Transforming the Last Mile of Finance

whitePaper | October 10, 2022

Over the last decade, $5 trillion of market value has been created in financial services.¹ The sector’s gross profit pool has swelled to an amount larger than any other major group – larger than software, e-commerce, semis, and even healthcare. Since financial services are ingrained into nearly every aspect of our life and work, it is a natural target for disruption and innovation. Fintech has just experienced its very first venture-fueled innovation cycle with the percent of venture dollars rising from <5% of dollars deployed in 2011 to ~22% in 2021.² Hundreds of billions of dollars invested in the space has fueled a new wave of technology evolution around the world from omni-channel payment providers to B2B payments and fully re-bundled digital banks.

whitePaper | September 10, 2022

The Global Payments Revenue is expected to reach $2.5 trillion by 2025 overcoming the pandemic induced decline in 2020/2021, when revenues stood at $1.5 trillion.

whitePaper | June 12, 2023

Cash flow visibility is crucial in turbulent economic times because financial situations and market conditions can turn on a dime. But most AR, credit collections, and credit risk teams don’t have the visibility they need to quickly identify cash flow trends and effectively manage working capital. Many teams are sitting on mountains of data they can’t use.

whitePaper | September 3, 2022

Money has transformed human society, enabling commerce and trade even between widely dispersed geographic locations.

whitePaper | August 1, 2022

The Office of the Chief Accountant (OCA) is pleased to present the August 2022 edition of the Bank Accounting Advisory Series (BAAS). The BAAS expresses the OCA’s interpretations of accounting topics relevant to national banks and federal savings associations (collectively, banks or institutions, unless otherwise specified). We hope that you find this publication useful and that it continues to be a practical resource for bankers and examiners. The BAAS is updated annually to address ongoing accounting questions, newly issued and updated accounting standards, and emerging issues observed through March 31. Consistent with prior editions of the BAAS, the 2022 update does not focus on questions related to the impact of the Coronavirus Disease 2019 (COVID-19) and does not reflect policy statements and rules issued in response to the COVID-19 pandemic. COVID-19 policy statements and rules address specific challenges and are not intended to be used by analogy in non-COVID-19 situations.

whitePaper | August 25, 2022

The exit whether it’s an initial public offering (IPO), being absorbed into a special purpose acquisition company (SPAC), or an outright sale is now a strategic goal for many private company executive teams. With many private equity funds nearing the end of their holding period, finance professionals are increasingly being relied on to navigate the complicated liquidity event and provide the critical oversight needed when developing a company’s new internal control environment.