Items include

cash management

Whitepapers
Dec 6, 2023
As the FedNow Service grows in momentum, we sat down with PCBB's COO - a payments expert and FedNow Service task force member - to understand how the service was developed, and what institutions should be doing now as they consider implementing.
Mar 1, 2023
Your customers aren’t going to wait for faster payments. The ability to clear and settle payments in real time provides money management flexibility and full access to immediate funds. Understanding the payment options available to you and how to get started implementing them can help pave the way to keep customers happy.
Webinars
Oct 18, 2023
Join PCBB and Fiserv for a 30-minute webinar to learn how you can automate your Canadian check clearings for a seamless experience, expedite your inclearing process and post items one day earlier.
BID Newsletters
Jan 23, 2024
A new study from Capgemini shows that business customers are increasingly in need of help with cash management. We discuss the biggest cash flow challenges for businesses and what solutions CFIs can offer those customers.
Nov 27, 2023
At a time of economic uncertainty, businesses can use more help managing their money. CFIs are responding with new and expanding treasury management services. We provide examples of CFIs that have launched these services.
Oct 11, 2023
Virtual account management technology solutions can help financial institutions speed up the process of opening business accounts, which can ordinarily take weeks. We review how CFIs can help their customers with these solutions.
Dec 16, 2021
Middle-market businesses ($10MM to $1B) may be overlooked by community financial institutions for a variety of reasons. However, now may be the time to reassess these customers. The Harvard Business Review found that many of these companies experience 10% growth YoY. We lay out the profile of this business, the competition, and three reasons why your institution should consider wooing these customers.
Jul 27, 2021
Overdraft fees have taken center stage lately. Ally Bank announced it will eliminate overdraft fees for its customers, while several other financial institutions have been redefining their overdraft approaches. We provide you with the current background on overdraft fees including the reasons why overdraft fees are in the spotlight right now.
Dec 17, 2021
Treasury management services are needed by businesses more than ever these days. Are you ensuring that all these opportunities are properly addressed? With 66% of small businesses stating that they face financial challenges, cash management is especially important. Here are three tips to fully support your customers with their treasury management requirements.
Apr 7, 2023
We could be heading into a recession, or we could be dodging a bullet. No matter the outcome, CFIs should find ways to protect their bottom line during this time of economic uncertainty. We detail some creative ways to make the most of your budget.
Nov 2, 2022
Money management and forecasting are top concerns for small businesses. CFIs can help small business customers deal with those issues by offering regular feedback and suggestions for improvement, thus helping avert more serious problems later.
Aug 10, 2022
The Federal Reserve has revealed the final timeline for its ISO 20022 standards, a new global messaging standard for financial transactions, which will now be implemented on a single day. As countries around the world embrace the protocol, cryptocurrencies are among some of the earliest adopters. We provide info on compliance deadlines and what steps your CFI may need to take to stay competitive.
Apr 1, 2019
Community banks almost universally enjoy seeing new banks open because it points to a thriving industry. On that front, de novo activity is gaining some momentum.