Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. This is particularly valuable for companies with varied lines of businesses, semi-autonomous business units, or units acquired through mergers and acquisitions.

Management 340

Management Customer Experience Technology Innovation 340

Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

Abrigo

FEBRUARY 6, 2025

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.

Compliance 195

Compliance Technology Operations Risk Management 195

Perficient

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As ” Prakash Chembai, AVP of India global delivery operations. and China global delivery and management consulting. Ostasz, AVP of U.S. Ostasz, AVP of U.S.

Leadership 531

Leadership Denver Charlotte Ohio 531

Perficient

MAY 27, 2022

However, in this blog, we will discuss the regulatory landscape surrounding cryptocurrency from an asset manager or fund manager perspective. New York’s BitLicense requirement therefore applies to investment managers who issue digital coins or otherwise act as an exchange platform regardless of where the buyers are located.

cryptocurrency 332

cryptocurrency Regulation Management Bitcoin 332

Perficient

MARCH 17, 2025

We are witnessing the integration of AI, the rise of hyper-personalization, and the adoption of advanced digital platforms, all of which are revolutionizing operations and client interactions. Our experts have identified the most impactful trends across banking , wealth and asset management , and payments.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

MAY 12, 2023

enables companies, governments, and public sector agencies to use innovative digital technologies, smart automation, and advanced analytics to transform operating processes. Supporting large, cross-industry Supply Chain firms, he has a PMP certification and is a Six Sigma Green Belt project manager. is starting. Industry 4.0

Management 275

Management Industry Innovation Operations 275

South State Correspondent

MARCH 24, 2025

There have been few times in modern memory when small businesses and middle market companies faced so much uncertainty in the market. These conditions not only impact business operations but also raise critical questions about liquidity, creditworthiness, supply chain stability, and growth strategies.

Risk Management 195

Risk Management Resources Management Marketing 195

Perficient

JANUARY 19, 2021

The order management/customer service team are the ones that make revisions. The overarching question for the approach is based on operational efficiency. Order Revision Action Plan: Customer Service (Order Management Group) cancels the Sales Order/Line or makes a change to a specific line. These are revisions. Conclusion.

Management 360

Management Leadership System Operations 360

Perficient

FEBRUARY 10, 2021

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.

Management 294

Management Resources Strategy Tools 294

Perficient

FEBRUARY 10, 2021

Solutions like telemedicine, secure patient data management platforms, and prediction software incorporating big data and IoT are becoming increasingly integral to the success of healthcare companies, and the pandemic is accelerating their development. Security, Data Privacy, and Intellectual Property Protection.

Software 294

Software Innovation Company America 294

PYMNTS

DECEMBER 14, 2020

The problem with this strategy, however, is that when every company is looking get paid more quickly but pay their own invoices later, B2B buyers and vendors quickly find themselves in a position in which their own cash flow goals contradict each other. Many Moving Parts. That's error-prone, very static, and takes a lot of time.".

Management 308

Management Strategy Data Tools 308

Perficient

APRIL 8, 2024

Addressing these deficiencies required a comprehensive approach, leading to the establishment of critical programs like the US Bank Holding Company (BHC) regulatory and comprehensive capital analysis and review (CCAR) program. Supporting the change management team in building a robust governance structure for program PMO activities.

Compliance 221

Compliance Management Guidelines Risk Management 221

Perficient

OCTOBER 24, 2024

As noted at the time by the OCC, advances in computing capacity, increased data availability, and improvements in analytical techniques have significantly expanded opportunities for banks to leverage AI for risk management and operational purposes.

Regulation 221

Regulation Risk Management Compliance Fraud 221

Perficient

FEBRUARY 12, 2025

Recommended Approach : Payment companies should adopt and expand real-time payment solutions, leveraging networks like FedNow and RTP. By focusing on these key areas, companies can effectively manage the challenges and opportunities presented by the widespread adoption of real-time payments.

Trends 221

Trends Payments Compliance blockchain 221

Perficient

NOVEMBER 19, 2024

If passed as-is, the Japanese government would designate the AI systems and developers that are subject to regulation; impose obligations on them with respect to the vetting, operation, and output of the systems; and require periodic reports concerning AI systems.

Regulation 221

Regulation Guidelines System Compliance 221

Perficient

FEBRUARY 27, 2025

Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences. These steps include identifying strategic partnerships and collaborating with fintech companies and non-financial platforms that align with their goals.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Abrigo

NOVEMBER 13, 2024

Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. However, recent data from Abrigo shows that privately held companies across the U.S. Leverage actually decreased, showing that companies are not overextending themselves. A recent U.S.

Lending 221

Lending Meeting Data Risk Management 221

Perficient

AUGUST 23, 2021

Internally, data creates the foundation for increased analytic application of fraud detection, at-risk customer behavior, and improved cross-functional process management. Increasingly, customers engage with companies that demonstrate authentic knowledge of their relationship – and this requires data. by the middle of the 2020s.

Data 508

Data Analytics Trends Fraud 508

South State Correspondent

OCTOBER 16, 2024

To support debit card operations, a bank gets charged a myriad of transaction charges and maintenance fees from the card rails (Visa, Mastercard, Discover, etc.), This is an excellent early management position for an up-and-coming banker. The debit card product manager would also produce a set of KPIs to track and improve performance.

