The TRADE

JUNE 20, 2023

Active account requirements for swaps clearing proposed under Emir 3.0 Either policymakers in the EU incentivises the migration or legislators make it mandatory using controversial “active accounts”. Adding later: “If incentives don’t work we may have to use active accounts. It represents a thawing.

Accountant 98

Accountant Financial Services Trading IT 98

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 Finance Finance Accountant 52

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 85

Investors Financial Services Insurance Investment 85

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

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 64

Accountant Portfolio Management Management Risk Management 64

The TRADE

OCTOBER 25, 2024

There is a n interesting dynamic with in AI where it is accessible to all of us, but challenging to implement within financial services. As much as there are some really exciting things that we can do with AI, in financial services we have a lot of regulation and compliance that we need to think abou t.

Financial Services 64

Financial Services IT Transportation Trading 64

Razorpay

OCTOBER 25, 2024

Navigating Complex Payment Flows As a financial services provider operating in the highly regulated BFSI (Banking, Financial Services, and Insurance) sector, Rupeezy faced a unique set of challenges. SEBI requires every transaction initiated by a customer must be made from their registered bank account.

Financial Services 52

Financial Services Accountant Funds Bank 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

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 Finance 98

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

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

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

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 Capital Sale 52

Beyond M&A

DECEMBER 18, 2024

Financial services, too, are ripe for disruption by Agentic AI. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. Like ChatGPT, you need to register an account, and youre ready. Depending on the output, theres a chance this could be vital.

Investors 130

Investors Investment Healthcare IT 130

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 Business Underwriting 52

Razorpay

SEPTEMBER 27, 2024

To comply with SEBI’s guidelines, Razorpay’s Third Party Verification (TPV) integration enabled Fisdom to verify customer bank accounts, significantly reducing customer-related payment failures while enhancing their satisfaction. This integration led to a significant reduction in customer-related payment failures.

Accountant 52

Accountant Bank Banking Financial Services 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. Wilkes began his career as an account manager at Targetbase Claydon Heeley and also held a senior analyst position at Goldman Sachs.

Bank 64

Bank Banking Sale Trading 64

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 Banking 52

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. Wilkes began his career as an account manager at Targetbase Claydon Heeley and also held a senior analyst position at Goldman Sachs.

Sale 64

Sale Bank Banking Asset Management 64

Razorpay

MAY 27, 2024

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. With a robust CBS, banks can manage various account activities like deposits or withdrawals, loans, payments, information like account balance and more.

Bank 52

Bank Banking Accountant Business 52

Francine Way

JULY 20, 2017

The disadvantage is its narrowness in meaningful usage: it is only meaningful when used on businesses where tangible assets constitute the bulk of the enterprise value (such as an auto parts wholesaler / retailer) or when the assets are primarily cash or liquid assets (such as banks and financial service firms).

Valuation 130

Valuation M&A Business IT 130

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

MAY 23, 2024

Digital assets market maker B2C2 has partnered with Swiss online banking and financial services provider Swissquote to deepen liquidity on the latter’s exchange. Users are able to trade, hold, and transfer crypto assets in their Swissquote account, backed by the security associated with a regulated Swiss bank.

Trading 52

Trading Financial Services Collaboration Banking 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

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 Business Financial Services 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

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.

Sale 64

Sale M&A Asset Management Investment Banking 64

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

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 Banking Bank 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

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 64

Sale Management Trading Portfolio Management 64

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 69

Trading Financial Services Accountant IT 69

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. This is where Razorpay came into play.

Banking 59

Banking Bank Financial Services Insurance 59