The Motley Fool

MAY 2, 2024

Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment. Favorable development in the first quarter this year was most notable within our International Professional Liability and Marine and Energy product lines.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

MARCH 20, 2024

For the fourth -- third aspect, in terms of loan collection, we will strengthen collaboration with financial institutions, expand the scope of legal action, and improve its efficiency. I also served as the deputy general manager of a consumer finance company in Chongqing, overseeing comprehensive risk management for consumer finance.

Assets 130

Assets Financing Finance Leveraging 130

The Motley Fool

MARCH 20, 2024

On top of this solid base, we're providing additional products and services in collaboration with licensed financial institutions, which generates high incremental margins as these revenues are recorded on a net fee basis. Finance costs were 3.5 Net losses from investments and others were 6.7 Interest income was 3.9

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

MARCH 26, 2024

Harrison Masters -- Director, Investor Relations and Strategic Finance Good afternoon and welcome to nCino s fourth-quarter fiscal 2024 earnings call. With me on today's call are Pierre Naude, nCino's chairman and chief executive officer; Greg Orenstein, chief financial officer; and Josh Glover, president and chief revenue officer.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

AUGUST 28, 2024

Our domestic interest rates further go down, we will engage in differentiated collaborations with more financial institutions that have complementary risk preference, balancing risk and scale to enhance returns. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Assets 130

Assets Financial Institutions Funds Shareholders 130

Hedgestone

JULY 6, 2023

Due diligence involves thoroughly examining the business’s financials, assets, and liabilities to ensure that you’re making an informed decision. Liabilities: Review the business’s liabilities to understand what debts it owes and to whom.

Due Diligence 52

Due Diligence Liabilities Legal Finance 52

The Motley Fool

MAY 23, 2024

[Foreign language] In terms of funding costs, we continued to bringing in more financial institutions with strong, comprehensive capabilities. In the first quarter, we established a partnership with several nationalwide large-scale institutions, further increasing the proportion of funds from national-level financial institutions.

Assets 130

Assets Financial Institutions Leveraging Liabilities 130

The Motley Fool

MAY 7, 2024

While ramping our previously booked programs as a top priority, we're also focused on the significant embedded finance opportunities right before us, like the $2 trillion market for accelerated wage access or AWA. Our revamped sales efforts are beginning to pay off as the new embedded finance customers gain traction. Over to you, Mike.

Banks 130

Banks Financing Finance Financial Institutions 130

The Motley Fool

FEBRUARY 6, 2024

We are a publicly traded operating company committed to the continued development of the Bitcoin network through activities in the financial markets, advocacy, and technology innovation. And three, debt financing. That wasn't a new asset then, but it was certainly a revolution in finance. Two, equity issuances.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

MAY 14, 2024

Speaking of progress, we have advanced in the financing portion of the transaction. We see the strong support through the extension of bank financing commitments to seven more high-caliber financial institutions. The deal was more than two times oversubscribed with the revolver successfully upsized by 50% to 750 million.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Taxes Financial Institutions 130

The Motley Fool

FEBRUARY 13, 2024

Michael Kreindel, our co-founder and chief technology officer; Yair Malca, our chief financial officer; Shakil Lakhani, our president in North America; and Rafael Lickerman, our VP, finance. In some cases, we directly leverage our strong balance sheet to support physicians by providing financing option ourselves.

Financing 130

Financing Finance Accounting Capital 130

The Motley Fool

JULY 26, 2023

Upon closing, Home Point bonds will be assumed as part of our financing structure and will benefit from the same guarantee as our other bonds. Additionally, our preferred source of long-term debt financing is the high-yield market, and we just don't view current spreads as consistent with our strong credit profile. Good morning.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

Hedgestone

JULY 1, 2023

Step 1: Determine Your Budget and Financing Options Before you start looking at businesses to acquire, you need to determine your budget for the purchase. Once you have a budget in mind, you’ll need to consider your financing options.

Due Diligence 52

Due Diligence Legal Finance Financing 52

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

OCTOBER 23, 2024

While we had unit volume growth, we did experience a reduction in ASPs primarily due to the impact of financing incentives. As a reminder, we are providing these incentives primarily using third-party banks and financial institutions and recognize the cost of these incentives as an upfront reduction to revenue.

Investors 246

Investors Companies Financial Institutions Finance 246

The Motley Fool

JULY 27, 2023

And we've established an exclusive partnership with Australian lender, Grow Finance, to introduce credit cards to their small business customers later this year. These entities will leverage our smart and consumer permission data to drive increased financial inclusion and make digital interaction simpler and safer.

Banks 189

Banks Leveraging Taxes Accounting 189

Fortune Financial

APRIL 11, 2024

The reality of unclaimed 401(k) funds is a critical issue in personal finance, affecting many who’ve gone through job changes, company mergers or administrative lapses. We suggest you work with an advisor to confirm the money is being sent to the receiving financial institution and doesn’t land in your personal account first.

Education 59

Education Taxes Consulting Consultants 59

The Motley Fool

MAY 2, 2024

Operator instructions] I now like to turn the call over to your host, Phil Winslow, vice president of strategic finance, treasury, and investor relations. Phil Winslow -- Vice President, Strategic Finance, Treasury, and Investor Relations Thank you for joining us today to discuss Cloudflare's financial results for the first quarter of 2024.

Capital 130

Capital Financial Institutions Financial Services Financing 130

The Motley Fool

JULY 26, 2024

Christa, over to you for your thoughts on our financial results and long-term outlook. Christa Davies -- Executive Vice President, Global Finance and Chief Financial Officer Thank you so much, Greg, and thank you so much for the partnership. My time at Aon was and will continue to be the highlight of my career. Thanks, Christa.

