Remove Books Remove Management Remove Operations
article thumbnail

Best Banking Books To Create The Modern Banker

South State Correspondent

One common question we field is recommendations of books to improve either bank performance or personal performance. To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. The book also contains the best appendix that you will ever read.

article thumbnail

5 Leading Digital Trends Shaping Wealth Management in 2025

Perficient

Driven by factors ranging from generational wealth transfer to technological advancements, Perficients Principal in Wealth and Asset Management, Gerardo Montemayor , provides valuable insights into the wealth management trends set to transform the industry in 2025.

Trends 221
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Ways to easily solve Order revisions in Oracle R12 Warehouse Management

Perficient

There are seven phases in total, but we will only consider the following five: Starting with a booked order, any change will need to be documented. The order management/customer service team are the ones that make revisions. Changes are only possible when the Order is in the “booked” phase. These are revisions.

article thumbnail

Investment accounting compliance: How technology helps

Abrigo

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Compliance with investment accounting and reporting requirements plays a central role in ensuring operational efficiency and regulatory adherence.

article thumbnail

How to Build a Bank Website For AI Agents

South State Correspondent

At present, we track 150+ AI agent platforms that households and business can use right now to manage banking products. While the public is currently focused on booking travel, restaurants and events, soon they will be using agents to optimize their banking. Why Build a Bank Website for AI Agents? The solution?

How To 221
article thumbnail

Navigating distressed & problem loans: Legal & borrower considerations

Abrigo

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. Credit losses are bound to occur on loans in a portfolio, given the nature and diversity of risk that banks look to take on their loan books. should be treated essentially the same.

Strategy 195
article thumbnail

Using EOS in Banking – A New Operating System

South State Correspondent

Likely, you do not have a common management framework at your bank. Maybe you practice some of the teachings in the seminal book Good to Great , you might work in Porter’s Five Forces, maybe you use an Objective and Key Results (OKRs) approach, or you might loosely use the McKinsey 7S Model. Some banks do. Some banks do.