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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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What Is Not Considered a TRACE-Eligible Security and What Should Not Be Reported

Perficient

A TRACE-eligible security does not include a debt security that is issued by a foreign, sovereign government or a money market instrument. A money market instrument is, other than a U.S. Transfers of securities made pursuant to an asset purchase agreement (APA) that is subject to a hearing in a bankruptcy court.

Security 474
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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. HIPAA was created nearly 25 years ago.

Marketing 508
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Unlocking the Power of Azure Integration Services for the Financial Services Industry

Perficient

Azure Integration Services provide the scalability required to handle varying workloads, ensuring businesses adapt quickly to changing market conditions without compromising performance. Improved Security and Compliance With stringent regulatory requirements in the financial sector, security and compliance are paramount.

Industry 467
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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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How Nearshore Software Development Can Still Work in Highly Regulated Industries

Perficient

However, companies within certain industries may be more hesitant to incorporate a nearshore delivery model into their software development projects due to federal regulations around information and data security. Compliance Considerations. Security is the highest priority when searching for a nearshore partner.

Software 508
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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. Ensure these APIs are secure, reliable, and easy to use.

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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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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

Economics and Returns 📈 Adapt to shifting market conditions with flexible, cost-effective technology and operating models to consistently achieve desired economic benchmarks and returns. Learn how to offer the experiences and products that appeal to Gen Z.