White Papers for Corporate Treasury and Finance Services

  • Preparing for ACA 2024

    If you or your company are new to ACA compliance, we have comprehensive assistance available, but this post is focused on newer ACA developments and helping veteran ACA-filers stay on top of their compliance.
  • Unlock the Secrets to Financial Mastery with Accenture's Latest Success Story

    Discover how Accenture, a titan in professional services, harnesses the synergy of technology and human ingenuity to conquer the complexities of global financial markets. Dive deep into a comprehensive success story that outlines how Accenture tackled formidable challenges in foreign-exchange...
  • Focus on Operational Agility to Achieve Success

    Although budgets for banks and credit unions in 2024 have already been established, it’s anticipated that the pace of growth will slow this year. Consequently, additional endeavors will be imperative to achieve revenue and bottom-line goals. To fulfill or surpass strategic objectives, it is...
  • Visa and Mastercard Proposed Antitrust Settlement

    Last week Visa and Mastercard announced a $30 billion settlement to a long-standing 2005 antitrust lawsuit. This lawsuit was brought forward by merchants and trade associations. If the settlement announced March 26, 2024 is approved by the courts, it has the potential to change how some...
  • Unlock the Power of Digital Payments: Discover How to Transform your Accounts Payables

    Helping Financial Professionals and Teams to optimize Accounts Payable supplier payments, generate new sustaining revenues, free up time for more important work and reduce the risk of fraud. Accounting and Financial profession is down over 300K employees and will lose another 200K by 2025....
  • Technology Trends Impacting Financial Institutions in 2024

    Innovation and finance have always been interlinked. From the birth of the personalized checkbook to the recent boom of AI and machine learning, finance has always been on the cutting edge of change – and that change is happening faster now more than ever before. Today, financial institutions...
  • Dodeca Spreadsheet Management System

    Dodeca Spreadsheet Management System is used by Fortune 100 companies to mitigate their spreadsheet risk for the Planning, Budgeting, Reporting, and Analytics requirements.
  • Selecting a global payments provider? Considerations for NGOs and Non-Profits

    Corpay Cross-Border’s Roy Farah, SVP, Global Payment Solutions, and Casey Rollins, Director of the NGO business vertical for North America, describe what NGOs and non-profits might consider when they are evaluating global payments solutions. In this conversation, they take us through the most...
  • Expanding Threshold for Automatic Rollovers

    Determine if you need to amend your retirement plan documents under the latest automatic rollover provisions from the SECURE 2.0 Act: The threshold for employers to cash out former employees’ retirement accounts has increased from $5,000 to $7,000. Inspira Financial can help set you up for...
  • Pierre & Company: Outsourced Treasury Management

    Pierre & Company is introducing Outsourced Treasury Management, a middle-office service for finance officers, fund managers, family offices, and other fund management entities who want to capture optimal returns on their cash reserves. A separately managed account (SMA) of laddered Treasury...
  • US: Sleepy Money Drives Record Bank Profits in Q3

    The rise in interest rates is driving bank profitability in a way not seen since before the Global Financial Crisis. Lower provisions have added further to the record figures. Banks’ Net interest margins continue to expand despite competition from money market funds.
  • The Art of Reconciliation in the Digital Era

    Today’s consumers expect a convenient, safe, and instantaneous customer experience. To keep up with the speed of digital transformation, merchants are expected to implement omnichannel strategies and offer a range of payment modes on multiple networks, from credit cards, to P2P, to mobile. As...
  • Will HR Be Replaced By AI?

    In recent years, artificial intelligence (AI) has been a topic at the forefront of many people’s minds. Surrounded by both intrigue and concern, the extent to which AI will replace human workers has been hotly discussed. In a recent survey of 1,000 employees, 69% reported that they fear...
  • Change Management and Automation: Gaining Buy-in and Smoothly Implementing Change in Your Workforce

    Change Management and Automation: Gaining Buy-in and Smoothly Implementing Change in Your Workforce.
  • Short-Term Investments Compared

    The turmoil in the banking industry in 2023 served as a reminder of the risks associated with counterparty concentration. While diversification of cash investments is a liquidity best practice, comparing various short-term investments requires investors to weigh the tradeoffs between safety,...
  • Take Control of Your Payments and Curb Fraud

    In recent years, payments fraud has been on the rise as fraudsters take advantage of increased digitization of work, shopping and general operations and communications. The mental impact of economic uncertainty on consumers and businesses alike also heightens vulnerability of potential victims.
  • The State of Automation in Finance 2023: Driving for Positive Change During Times of Instability

    Third Edition: An investigation into how finance leaders can become drivers for positive change during times of instability Yooz reveals key findings of their exclusive, global financial survey 94% of organizations are taking action to minimize the impact of inflation on the bottom line, but...
  • The ART of the Financial Close

    Discover the art of the financial close with this infographic. We’re giving our best tips for efficient reporting, enhanced accuracy, and streamlined workflows. Unlock the secrets to mastering financial close and optimizing your organization’s financial performance.
  • Managing Chargebacks in the Subscription Economy

    Our subscription economy research data shows the extreme proliferation of subscription billing across many different segments, such as TV & video and physical goods boxes, with growth of over 200% forecast between 2022 and 2026. At the same time, the rate of illegitimate chargebacks, also...
  • Boost Mastercard Case Study

    Case Study showing how Mastercard transformed its AP process worldwide through its partnership with Boost.
  • Aite Novarica Innovation in Cash and Liquidity Management

    Learn how BNY Mellon leveraged Intellect iGTB's capabilities to create a solution that offers a compelling customer experience This report provides useful advice and practical guidelines to reap the opportunities and explore the benefits that a forward-looking and transformational bank can...