Bank Automation

APRIL 3, 2025

Increased personalization and better financial management tools are driving satisfaction as more consumers rely on digital platforms to handle payments, lending, budgeting, wealth management and portfolio adjustments.

Adjustments 71

Adjustments Automation Consumer Posting 71

Fintech News

FEBRUARY 10, 2025

Weve already seen this shift with robo-advisors, automated budgeting apps, and frictionless payments. But these systems still require users to set preferences, approve transactions, or manually adjust settings. Agentic AI fits perfectly into this new landscape by stepping beyond traditional automation.

AI 88

AI FinTech Fraud Detection Fraud Prevention 88

FloQast

MARCH 19, 2025

AI agents help accounting teams do their work by automating various accounting, compliance, and reporting workflows across their organization. Furthermore, they adapt to business changes over time, whether its incorporating new data sources, adjusting to process updates, or adapting to changing regulatory requirements. Lets dive in!

AI 52

AI Accounts Fraud Detection Audit 52

Fintech Finance

APRIL 7, 2025

Compare Roles : View and adjust user permissions in real time to calibrate your processes. PayDo’s feature aims to automate and simplify access to sensitive financial tools in multi-user environments without compromising the speed or safety of the entire infrastructure.

Accounts 64

Accounts IBAN Compromise Verification 64

Finextra

JULY 2, 2025

Dynamic ESG Pricing: Payment engines can adjust fees and FX spreads in real time based on a corporate’s live ESG score. Tokenized Sustainability Credits: Corporates can settle parts of cross-border payments with on-chain carbon tokens or biodiversity credits, automating offset procurement during reconciliation.

Transactions 59

Transactions ISO 20022 Payment APIs and Integration Payments 59

Stax

MAY 6, 2025

Youll need a payment solution that automates billing, supports usage-based pricing, and seamlessly connects to CRMs, accounting tools, and other parts of your financial infrastructure. A scalable platform integrates with your tools and automates reconciliation, reducing errors and freeing up your team.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Volume Payments 88

EBizCharge

DECEMBER 3, 2024

The card network communicates with the issuer to verify the transactions and adjust the account balances accordingly. For instance, credit card payments often settle faster than Automated Clearing House (ACH) transfers or other methods. At the end of the business day, this batch is submitted to the acquirer for processing.

Credit Cards 52

Credit Cards Settlement Finance Issuers 52

Clearly Payments

FEBRUARY 27, 2025

Industry Developments PayPal’s Strategic Initiatives PayPal Holdings has outlined plans to grow adjusted profits by low double digits or more by 2027, with significant contributions from its Venmo mobile app. In 2025, PayPal expects a 6% to 10% growth in adjusted profit.

BNPL 59

BNPL Payments Small Business PayPal 59

The Fintech Times

JULY 18, 2025

“Our instant payment alerts are designed to automate key processes, eliminate delays, and enhance cash flow visibility. “Businesses are now able to confi 100 30033 0 30033 0 0 25301 0 --:--:-- 0:00:01 --:--:-- 25301rm incoming payments instantly, adjust operations in real-time, and offer a smoother customer experience.

Payment APIs and Integration 45

Payment APIs and Integration C2B Real Time Payments Instant Payments 45

The Payments Association

JUNE 23, 2025

This necessitates businesses to adjust in real time to a payments landscape that is frequently fragmented and dynamic. Paytiko GrowthHub is not merely a novel feature; it is a technological advancement that integrates AI-powered intelligence, automation, and data-driven insights into a single, integrated platform.

Technology 88

Technology Payments Wire Transfer Processors 88

M2P Fintech

APRIL 10, 2025

Real-time Limit Management and Shortfall Actions: The lack of capabilities to automate dynamic drawing power calculations and real-time actions on shortfalls, such as line freezes and notifications, poses a challenge. Leveraging advanced technologies for real-time limit management can enhance responsiveness and operational accuracy.

Mitigation 52

Mitigation Regulatory Compliance Compliance Automation 52

The Payments Association

JANUARY 13, 2025

The concern is regarding the period of adjustment and whether this leaves firms exposed to operational and compliance risks, particularly in the absence of established precedents. While intended to clarify ownership rights, this approach risks prolonging uncertainty as courts struggle with defining and applying new legal principles.

