Remove Data Remove Innovation Remove Management
article thumbnail

From Spreadsheet Chaos to Data Strategy Triumph with Perficient

Perficient

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. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440
article thumbnail

Driving the Future of Wealth Management

Perficient

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. Next, we migrated data to a new AWS-hosted client reference database powered by Apache Glue and DynamoDB.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Data Governance in Banking and Financial Services – Importance, Tools and the Future.

Perficient

Lets talk about data governance in banking and financial services, one area I have loved working in and in various areas of it … where data isn’t just data, numbers aren’t just numbers … They’re sacred artifacts that need to be protected, documented, and, of course, regulated within an inch of their lives.

Tools 221
article thumbnail

Data – The Lifeblood of Intelligence Automation

Perficient

It’s not new news and it doesn’t need to be complicated; it’s just a revolution of how we leverage data! Let’s take a quick dive into the data-driven universe of AI (i.e., This article breaks down how data powers intelligence automation. intelligence automation).

Data 491
article thumbnail

Innovation Systems: Advancing Practices to Create New Value

As technology transforms the global business landscape, companies need to examine and update their internal processes for innovation to keep pace.

article thumbnail

The Digitization of Supply Chain Management

Perficient

enables companies, governments, and public sector agencies to use innovative digital technologies, smart automation, and advanced analytics to transform operating processes. is powered by pervasive connectivity, cloud computing, and enriched data. Digitalization and Innovation Accelerating Industry 4.0 is starting. Industry 4.0

article thumbnail

Shared AML case management: Optimizing your AML/CFT program

Abrigo

DOWNLOAD Takeaway 1 Shared AML case management helps streamline processes, reduce duplication, and improve communication between fraud and AML/CFT teams. Takeaway 3 Modernizing AML/CFT programs with shared case management aligns with FinCEN's emphasis on innovation and streamlining processes.