Perficient

JANUARY 8, 2025

Its difficult, in the consulting services industry, to explain the requirement for existence of a core thought leadership group to augment the sales and marketing teams that are tasked with collection of logos. In the financial sector, where trust is paramount, thought leadership plays a crucial role in establishing credibility.

Leadership 221

Leadership Trends Industry Strategy 221

Bank Innovation

JUNE 8, 2016

The use of alternative data for asset management has grown in popularity, but the industry is far from a complete adoption, Bina Kalola head of global strategic direct investments for global banking and markets at Bank of America, said during the Future of Fintech Conference this morning. Data is being Read More.

Management 150

Management Data America Conference 150

Perficient

MAY 15, 2023

market trend data, economic data, etc.) Perficient is a proud sponsor of the 2023 North American Financial Information Summit , which is the largest North American data conference for banks and asset managers looking to the future of data in financial services. The one-day conference is on May 16 at etc.

Data 275

Data Conference New York City New York 275

PYMNTS

APRIL 6, 2018

insurance landscape said they’re launching a pilot program that will help boost the management of healthcare provider data. The firms, in announcing the pilot, said this week that physicians, information service providers, managed care organizations and health systems maintain separate copies of healthcare provider information.

blockchain 180

blockchain Management Data Conference 180

PYMNTS

SEPTEMBER 13, 2020

11), the finance ministers of Germany, France, Italy, Spain and the Netherlands said they asked the executive branch of the European Union (EU), the agency responsible for managing the day-to-day business of the EU’s 27 nations, to prohibit stablecoins until oversight challenges had been addressed, Reuters reported.

cryptocurrency 363

cryptocurrency Regulation Policies Conference 363

PYMNTS

MAY 31, 2019

The chief operating officer of Goldman Sachs said the bank is working on a digital money management tool in an attempt to attract more customers from Main Street, according to a report by Reuters. “We Management is targeting growth in the U.S. We estimate there are over $4 trillion consumer deposits in the U.S.

Management 162

Management New York Tools Conference 162

Perficient

SEPTEMBER 29, 2020

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. What will be different this holiday season and how to adjust your strategy accordingly.

Marketing 294

Marketing Branding Data Industry 294

South State Correspondent

JULY 29, 2024

That is, there is no single place to see all the banking conferences, workshops, symposiums, and conventions (we will use the generic “conference”) in the banking industry. ” We track some 255 conferences for the banking industry and often get asked which are the best ones.

Conference 195

Conference Las Vegas Tools Training 195

Perficient

MAY 30, 2024

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.

Compliance 221

Compliance Industry New York social media 221

PYMNTS

FEBRUARY 7, 2020

The investment was disclosed in Brink’s conference call held Thursday (Feb. Brink’s CEO Douglas Pertz said on the conference call that the company took the MoneyGram stake by acquiring shares during the fourth quarter via transactions on the open market. “We 6) to discuss earnings results.

Conference 250

Conference Company ATM cryptocurrency 250

Bobsguide

MARCH 23, 2022

Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe. The conference will bring together experts from top wealth management and private banks across the UK and Europe.

Conference 78

Conference Management Software User Experience 78

PYMNTS

OCTOBER 21, 2020

He added that instant funds can help SMBs better manage cash flow . Square now manages $100 billion in annual payments and has an $83 billion market capitalization, the article said. Morgan CEO Jamie Dimon, who mentioned Square during a February 2019 investor conference, per CNBC.

Fintech 309

Fintech Conference Cards Payments 309

PYMNTS

AUGUST 22, 2019

22) that showed double-digit percentage gains in volumes, driven by online commerce and increased traction among mid-market firms doing business and taking payments across the globe. Continuing a trend seen in past quarters, volume churn was less than 1 percent, said management. million euros. million euros.

Marketing 167

Marketing Trends America Management 167

PYMNTS

OCTOBER 9, 2018

Pershing Square Capital Management, the activist hedge fund controlled by activist investor William Ackman, now has about a 1.1 The Wall Street Journal noted Ackman said he thinks same-store sales have been positive on a consistent basis and that the market in the U.S., percent stake in Starbucks.