Cards 195

Cards How To Fraud ATM 195

South State Correspondent

MARCH 3, 2025

Understanding the drivers of banking consolidation is imperative when managing bank performance. The Act also allowed bank holding companies to acquire failed banks across state lines. These two acts took the governors off around how banks managed deposits. In this article, we break down the lessons from this long-term trend.

FDIC 195

FDIC Trends Management ATM 195

Perficient

OCTOBER 15, 2024

Banks process an astronomical amount of sensitive information daily—think trillions of transactions annually—and they need to manage that data efficiently and securely. Financial services companies like AXA and ABN AMRO rely on these tools to handle everything from compliance workflows to data lineage mapping.

Tools 221

Tools Data Compliance Regulation 221

Perficient

DECEMBER 18, 2023

In the fast-paced realm of finance, the significance of regulatory risk and compliance management practices cannot be overstated. Legal Obligations and Regulatory Frameworks It is well-known that financial institutions operate within a complex web of laws and regulations. This ensures a seamless and compliant global operation.

Regulation 473

Regulation Compliance Exercises Guidelines 473

South State Correspondent

APRIL 2, 2025

Rising production costs led some companies to downsize or relocate operations outside the U.S. Community banks can offer short-term and bridge loans to help clients cover increased costs until supply chains stabilize and working capital loans to support clients in managing operational expenses amid fluctuating costs.

Community Bank 221

Community Bank Community Policies National 221

Perficient

OCTOBER 28, 2020

Project Management Lead, Patrick Schwierking – Vice President, Sales & Field Operations, and Joel Stanesa – General Manager. PRFT colleagues pictured: Erin Rushman – Director of Delivery, Client Services, Jody Payne – Sr.

Groups 493

Groups Management Operations Company 493

South State Correspondent

SEPTEMBER 20, 2023

The treasury or cash management customer is usually a bank’s most profitable customer on a risk-adjusted basis ( HERE ). In this article, we discuss cash management profitability and rank the most profitable industries for banks to go after. As such, operating accounts have low-interest rate sensitivity.

Management 195

Management Survey Industry Community Bank 195

PYMNTS

JANUARY 21, 2021

In an interview with PYMNTS, Avi Cohen , co-founder and CEO of FinTech company The Floor , said boosting digital offerings and bringing new ones to market demands quick decision making as banks seek to improve user experience and user engagement. Cohen asked. It’s unthinkable.”. Launching Into New Markets.

Management 303

Management User Experience Innovation Fintech 303

PYMNTS

DECEMBER 23, 2020

To that end, Luke Evans , director of account management and Peter Mollins , vice president of marketing at Spreedly , said "payments orchestration" can mean the difference between a merchant’s getting those digital goods to end users and allowing them to pay instantly, or losing the sale entirely.

Company 274

Company Payments Online Fraud 274

Perficient

JUNE 17, 2020

PSL), a nearshore software development company based in Medellin, Colombia. They are a purpose-led company who partners with its clients from nearshore locations to help them succeed on their most complex software development challenges.

Software 617

Software User Experience Meeting Resources 617

William Mills

APRIL 2, 2025

Fintech companies must be prepared to respond effectively when a crisis strikes. Whether its a data breach, regulatory scrutiny, or a service outage, the way a company handles a crisis can have a lasting impact on its reputation, customer trust and bottom line. Below are key steps fintech leaders should take when managing a crisis.

Company 60

Company Fintech social media Leadership 60

Perficient

SEPTEMBER 22, 2020

Every company that is trying to get their grips around what they have talks about Inventory control. Companies that are trying to understand what they need to meet their demands are looking into Inventory Controls. These operations have a cost related to them. Managers wanting visibility and understanding of their operations.

Resources 332

Resources Operations Meeting Management 332

Perficient

DECEMBER 8, 2020

Perficient has demonstrated success in building and managing applications using Google Cloud technology. We helped an American telecommunications company deploy GCP in order to scale the migration and deployment of workloads to a secure and reliable environment. Data Lake Modernization.

Google 493

Google Data Technology System 493

South State Correspondent

AUGUST 22, 2023

If one product is the future of banking, it is treasury management. With a competitive offering, it will be easier to attract the small business and mid-sized companies that a bank needs to fuel its core growth. The question is, how do you get more treasury management customers? It starts by targeting the right customers.

Management 195

Management Community Bank Survey Community 195

Perficient

JULY 12, 2023

Perficient provides risk management to more than 500 financial services organizations, many of whom have multiple bank regulators. The bank holding company and Federal Reserve member legal entities fall under the Federal Reserve as its primary federal regulator. Introduction It’s not you. It’s the guidance.

Management 221

Management Risk Management Regulation Compliance 221

PYMNTS

JANUARY 18, 2021

These factors are putting companies to the test, especially in how they handle their corporate finances. Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner.

Analytics 319

Analytics Data Risk Management Management 319

Perficient

MAY 26, 2021

In the session “Differentiating Your Brand for the Digital Era,” Scott will discuss how financial services companies can leverage digital technologies in new and innovative ways to create new value for consumers and businesses. Bridgit Chayt, SVP Director Commercial Payments & Treasury Management, Fifth Third Bank.

Fintech 462

Fintech North Carolina Charlotte Conference 462