Perficient

OCTOBER 8, 2020

Data is the fuel, insights and KPIs drive decision making. The idea is that everyone in an Enterprise with appropriate rights and security should have access to insights off their enterprise data for effective decision making. Power BI files are binary files which carry both metadata and actual data. pbix) files.

Analytics 579

Analytics Management Data Security 579

Abrigo

DECEMBER 20, 2024

Likely trends are shaped by a dynamic rate environment The top issues facing executives managing credit portfolio risk and the balance sheet at financial institutions are shaped largely by the dynamic rate environment, according to Abrigos outlook for major trends in the year ahead. Navigate rate environment uncertainty with confidence.

Management 195

Management Risk Management Trends Lending 195

Perficient

FEBRUARY 10, 2021

The issue is you don’t have the in-house cloud capabilities to do that or manage the infrastructure once you do. This is where managed services come into play. What Are Managed Services? We just said you need managed services – what are they? The Benefits of Managed Services. How We Can Help You.

Management 547

Management Operations Innovation Security 547

Perficient

JULY 6, 2020

As times have evolved so have our data challenges — but we have been trying to solve it by giving it dedicated resources and we still end up missing SLAs in our traditional On Premise worlds. Add to the fact the constant dependency on personnel to manage the data loads, data ops, size of the database and on and on.

Data 476

Data Analytics Tools Management 476

Abrigo

FEBRUARY 21, 2025

Making the most of data developed for CECL See how banks, credit unions, and other financial institutions can leverage data developed and used for the CECL model for stress testing and strategic insight. As is often the case, what was initially a concern about data has resulted in opportunity.

Data 195

Data Comparison Study Trends 195

Abrigo

JANUARY 27, 2025

Transaction monitoring ensures more than just compliance Without reliable client and transactional data coming into your monitoring system, either manually or automatically, you could miss crucial suspicious activity. Connect with an expert Defining data integrity: More than quality control Data integrity goes beyond simply having good data.

Data 195

Data Compliance Fraud Training 195

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

Strategy 440

Strategy Data Analysis Operations 440

Perficient

AUGUST 23, 2021

Data fuels the engine of the digital economy. Connected experiences, in the context of the customer relationship, are driven by a robust data set that confidently presents integrated, diverse data to enable actionable insights that can be automated across the customer’s journey. by the middle of the 2020s.

Data 508

Data Analytics Trends Fraud 508

Abrigo

MARCH 5, 2025

Generative AI and the new loan review process The evolution of banking and risk management over the past few decades has been nothing short of remarkable. Generative AI in credit risk management is the latest step forward , offering a transformative approach to loan review. Data security is also a major concern.

Risk Management 195

Risk Management Management Tools Compliance 195

Perficient

SEPTEMBER 21, 2023

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

Data Tools Customer Experience Security 491

Perficient

JANUARY 28, 2021

Perficient places a high value on data security and has several processes and tools in place to protect colleague and client information, but what about the everyday person? These six areas of data privacy and security below should be at the top of your list to secure and protect yourself and your family. (We Let’s get started!

Data 535

Data Security Software Community 535

Perficient

JULY 13, 2022

About the Exam : PL-300: Microsoft Power BI Data Analyst. Analyzing Data with Microsoft Power BI (PL-300) is the requirement for Microsoft Data Analyst Associate Certification. Power BI is one of the most used Business Intelligence and Data Visualization tools. Syllabus: Prepare the data (15-20%).

Case Study 493

Case Study Data Study Analytics 493

Perficient

MARCH 15, 2021

As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.”. Some organizations have a zero-risk tolerance of using data. This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

Gonzobanker

FEBRUARY 13, 2025

Torture the data, and it will confess to anything. Ronald Coase It has been a while since anybody at Cornerstone has seen a strategic or IT plan that has NOT said, We will become more data-driven. Product design/pricing, investments, marketing strategies, and almost everything else require some sort of data element.

Data 78

Data Management Strategy Study 78

Perficient

MAY 31, 2020

Azure Data Factory (ADF) pipelines are powerful and can be complex. In this post, I share some lessons and practices to help make them more modular to improve reuse and manageability. Utilized Functions and JSON data to pass messages. These expressions can prepare the data for activities within the pipeline. Unit of Work.

