#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

Payment processing is no longer just transactional. It’s now about weaving payments seamlessly into the customer journey. In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Layne Kight, Sr. Product Manager of Digital Payment Solutions at Deluxe, discuss customer expectations across industries like healthcare, utilities, and banking. They discuss how those industries cater to expectations, as well as practical ways the industry has improved over the past decade. Listen in to learn more.

#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)

#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)

In this episode, Craig Jeffery and Layne Kight discuss the definition and significance of closed loop payments, such as RTP. They discuss their processes and challenges, as well as strategies for efficiently managing diverse payment methods. Listen in to this conversation on the intricate layers of the world of payments.

Speakers:
Craig Jeffery of Strategic Treasurer
Layne Kight of Deluxe

Webinar: Securing Your Receipts | June 20

Webinar: Securing Your Receipts | June 20

Securing inbound payments and outbound payments continues to be top of mind for many companies. The risks of fraud and data breaches are at elevated levels and continue to rise. In 2022, 65% of financial professionals reported they were victims of either attempted or actual fraud. Fraud considerations on the receivables side are too often ignored or minimized. Securing inbound payments is vital.

This session will explore how you can assess the security processes and standards for payments flowing in through your lockboxes (paper and electronic). What are the common issues that create problems? How can these issues be controlled or mitigated? New security standards are needed to provide reasonable care and control over your inbound payments.

In this webinar, you’ll learn:
-Top considerations to keep in mind when designing an inbound payment process and evaluating services.
-Security questions to know and answers that are required.

Webinar: Future of Treasury in the Digital Age | June 22

Webinar: Future of Treasury in the Digital Age | June 22

The digital age is here and is helping to remake business generally and treasury specifically. While the digital age is bringing us immense increases in data, nearly unlimited scale of computing power, faster expectations for business processes, and growth and power of networks and service-oriented functionalities, payment fraud continues to pose a threat. Although criminals are taking advantage of the digital age to defraud companies, the use of technology is a massive benefit to those who use it effectively. This webinar will discuss treasury’s situation and several imperatives: leveraging the technology for flexibility, insight, visibility, efficiency, and control, as well as the need to scale up defensive technology and tactics to combat fraud.

Webinar: 2023 Treasury Perspectives Survey Results | April 20

Webinar: 2023 Treasury Perspectives Survey Results | April 20

Strategic Treasurer and TD Bank’s annual Treasury Perspectives Survey polls treasury and finance practitioners on their current perspectives, plans, and strategies on issues such as economic and geopolitical outlook, top concerns, credit use and availability, operations and benchmarks, staffing, regulation, bank relationship management, technology, and more. This webinar will cover key findings from the 2023 results and will discuss the primary implications of this data for organizations this year and beyond.