Legal 88

Legal Stablecoins Cross-Border Due Diligence 88

Nanonets

MAY 22, 2025

  The aim is to have AI constantly monitor your financial data, catching issues before they become problems and automating routine tasks in real-time. It is basically an AI assistant that automates financial analysis, reporting, and routine tasks. AP bill automation This is Sage's native solution for handling invoices.

Automation 52

Automation AI Payment APIs and Integration Reconciliation 52

Finextra

JULY 14, 2025

AI didn’t just automate services—it began shaping intimate, context-aware journeys that feel less like banking and more like a personal concierge for your financial life. For example, some banks use AI to automatically notify customers of unusual spending, predict upcoming bills or suggest budget adjustments—all tailored to the individual.

AI 71

AI Rules Online and Mobile Banking Non-Bank 71

Finextra

JULY 15, 2025

Our instant payment alerts are designed to automate key processes, eliminate delays, and enhance cash flow visibility. Businesses are now able to confirm incoming payments instantly, adjust operations in real-time, and offer a smoother customer experience. "The impact of instant payment alerts on businesses is immediate.

Payment APIs and Integration 52

Payment APIs and Integration C2B Payments Real Time Payments 52

Clearly Payments

JULY 12, 2025

Certain industries contract faster than others, while consumers and businesses adjust their behaviors in response to tighter conditions. Digital invoicing and automated billing systems gained traction as companies looked to streamline collections. In 2020, U.S.

Payments 65

Payments Volume ACH On-Demand 65

EBizCharge

APRIL 7, 2025

In that case, Dynamics GP may not function properly or at all without significant adjustments. For example, suppose your company upgrades its computers or servers to the latest version of Windows or adopts new hardware. Lastly, the migration process itself can be daunting.

Assessments 52

Assessments Risk Processors Security 52

Stax

MAY 6, 2025

As such, integrated payment solutions combine payment processing systems with feature-rich technology that helps automate the payments process. Integrated payment solutions also bring other benefits such as managing transactions from different avenues and automating the payments process.

Credit Cards 88

Credit Cards Online and Mobile Banking Payment APIs and Integration Credit Card Payment Processing 88

EBizCharge

JULY 10, 2025

If your team is juggling manual steps or dealing with inconsistent customer experiences, adjusting your payment processor setup could ease the load and boost results. Automate Reconciliation: Manual payment matching is time-consuming and error-prone. Offer Multiple Payment Options: Customers expect choice.

Reconciliation 52

Reconciliation Payments Real Time Payments ACH 52

Stax

MARCH 11, 2025

Payment authorization The issuing bank will do a quick check to ensure everything is in orderwhich is usually an automated process. ACH and bank transfers An ACH (Automated Clearing House) payment is an electronic transfer of funds from your customers bank account to your business account using the ACH network.

Online Payment Processing 88

Online Payment Processing Process Payment Gateways Online and Mobile Banking 88

Bank Automation

MAY 6, 2025

billion in adjusted net revenues, up 1% from Q1 2024. billion in Merchant Solutions revenues, […] The post Fiserv, Global Payments, FIS tap M&A for growth appeared first on Bank Automation News. Tech provider Q1 earnings Global Payments expands with Worldpay Payments solutions provider Global Payments today posted $2.2

Global Payments 85

Global Payments Adjustments Payments Payment Solutions 85

Finextra

JUNE 13, 2025

Or a trading operations agent that adjusts portfolio models based on real-time market signals, without needing constant human input. It’s now possible to build AI agents that navigate APIs, evolve through feedback, and reason across a live context map - not as brittle automations, but as strategic actors. The reward?

AI 59

AI FinTech CRM API 59

The Fintech Times

APRIL 7, 2025

Once assigned a role, it is simple for account owners to view and adjust permissions in real time to calibrate processes. PayDos feature aims to automate and simplify access to sensitive financial tools in multi-user environments without compromising the speed or safety of the entire infrastructure.

Compromise 52

Compromise IBAN Verification Funds Transfer 52

Finovate

MAY 22, 2025

Combined, the two solutions provide an underwriting solution that automates workflows, boosts performance, and enhances risk-adjusted returns. The company’s technology integrates with loan origination systems to increase both volume and profitability.

Underwriting 59

Underwriting Small Business Adjustments Finance 59

EBizCharge

DECEMBER 18, 2024

Payment clearinghouses consist of: Automated clearinghouse (ACH): Handles electronic payments such as direct deposits, bill payments, and money transfers. Handle the daily settlement process (market-to-market), where gains and losses are calculated and adjusted based on market movements. What industries rely on clearinghouses?

