Global Banking & Finance

APRIL 16, 2024

How to Use AI to Optimize Customer Relationships Written by Venkata Mudumbai April 2024 In response to evolving customer expectations and increasing competition, it’s essential for financial services organizations to adopt a modern, customer-centric approach to service.

Financial Services 75

Financial Services Accountant Management 75

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 94

Investors Financial Services Insurance Investment 94

Growth Business

AUGUST 23, 2023

These systems help you see where expenses occur so that you can manage it. Automation speeds up the review, processing, payment and auditing of expense claims, making it easier for finance to manage expenses and budgets effectively. Cloud-based, expense software lets employees capture receipts and submit claims in real time.

Business 97

Business Accountant Management Corporation 97

Razorpay

JULY 11, 2023

What is a Current Account? A current account is a kind of deposit account for individuals and organizations that deal with a huge number of transactions. The scale of these transactions is too large for a regular savings account. Read more: What is a Current Account? What is RazorpayX?

Accountant 40

Accountant Bank Banking Business 40

Global Banking & Finance

AUGUST 29, 2024

Murray Campbell, Product Manager at AutoRek The strength of any financial organisation hinges on its ability to manage data effectively. In the financial services sector, where data permeates every facet of business operations, efficient data management is crucial for maximising value and minimising operational costs.

Financial Services 52

Financial Services Accountant Finance Finance 52

The TRADE

MAY 30, 2023

TS Imagine has expanded its team in the Asia Pacific with two new appointments from investment management fintech Enfusion. 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.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

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

Razorpay

OCTOBER 26, 2023

In the dynamic landscape of business, one fundamental aspect stands tall as the lifeblood of any enterprise – cash flow management. For small and medium-sized enterprises (SMEs), mastering the art of cash flow management is often the key to survival and success. His mission?

Business 52

Business Management IT Banking 52

Razorpay

OCTOBER 25, 2024

Offering a broad range of services, from mutual funds to intra-day trading and derivatives, Rupeezy needed a payment partner who could handle the complexities of financial transactions. SEBI requires every transaction initiated by a customer must be made from their registered bank account. The Answer?

Financial Services 52

Financial Services Accountant Bank Banking 52

OfficeHours

JUNE 2, 2023

More specifically, Blackstone has been chipping away at a lot of companies in the software industry, such as Cvent, which is the event and work-from-home management. 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. GTCR has invested more than $8.5

Private Equity 147

Private Equity Equities Middle Market Funds 147

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

The TRADE

JUNE 5, 2023

Jenkins has been head of trading at Polar Capital for three and a half years, joining in 2019 after serving with Highbridge Capital Management for five years as its head of European trading. Previously in her career she spent several years at Cantor Fitzgerald and Virtu Financial in equity sales trading roles.

Trading 52

Trading Accountant Capital Sale 52

Razorpay

MAY 23, 2023

Businesses have financial needs, too. They need to store money, avail loans and manage finances just like individuals. Regular retail banks provide financial services to individuals but are not equipped to service businesses. Get your corporate account now! Check out RazorpayX!

Retail 52

Retail Corporation Bank Banking 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

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. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 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

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Bank 64

Bank Banking Sale Broker 64

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm. It’s no longer all or nothing. It’s no longer relinquishing control.

Trading 64

Trading Management Asset Management Funds 64

The TRADE

JULY 1, 2024

For nearly five years, Wilkes served as the head of buy-side solutions sales and head of securities services sales in the EMEA region. Before that, he served as vice president and relationship manager for JP Morgan’s priority asset manager clients.

Sale 64

Sale Bank Banking Asset Management 64

The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Before joining RBC, Chalkley spent 11 years at NatWest Markets.

Sale 64

Sale Management Trading Equities 64

The Deal

FEBRUARY 7, 2024

The firm reported over $245 billion in assets under management as of July 1. In August, Creative made headlines when it acquired the personal finance management unit of Goldman Sachs Group Inc. 22 , the firm acquired Minneapolis-based CTB Financial Services Ltd., A week before acquiring the Goldman unit, on Aug.

Advisory 52

Advisory Accountant Management Financial Services 52

Razorpay

MAY 27, 2024

A core banking solution (CBS) is a software used by banks to manage primary operations. It is a centralized system that allows customers or businesses to carry out transactions from any branch rather than only from the branch where the account was opened. Core banking solutions help in efficient documents and record management.

Bank 52

Bank Banking Accountant Business 52

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. 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.

Sale 64

Sale Asset Management M&A Investment Banking 64

Razorpay

JANUARY 15, 2025

Debit Card EMI is a financial service offered by banks and financial institutions that allows debit cardholders to split high-value purchases into manageable monthly instalments. Criteria: Banks assess account balance, transaction history, and spending patterns to determine eligibility. What is Debit Card EMI?

Bank 52

Bank Banking Accountant Finance 52

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

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

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. Retirement planning to secure their financial future.

Bank 52

Bank Banking IT Management 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. He has a diverse background, starting from working at UPS to eventually becoming a client business manager at AT&T. They build unique models for people. Here's what it is."

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

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 71

Engineering Finance Finance S&P 71

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. NBFCs’ reliance on agents and other companies to find consumers and manage loans is an operations-heavy game.

Accountant 52

Accountant Book-building Business Financial Services 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. As companies anticipate an economic downturn, senior management becomes proactive, cutting resources where people are not absolutely necessary to keep the company running. and how our process works.

Finance 130

Finance Finance Economics Private Equity 130

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 Banking 52

Razorpay

SEPTEMBER 17, 2024

With verticals spanning across lending, banking, investments, and personal financial management (PFM), Jupiter aims to redefine convenience for its customers. Known as the “All Things Money App,” Jupiter is committed to delivering seamless financial services in the digital age.

Banking 59

Banking Bank Financial Services Insurance 59

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Razorpay

JANUARY 3, 2024

Seamless Onboarding, Integration and Sub-Merchant Account In e-commerce, services are sometimes provided in collaboration between businesses. Suppose a wealth management portal hosts several asset management companies (AMCs). This will enable the portal to manage payments on behalf of the AMCs.

IT 52

IT Accountant Bank Banking 52

Software Equity Group

AUGUST 20, 2024

a provider of practice management software for dental professionals in Canada; the March 2024 purchase for $15 million enterprise value (EV) of TDO Software Inc., a company in the Enterprise Resource Planning (ERP)/ Healthcare sector that provides endodontic practice management software and related mobile applications for U.S.

Investment 52

Investment Management Acquisitions Business 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Valuation 52