debt, payroll, and inventory. These are all factors you want to keep in mind, especially if...

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Know Your Options for Minority-Owned Business Loans KNOW YOUR OPTIONS FOR MINORITY-OWNED BUSINESS LOANS

video

Jul 26, 2019

There are three major lending options when it comes to minority owned business loans. QuickBridge can help you determine which lender is right for you.

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How Do Business Loans Work? HOW DO BUSINESS LOANS WORK?

blog article

Jul 26, 2019

The right business loan can help you get the capital you need to start a new venture, expand a current business, gain access to working capital and more. But not all business loans are created equal, and understanding how each type of loan works can give you a better idea of which one is the right f...

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Investing in SIP is a Marathon not a Sprint INVESTING IN SIP IS A MARATHON NOT A SPRINT

blog article

Jul 25, 2019

Would you send a marathon record holder to compete with Usain Bolt in the 100-meter dash? Absurd, right? He’s a runner. But it’s not the kind of race he trains for. That’s exactly what you are doing when you expect your SIP (which actually delivers best results over the long term) ...

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Pros and Cons of Receiving a Business Line of Credit PROS AND CONS OF RECEIVING A BUSINESS LINE OF CREDIT

blog article

Jul 25, 2019

When it comes to running a small business, having ample cash flow is imperative. Due to this, many business owners apply for a business line of credit. Although lines of credit can be a great financing source, it’s important to review the pros and cons of this product prior to submitting your ...

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How To Start Investing In Mutual Funds HOW TO START INVESTING IN MUTUAL FUNDS

video

Jul 25, 2019

In this video, you all got to know about mutual fund investment. If you have no idea about the mutual funds & you are a beginner & also want to start investing in mutual funds, this mutual fund guide will help you to understand about mutual funds, type of mutual funds, about their returns &a...

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Is Short-Term Financing Right For Your Business? IS SHORT-TERM FINANCING RIGHT FOR YOUR BUSINESS?

blog article

Jul 25, 2019

Short-term business financing, in the simplest sense, is any financing option that has a repayment term of one year or less, though many of today’s lenders will extend terms up to 18 months. Unlike long-term financing, which may be preferred when making major, costly upgrades or purchasing rea...

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How Your Personality Is Impacting Your Finances HOW YOUR PERSONALITY IS IMPACTING YOUR FINANCES

infographic

Jul 24, 2019

Your personality impacts how you make decisions in almost every area of your life. Your career, relationships, study habits and everything in between are impacted by your personality. It can also affect your wallet in a big way!  The Myers-Briggs Type Indicator is a renowned self-evaluation tes...

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How to Make the Best Out of Your Pinterest Business Account HOW TO MAKE THE BEST OUT OF YOUR PINTEREST BUSINESS ACCOUNT

infographic

Jul 24, 2019

Pinterest is one of the most neglected social media networks because it is more visual and the visuals need to be perfect with all the colors and editing because these pictures are meant to inspire people. As the online brands have started to grow, it has become vital for the companies to have a goo...

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How to Engage Your Board for Fundraising Success HOW TO ENGAGE YOUR BOARD FOR FUNDRAISING SUCCESS

infographic

Jul 24, 2019

Your board of directors plays a pivotal role in your organization’s success. These volunteer leaders set a nonprofit’s strategic direction, manage its finances, and provide governance oversight. Board members also hold an invaluable role in an organization’s fundraising efforts. Th...

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HOW TO GET A BUSINESS LOAN HOW TO GET A BUSINESS LOAN

blog article

Jul 24, 2019

Building up stock, refitting premises, buying vehicles... if your business is going to grow and thrive, you'll need more finance than you can generate from turnover. We can help you get it. "A big business starts small" says one lauded British entrepreneur who started his business care...

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Regular Vs Direct Mutual Funds – Which is the best? REGULAR VS DIRECT MUTUAL FUNDS – WHICH IS THE BEST?

blog article

Jul 24, 2019

When it comes to investments, people generally tend to take cautious steps. They would prefer to make informed decisions while moving forward. There is a lot of confusion involved in choosing the right fund and checking if the investments made will bring good returns. So, let’s learn about the...