Facilitators 52

Facilitators Transactions Settlement Mitigation 52

The Payments Association

DECEMBER 19, 2024

Synalogik is a pioneer in data aggregation and automation software for rapidly completing investigations, including searching multiple disparate data sources. Synalogiks innovative Pre Transactional Screening solution for the banking industry is the first of its kind, revolutionising the fight against Automated Push Payment fraud.

Fraud Prevention 88

Fraud Prevention Money Laundering Financial Crimes AML 88

EBizCharge

JUNE 26, 2025

Set Your Surcharge Rate Find a solution that will automatically calculate and apply the correct legal surcharge rate, such as EBizCharge Ensure the system adjusts for varying card processing costs and stays within the 4% cap 5.

Best Practices 52

Best Practices Credit Cards Legal Card Network Rules 52

Finextra

JULY 14, 2025

In March 2025, the White House issued a mandate requiring that, by the end of fiscal year 2025, nearly all federal government payments—including tax refunds—must transition from paper checks to electronic channels, primarily through the Automated Clearing House (ACH) network.

ACH 52

ACH Checks Tax Refunds Risk 52

Fintech Review

APRIL 3, 2025

William Rieke, whose background includes financial modeling and automation, added, We are applying AI not only to assess sentiment and trends but also to refine execution strategies in real time. Our systems are structured to interpret large-scale data inputs, allowing us to manage volatility and risk exposure effectively.

AI 52

AI Risk Management Risk Assessment Assessments 52

EBizCharge

JULY 22, 2025

Knowing how your NetSuite payment integration works allows you to communicate better with your provider, catch small issues before they become big problems, and adjust the workflow when your business needs change. That said, it’s still important to understand what’s happening behind the scenes. or token-based credentials.

API 52

API Payment APIs and Integration Payments PCI DSS 52

M2P Fintech

APRIL 11, 2025

Operational Adjustments: Lenders need to adapt their systems to manage LTV ratios in real-time, track multiple loans, and enforce auction protocols efficiently to avoid non-compliance penalties. Unclaimed Collateral Tracking: Automated reminders and borrower/legal heir tagging ensure that no gold sits idle beyond two years without follow-up.

Due Diligence 52

Due Diligence Caps Audit Non-Bank 52

Stax

JULY 7, 2025

Adjusting product pricing to offset credit card fees Another common approach is to adjust your product or service pricing to account for the cost of credit card processing. Some processors, like CardX by Stax, specialize in surcharging and provide solutions that automate the process while ensuring regulatory compliance.

Credit Cards 88

Credit Cards Process Processors Debit Card 88

EBizCharge

MAY 27, 2025

Payment analytics can include the following: Payment preferences: Payment analytics can track which payment methods customers use most frequently, such as credit and debit cards, Automated Clearing House (ACH)/eChecks, mobile wallets, and more. These payment insights can also help adjust strategies to prevent cash crunches.

PCI DSS 52

PCI DSS Payments Payments Trends Transactions 52

The Payments Association

JUNE 3, 2025

Theres a programme were running at a major bank where were rolling out automation that will reduce our own revenue by over a million dollars annually. If automating the service desk means better outcomes for the client, faster resolutions, and happier employees, why wouldnt we do it? And were fine with that. Its about adaptability.

Digital Currency 88

Digital Currency Payments Compliance AI 88

EBizCharge

JUNE 23, 2025

There’s no toggle, no automation, no way to say, “add 3% if this is a credit card payment.” No automation, no logic. QuickBooks Desktop lets you create a percentage-based item, but even that doesn’t adjust based on how the customer pays. The short answer is: not easily. If you want to charge a fee, it’s up to you.

Credit Cards 52

Credit Cards Debit Card ACH B2B 52

Finextra

JULY 23, 2025

AIs Real Value: Prediction Over Automation As the payments industry joins the broader AI conversation, much of the focus is on automation and personalization. However, the true strategic value lies in prediction and intelligent decision-making.

Real Time Payments 59

Real Time Payments Fraud Detection ACH Instant Payments 59

Fintech Review

MARCH 20, 2025

Unlike traditional trading bots that operate on pre-set conditions, Litepips dynamically adjusts to changing market structures, leveraging historical price action and pattern recognition to enhance decision-making. Golds price movements follow unique behavioral patterns that require tailored trading strategies.

Bots 52

Bots AI Automation Advisors 52