Perficient

APRIL 24, 2024

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Relying on complex spreadsheets for portfolio analysis, the firm faced operational hurdles due to immense computing demands.

Strategy 440

Strategy Data Analysis Operations 440

PYMNTS

OCTOBER 6, 2020

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. Improving the B2B Customer Experience. The B2B customer experience, noted several panelists, now includes payments.

Customer Experience 211

Customer Experience Payments Online Management 211

Bank Innovation

APRIL 5, 2019

commercial banks are increasingly looking to fintechs to improve customer experience. commercial banks are considering new fintech partnerships for improving either customer experience or security, and in some cases -- both. Customer experience has increasingly become a central theme in banking, both retail […].

Customer Experience 199

Customer Experience Fintech Report Retail 199

Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. Users can track documents by key number, PO number, customer number, or other document attributes.

Management 340

Management Customer Experience Technology Innovation 340

PYMNTS

AUGUST 6, 2019

Allow us at PYMNTS to do our own small part in that ongoing effort, and apply that quote to the world of B2B customer experience — and the never-ending push to build a better digital ecosystem around that concept. A robust, predictive and personal customer experience (CX), arguably, is becoming the name of the game. “CX

Customer Experience 170

Customer Experience Data Technology Examples 170

Perficient

OCTOBER 29, 2024

This year’s event was no exception, showcasing the importance of personalization to the customer, tech-driven relationship management, and AI-driven underwriting processes. Managing this complexity and maximizing the value of this network requires a good business and digital transformation strategy.

Industry 473

Industry Customer Experience Strategy New York 473

Perficient

AUGUST 4, 2024

This connectivity enhances interoperability, allowing for streamlined operations and improved data flow across various platforms. Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus.

Industry 467

Industry Compliance Examples Risk Management 467

Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

PYMNTS

JANUARY 16, 2020

Businesses that combine advanced technologies with low-tech weapons like strong customer relationships will better position themselves to not just survive, but thrive in this increasingly competitive market. Trint is operating in a fast-growing, highly competitive field that has drawn in technology giants such as Microsoft and Google.

Customer Experience 131

Customer Experience Fraud Video Security 131

Cisco

DECEMBER 21, 2020

As you read in part one of this blog, due to the pandemic and the resultant exponential increase in digital transactions, Customer Experience is far more paramount than ever before, across all demographics. Streamline your operations: Will you be enabling developers to deploy infrastructure on demand? On multiple clouds?

Customer Experience 131

Customer Experience Innovation Policies Security 131

Accenture

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 166

Customer Experience Payments User Experience Innovation 166

South State Correspondent

OCTOBER 9, 2024

As a result, banks often struggle with culture, the customer experience, and, most importantly – strategy. You are spread out in different geographies and have hired people with diverse backgrounds, and the management team can’t all fit into a single conference room.

Strategy 195

Strategy Resources Customer Experience Groups 195

Accenture

MAY 14, 2019

In the first of a four-part series, our team of guest bloggers will share how getting to simplified, future-ready bank operations may be more easily imagined. . Customers want and expect fast, seamless and personalized service, 24/7 across multiple channels. 1 So, how do banks get to simplified, future-ready bank operations?

Operations 202

Operations System America Strategy 202

Accenture

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 158

Customer Experience Payments User Experience Innovation 158

Perficient

OCTOBER 18, 2021

Additionally, the more an institution supplies customers with control over how they want to manage their account and be communicated with, the better the outcome from the customer. Customer experience really matters in collections. The creditor who prioritizes the customer always gets paid first.

Strategy 492

Strategy Customer Experience Analytics Groups 492

Cisco

JULY 29, 2021

Digital Experience Visibility. In today’s world of applications moving to edge, applications moving to the cloud, and data everywhere – we really need to be able to manage IT irrespective of where we work, as well as where the applications are hosted or consumed from. Observability rather than Visibility.

Customer Experience 174

Customer Experience User Experience Analytics Resources 174

Bank Innovation

MARCH 13, 2019

The customer experience in banking will change drastically over the next 10 years said panelists at the Bank Innovation Ignite 2019 in Seattle on Tuesday.

Customer Experience 150

Customer Experience Seattle Innovation Groups 150

Bank Innovation

APRIL 1, 2019

Phil Beck, Head of Treasury Management at Capital One, is almost a year into his job at the McLean, Virginia-based bank, where his focus has been getting commercial banking up to speed with the digital economy.

Customer Experience 186

Customer Experience Capital Virginia Management 186

PYMNTS

JUNE 19, 2020

QSRs’ first steps when reopening their locations have been upgrading dine-in areas and stepping up employee safety measures to reassure customers, explained Ray Wiley , CEO at Dayton, Ohio-based Hot Head Burritos. The Mexican food chain operates 77 locations in eight states as well as 35 Rapid Fired Pizza restaurants.

Customer Experience 141

Customer Experience social media Ohio Operations 141

FICO

SEPTEMBER 28, 2020

I’ll be participating in an excellent panel, “ Balancing Fraud Prevention & the Customer Experience ,” at the first virtual edition of CBA LIVE , the must-attend annual event for the retail banking industry. Jason has been with Citizens for three years, leading the Fraud Detection and Claims Operations teams since 2016.