Capital 128

Capital Management Conference New York 128

Abrigo

SEPTEMBER 27, 2017

The hundreds of people attending the 2017 Risk Management Summit hosted by Sageworks heard from dozens of thought leaders in the financial services industry. The Sageworks Risk Management Summit is the industry’s leading life-of-loan conference, with topics spanning business development through portfolio risk in a CECL world.

Risk Management 150

Risk Management Management Denver Chicago 150

PYMNTS

DECEMBER 9, 2020

FinTech Revolut has introduced its Pockets tool, while Robinhood Markets is reportedly working with Goldman Sachs for its public offering preparations. Robinhood Markets is reportedly working with Goldman Sachs for its initial public offering (IPO) preparations. In today’s top news in digital-first banking, U.K.

Marketing 159

Marketing Tools Conference Fintech 159

South State Correspondent

NOVEMBER 20, 2024

It allows employees to not worry about interest rates by eliminating the risk and complexity of trying to manage a balance sheet. To be clear, complexity isn’t bad, it just has more risk and is harder to manage. In almost every conference, banks and vendors talk about “serving the customer where and when they want.”

Strategy 195

Strategy Resources System Management 195

PYMNTS

AUGUST 6, 2020

McDermott, previously a managing director for Goldman who was in charge of running the company’s internal funding operations, is a veteran of old-school financing markets, according to the network. Goldman Sachs predicted in July that online sales will keep increasing around 20 percent every year for the next several years.

Bitcoin 259

Bitcoin blockchain Conference Survey 259

Perficient

MARCH 7, 2021

Approvals is a newer capability in Teams that allows you to quickly create, manage, and share an approval workflow directly in Teams! Looking to connect your current operator to Teams without the need to worry about managing new hardware? Beginning in April, Microsoft will expand Calling Plan availability to 8 new markets!

Meeting 508

Meeting Video Compliance Operations 508

Perficient

OCTOBER 12, 2020

It’s the week after Signal 2020, Twilio’s annual developer conference. As usual, there were a number of highlights and announcements during the conference and leading up to it. After deployment, the new version can be released to users and can also be rolled back directly in the Flex UI Plugin Manager. or greater.

Video 324

Video Conference Management Groups 324

PYMNTS

MAY 31, 2019

It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported. The bank also aims to grow its consumer and wealth management businesses and raise additional client money for its lending and investing division.

Conference 180

Conference Florida New York Management 180

Perficient

SEPTEMBER 26, 2022

This was evident with innovative applications for underwriting, customer service, and claims management. Shifting insurance distribution to meet the consumer where they choose to interact was a big focus at this year’s conference. Personalization remains a key focus area of differentiation.

Data 275

Data Conference Analytics Industry 275

South State Correspondent

JULY 14, 2015

Having just finished our Bank Management Conference at Amelia Island, yesterday we ran Part I of what we learned about becoming a remarkable bank.

Conference 150

Conference Management Marketing 150

Perficient

SEPTEMBER 29, 2023

One of the key themes of this year’s conference was the future of finance. This helps finance teams make more informed decisions and be more proactive in managing their finances. Salesforce Financial Services Cloud provides a variety of collaboration tools, such as chat, task management, and file sharing.

Tools 275

Tools Resources Analytics Training 275

PYMNTS

NOVEMBER 12, 2020

In 2014, then-CFO John Shrewsberry told investors at a conference that the bank was looking to add to its private-label credit card business. Bloomberg said the bank had been gauging interest in its $607 billion asset manager unit and $10 billion student loan portfolio. percent in 2019 and its share of borrowings at 3.63

Cards 285

Cards Conference Groups Report 285

PYMNTS

JANUARY 27, 2021

I think globally last year [Aflac] did like $30 billion in premiums,” he said, “and so if we as a startup can find our way to make that market more efficient, more effective and easier for people to access, we think that that is a good-sized duck for us to take a bite out of.”. New Markets And Opportunities.

