The TRADE

MAY 30, 2023

Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Accountant 62

Accountant Portfolio Management Management Risk Management 62

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 87

Investors Financial Services Insurance Collaboration 87

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Likewise, FTV Capital’s Sunlight Financial Holdings Inc. ’” he said.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Razorpay

MAY 23, 2023

Regular retail banks provide financial services to individuals but are not equipped to service businesses. Corporate banking provides businesses financial services like account holding, loans, capital, vendor management, and more. Get your corporate account now! Check out RazorpayX!

Retail 52

Retail Corporation Bank Banking 52

Razorpay

SEPTEMBER 19, 2023

Categories of all types, including travel, utilities, education, financial services, telecom/OTT, professional services and e-commerce will be able to make the most of Razorpay payments on WhatsApp. How to enable Razorpay on WhatsApp Business The entire process can be completed in a few steps.

Business 105

Business Professional Services Financial Services Education 105

Business Standard - FInance

MAY 29, 2023

The fund was raised at INX's Global Securities Market (GSM), GIFT International Financial Services Centre (IFSC) at Gandhinagar from global investors. SBI, the country's largest public sector lender, on Monday raised USD 750 million under its USD 10 billion Global Medium Note programme to fund its overseas business growth.

IT 52

IT Financial Services Funds Investors 52

Razorpay

JULY 29, 2023

If you’ve ever transferred money online, changed your ATM Pin on an app, or gotten an email copy of your account statement, you’ve enjoyed the benefits of e-banking. E-banking/Electronic banking allows us to perform financial transactions and other operations online seamlessly. What is E-Banking?

Bank 52

Bank Banking Electronics Accountant 52

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. It allows easy accounting software integration.

Bank 52

Bank Banking Underwriting Business 52

The TRADE

JUNE 5, 2023

Stephanie Cheung was appointed as sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. Cheung previously served as a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Trading 52

Trading Accountant Sale Capital 52

The Deal

FEBRUARY 7, 2024

22 , the firm acquired Minneapolis-based CTB Financial Services Ltd., which provides tax accounting and management accounting for small to midsize businesses. based BerganKDV, providing tax and audit, accounting, business advisory, wealth management and other services to its clients to serve business owners.

Advisory 52

Advisory Accountant Management Financial Services 52

Razorpay

JANUARY 2, 2024

Payment processors encrypt sensitive payment information, verify availability, and transfer funds from the customer’s account to the merchant’s account. A payment processor is a financial service provider that enables businesses to accept and process customer payments securely.

IT 52

IT Accountant Funds Bank 52

Razorpay

JUNE 18, 2023

They even provide credit and lending services. However, most neobanks do not have a banking license and cannot operate stand-alone — most neobanks partner with licensed banks to provide financial services. Ease of Use The process of opening an account at a traditional bank is long and frustrating. Yes, they are.

Bank 98

Bank Banking Insurance Financial Institution 98

Growth Business

AUGUST 23, 2023

6 – Accounting integration As well as effective reporting and analytics, the software should be able to integrate with other business systems, such as your accounting software and HR systems. ExpenseIn also integrates with accounting software including Sage, Xero, NetSuite and Intuit Quickbooks. per active user per month.

Business 76

Business Accountant Management Corporation 76

Razorpay

NOVEMBER 30, 2023

Identity verification and authentication technologies like voice and face recognition have also played a vital role in making digital-only financial services trustworthy for both customers and regulators. Currently, these new businesses account for 2% of the book and we look to grow this to 5%, over a period of time.

Accountant 52

Accountant Book-building Financial Services Business 52

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive advisor to data analytics solutions and services firm Waypoint, Inc. in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Solganick & Co. Solganick & Co.

Consulting 52

Consulting IT Sale M&A 52

OfficeHours

JUNE 2, 2023

When you are a junior at a financial service firm, your job is to complete deliverables and take orders – nobody cares about your opinion, because quite frankly, you do not have enough seniority and experience in the field to the point where your opinion could be justified in any capacity. investment banking, private equity , VC, etc.)

Private Equity 162

Private Equity Equities Investment Banking Financial Services 162

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A 52

M&A Financial Services Business Broker 52

Razorpay

JANUARY 3, 2024

Seamless Onboarding, Integration and Sub-Merchant Account In e-commerce, services are sometimes provided in collaboration between businesses. If a portal partners with a payment aggregator, it will be called a merchant and can create sub-merchant accounts for AMCs.

