Codat - Guides

Guides from the Codat team

How to create new revenue streams in point-of-sale

PoS providers can look to value-adding features like accounting integrations to limit customer churn and open up new revenue opportunities in a tough market. Point-of-sale (PoS)…

Guides

Why banks need to rethink onboarding in the post-SVB era

In the wake of recent disruptions, new account applications are pouring in for banks—but are their onboarding experiences ready to capture this new business? It’s certainly…

Guides

3 top opportunities in business banking

Banks can gain a competitive edge by increasing operational efficiency, leveraging customer data in new ways, and adopting more value-adding services. Much has changed in the…

Guides

How to win in payments

Accounting integrations and bank feeds can help you add valuable services, reduce churn, and build a wider economic moat for your business. The payments industry is…

Guides

Tackling the churn problem in Point-of-Sale

This article was originally published on Finextra. Every year about 30% of restaurants go bust. The life of any hospitality or brick-and-mortar retail business is usually…

Guides

How to get your customers to share their data

For fintech providers looking to offer a truly integrated experience, here’s what you need to know to build a transparent authorization flow and ensure successful account…

Guides

How to take your payroll platform to the next level

Save your customers time and money by automating the payroll process. Payroll is usually a business’s most significant outgoing expense. It’s also a complex task, spread…

Guides

How to win in point-of-sale

PoS systems are quickly becoming merchants’ central financial operating systems. Here’s how you can make the most of the shift. What does it take to win…

Guides

Start-ups vs. SMBs: How you can underwrite both

Everyone’s talking about the differences between start-ups and SMBs. Here are the secrets to underwriting both effectively. Small businesses have historically been underserved by banks and…

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Guides

How to create new revenue streams in point-of-sale

Guides

Why banks need to rethink onboarding in the post-S...

Guides