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! Operator Connect. Looking to connect your current operator to Teams without the need to worry about managing new hardware? Operator Connect Conferencing. Image provided by Microsoft.

Meeting 508

Meeting Video Compliance Operations 508

Perficient

MAY 15, 2023

Want to learn more about financial services industry-specific considerations for improving operational efficiency through data optimization? The one-day conference is on May 16 at etc. If you are unable to attend the conference, you can always reach out to Perficient’s team of financial services industry and data experts here.

Data 275

Data Conference New York City New York 275

PYMNTS

APRIL 6, 2018

Earlier this week, five healthcare firms operating across the U.S. insurance landscape said they’re launching a pilot program that will help boost the management of healthcare provider data. The alliance companies, Walker explained, will publish white papers and present at conferences throughout 2018.

blockchain 180

blockchain Management Data Conference 180

Perficient

FEBRUARY 12, 2021

Create and share a sample agenda, which can include, a meeting with Hiring Manager and the immediate team familiar with one another. Consider setting up a video conference with the employee’s immediate team, with a presentation that includes, Org Chart, photos, names and titles of team. Keep it simple.

Conference 340

Conference Video Branding Meeting 340

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. He did not say when the product would be released. Across the U.S.

Management 162

Management New York Tools Conference 162

Abrigo

AUGUST 9, 2019

Banks and credit unions must learn about these upcoming changes, adjust for them, and meanwhile continue to operate their existing institutions and meet customers’ needs while following all of the regulations that come with being a financial institution. These two tracks will help financial institutions to manage risk and drive growth.

Management 150

Management Conference Lending Training 150

PYMNTS

NOVEMBER 10, 2016

Retailer Kohl’s shares are on a tear, with the department store operator posting earnings per share that were better than expected as the company managed inventory turns efficiently. At this writing, the stock was up nearly 12 percent to $51 intraday Thursday (Nov. Net income for the September quarter came in at $0.80

Management 147

Management Conference Apple Retail 147

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 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

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

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. and longer term payments initiatives.”.

Conference 250

Conference Company ATM cryptocurrency 250

Abrigo

DECEMBER 2, 2015

The following is an excerpt from the Sageworks whitepaper "The Automation Revolution: How Technology is Changing the Way Firms Operate". Businesses scour the market to determine which solution will help them attract new business, increase operational efficiency or manage priorities more effectively.

Operations 150

Operations Technology Customer Experience Innovation 150

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195

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

JANUARY 30, 2020

When it comes to solutions, the latest Workforce Spend Playbook , a collaboration between PYMNTS and Bento for Business , is a compilation of the best spend management approaches currently available. Weddings and events are another sector experimenting with card-based spend management efforts. Tax Time, and Time as a Commodity.

Management 130

Management Las Vegas Cards Taxes 130

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. Others are operating in a less constrained way.”.

Cards 285

Cards Conference Groups Report 285

PYMNTS

OCTOBER 31, 2018

It was more than a month ago that eBay started managing payments on its U.S. The eCommerce operator, which released its third quarter 2018 results , said it has intermediated $38 million of gross merchandise value (GMV) so far. Managed Payments. Managed payments also reduced overall costs for sellers. percent of GMV.

Management 134

Management Report Payments Apple 134

PYMNTS

DECEMBER 20, 2020

Jiwei was speaking at a wealth management conference. Chinese officials have warned in recent months that the tech sector faces significant new regulation , lest companies operating within it become too powerful. A cap also would support competition, he said, according to Reuters.

Fintech 256

Fintech Groups Conference Regulation 256

Perficient

MAY 28, 2020

With the easy to use interface and unique layer cake design, implementation could be done in a few different ways, so it was fun to discuss how and why each way was best.” — Lindsay Denton , Project Manager, Healthcare. BONUS: Attend Conferences, like we did at PegaWorld 2019. Delivering Work with Real-Life Impact. “My

Leadership 467

Leadership Groups Management DC 467

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. That comment reportedly angered the Winklevoss twins, the founders of crypto exchange Gemini.

Bitcoin 259

Bitcoin blockchain Conference Survey 259

Perficient

SEPTEMBER 26, 2022

Data and analytics remain key investment areas for insurance operations. 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.

Data 275

Data Conference Analytics Industry 275

Abrigo

JUNE 4, 2024

Navigating credit quality, compliance, and technology integration The ThinkBIG conference hosted by Abrigo fosters networking and professional development for bankers. Read some hot topics discussed by the conference's opening panel. Managing this expectation while ensuring liquidity is a significant challenge."

