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

Perficient

MAY 26, 2021

While Fintech Generations was historically an in-person conference in Charlotte, North Carolina, this year’s event, similar to 2020, will be virtual and is expected to attract more than 1,000 attendees. Since its inception in 2015, the Fintech Generations conference has drawn national and international fintech leaders and speakers.

Fintech 462

Fintech North Carolina Charlotte Conference 462

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

Independent Banker

AUGUST 25, 2016

In 2015, the bank paid for 10 employees to attend the conference. Eleven employees—a mix of loan officers, underwriters and servicers; branch, operations and IT managers; and treasury services and human resources personnel—are going this month. It’s kind of neat to get people out of their normal routine.

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Conference Leadership Community Bank Community 104

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

PYMNTS

JANUARY 15, 2021

On a conference call with analysts to discuss the quarter’s results, CFO Jennifer Piepszak noted that the release represents the “resilience” of J.P. The remaining $2 billion that was released came from the bank’s wholesale operations. Management spotlighted that for the consumer segment, fourth-quarter profit rose 3 percent to $4.3

Management 151

Management Mobile Conference Cards 151

Insights on Business

JUNE 18, 2018

At the SIFMA Fintech Conference this week these powerful technologies will be on display in the Big Apple. Another great session, this one surrounding blockchain, will be hosted by Saket Sinha , IBM Vice President & Partner, Global Banking & Financial Markets for the Blockchain Consortium Governance and Operating Model session.

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Conference Fintech blockchain Compliance 70

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

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

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

NOVEMBER 4, 2024

The report recommended that the agency develop a sector-specific AI Risk Management Framework. They also noted that, as with any activity or process in which a bank engages, identifying and managing risks are key. Explainable AI AI systems that are part of banks’ risk management models must be explainable.

FDIC 221

FDIC Regulation Risk Management Compliance 221

South State Correspondent

NOVEMBER 6, 2024

Money 20/20 is likely the conference with the lowest conference-attendee-to-session-attendee ratio in the industry. The conference is all about sales, partnerships, and deal-making, with 2024 being right at the baseline. banking-focused trends of the conference. It was less shiny object and more thoughtful execution.

Conference 195

Conference Payments Fraud Apple 195

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

Celent Banking

MAY 31, 2016

Spring is usually the season for conference travel, and this season has been no exception. The fine warm weather was not the only thing that these two conferences had in common, as Temenos and FIS each took the opportunity to showcase their recent investments in new enabling technologies.

Conference 100

Conference Community Bank Boston Technology 100

Jeff For Banks

FEBRUARY 15, 2020

How many consultants go to banking conferences and attend the sessions? As a bank consultant, I attend many conferences. Many, many conferences. Or pulling up to conference venues thinking. So was the case at the ABA Conference for Community Bankers. At least one! So many that I wake up in hotels wondering.

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Conference Industry How To Management 78

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

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

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 Bank Community Conference 221

Celent Banking

MARCH 6, 2015

Next week I will be moderating a panel discussion at American Banker´s Retail Banking Conference in Austin about the competitive pressures of community institutions. Online banking platforms are often basic, many have no mobile apps, and business platforms like treasury management are severely outdated.

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Conference Retail Community Austin 100

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.

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Conference Strategy Innovation Industry 221

Fintech Labs Insights

AUGUST 23, 2024

The credit union industry has dedicated conferences for just about every function. It’s a collaborative industry whose conference attendees are eager to learn and share. They are high-quality and have more networking than you get at other B2B events. It’s very refreshing.

Conference 15

Conference Las Vegas San Diego San Antonio 15

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

SEPTEMBER 13, 2018

In a new PYMNTS interview , Karl Schamotta, regional director of risk management solutions at Cambridge Global , which sells currency hedging and related services — tasks that have recently assumed greater importance in eCommerce and other industries because of the stronger U.S. The world is not getting any more stable — not for a while.

Risk Management 100

Risk Management Management Conference Regional 100

PYMNTS

AUGUST 24, 2018

When Netflix reported its Q2 financials, its failure to “ hedge its revenue with derivatives,” according to Reuters, led the company to lower its 2018 operating margin expectations to the lower end of its 10 percent to 11 percent projection. Cross-border operations can expose companies to an array of risks, including foreign exchange risk.

Risk Management 101

Risk Management Management Payments Conference 101

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.

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Conference Video Branding Meeting 340

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

MARCH 16, 2018

regulators’ investigations into Wells Fargo ’s sales practices has expanded into the financial institution’s wealth management operations, according to news from The Wall Street Journal. Some of those sources also said the Federal Bureau of Investigation is speaking with some employees in the wealth management unit.

Management 101

Management Conference Regulation Report 101

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 Software 150

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

PYMNTS

MARCH 1, 2016

The decision to pare back operations in Africa — where the company will sell off much of its 62 percent ownership in publicly traded Barclays Africa — represents what The New York Times said was a step back from one of the key pillars of Barclays’ long-term strategy, right in lockstep with credit cards and investment banking.

Operations 100

Operations Strategy United States Regional 100

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

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

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 ATM Company cryptocurrency 250

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

Perficient

JUNE 25, 2024

Hsu, addressed the 2024 Conference on Artificial Intelligence (AI) and Financial Stability, providing critical regulatory insights on AI. On June 6, Acting Comptroller of the Currency, Michael J. Hsu discussed the systemic risk implications of AI in banking and finance using a “tool or weapon” approach.

Case Study 221

Case Study Risk Management Analysis Innovation 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