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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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Create Successful Marketing Automation Campaigns for Healthcare

Perficient

When most people think about marketing automation, they think about sending emails to contacts. But, what can you really do with the right marketing automation tool? With that being said, how can marketing automation benefit the healthcare industry? Why is it important for healthcare companies?

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Reimagining The Bank As A Technology Company

PYMNTS

“Banks are technology companies,” Rio Tinto recently told PYMNTS. ” For many FIs that have lagged in their DX efforts, the current market climate is a rude awakening to the importance of modernization. “There’s no way around it; the bank is a technology company,” he said.

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6 Steps To Be a Better Trusted Advisor During This Trade War

South State Correspondent

There have been few times in modern memory when small businesses and middle market companies faced so much uncertainty in the market. Step 1: Get a Leader The first move is to appoint a banker to lead the effort of managing news flow, insight, and execution. businesses find themselves navigating complex economic waters.

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Forrester Research Report: How Sales and Marketing Intelligence Drive Improved Business Outcomes

Fact: Only 8% of sales and marketing professionals say their data is between 91% - 100% accurate. In 2019, DiscoverOrg commissioned Forrester Consulting to evaluate sales and marketing intelligence practices in the B2B space. of companies achieved a score indicating maturity in data management practices in the space.".

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The Role of Sales Enablement in Investment Management

Perficient

Sales enablement is a strategic approach to align sales, marketing, and operations around the common goal of equipping salespeople with the right resources, tools, and processes to sell effectively and support clients. Sales enablement technology can help companies reinforce and drive processes around their sales enablement strategies.

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Perficient Names Five Area Vice Presidents, Expands Executive Leadership Team

Perficient

Perficient’s AVPs represent a cross-section of the firm’s end-to-end digital consulting portfolio, and will provide leadership and strategy for areas including management consulting, cloud platform solutions and integration technologies, custom software development and mobile solutions, and optimized global delivery capabilities.

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Foundational ABM Building Blocks

Account-based marketing (ABM) is a key strategy for driving sustainable growth. Today, many B2B companies use ABM teams or technologies to make sales. Watch this webinar with Rachael Foster, Director of Account-Based Experience at ZoomInfo, and Dan Dolph, Manager of Account-Based Experience at ZoomInfo.

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Best Practices for a Marketing Database Cleanse

Multiple industry studies confirm that regardless of industry, revenue, or company size, poor data quality is an epidemic for marketing teams. As frustrating as contact and account data management is, this is still your database – a massive asset to your organization, even if it is rife with holes and inaccurate information.

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Everything You Need to Know About Crypto

Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy

With 20% of Americans owning cryptocurrencies, speaking "fluent crypto" in the financial sector ensures you are prepared to discuss growth and risk management strategies when the topic arises.