Customer Experience 59

Customer Experience Fraud Strategy Compliance 59

Perficient

FEBRUARY 27, 2024

Platform Modernization: Enhancing Efficiency Across the Value Chain Organizations are actively embracing artificial intelligence (AI) and cloud technologies to streamline operations and gain insights. Leveraging cloud technology for streamlined operations and enhanced scalability.

Trends 221

Trends Industry Operations Customer Experience 221

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

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. As a result, the customer experience improved and our client saw record sales numbers during the COVID-19 pandemic.

System 324

System How To Customer Experience Meeting 324

FICO

JUNE 16, 2023

In case you didn’t get a chance to attend this year, here’s a recap of the top customer management experience themes and presentations. This means re-thinking legacy systems and breaking down silos that separate data and lines of business, in order to provide truly connected customer experiences.

Trends 52

Trends Management Customer Experience Resources 52

Perficient

MAY 28, 2020

Oracle Utilities has long been a leader in industry applications for operations at power generation companies. Using Oracle Data & Analytics to Manage Business Decisions . There is a strong need to be agile and scale quickly to better serve customers and employees with innovation.

Analytics 340

Analytics Customer Experience Risk Management Mobile 340

Perficient

SEPTEMBER 25, 2020

Ecommerce has revolutionized the way businesses in every industry operate and provides endless possibilities to expand sales channels, grow revenue, and elevate the customer experience. Intelligent Fulfillment Boosts Customer Service And Return On Inventory Investment. Empowered by Data, Driven by Results.

Customer Experience 238

Customer Experience Study System Management 238

Perficient

JANUARY 5, 2021

The expanded executive leadership team will drive continued growth and operational excellence across Perficient while delivering superior solutions for clients. “As “We’re in the business of helping our clients power innovation and deliver exceptional customer experiences. Ostasz, AVP of U.S. Ostasz, AVP of U.S.

Leadership 531

Leadership Denver Charlotte Ohio 531

FICO

JUNE 2, 2020

As a fraud professional, I am passionate about fighting financial crime — yet, at the same time, I tout the importance of balancing security with the customer experience. The frustrating treatment I received illustrates some lessons for a more positive customer experience. Lesson 1: Believe Your Customer.

Customer Experience 52

Customer Experience Fraud Handbook Management 52

Perficient

FEBRUARY 29, 2024

Banking institutions are responding by integrating advanced technologies, particularly artificial intelligence and data analytics, into their lending operations to enhance efficiency and adaptability. Personalization not only enhances the customer experience but also strengthens the bond between banks and their clientele.

Trends 221

Trends Industry Analytics Compliance 221

South State Correspondent

OCTOBER 16, 2024

To support debit card operations, a bank gets charged a myriad of transaction charges and maintenance fees from the card rails (Visa, Mastercard, Discover, etc.), This is an excellent early management position for an up-and-coming banker. The debit card product manager would also produce a set of KPIs to track and improve performance.

Cards 195

Cards How To Fraud ATM 195

Accenture

JULY 8, 2019

As personal banking experiences continue to drive up the expectations of small- and medium-sized (SME) banking customers, many questions are arising for banks in this marketplace. To experience the full scope of the discussion, listen here. These are business-critical decisions.

Tools 150

Tools Management Technology Customer Experience 150

South State Correspondent

JUNE 14, 2024

Bankers don’t know what they don’t know, and few bankers outside of national and regional banks have experience with platform selection when it comes to digital banking platforms. Most mobile and online banking platforms allow little innovation and customization. Present a cohesive ecosystem and product set to customers and employees.

Digital Banking 195

Digital Banking Customer Experience Meeting Analytics 195

South State Correspondent

JUNE 14, 2024

Bankers don’t know what they don’t know, and few bankers outside of national and regional banks have experience with platform selection when it comes to digital banking platforms. Most mobile and online banking platforms allow little innovation and customization. Present a cohesive ecosystem and product set to customers and employees.

Digital Banking 195

Digital Banking Customer Experience Meeting Analytics 195

PYMNTS

MARCH 13, 2019

Recent research indicates that restaurant operators are no longer interested in taking a back seat when it comes to industry evolution, and instead want to be active participants as new POS and payment options are unveiled. Impacts on Day-to-Day Operations. Operators can’t neglect in-store service, however.

Operations 102

Operations Mobile System Management 102

PYMNTS

JANUARY 18, 2021

Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner. Each company’s risk management approach must therefore be tailored to its specific business needs.

Analytics 319

Analytics Data Risk Management Management 319

Bobsguide

AUGUST 7, 2022

London, UK – August 3, 2022 – Finastra announced today that The Co-operative Bank has selected Finastra Kondor in the cloud, available via Microsoft Azure, to upgrade its treasury infrastructure and automate manual reporting and processes. EMEA PR Manager. For more information about the solution, click here. T +44 (0)7552 865009.

Operations 68

Operations Strategy Innovation Policies 68

FICO

JULY 6, 2023

Beyond the pleasure of leading a FICO Falcon Fraud Manager User Forum and moderating a couple of panel breakout sessions, I I was also able to catch up with many of the fraud-focused attendees from around the world. Let’s dig in a little deeper. Scams: A Top Fraud Concern Scams are becoming a leading fraud concern, all around the world.

Fraud 52

Fraud Management Customer Experience San Diego 52