PYMNTS

DECEMBER 4, 2020

Still, she said she doesn’t expect the high numbers demonstrated by debit cardholders on Prime Day to continue for the holiday shopping season as a whole. “I Step 1: Educate The Members. That means CUs must train their staffs to educate members on exactly how to leverage a CU-issued card in a variety of digital contexts.

Education 89

Education Leverage Sales Numbers 89

Future CFO

AUGUST 13, 2024

True enough, the Finance function now is not just about crunching the numbers and making use of data obtained from traditional work, as AI-powered risk management has been deemed a game-changing approach against identity theft and other fraudulent activities.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 94

Leverage Planning Education Numbers 94

PYMNTS

MAY 22, 2020

These numbers are expected to rise as the pandemic spreads because fraudsters see any disruptions to normal operations as opportunities. I got an email just recently that said that my Social Security number had been frozen and to click ‘this link’ to unfreeze it.”. million in losses. Understanding the Scope of Financial Crimes.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. When you can answer those three questions, you then have an ability to start to ask how we most effectively leverage video experience to affect the goal for that audience at that touchpoint.

Banking 116

Banking Communication Prioritization Leverage 116

Nerd's Eye View

JUNE 6, 2023

We also talk about how Adam almost didn’t land his first job with Equitable because he didn’t do well on his insurance exams and only lucked into the job because a newly-hired manager happened to need one more insurance producer to meet his own numbers, how, in the early stages of his career, Adam wanted to work with business owners and (..)

Education 88

Education Concentration Planning Compliance 88

PYMNTS

APRIL 2, 2020

billion by 2025, with banks of all sizes leveraging such capabilities. This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. When number crunching is needed, however, data analytics can help. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Advertising 94

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. ID theft, in general, is behind 80 percent of all banking industry credit card losses, he noted.

Leverage 78

Leverage Risk Management Education Communication 78

PYMNTS

JANUARY 3, 2019

The interaction point comes amid a steady flow of data as devices, software and the continuum of commerce itself all play across any number of apps. “A Perhaps with some education, the change could come a bit faster. A revolution is going on within our industry,” Jeronski said. “We

Education 75

Education Sales Leverage Retail 75

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130

PYMNTS

NOVEMBER 23, 2020

For now, Vosburg said some level of education is in order. Rather, many banks are becoming more strategic with digital efforts and can leverage their deep relationships and resources to find new revenue streams amid the trend toward open banking. He pointed to bill payments and identity verification as examples. “We

Banking 117

Banking Nonprofit Financial Data Education 117

Barry Ritholtz

SEPTEMBER 18, 2024

Brian Portnoy : So you’ve pointed accurately to a number of studies on this and maybe it’s 75,000 or 90,000 I’d also point out that a dollar spent in Manhattan NY versus Manhattan KS those are very different conversations.

Education 110

Education Numbers Investments Planning 110

CFO News Room

DECEMBER 21, 2022

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? The efforts have yielded record customer engagement. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Ethoca , she said, “allows us to take a look and to educate each other when we [have] transactions [that] look fishy based on consumer behavior. The Fraud Factor.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

NOVEMBER 16, 2020

KeyBank’s strategy for fighting APP fraud is twofold, consisting of customer education and back-end authentication procedures. Fighting Fraud Through Technology and Education. Educating customers on APP fraud is the first step toward preventing it, Kakani explained. How The Pandemic Makes APP Fraud More Pernicious.

Education 72

Education Securities Banking Leverage 72

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. So, we take a very educational approach when dealing with clients and we have to explain what we’re asking for, why we’re doing it and how we’re going to be compliant with U.S. regulations.”.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

PYMNTS

SEPTEMBER 16, 2020

The COVID-19 pandemic’s negative effects are hitting almost every sector, and higher education is no exception. The following Deep Dive explores the pandemic’s effects on colleges’ student onboarding processes as well as how these digital shifts are altering educational institutions’ overall handling of data. institutions.