Capital 130

Capital Taxes Financing Finance 130

The Motley Fool

JUNE 6, 2024

independent dealers and distributors take advantage of inventory floor plan financing programs to fund their purchases as customary in our industry. We offer programs with third-party financial institutions, as well as through our Red Iron joint venture with Huntington Bank. The majority of our U.S.

Taxes 130

Taxes Leveraging Capital Finance 130

The Motley Fool

FEBRUARY 22, 2024

Finally, the Hong Kong division of a major multinational bank has chosen Iron Mountain to be its partner in a major transformation of its finance operations. This customer manages a large volume of finance documents and has outsourced this work to Iron Mountain with a goal of streamlining the process of checking and scanning these files.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Leveraging Assets 130

The Motley Fool

MAY 16, 2024

Many of the world's largest airlines, energy companies, financial institutions, along with government organizations, count on DXC for the systems at the heart of their business. The second priority is to further reduce debt levels, including significantly minimizing finance lease originations.

Resale 130

Resale Consulting Consultants Debt 130

The Motley Fool

NOVEMBER 20, 2024

A financial institution customer standardized on our firewalls, including an ELA, in a transaction for over $20 million after standardizing on our network security platform with SASE in fiscal year 2024. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 246

Leveraging Debt Investors Portfolios 246

The Motley Fool

MAY 2, 2024

Also, in this quarter, an existing Iron Mountain global financial institution customer signed a program deal to manage their secure ITAD, recycling, and remarketing requirements, including their remote workplace inventory for over 400 sites nationwide. This $300 million financing was well received and considerably oversubscribed.

Assets 130

Assets Capital Banks Leveraging 130

The Motley Fool

JULY 26, 2024

What big financial institutions are counting on from the Fed. Ricky Mulvey: If they're right, if you get the rate cuts though, you might have some more loan activity, financing activity. In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

OCTOBER 11, 2024

Last month, we announced a multiyear co-branded agreement with Volkswagen Financial Services. Starting in the first half of next year, we will be the preferred purchase financing provider for Volkswagen and Audi brands in the United States. And obviously, when commercial deposits come in, it brings cash with it.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 28, 2024

This path will lead to sustainable growth, profitability, innovation, and a great ability to capitalize on the fast-growing embedded finance market. As we previously discussed, we have overhauled our go-to-market operations to better capitalize on the embedded finance opportunities. The pipeline is extremely healthy.

Banks 100

Banks Financing Finance Professional Services 100

The Motley Fool

MARCH 13, 2024

They also plan to utilize UiPath to assist in their migration to SAP S/4HANA on RISE and to automate finance processes, with the goal of reducing complexity and vendor spend. This quarter, the Scottish government doubled their adoption of UiPath on renewal as they continue to automate core areas of finance and HR.

Leveraging 130

Leveraging Banks Finance Financing 130

The Motley Fool

NOVEMBER 23, 2023

This included upgrading the organizational structure of the off-line inclusive finance, in Chinese, [Foreign language] team, improving the sales management system, strengthening the cultivation of standardized talent, and enhancing the ability to accurately identify off-line customers. The Motley Fool has a disclosure policy.

Assets 130

Assets Banks Shareholders Funds 130

The Motley Fool

AUGUST 1, 2024

It's not just our core businesses like home search, purchase, servicing, refinance, title, personal finance. And one of the things that's always been the big opportunity for Rocket is the push into purchase and realistically, I think there's going to be a generational shift in terms of how consumers interact with financial institutions.

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

FEBRUARY 22, 2024

By leveraging AI, we will transform an industry that is ripe for innovation, establishing Rocket as the premier choice for clients and partners, including local real estate agents, mortgage brokers and financial institutions. So we completely believe that these will translate into financial metrics.

Companies 130

Companies Assets Leveraging Banks 130

The Motley Fool

DECEMBER 5, 2023

During the third quarter, we also implemented a new supply chain finance program. Participation in this program is voluntary for our suppliers and provides them with additional flexibility to finance payments due from Dollar Tree. This process will be managed by a third-party financial institution.

Taxes 130

Taxes Depreciation Leveraging Liabilities 130

The Motley Fool

AUGUST 1, 2024

The first example to highlight is a major contract signed with a large financial institution. On the bank's behalf, Iron Mountain is transforming how it captures both digital and physical documents and their associated metadata across all lines of business, including nonbanking internal documents like finance and HR.

Assets 130

Assets Banks Leveraging Depreciation 130

The Motley Fool

JULY 12, 2024

As managers of a large complex financial institution, we think about both the risks and the opportunities and work to be prepared for the downside while continually building our ability to serve customers and clients. Looking ahead, overall, the U.S. economy remains strong, driven by a healthy labor market and solid growth.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

NOVEMBER 14, 2023

billion of principal amount of loans outstanding were from channeling arrangements, which is lending by other financial institutions on our platform. And lastly, for the follow-up I had is that you mentioned a couple of times that you committed to investing within your means and will not raise any financing going forward.

Banks 130

Banks Financial Institutions Portfolios Financial Services 130

The Motley Fool

AUGUST 5, 2024

Representative of that, we closed our first Data-as-a-Service opportunity in EMEA to support a global network that allows financial institutions to send and receive secure messages and information about financial transaction. Graham O'Brien, our VP of FP&A, will take on the interim CFO role. Our net leverage ratio is 1.8

Accounting 130

Accounting Debt Liabilities Banks 130

The Motley Fool

JULY 18, 2023

One of our key priorities is the continued expansion of our multiproduct strategy across partners, distribution channels, and markets, allowing us to meet our customers how and where they want to be met and with a variety of financing solutions that address their specific financing needs in each interaction.

Accounting 100

Accounting Banks Capital Assets 100