Explore the ins and outs of accounting integrations and the strategic benefits of embedding deeply into your customers’ financial operations. Against the backdrop of a competitive…
How your bank’s client-facing teams should position the benefits of virtual cards to support the transition away from checks. Digital payment methods, like virtual cards, are…
Dive into our research and tactical guidance on how credit specialists can make better use of data to optimize loan size, price, and eligibility. Limited time?…
5 considerations for neobanks to improve their underwriting practices and offer higher limits with examples from Brex, Parker, Ramp, and Rho. Credit card underwriting is a…
We caught up with Antoine Azar, Director of Engineering at Brex, to discuss his experience on Codat’s Product Advisory Board and how Brex’s partnership with Codat…
In this interview, we sat down with Chello’s Donald Milam and Zach Kelly to talk about their company’s mission to provide better banking solutions for healthcare…
Learn what happens behind the scenes of Codat’s bank transaction categorization engine. One major hurdle in using new technology to boost decision-making and efficiency in business…
We spoke to Extend’s CTO, Jonathan Bailey, about their goals for 2024, the latest trends in the spend management space, and how their partnership with Codat…
Meet Chip Mahan, Global Head of Fintech, Payments, and Banking at Sage. Below, Chip shares insights into the current trends shaping the industry, their role on…
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