Las Vegas 287

Las Vegas Conference Examples Marketing 287

PYMNTS

DECEMBER 12, 2018

In a renewed show of support for blockchain technology , American Express General Manager of Corporate Payments Carlos Carriedo has suggested that its pilot tests with partner Ripple to enable real-time cross-border corporate payments have been a success. Reports in Invest In Blockchain on Tuesday (Dec. in real time.

blockchain 242

blockchain Payments Conference Technology 242

South State Correspondent

OCTOBER 26, 2023

Money 20/20 (M2020) is the only conference in the industry where it is both possible and expected to pull off two breakfasts, two lunches, three cocktail parties, and two dinners PER DAY. If this conference is any indication of the economy, businesses are spending, and the economy remains strong.

Conference 221

Conference Las Vegas Fraud Data 221

South State Correspondent

JULY 6, 2022

Banks usually find resounding success as providers of capital and cash management services if the event and approach are right. For example, if you were to attend your annual State Bar Association meeting with a target-rich attendee list full of managing partners and law firm office managers, you would likely be one of only three banks there.

Data 195

Data Management Conference Branding 195

PYMNTS

SEPTEMBER 24, 2020

Ptolemus expects the v-commerce market to be dominated by fuel and parking payments. I think we will offer Full Self-Driving as a subscription service, but it will be probably toward the end of this year,” said Musk during Tesla’s last quarterly conference call.

Risk Management 249

Risk Management California Payments Conference 249

PYMNTS

SEPTEMBER 30, 2020

In today’s top news in digital-first banking, global card issuing platform Marqeta debuted its Tokenization-as-a-Service (TaaS) offering, while the Bank of New York Mellon (BNY Mellon) has named a new executive for global market infrastructure. BNY Mellon Names Robin Vince To Lead Global Market Infrastructure.

Marketing 130

Marketing New York Cards Conference 130

PYMNTS

MARCH 17, 2019

China has become an emerging FinTech market due to its expanding middle class, rapid digitization and electronic payments adoption. Vince Zhang said at last year’s East Tech West conference in China that many FinTech firms don’t have the controls to make them safe investments for both consumers and the nation’s economy. “A

Regulation 192

Regulation Fintech Phoenix Risk Management 192

Gonzobanker

MARCH 6, 2025

Growing the bank pipeline through integrated Marketing>Sales>Service. As ZSuite Tech ‘s Nathan Baumeister recently pointed out at Bank Directors Acquire or Be Acquired Conference , new business clients are a BOGO opportunity for financial institutions because they can get both the business and the consumer.

UX 88

UX Digital Banking Fintech Conference 88

Perficient

SEPTEMBER 19, 2023

Following last year’s conference, Perficient Insurance Principal Brian Bell shared three key takeaways from the 2022 event: First, data and analytics investments still topped many insurers’ list of operational priorities. Disrupt to win in the increasingly competitive insurance market. What Matters Most to Insurers in 2023?

Conference 221

Conference Strategy Innovation Industry 221

PYMNTS

SEPTEMBER 2, 2019

The People’s Bank of China (PBoC) is looking toward new technologies to keep a closer eye on the nation’s FinTech , blockchain and digital lending markets. Yet onlookers have noted that PBoC has been working diligently toward its own FinTech growth. It announced last month that it is ramping up the development of its own cryptocurrency.

Fintech 193

Fintech Bitcoin cryptocurrency Lending 193

PYMNTS

SEPTEMBER 2, 2019

As the firm aims to boost its crypto investments, it hosted officials from the Treasury Department, as well as a number of Washington’s regulatory agencies, at a full-day, private conference in San Francisco in late May, according to The Wall Street Journal. Some of the things you learned from your older VCs, this won’t transfer,” he said.

Conference 139

Conference San Francisco cryptocurrency Regulation 139

PYMNTS

OCTOBER 7, 2016

And bitcoin purveyors and exchangers are eyeing an emerging eCommerce market in India that might offer the right components for traction. Only 4 percent of India’s 1 billion population regularly shops online, which leaves an enormous untapped market for bitcoin purveyors. From Lights To Lightning.

Bitcoin 249

Bitcoin blockchain Conference Regulation 249