Marketing automation is a smoking hot topic for financial services companies like banks, credit unions and mortgage companies. Here’s why. Financial institutions offer consumer and commercial products, as well as referral partners that drive sales, and each target segment requires a different approach to reach untapped consumers. This results in a lot of “marketing automation
A2A payments, green initiatives, embedded finance, low-code solutions, and the metaverse are in the spotlight Over the past two years, the payments market has faced more than one unprecedented challenge, starting with the pandemic, and ending with economic and political events, e.g., Brexit or the recent sanctions, aimed at Russia. Despite the unrest, market players
The financial planning process requires due diligence at every step to lay out the income, expenses, and goals based on one’s risk-taking capacity. However, there are certain thumb rules that one may use to bring the personal finances on track. Once accustomed to the rules, proper financial planning exercises can be conducted to bring savings
Recent numbers tell the story of data breaches and SMBs. The Allianz Risk Barometer says global businesses are more worried about cyber risks than even the pandemic. So, what does an enterprise do? How do they protect their hard-earned assets from a cyber-attack? Or a data breach that costs? Here are some more small business
The advancement of technologies expectedly leads to growing client requests, stimulating the Fintech industry to keep up with the times and be quick in offering popular services. The last year spurred a substantial transformation in financial technologies and highlighted issues that need to be addressed in the nearest future. Here is an overview of Fintech
The financial sector is entering a new phase in its evolution, as shifting banking methods herald a change in the way businesses send, receive, and process payments. The accelerated advancements of financial technology in recent years have given rise to lower operational fees, API-enabled tools, and accessible cross-border payment, helping SMBs around the world gain
Key points Cutting your budget can help you better accomplish your financial goals. Budget cuts only work if you can stick to them. Common mistakes, such as being unrealistic in spending limits, could hurt your ability to accomplish your objectives. Check out The Ascent’s best credit cards for 2022 When you are hoping to accomplish
A global deal to ensure big companies pay a minimum tax rate of 15% and make it harder for them to avoid taxation has been agreed by 136 countries, the Organization for Economic Cooperation and Development said on Friday. WHY A GLOBAL MINIMUM TAX? With budgets strained after the COVID-19 crisis, many governments want more
The financial world is progressing as we speak. Today, financial data APIs are changing the game for financial analysis. These financial data platforms are built intelligently, benefiting anyone in the said industry. Professionals, in return, can access better insights and financial decisions. To prove how financial services peaked at their prime, here are our top
Evolving customer expectations alongside technological advances are driving innovation that prioritizes speed, near to real-time payments, frictionless transactions, and decentralized models. Compounded by the pandemic, the significant growth of digital commerce has led to record payment volumes in most markets. At the same time, market competition is driving fee decreases, a challenge to traditional players
From the tax preparer who provides guidance that will help ensure their clients are in the most advantageous position next tax season, to the bookkeeper who advises on expected cash flows, and everywhere in between, everywhere you look today, data drives insights and decisions. But the concept isn’t a new one for accountants. Descriptive and
ACCA’s financial accounting has 3 subjects, Financial accounting (FA financial accounting), Financial Reporting (FR financial report), and Strategic Business Reporting (SBR strategic business report). ACCA can be simply understood as the elementary, intermediate, and advanced courses of financial accounting. According to ACCA, after learning FA, you can go to a company as a junior accountant,