IT 52

IT Accountant Bank Banking 52

OfficeHours

JUNE 2, 2023

billion fund, adding to its impressive $7bn AUM, the only where for the organization to go is up, and that goes for your bank account too. And with the firm recently closing a new $3.25 GTCR has invested more than $8.5 billion in over 200 companies and has generated gross realizations of $15.5 investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Equities Middle Market Funds 147

Razorpay

FEBRUARY 22, 2024

Whether you’re looking to acquire new customers, increase customer lifetime value, or revive dormant accounts, our platform has the perfect template for you. Our solution is trusted by brands such as Junglee Games, Kotak securities limited, DMI finance pvt ltd, and Capfloat Financial Services Private Limited.

Engineering 52

Engineering Collaboration Bank Banking 52

Wizenius

JULY 26, 2023

In the past, before foreign banks entered India and the rise of MBA programs, Chartered Accountants (CAs) dominated the financial services sector and finance jobs. Additionally, they are skilled in financial analysis, audit, and taxation, which are highly valuable in investment banking. Key areas to focus on include: a.

Investment Banking 52

Investment Banking Investment Bank Banking 52

M&A Leadership Council

FEBRUARY 13, 2024

Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. Concept of Integration.

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

Razorpay

JULY 20, 2023

In order to support the financial needs of a community such as a village or a specific community, people come together to pool resources and provide banking services such as loans, savings accounts etc. These funds serve as the primary source of capital for the bank’s lending activities and other financial services.

Bank 69

Bank Banking Financial Institution Capital 69

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader.

Asset Management 62

Asset Management Sale M&A Investment Banking 62

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Prior to this, he worked in an execution sales and account management role at Société Générale, and before that was VP of sales trading at Merril Lynch.

Sale 62

Sale Management Trading Portfolio Management 62

The TRADE

NOVEMBER 17, 2023

While many predicted the impacts of Brexit could have been catastrophic, the reality is that financial services in Europe were previously skewed too heavily towards the City. Financial services were over-centred in London. Not much has changed, apart from perhaps the way some firms communicate with the sell-side.”

Trading 67

Trading Financial Services Accountant IT 67

Software Equity Group

MARCH 26, 2024

Among its seven SaaS acquisitions over the past year, the firm’s portfolio includes business productivity software providers Sumo Logic and New Relic along with GreenSlate, an accounting and payroll software developer. Thoma Bravo According to DealRoom , Thoma Bravo is listed as the eighth-largest global private equity firm.

Private Equity 52

Private Equity Equities Investment Portfolio 52

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career. investment banking, private equity , VC, etc.)

Finance 130

Finance Finance Economics Private Equity 130

The TRADE

APRIL 30, 2024

Over the past two decades, several critical financial market regulations have been implemented globally, particularly in response to the 2008 Global Financial Crisis (GFC). The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 67

Financial Institution Financial Market Risk Management Bank 67

Razorpay

NOVEMBER 24, 2023

This strategic move serves a dual purpose: to reduce the cost of financial services and, more notably, to kindle innovation within the Indian financial market. Improved cash flow Credit Lines on UPI provide merchants with the flexibility to accept payments even when their account balances are low.

Accountant 52

Accountant Utilities Sale Bank 52

M&A Leadership Council

JUNE 8, 2023

Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. Concept of Integration.

M&A 59

M&A Accountant Media IT 59

Growth Business

MAY 23, 2023

The UK’s fintech industry continues to grow thanks to a combination of many factors, including London’s existing standing as a centre of financial excellence, globally respected regulatory frameworks, as well as good education and infrastructure. Financial services contributed £132bn to the economy in 2019, which equated to 6.9

Engineering 56

Engineering S&P Finance Finance 56

Razorpay

OCTOBER 26, 2023

With a diverse background in Key Account Management, SME Sales, Growth, and Business Analytics, Ayush is no stranger to the intricacies of the SME world. It includes cash, inventory, accounts payable, accounts receivable, short-term loans, and more. His mission?

Management 52

Management Business IT Bank 52

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career.

Finance 130

Finance Finance Economics Private Equity 130

Wall Street Mojo

FEBRUARY 9, 2024

Though these portfolios consider risks and liabilities, they usually do not account for non-financial risks that companies/stocks may carry—operational, reputational, and strategic. The replicating portfolio concept is widely used in financial markets. Such portfolios enable timely financial reporting.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The Deal

FEBRUARY 7, 2024

The combined entity will operate through a single accounting team, gaining efficiencies for their filings, Penn said. BlackRock lowered their base management fee to 1.25% from 1.5%

Middle Market 52

Middle Market Management Capital Mergers 52

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Stein highlights the role of AI in gathering and analyzing information from various sources, such as financial statements, bank accounts, and public records.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130