KPMG in Canada acquires IMagosoft to expand cybersecurity footprint
The Paypers
OCTOBER 4, 2023
KPMG in Canada has bought IMagosoft to help its clients manage their data and prevent unauthorised access to their networks.
Client Management Related Topics 
BNY Mellon launches FX platform
The Paypers
OCTOBER 26, 2023
US-based BNY Mellon has announced the launch of Universal FX, a foreign exchange (FX) platform that looks to help clients manage and centralise their portfolios.
LAB Group integrates with DocuSign
The Paypers
JULY 6, 2023
Australia-based regtech LAB Group has delivered a new integration with DocuSign to augment digital client management for members of the LAB Network.
Expensify Travel Goes Head-to-Head with Navan
Finovate
MAY 8, 2024
Expensify Travel will be built on top of New York-based Spotana’s cloud-based Travel-as-a-Service platform, which will help clients manage flight changes, cancellations, and unused ticket credits, as well as offer comprehensive travel management capabilities.
Debit Card 
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Marqeta Announces New SMB Credit Card Customer AffiniPay, Delivering A Flexible and Customized Credit Offering
Fintech Finance
FEBRUARY 29, 2024
This solution will help small businesses streamline their client management processes and provide innovative controls to manage costs – resulting in more time to focus on their cases instead of the business overhead.”
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Zoovu Partners With BigCommerce To Boost Product Searching
PYMNTS
SEPTEMBER 27, 2020
Anjali Shah , director of client management for online merchants at American Express , told PYMNTS that that kind of security, along with better efficiency and customer service, has been motivating companies to make the jump.
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QuickBooks Strengthens Reports, Adds Enterprise Diamond Tier
PYMNTS
JUNE 12, 2020
Additionally, users can use an add-on with Enterprise Diamond that brings together some accounting features with the client management functions of Salesforce CRM. And assisted payroll helps with the handling of wages as well as the filing of payroll taxes.
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Interim CEO Gibbons Hired Permanently At BNY Mellon
PYMNTS
MARCH 30, 2020
Gibbons was the head of the bank’s clearing, markets and client management division before he was named to the new position. “The Board conducted a comprehensive search process over a number of months, and we concluded he is the right person for the job,” said Chairman Joseph Echevarria.
Barclays’ New Luxembourg Branch To Cater To Global Corporates
PYMNTS
NOVEMBER 25, 2019
By drawing on the experience and knowledge of our client management and product experts, coupled with our increased investment in technology, we’re striving to make a real difference for businesses in Luxembourg and across Western Europe.”.
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Reuters, KPMG Team For Aussie Business Taxes
PYMNTS
FEBRUARY 6, 2020
KPMG’s Employment Tax Advisory group offers employment tax services to help clients manage compliance risks and reduce costs. He added that its alignment with KPMG “allows Thomson Reuters to match its market-leading software with the market leader providing FBT consulting services.”.
JPMorgan To Issue Virtual Cards In Coupa Pay
PYMNTS
JANUARY 23, 2019
” In another statement, JPMorgan Head of Client Management for Commercial Cards John Skinner said the integration will enable corporate users to gain deeper insight into their spend, control and security over payments, as well as increased efficiency in the reconciliation process.
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Neobank Joust Targets Freelancers With New App
PYMNTS
JANUARY 29, 2020
Client management, payments options and minimizing irregular income are just a few issues the Joust app tackles. There are approximately 57 million freelancers in the U.S. and by 2027, more than 50 percent of the country’s workforce is anticipated to freelance in some manner, according to 2019 data by Upwork and the Freelancers Union.
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Tipalty signs with LinkTrust for streamlined payments
The Paypers
JANUARY 17, 2017
(The Paypers) Tipalti has announced an integration with affiliate and advertising tracking solution LinkTrust to help their digital media network clients manage payments.
BofA Enhances The Spreadsheet With APIs, Artificial Intelligence
PYMNTS
OCTOBER 18, 2017
Our clients manage an increasingly complex ecosystem,” the executive continued. Treasurers are challenged with maintaining oversight and managing daily operations using fragmented tools, leaving them with less time to focus on capital allocation and oversight. Hubert J.P.
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Law Practice Management Software Providers, Here are 8 Tips to Grow Your Business
Stax
MAY 21, 2024
Legal practice management systems improve law firms’ workflows and functionality, so they manage more cases and serve clients better. As software and management systems have progressed in the modern age, time-consuming tasks like recurring payments and client management are streamlined through this process.
