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2025 Credit portfolio risk and balance-sheet management outlook

Abrigo

Likely trends are shaped by a dynamic rate environment The top issues facing executives managing credit portfolio risk and the balance sheet at financial institutions are shaped largely by the dynamic rate environment, according to Abrigos outlook for major trends in the year ahead. Navigate rate environment uncertainty with confidence.

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The Not So “Secret Sauce” of Data Analysis

Perficient

Every organization manages data internally that provides support in running the operations, as well as to provide enriched content to an external audience such as buyers or distributors. Finding the right tools to utilize for data analysis can be tricky and hard to understand, but resources like these can help you along the way.

Analysis 340
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[Guide] Developing a Thriving Investment Management Sales Enablement Program

Perficient

In an increasingly virtual and complex business environment, traditional selling and sales management methods at investment management firms don’t cut it anymore. To learn more about the role of sales enablement in investment management and the success criteria for an effective sales enablement program, download our newest guide.

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Writing Effective Credit Memos Efficiently

Abrigo

The lender needs to put forth an accurate and complete picture of the borrowernot only for the borrowers sake, but also for the financial institutions risk management. Relevant memos also consider managements actual ability to run the business. A credit memo may also be used for modifications, renewals, or annual loan reviews later on.

Analysis 195
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Pressure Points: How to Ensure Your B2B Pipeline Passes Inspection

This eBook highlights best practices for developing a pipeline management process that helps sales leaders and their team C.L.O.S.E you’ll see what we mean in this eBook) more revenue through data-driven prospecting, stage analysis, and subsequent sales enablement.

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How To Use Account Analysis Effectively (Part 1)

South State Correspondent

Data analytics combined with artificial intelligence is changing the strategy and tactics around account analysis and the analyzed checking account (which we will call a “transaction account”). Background on Account Analysis After the 2008 financial crisis, the Dodd-Frank Act was passed in 2010.

Analysis 195
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From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440
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How ZoomInfo Enhances Your Database Management Strategy

It's quite a process for marketing teams to develop a long-term data management strategy. It involves finding a data management provider that can append contacts with correct information — in real-time. Not just that, but also ongoing data hygiene efforts to keep the incoming (and existing) information fresh.

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How Preparation and Strategy Can Be Used to Fight and Defeat Any Ransomware Attack

Speaker: Karl Camilleri, Cloud Services Product Manager at phoenixNAP

Through a detailed analysis of major attacks and their consequences, Karl Camilleri, Cloud Services Product Manager at phoenixNAP, will provide you with best practices for attack prevention and recovery. During this session he will cover: Major attacks of 2021.