Data 412

Data Examples Operations Management 412

Perficient

FEBRUARY 5, 2021

This post is going to focus on getting the data and managing the instance states. It will give you a lot of data back, and you’ll see that you need to filter through that, and that the data is formatted. Also, all of the five things I want to do use the “$ aws ec2” command. You might want to start by just running. $

Management 513

Management Big Data Data Strategy 513

Perficient

JULY 15, 2020

can leverage the Modern Data Platform approach. This Digital Transformation approach will help enterprises looking to re-platform, helping various Line of Businesses embark on the journey for Self Service Analytics, Modern fully managed Data Platform services etc. We then present a Functional, Capability and technical Matrix.

Data 497

Data Customer Experience Analytics Industry 497

Perficient

JANUARY 5, 2021

Create Power BI r eports to effectively translate your business data . Microsoft’s Power BI is a versatile platform that allows users to connect to and transform data to make meaningful and interactive visualizations. Using Dataverse as a data source also eases security concerns.

Report 393

Report Data Security Management 393

Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. The integration of AI is reshaping the landscape by addressing challenges such as data protection, regulatory compliance, and the modernization of legacy systems.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

FEBRUARY 19, 2021

Every organization is looking to maximize its value by utilizing the most incredible asset called data. Exposing data for consumption by the consumers and partners plays a vital role in the fast delivery of product features and enables the customers’ self-service capabilities. APIs are proliferating.

Data 362

Data Marketing Security Management 362

Abrigo

NOVEMBER 13, 2024

How lenders can leverage this data. Bank and credit union leaders can use data to inform small business lending Small businesses are showing resilience. Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. Nearly all U.S.

Lending 221

Lending Meeting Data Risk Management 221

Perficient

JULY 18, 2024

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.

Management 221

Management Data Customer Experience Innovation 221

Abrigo

OCTOBER 30, 2024

Enhance staffing strategies with data-driven assessments. Data-driven staffing assessments will pinpoint where resources are most needed. Finally, they provide the data for compliance leaders to make a strong case for additional resources if necessary. Streamline case management processes.

Compliance 221

Compliance Training System Management 221

Perficient

MAY 12, 2023

is powered by pervasive connectivity, cloud computing, and enriched data. These networks have the capability to connect all systems and machines, people, and business processes and offer deep data insights that will enable agile, proactive operations. The path to Industry 4.0 capabilities.

Management 275

Management Industry Innovation Operations 275

Perficient

FEBRUARY 15, 2022

What infrastructure do you need for data / event / omni-channel management to support client/investor insight? Customer journey orchestration enables wealth management firms to engage prospects and clients at optimal points along their journeys, in real time, and through the most effective channels.

Management 340

Management Rhode Island Delaware New Jersey 340

Abrigo

FEBRUARY 6, 2025

Meeting investment accounting and reporting requirements The right technology tools can help institutions manage investment accounting compliance and risk exposure across various investment types. Accurate and streamlined investment accounting supports overall risk management, particularly in areas like credit, market, and liquidity risk.

Compliance 195

Compliance Technology Operations Risk Management 195

Perficient

SEPTEMBER 22, 2020

While Microsoft had some out of this world updates including the Underwater Datacenter project data released. Azure Orbital allows you to control your satellite and analyze the data coming from the satellite. Azure Orbital allows you to control your satellite and analyze the data coming from the satellite. Hololens 2 ships.

Analytics 593

Analytics Meeting Video Data 593

Perficient

AUGUST 4, 2024

Microsoft’s Azure Integration Services , a suite of tools designed to seamlessly connect applications, data, and processes, is emerging as a game-changer for the financial services industry. This connectivity enhances interoperability, allowing for streamlined operations and improved data flow across various platforms.

Industry 467

Industry Compliance Examples Risk Management 467

South State Correspondent

OCTOBER 30, 2024

A survey from the CFA Institute caught our attention on why wealth management clients leave. But, do you know what the second highest reason for leaving your wealth manager was? In this article, we look at the data to highlight how to use “strategic product communication” to increase customer retention and usage. Communication.

How To 195

How To Data Management Study 195

Abrigo

JANUARY 24, 2025

They also share tips for managing risk and pricing. As a result, financial institutions with CRE concentrations find it increasingly important to strategically manage the competitive pressures and risks related to origination, refinancing, and loan performance. We can help you set up stress testing that's right for your loan portfolio.

Lending 221

Lending Trends Risk Management Management 221