Accounting information system

New digital benchmarking research identifies Fidelity, Empower, TIAA and T. Rowe Price as top for retirement plan participant digital experience

Retrieved on: 
Thursday, September 14, 2023

NEW YORK, Sept. 14, 2023 /PRNewswire/ -- New benchmarking research from Corporate Insight identifies Fidelity, Empower, TIAA and T. Rowe Price as the top performers across desktop and mobile defined contribution (DC) plan participant experiences.

Key Points: 
  • NEW YORK, Sept. 14, 2023 /PRNewswire/ -- New benchmarking research from Corporate Insight identifies Fidelity, Empower, TIAA and T. Rowe Price as the top performers across desktop and mobile defined contribution (DC) plan participant experiences.
  • The 2023 DC Plan Participant Website and Mobile Experience Benchmark reports evaluate 18 leading recordkeepers across 230 desktop and mobile attributes, showing how firms stack up against one another in design, functionality and usability.
  • "Fidelity's design, navigation and account information across digital platforms place it #1 in both these reports," says Kara Sostar, Retirement Research Manager at Corporate Insight.
  • "In terms of the other top finishers, TIAA is the leader in website transaction capabilities, Empower has the best account information across both website and mobile platforms, and T. Rowe Price has the easiest app to navigate."

American Airlines' Derek Kerr and United Way of Metropolitan Dallas' Jennifer Sampson Appointed to the Comerica Incorporated Board of Directors

Retrieved on: 
Tuesday, February 28, 2023

DALLAS, Feb. 28, 2023 /PRNewswire/ -- Derek Kerr and Jennifer Sampson have been appointed to the Comerica Incorporated Board of Directors, effective Feb. 28, 2023.

Key Points: 
  • DALLAS, Feb. 28, 2023 /PRNewswire/ -- Derek Kerr and Jennifer Sampson have been appointed to the Comerica Incorporated Board of Directors, effective Feb. 28, 2023.
  • Kerr serves as the Vice Chair and Strategic Advisor of Texas-based American Airlines Group Inc. (AAG), and the President of American Eagle.
  • Sampson is the McDermott-Templeton President and CEO of the not-for-profit United Way of Metropolitan Dallas.
  • "Both Derek and Jennifer will bring specific skills, experiences and areas of knowledge to our Board," said Curt Farmer, Chairman, President and Chief Executive Officer, Comerica Incorporated.

Corporate Insight Announces Annual User Experience Awards in Banking and Credit Cards, Highlighting Importance of Budget Analysis and Wire Transfers

Retrieved on: 
Tuesday, January 10, 2023

NEW YORK, Jan. 10, 2023 /PRNewswire/ -- Corporate Insight, the leading provider of competitive intelligence and customer experience research to the financial services industry, today released its 2022 Monitor Awards in personal banking, and retail and small business credit cards. Now in its 24th year, the program recognizes digital innovation and best practices, awarding gold, silver and bronze medals in recognition of significant advances in web and mobile user experience over the past year.

Key Points: 
  • "In 2022, banks and card issuers acclimated to inflationary pressures and interest rate burdens by boosting budget analysis tools and features, helping clients better track their finances," said Olivia Jack, research manager at Corporate Insight.
  • Alongside useful How-To videos, USAA lets bank account holders build and auto-generate budgets or add sub-budgets to their general allocations.
  • The firm's best-in-class Wires & Global Transfers hub lets clients schedule immediate, future-dated and recurring domestic and international wires.
  • Chase is one of the only firms to allow clients to bypass trial deposit requirements by entering login credentials for an external bank.

Skip Raises $6.5 Million Seed Round to Build MEV Solutions

Retrieved on: 
Thursday, September 22, 2022

Skips infrastructure is designed to share MEV profits to validators, stakers, and protocols, while making it easier for traders to execute their strategies.

Key Points: 
  • Skips infrastructure is designed to share MEV profits to validators, stakers, and protocols, while making it easier for traders to execute their strategies.
  • It also protects users from gas wars, transaction spam, frontrunning and sandwich attacks, and other downsides of toxic MEV extraction.
  • Skip is dedicated to building infrastructure that enables blockchains to achieve long-term financial sustainability by harnessing Miner Extractable Value (MEV).
  • Skip is the first MEV infrastructure provider dedicated to giving blockchain communities control over how MEV revenues are captured and distributed.

J.P. Morgan Private Capital Appoints Luke Sikora to Growth Equity Partners Platform

Retrieved on: 
Monday, September 27, 2021

NEW YORK, Sept. 27, 2021 /PRNewswire/ -- J.P. Morgan Private Capital today announced the appointment of Luke Sikora as a Partner of its Growth Equity Partners platform.

Key Points: 
  • NEW YORK, Sept. 27, 2021 /PRNewswire/ -- J.P. Morgan Private Capital today announced the appointment of Luke Sikora as a Partner of its Growth Equity Partners platform.
  • "Luke brings years of growth equity investing experience across the consumer technology and enterprise software sectors," said Christopher Dawe, Managing Partner and Head of Growth Equity Partners at J.P. Morgan Private Capital.
  • About J.P. Morgan Global Alternatives & J.P. Morgan Private Capital
    J.P. Morgan Private Capital provides customized financing solutions for private companies across the capital structure and is comprised of a growth equity arm and a private debt business that spans corporate lending, distressed lending, special situations, and asset-based lending strategies.
  • J.P. Morgan Private Capital is part of J.P. Morgan Global Alternatives, the alternative investment arm of J.P. Morgan Asset Management.