Compliance 221

Compliance Community Community Bank Conference 221

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. What Matters Most to Insurers in 2023? Disrupt to win in the increasingly competitive insurance market.

Conference 221

Conference Strategy Innovation Industry 221

PYMNTS

OCTOBER 6, 2020

In remarks made at the annual Sibos global financial services conference on Monday (Oct. unveiled its next generation of operating software for ATMs, designed to integrate the now decades-old cash-dispensing machines into the digital age. On Monday (Oct. 5) NCR Corp.

Digital Banking 256

Digital Banking ATM Mobile Atlanta 256

PYMNTS

JULY 18, 2018

Machine learning was one of the main subjects on Tuesday (July 17) during the Amazon AWS Summit in New York City, as the eCommerce operator rolled out new cloud-based features related to commerce and payments.

Conference 107

Conference Training New York City New York 107

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

PYMNTS

JANUARY 6, 2021

And according to Doug Brown, senior vice president and general manager of digital banking at NCR , simplicity and innovation have turned what could have been a disastrous year into a transformational pivot for the better. Bringing The Curbside Model To Banks.

Innovation 318

Innovation Data Examples Community Bank 318

Perficient

JANUARY 11, 2021

Since extensions are managed by custom code, there is no need to claim physical phone number for individual agent, hence cost savings! Agent A has two options: Click Join button to join the three way conference call. A serverless architecture is a way to build and run applications and services without having to manage infrastructure.

System 309

System Management Training Conference 309

PYMNTS

OCTOBER 14, 2019

Payroll and human resource management solution provider Paychex has unveiled a range of new solutions and services at the 2019 HR Technology Conference & Exposition event late last month. The capability, which will go live early next year, will operate on an unnamed real-time payment network rail, Paychex noted.

Payments 191

Payments Strategy Conference Analytics 191

CFPB Monitor

SEPTEMBER 8, 2022

In remarks yesterday to The Clearing House and Bank Policy Institute Annual Conference, Acting Comptroller Hsu discussed the growth “of banking-as-a-service (BaaS),” meaning arrangements in which a nonbank offers banking services to its customers as a way of adding value to its products and services.

Fintech 146

Fintech Risk Management Conference Lending 146

Abrigo

MARCH 9, 2017

CDFIs are attractive partners to banks in part because of their long, 30-plus-year track record of managing capital, with few examples of investor losses. There are several resources available to help banks find CDFIs that operate in their Assessment Areas. Department of the Treasury both maintain lists of CDFIs by geography.

Community 246

Community San Francisco Capital Philadelphia 246

PYMNTS

JANUARY 25, 2021

While there is no denying the digital shift that has occurred since the lockdown last March, many of the retailers attending the conference said they were fortunate to have had systems in place already that allowed them to embrace the surge when it happened. sustainability manager for H&M told the NRF conferees.

Community 269

Community Retail Strategy National 269

South State Correspondent

OCTOBER 9, 2024

The Many Silos of Banking While your bank is likely familiar with cross-functional teams composed of stakeholders from various departments, chances are they are primarily associated with projects and not strategy or management. The group sets the methodology and targets for profitability, liquidity, optionality, and interest rate management.

Strategy 195

Strategy Resources Customer Experience Groups 195

PYMNTS

JULY 16, 2019

In a press conference on Monday (July 15), Mnuchin warned that Libra “could be misused by money launderers and terrorist financiers” and that it was a “national security issue.”. We will not allow digital asset service providers to operate in the shadows.”. And earlier this week Libra Head David Marcus told U.S.

National 187

National Security cryptocurrency US 187

PYMNTS

JANUARY 12, 2021

Cruise ship operator Carnival is looking at a loss of $2.22 Centers for Disease Control and Prevention (CDC), which wants operators to put on mock sailings and apply for a certificate at least 60 days before they can offer passenger cruises, according to WSJ. The CDC extended a No Sail Order for cruise ships operating from U.S.

Report 157

Report US Operations Conference 157

Jeff For Banks

MARCH 3, 2025

consumers now consider digital banking capabilities essential (Latinia, 2024)while operational pressures require us to do more with less. Efficiency Demands: With 21 branches, we need streamlined operations to compete. Glencoe and Edina) for customer service and operations. Yet, the banking industry is at a turning point.

Community Bank 74

Community Bank Community Minnesota Security 74

PYMNTS

MARCH 17, 2017

Financial service providers must balance “process complexity with funding and risk management,” the executive said. “In The global nature of corporate supply chains, decentralized operations, multiple banking relationships and now a patchwork of technology are driving this inefficiency.”.

Fintech 195

Fintech Innovation Lending Management 195