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

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

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

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. Increased transparency into EDI transactions allows for quick responses and improves interactions with partners. Now, a single process can use multiple VANs.

Management 340

Management Customer Experience Technology Innovation 340

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

Perficient

JUNE 23, 2021

In my last blog post, I shared what a 360-degree view of data means when centered around data lineage principles. Today, in my final blog post of this data lineage series, I’ll discuss how Perficient’s Data Governance Maturity Model can help enhance your data programs. Data Governance Maturity Model.

Data 340

Data Knowledge Base Policies Training 340

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

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

OCTOBER 15, 2024

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

Tools Data Compliance Regulation 221

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

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

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

Perficient

MAY 15, 2023

of Americans are considered “fully banked,” many opportunities exist for financial services institutions to take advantage of the vast amount of customer data they possess. Here are three ways financial services institutions can reap the benefits of a data-driven mindset. market trend data, economic data, etc.)

Data 275

Data Conference New York City New York 275

Perficient

FEBRUARY 11, 2021

It continues to be adopted across various industry and technology verticals – including product information management (PIM). PIM systems are essential to commerce business’s success due to their responsibility of providing updated product data to the commerce websites. Businesses want more automated PIM processes.

Software 508

Software System Management Analytics 508

Perficient

AUGUST 31, 2020

They are going to get right back to the basics of why it is beneficial to invest time and money implementing a unified platform rather than continuing to upgrade individual systems for data capture, randomization, trial management , etc. What would the transition to a unified platform involve?

Management 539

Management Strategy Data System 539

Perficient

JUNE 23, 2020

Data Analytics – August 11. Data Management & Databases – August 18. Register today to view more details and to sign up for your choice of topics (or for all 9 weeks) – registration is free! Weekly topics include: Industry Insights – July 14. Productivity & Collaboration – July 21. Infrastructure – July 28.

Google 515

Google US Analytics Study 515

Perficient

DECEMBER 22, 2020

Every organization is maximizing its values by enabling data consumption through API. It’s essential to manage those API as a product. Here are a few tips/suggestions/questions that you need to consider how we approach API product management. . Enable threat and Security protection to secure the data. .

Analytics 493

Analytics Security Data Management 493

Perficient

OCTOBER 13, 2020

Product Information Management (PIM) and commerce go hand-in-hand, and inRiver is the common factor that helps simplify product information for both B2B and B2C shopping channels. We assess your product data, recommend best practices for efficient structuring, and help your business adopt a single source of truth for product information.

Training 508

Training Data US Strategy 508

Perficient

FEBRUARY 25, 2021

Once you access your data, how do you leverage that data to drive business forward? This episode will outline how to monetize your data and gain the necessary competitive edge. data sets used in implementations [5:47]. Monetizing your data [16:22]. Customers and data privacy [33:20]. . Listening Guide.

Data 452

Data Analytics Apple Google 452

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 195

Perficient

AUGUST 27, 2020

MuleSoft is one of the top integration and API management companies with a state-of-the-art approach for connecting various systems. MuleSoft is also a Gartner M agic Quadrant leader for full lifecycle API management. Manage and govern APIs and integrations. Using Runtime Manager, you can deploy your application in the cloud.

Management 520

Management System Regional Security 520

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

Risk Management 221

Risk Management Management Lending Capital 221

Perficient

SEPTEMBER 26, 2022

Roaming the convention floor, I found several exciting paths the industry is headed down and how it aligns with our view of digital modernization: Data is everywhere. Data and analytics remain key investment areas for insurance operations. Personalization remains a key focus area of differentiation.

Data 275

Data Conference Analytics Industry 275