BlackLine Surpasses 1,000 Customers Running On Oracle ERPs

Retrieved on: 
Thursday, September 9, 2021

LOS ANGELES, Sept. 9, 2021 /PRNewswire/ -- Accounting automation software leader BlackLine, Inc. (Nasdaq: BL) has surpassed 1,000 customers running on Oracle ERPs (enterprise resource planning systems). In addition, 15 of the Fortune 25 currently use BlackLine to automate financial close, accounts receivable and intercompany accounting processes, with many operating in a multi-ERP environment that includes Oracle ERPs.

Key Points: 
  • (Nasdaq: BL)has surpassed 1,000 customers running on Oracle ERPs (enterprise resource planning systems).In addition, 15 of the Fortune 25 currently use BlackLine to automate financial close, accounts receivable and intercompany accounting processes, with many operating in a multi-ERP environment that includes Oracle ERPs.
  • "Many of the largest companies in the world use BlackLine alongside Oracle ERPs because they realize adding BlackLine gives them greater control and visibility throughout the entire financial close process," said BlackLine CEO Marc Huffman.
  • As a global business with nearly 30 currency ledgers in Oracle, BlackLine also allows us to perform multicurrency reconciliations instead of only reconciling in US dollars."
  • Nathaniel Holycross, manager, financial analysis, consolidations and reporting, XPO Logistics
    Though more than 1,000 BlackLine customers are currently running on Oracle ERPs, BlackLine is ERP-agnostic, optimized for today's hybrid, changing and growing enterprise with direct integration to more than 30 different leading ERP and source systems.

American Financial Resources Gains Tangible Operational Savings Through Advantage Systems’ ApprovalSoft® Mortgage Accounting Solution

Retrieved on: 
Wednesday, August 5, 2020

Advantage Systems , a provider of accounting and financial management tools for the mortgage industry, announced that Parsippany, NJ-based American Financial Resources, Inc. (AFR) has realized significant operational savings through its use of the ApprovalSoft system to manage vendor invoices and streamline internal approval processes.

Key Points: 
  • Advantage Systems , a provider of accounting and financial management tools for the mortgage industry, announced that Parsippany, NJ-based American Financial Resources, Inc. (AFR) has realized significant operational savings through its use of the ApprovalSoft system to manage vendor invoices and streamline internal approval processes.
  • Lisa Gerhard, Accounting Manager at AFR, explained, Most of our vendors email their invoices directly to ApprovalSoft.
  • We designed ApprovalSoft to allow companies, like American Financial Resources, to streamline internal approval processes and easily manage any type of approvable event, said Brian Lynch, President and Founder of Advantage Systems.
  • Founded in 1986, Irvine, Calif.-based Advantage Systems is a provider of accounting and contract management tools for the mortgage and real estate industries.

Equation Technologies Launches Medical Practice Accounting Software Resource Center

Retrieved on: 
Tuesday, September 10, 2019

SAN DIEGO, Sept. 10, 2019 /PRNewswire-PRWeb/ --Equation Technologies launches new medical practice accounting software resource center to help medical practices improve productivity and maintain compliance with robust reporting, workflow automation and remote access to critical information 24 hours per day, 7 days per week.

Key Points: 
  • SAN DIEGO, Sept. 10, 2019 /PRNewswire-PRWeb/ --Equation Technologies launches new medical practice accounting software resource center to help medical practices improve productivity and maintain compliance with robust reporting, workflow automation and remote access to critical information 24 hours per day, 7 days per week.
  • Medical practices count on the ERP software implementation experts at Equation Technologies to cut costs and streamline business processes.
  • The medical accounting software resource center is an educational library created specifically for medical practice managers to learn how to create role-based workflows, automate HIPPAA-compliance and how to create automated internal controls and documentation so that medical practices are audit-ready.
  • Cloud-based healthcare accounting software delivers reporting and accounts payable efficiencies that immediately deliver the unique industry reporting required for multi-location facilities.

Sharp Promotes Moonsun Park To Chief Financial Officer

Retrieved on: 
Wednesday, November 28, 2018

As part of this role, Moonsun leads all financial functions, including general accounting, consolidation and reporting, financial planning and analysis, treasury, tax and accounts payable, among others.

Key Points: 
  • As part of this role, Moonsun leads all financial functions, including general accounting, consolidation and reporting, financial planning and analysis, treasury, tax and accounts payable, among others.
  • In addition, she manages the company's financial audit and its relationship with external auditors.
  • "Moonsun is a true business partner in matching up our sales and operational goals with strong accounting principles by implementing programs to help streamline those processes," said Ted Kawamura, CEO, Sharp Americas and Chairman, Sharp Electronics Corporation.
  • Sharp Electronics Corporation is the U.S. subsidiary of Japan's Sharp Corporation.