Thoughts and Reports

Lending

Video: 5 expert tips for using Codat in underwriting

Join underwriting specialist Adam as he offers insightful tips for lenders on using Codat to enhance your credit risk strategies.

Banking

How mid-market businesses feel about sharing data with banks, according to 500 of them

Curious about how businesses feel about digital data sharing? Dive into our latest research below. Executive summary This article reveals insights from hundreds of mid-market U.S.…

Banking

Video: JP Morgan and Codat discuss how banks can transform B2B payments

Why do B2B payments still lag so far behind consumer payments? Codat’s CRO Joey Rault sat down with Jesse Schwarz from JP Morgan at Money20/20 to…

Cross-Border Payments

The essential guide to accounting integrations for cross-border payment providers

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…

Banking

Research: What motivates mid-market businesses to adopt virtual cards?

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…

Payments

Guide: Leveraging data to increase uptake of merchant capital offerings

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?…

Lending

How to increase card spend through better credit card underwriting practices

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…

Spend Management

Industry insider: Sit down with Brex’s Antoine Azar

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…

Banking

Industry insider: Sit down with Chello’s Donald Milam & Zach Kelly

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…

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