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Visa’s B2B Payments Tech Tested In Thailand
PYMNTS
SEPTEMBER 26, 2018
. “Building on the enterprise blockchain technology, Visa B2B Connect is a new transaction platform designed for the exchange of high-value international payments between participating banks on behalf of their corporate clients. ” Visa began testing the B2B payments solution earlier this year with UnionBank in the Philippines.
Valeria Strappa New Chase Merchant Services CAO
PYMNTS
FEBRUARY 14, 2017
Previously, Strappa was client management and strategy Head for Institutional Clients Group at Citi Latin America. She comes to Chase Merchant Services with background experience in retail and mortgage business management, consulting, strategy, lean manufacturing, operations, transformation and change management.
Payment Firm Moneycorp Acquires Australia’s Rochford Group
PYMNTS
AUGUST 5, 2019
Rochford helps its clients manage how treasury risks affect their balance sheets, cash and profitability. The company’s cloud-based treasury risk management platform features proprietary worldwide capital flow forecasting programs, as well as productivity-boosting workflow models.
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B2B eCommerce Gets Civilized
PYMNTS
FEBRUARY 24, 2020
“The B2B buyer is rapidly evolving and becoming more sophisticated, and, in turn, expectations are shifting [toward purchasing] with their payments of choice,” Anjali Shah, director of client management for online merchants at American Express, told PYMNTS.
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Credit Suisse Censured By FINMA For Lax Anti-Money Laundering Processes
PYMNTS
SEPTEMBER 17, 2018
Lescaudron was found guilty in Geneva court earlier in the year for taking advantage of clients, including Bidzina Ivanishvili, a former prime minister of Georgia. FINMA said the manager violated the bank’s compliance regulations several times over the past few years.
A guide to navigating skilled person reviews
Neopay
DECEMBER 6, 2023
This includes assessing how a firm interacts with clients, manages conflicts of interest, and ensures fair treatment. Business conduct : Ethical business conduct is a cornerstone of regulatory compliance. Recent reviews have examined whether firms are adhering to fair and transparent business practices.
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Veem Links Xero Users To X-Border Payments
PYMNTS
SEPTEMBER 7, 2017
“Like Veem, we believe that financial managers should be spending their time creating value and building relationships with their clients, not mired in the clumsy, costly and often frustrating process of international wire transfer,” said Acuity COO Matthew May in a statement at the time.
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Bank Of The West Adds Cash Management Services
PYMNTS
OCTOBER 20, 2017
“These two new products represent our commitment to our clients to deliver the best, industry-leading solutions for managing their liquidity needs.”. The ability to rapidly collect payments, effectively control outgoing funds, obtain critical data quickly and safeguard against fraud can help businesses push toward growth.”.
B2B eCommerce Embraces The Ecosystem Opportunity
PYMNTS
DECEMBER 30, 2020
“The B2B buyer is rapidly evolving and becoming more sophisticated, and, in turn, expectations are shifting [toward purchasing] with their payments of choice,” Anjali Shah , director of client management for online merchants at American Express, told PYMNTS in the February 2020 B2B eCommerce report , a collaboration with American Express.
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CosmoLex Designs AP Solution For Legal Services Sector
PYMNTS
MAY 3, 2017
CosmoLex, which provides software for the law practice industry, is introducing a new solution to help its clients manage cash and make payments. The company said Tuesday (May 2) that it has revamped its accounts payable solution after offering it in beta only months ago.
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Santander Enhances Cash Management Services With Treasury Link
PYMNTS
DECEMBER 13, 2017
Treasury Link has also integrated cash flow management, fraud and authentication capabilities, while its electronic payment service supports domestic and cross-border wire and ACH payments.
Visa Enables Spend Tracking On Amazon Business
PYMNTS
APRIL 11, 2017
earlier this month, Visa simultaneously revealed that it is working with Amazon Business to link its commercial cards within Amazon Business to help clients manage expenses and spending. When Amazon announced the launch of its B2B service, Amazon Business, in the U.K.
In Conversation With Gemma Al-Kaisy at Hargreaves Lansdown
The Fintech Times
FEBRUARY 1, 2024
million clients, managing over £130billion in assets. We’ve been doing this for over 40 years now – helping people save time, money, and taxes on their investments. Today, we’re trusted by more than 1.8
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BMO Links Corporate Customers To Conferma V-Cards
PYMNTS
JULY 17, 2018
Conferma will provide its network of travel management companies to enhance BMO’s virtual card offering for joint business customers that need greater efficiency in their payments to travel suppliers.