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Secrets your financial planner wants you to know SECRETS YOUR FINANCIAL PLANNER WANTS YOU TO KNOW

video

Jul 24, 2019

Secrets your financial planner wants you to know. We spoke to financial planners across the country, and here are some of their top tips for financial success.

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How to Properly Protect Your Fintech Company with Insurance HOW TO PROPERLY PROTECT YOUR FINTECH COMPANY WITH INSURANCE

blog article

Jul 23, 2019

Within the technology ecosystem, financial technology, or “fintech,” is one of the fastest-growing sectors. Easily one of the more dynamic industries right now, fintech companies are taking the world of finance by storm and aggressively modernizing an industry in which innovation has bee...

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How to Get a Business Loan with Bad Credit HOW TO GET A BUSINESS LOAN WITH BAD CREDIT

blog article

Jul 23, 2019

As you probably already know, maintaining an above average credit score is immensely important while running a small business. This can be especially pivotal when you’re in need of additional working capital, and are considering applying for a small business loan from a lender. Unfortunately, ...

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14 Types Of Alternative Financing For Small Businesses 14 TYPES OF ALTERNATIVE FINANCING FOR SMALL BUSINESSES

blog article

Jul 22, 2019

Small business financing is notoriously difficult to procure. Most bank loans require that the applicant have stellar credit and 2+ years in business—and even then, there’s no guarantee you’ll get a loan, especially if you’re applying with a large bank. According to Biz2Credi...

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Equity vs Enterprise Value EQUITY VS ENTERPRISE VALUE

video

Jul 22, 2019

Discover the basics of fundamental investing and how to use the StockCalc indicator for NinjaTrader. Join StockCalc President Brian Donovan and learn how to value a company using discounted cash flow and comparative & adjusted book methods. Brian also presents a live example of the StockCalc ind...

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How to Apply for Unsecured Business Loans HOW TO APPLY FOR UNSECURED BUSINESS LOANS

blog article

Jul 22, 2019

Getting funding for your business is a significant growth milestone. With so many options for lending, however, it can be challenging to know what choice is best. For many business owners, the unsecured route presents the least amount of risk. With no collateral to offer up, you can be assured that ...

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3 Bold Bond Funds 3 BOLD BOND FUNDS

video

Jul 22, 2019

Gold-Rated Dodge & Cox Income stands out for its relatively patient and, at times, contrarian approach to investing. The managers, who average 21 years of experience, start with an investment horizon of three to five years. They run a fairly compact, mostly cash-bond portfolio. The team tends to...

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Equity Savings Funds: Why you should avoid them EQUITY SAVINGS FUNDS: WHY YOU SHOULD AVOID THEM

video

Jul 22, 2019

Equity savings funds are the latest type of asset allocation mutual funds introduced first in late 2014 when the government made the duration for debt mutual fund capital gains to be classified as ‘long-term’ from 1-year to 3-years.

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So You’re Thinking About Seeking Venture Capital? Here’s What You Should Expect SO YOU’RE THINKING ABOUT SEEKING VENTURE CAPITAL? HERE’S WHAT YOU SHOULD EXPECT

blog article

Jul 22, 2019

Today’s tech industry wouldn’t be the powerhouse it is without venture capital, and VCs’ influence only continues to grow. In 2018, we reached a new peak for VC funding — $130 billion across nearly 9,000 deals. The last time we came close to that level of funding was at the p...

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 The Wealth Management Guide to Digitization THE WEALTH MANAGEMENT GUIDE TO DIGITIZATION

whitepaper

Jul 22, 2019

How wealth managers can thrive in a rapidly changing industry.

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The Patriot Express Loan: What You Need to Know THE PATRIOT EXPRESS LOAN: WHAT YOU NEED TO KNOW

blog article

Jul 19, 2019

The Patriot Express Loan program launched in 2007 to help provide business loans for veterans to start or expand their businesses. While the program expired in 2013, it was extremely popular and still gets attention from veteran business owners. Getting a Patriot Express Loan is no longer an option,...

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Tips for Effective Financial Planning TIPS FOR EFFECTIVE FINANCIAL PLANNING

video

Jul 19, 2019

Tips for Effective Financial Planning Listed below are the some of the points which will benefit you in effective financial planning 1) Save before you spend 2) Create an emergency fund 3) Buy a term insurance policy 4) Focus on positive real rate of returns.

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