Education 56

Education Budgeting Securities Leverage 56

Centage

AUGUST 8, 2023

Plus, more team members will need to have input into the numbers that make up a company’s budget. If your spreadsheet leverages advanced functionality or programming within Excel, changes and updates can be a time sink. Scenario planning is useless if you can’t trust the numbers.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. With increased risk comes the need for increased duty of care. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

OCTOBER 30, 2020

Customers save debit and credit card information to their third-party payment accounts, enabling them to log into those accounts and have those payments charged to their cards without providing card numbers, card verification value (CVV) codes or other details to merchants.

eCommerce 77

eCommerce Leverage Retail Advertising 77

PYMNTS

OCTOBER 7, 2020

You need a number of tools in place to validate and authenticate that this person is in fact who they claim to be.” Historically, security has been looked at as a barrier to a better user experience, but with the technology that's available, it can now be leveraged as an enabler” for a better relationship between users and their FIs.

Securities 98

Securities Banking Healthcare Education 98

PYMNTS

JANUARY 24, 2020

Phishing is always the number one cause of [security] incidents, not only for DocuSign, but also for every other company I’ve ever worked for,” Emily Heath, chief trust and security officer for electronic signature provider DocuSign , noted in a recent interview with PYMNTS. Phishing attacks often take one of two forms, Heath explained.

Education 52

Education Securities Leverage Numbers 52

PYMNTS

NOVEMBER 16, 2016

household held five mobile devices, while, at the start of 2016, that number has increased to about 13. Fortunately, he added, with the emergence of Software-as-a-Service, “you can leverage someone else’s massive investment in technology and the cloud [to combat fraud], and you as the retailer can focus on what you need to do.”.

Sales 82

Sales Education Retail Accounting 82

PYMNTS

AUGUST 7, 2020

We saw significant upsurge in the number of signups — about five times growth in the first two months of Q2 versus Q1 for new registrations,” he said. “We The number of merchants recruited during the lockdown period pretty much doubled from what we had in January and February.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 56

Advertising Leverage Education eCommerce 56

Future CFO

SEPTEMBER 16, 2022

Test data management – Organisations can no longer use real production data for testing, development, quality assurance, or education, due to data privacy laws. Especially as companies seek to store sensitive data to leverage it for future commercial gain.

Compliance 98

Compliance CFO Securities Leadership 98

PYMNTS

NOVEMBER 6, 2020

The persona then for the non-attached over-indexes on age, income, education and geography, which should play well for the Walmart + subscription. It matches the income and education profile almost exactly. Geographically, around 40 percent live in either a rural area or a small town.

Entertainment 63

Entertainment Education Leverage Numbers 63

PYMNTS

AUGUST 2, 2019

Bad actors, she said, are perennially on the hunt for sensitive information such as Social Security numbers and birth dates — not to mention bank account numbers — that can, in combination, be leveraged to drain funds. Such analysis can find red flags amid IP addresses, phone number prefixes and email domains.

Communication 79

Communication Education Securities Accounting 79

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 52

Advertising Leverage Education eCommerce 52

Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”

Economics 105

Economics Construction Leverage Technology 105

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 79

Planning Communication Education Leverage 79

PYMNTS

NOVEMBER 23, 2020

A “Cloud Center of Excellence” will be constructed on AWS as part of the deal, organizing a collaborative build-out of a comprehensive education and certification initiative for over 3,000 Orange Business Services experts. Orange has also joined the AWS Channel Reseller Program, enabling it to resell AWS offerings to clients.

Technology 57

Technology Construction Education Leverage 57

Future CFO

APRIL 22, 2024

He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. He explains that from his perspective, one of the biggest challenges is to evolve from where they were—considering how they have been educated in schools. Finance impacts the rest of the business.”

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

MAY 21, 2020

FIs are working on a number of technologies to fight these financial crime attempts, however. For this month’s Feature Story, PYMNTS spoke with Gould about why a multilayered defense system that leverages both employee education and AI is the most effective tool at protecting FI customers from bad actors. . About the Playbook.

Education 52

Education Leverage Banking Numbers 52

PYMNTS

FEBRUARY 28, 2020

Dropbox’s digital fraud defenses have three prongs: automated tools, extensive education efforts and dedicated response teams that combat any online threat — and the company has seen some creative attempts. The number-one thing that we see is compromised credentials from another service being used against us,” he explained.

Education 52

Education Securities Numbers Accounting 52

PYMNTS

MARCH 1, 2017

This week, Barnes & Noble Education made its announcement that it will be acquiring MBS Textbook Exchange, LLC (MBS) for $174.2 At present, MBS is responsible for the highest number of higher education virtual bookstores and is one of the top used textbook wholesalers. Barnes & Noble Education’s CEO, Max J.

Education 43

Education Leverage Sales Marketing 43