2020 Consumer Finance Trends
Payment Savvy
AUGUST 25, 2020
Do you think your business can benefit from a client management solution and a robust payment processing system? Should you come across a consumer lending trend that may benefit your practice, you can analyze and integrate it into your system. The post 2020 Consumer Finance Trends appeared first on My Payment Savvy.
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In Profile: Wayne Lloyd, Founder and CEO of Smarter Contracts
The Fintech Times
MARCH 19, 2024
This meant not just setting up the subsidiaries, but finding potential clients, managing the P&L, doing sales, marketing, building a team, delivering projects, building relationships with partners, vendors etc.
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Ports Around The World Are Driving Supply Chain Innovation
CB Insights
JULY 23, 2018
PSA unboXed: Venture arm PSA unboXed, which acts as the venture arm of port operator PSA International (a major port operator in Singapore among other cities), invests in port operation and supply chain management technology.
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Pitney Bowes Pivots To eCommerce
PYMNTS
APRIL 27, 2016
The company’s solutions are part of the Pitney Bowes Commerce Cloud, a commerce enabler that provides access to solutions, analytics and APIs and is designed to help clients manage a number of tasks, including identifying customers, locating opportunities, enabling communication, as well as managing shipping and the aforementioned payments.
Hong Kong Monetary Authority Issues Guidance for Banks on Crypto Custody and Sale of Tokenised Products
Global Fintech & Digital Assets
MARCH 5, 2024
The HKMA noted that it may publish further guidance on client authentication and notification controls for banks offering user interface or portals to clients managing their digital assets.
Wegagen Bank Teams With WorldRemit; Hatton National Bank Unveils eWallet
PYMNTS
MAY 15, 2019
“Business owners are faced with simultaneously managing every facet of their business,” CIBC Senior Vice President of Business Banking Andrew Turnbull said in a statement. “We
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NEW REPORT: Upgrade Payment Systems, Build Stronger Communities?
PYMNTS
MAY 25, 2017
Beyond restaurants and waste management providers, the quarter trillion dollar recreation market is getting upgrades to its payment systems, plus some additional help to reduce paperwork.
What Are Embedded Payments?
EBizCharge
MAY 23, 2024
By adopting the PayFac model, a company becomes a mini acquirer, able to onboard clients, manage transactions, and assume a financial services provider’s associated risks and compliance responsibilities. A PayFac is an intermediary between the merchant and the payment processors or acquiring banks.
What Is an ACH Payment Facilitator?
Stax
JANUARY 17, 2024
This includes initiating ACH transactions on behalf of clients, managing the transfer of funds between banks, ensuring compliance with regulatory requirements, and providing security measures to protect the financial data involved in transactions. Q: What does an ACH payment facilitator do?
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What is Accounts Receivable Management?
EBizCharge
APRIL 26, 2024
Accounts receivable management plays a pivotal role in businesses’ financial health and operational efficiency across industries. As businesses extend credit to clients, managing accounts receivable becomes essential for maintaining liquidity, ensuring timely payments, and fostering healthy cash flow.
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Dialing Up Payments Security for Call Centers
PYMNTS
MARCH 8, 2017
But across more typical process flow, IntraNext operates with Cisco/Avaya contact centers, with two servers tied to the data center environment: one temporarily holding the credit card data from consumers and the other a client/manager interaction component. .
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44 Amazon Face Challenges After PillPack Acquisition
PYMNTS
JULY 3, 2018
. “Steadily increasing drug costs, and the current transition in healthcare from volume to value, require us to continually develop and implement innovative solutions to help our clients manage pharmacy costs while improving health outcomes,” CVS Health Chief Operating Officer Jon Roberts said earlier this year.
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40 Tuition Payments Made Intuitive And Even On The Fly(wire)
PYMNTS
SEPTEMBER 20, 2017
Following Webster’s query about executive education, Massaro stated that Flywire has been putting a client services team in place that spans the globe, with client managers focused on a region-by-region basis. Other verticals are bearing fruit.
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Akeneo Creates CRM For Products
PYMNTS
APRIL 5, 2017
Frédéric de Gombert, CEO of software startup Akeneo, first noticed the problematic methods by which brands managed product inventory information while working at an IT company helping clients manage or maintain their transitions to eCommerce.
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