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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.

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Shifting from compliance to value with ISO 20022

Accenture: Banking

The new standard successfully launched globally in March 2023 with SWIFT CBPR+, and on the European Market Infrastructures of T2 (March 2023), Euro 1 (March 2023) and CHAPS RTGS (June 2023). Early data reveal a… The post Shifting from compliance to value with ISO 20022 appeared first on Accenture Banking Blog.

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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? HIPAA compliance and industry leadership.

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Hip On HIPAA: The Secret Sauce to Successful Marketing Campaigns

Perficient

The secret to understanding timing and creating truly impactful communications hinges on a deeper understanding of HIPAA’s definition of marketing. These days, I spend quite a bit of time strategizing with marketing leaders to leverage these platforms for marketing automation.

Marketing 508
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Unique Challenges in the C&I Market Bridging the Gap from Attorneys to Tech

Speaker: Ren Hayhurst, Sr. Counsel and Executive Director

Immerse yourself in the world of C&I lending as we explore the unique challenges to the market. From regulatory compliance to the complexities of supply chains, gain valuable insights. Discover the intricacies of serving specialty and niche businesses and adapt to the ever-widening landscape of borrowers.

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Exploring Industry Shifts in Banking Compliance at XLoD

Perficient

Representatives from all three lines of defense—operational management, risk management/compliance, and internal audit—attend to present, discuss, and learn about industry shifts that are impacting risk and regulatory compliance. Sessions include a keynote interview with former FBI director James B.

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6 Digital Banking Trends for 2025

Perficient

By ensuring compliance with regulations, banks mitigate risks and maintain trust with customers and regulatory authorities. To stay ahead, banks should adopt compliance technologies that automate regulatory reporting and help them stay agile in a rapidly changing landscape.

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New York Lien Law Essentials: 5 Key Facts for Commercial Lenders

In this detailed guide, we explore the critical formalities necessary for lenders navigating ground-up construction and fix-and-flip projects in the New York market. From documentation requirements to the implications of non-compliance, learn how to safeguard your lending position and prioritize legal adherence.

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5 Things Lenders Need to Know About Portfolio Loans & Their Documentation

Learn how innovative technology can automate portfolio loan documentation, ensuring efficiency and compliance. Download now to gain insights on enhancing your portfolio lending and gaining a competitive edge in the real estate market.

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The Role of Automation in Commercial Lending

With market uncertainty easing, now is the time to act—waiting until loan volumes rebound leaves lenders unprepared and struggling to compete. This guide reveals how automation can help you improve compliance, reduce risk, and scale efficiently for future growth.

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How to Choose the Best Automated Documentation System for Commercial Loans

The ability to efficiently and accurately process these loans is the key to surviving and dominating a competitive market. Automated tools are making it possible to keep up with demand while also ensuring compliance, but it is important to remember that not all solution providers are created equal.

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How to Avoid the Pain and Cost of PCI Compliance While Optimizing Payments

Speaker: P. Andrew Sjogren, Sr. Product Marketing Manager at Very Good Security, Matt Doka, Co-Founder and CTO of Fivestars, and Steve Andrews, President & CEO of the Western Bankers Association 

PCI compliance can feel challenging and sometimes the result feels like you are optimizing more for security and compliance than you are for business outcomes. The key is to take the right strategy to PCI compliance that gets you both. In this webinar you will learn: The right approach to a Zero Data security platform.

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Case Study: First Mid Bank Fast-Tracks New Market Entry in Commercial Lending

Discover how First Mid Bank & Trust fast-tracked market expansion through advanced automation and compliance solutions. This case study reveals their journey from facing challenges in Texas' complex legal landscape to achieving rapid market entry with GoDocs' innovative commercial closing platform.

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Outrun Your Competition: Best Practices for Accelerating Sales Processes

Slow-moving compliance reviews. Every go-to-market team knows the frustrations that come from a drawn-out sales process. Longer sales cycles. Larger buying committees. How can you speed it up? By building a modern GTM motion that uses data, automation, and proven best practices to unlock insights, engage customers, and win faster.

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How to Evaluate Business Lending Software for Your Bank

Learn the seven must-have features that you can press vendors to showcase, and discover the secrets to accelerate your time to market while maintaining compliance controls and risk management standards.