Perficient

JUNE 24, 2020

Enterprise Performance Management (EPM) cloud roadmaps are expanding rapidly across organizations and industries. It’s becoming more and more common to see multiple cloud EPM applications being implemented; Oracle Planning, Oracle Financial Consolidation and Close, Oracle Profitability and Cost Management, etc.

Management 332

Management Data Meeting Policies 332

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

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

JANUARY 15, 2021

Now more than ever customers need to be supported with trust, transparency and data-based decision making. Financial Services Trends and Data. Data and AI-based disruptions [2:14]. Master data management and data governance adoption [6:10]. How is big data being used? [11:12].

Trends 495

Trends Data Big Data Apple 495

Abrigo

OCTOBER 9, 2024

Takeaway 1 Q factors offer a way to adjust for risks that aren't fully captured in historical data or quantitative models Takeaway 2 Building a robust Q factor framework requires a systematic approach, regular monitoring, and periodic updates. These factors help address risks not adequately reflected in past data.

Risk Management 195

Risk Management Management Compliance Data 195

PYMNTS

FEBRUARY 1, 2021

Smooth accounts payable and receivable processes depend on the ability to easily access, manage and interpret payments data, but complex workflows and old-school tools can get in the way. Many firms still have AR systems that require employees to juggle different software platforms and conduct procedures manually. .

Data 234

Data Management Omaha System 234

Perficient

DECEMBER 14, 2020

If you’ve discovered that your data strategy and technology solutions need improvement, then this podcast is for you. Join host Arvind Murali , Principal and Chief Strategist of Data at Perficient, for the first season of Intelligent Data. What to Expect in Season 1 of Intelligent Data. Business intelligence (BI) trends.

Data 539

Data UX Big Data Analytics 539

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

Abrigo

JUNE 23, 2023

A unified data platform helps banks organize without the headaches Abrigo Connect offers an alternative to data warehousing that lets financial institutions more easily put their data to use. Takeaway 2 Some form of data organization is a must, so financial institutions may consider alternatives like a data platform.

Data 195

Data Lending System Management 195

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

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

SEPTEMBER 30, 2024

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.

Management 195

Management Fraud Software Compliance 195

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

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

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

Perficient

NOVEMBER 10, 2020

Both OneStream and Oracle EPM cloud provide the data file batch functionality to load the data. Create data management sequence. Batch file processing is executed by creating a Business Rule Data Management Step that calls an Extender Business Rule created in step one. Scheduling Batch Processing.

Data 309

Data Tools Management System 309

South State Correspondent

AUGUST 1, 2022

When it comes to future success in data management in banking, the same rules apply. Your strength is your data, and your success comes from defending your data and applying your data at various angles – to credit, fraud, marketing, and understanding both your employees and customers. Data Is Expensive.

Data 195

Data Tools Management Analytics 195

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

South State Correspondent

AUGUST 22, 2023

If one product is the future of banking, it is treasury management. In this article, we detail the five steps to building a treasury management strategy, provide some tools to execute those steps, and then provide a complimentary survey to assess your strengths and weaknesses. It starts by targeting the right customers.

Management 195

Management Community Bank Survey Community 195

Bank Innovation

DECEMBER 3, 2019

Banking technology company Finastra is enhancing the rollout of its customer data strategy as clients face new competition. As part of this effort, the London-based company hired Lisa Fiondella as its first-ever chief data officer in November.

Data 243

Data Management Strategy Technology 243

PYMNTS

OCTOBER 6, 2020

In an interview with PYMNTS, Jesal Mehta , founder and CEO, said that AI-based invoice data extraction has reduced manual tasks considerably. Drilling down into other pain points tied to invoice management , Mehta noted that friction exists when teams look to manually match vendor data, receipts and other information tied to transactions.

Data 234

Data Management blockchain Trends 234

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 8, 2021

Managing your AEM repository size growth can be challenging for numerous reasons. In this post, I want to share a few AEM utilities & methods which can help you to not only manage the AEM repository size but also help to improve the AEM application performance. Whenever we delete any data (such as Assets, packages, etc.)

Management 294

Management Data Tools Video 294

Perficient

JANUARY 28, 2021

In season 1 episode 3 of the Intelligent Data Podcast , host Arvind Murali and his guest Christine Livingston, Perficient’s Managing Director and Chief Strategist of AI , discuss trends in AI, the value of big data and data quality, supervised learning, AI ethics, and more. Data Realities for Implementing AI.

Data 340

Data Big Data Training Trends 340

Perficient

FEBRUARY 24, 2021

This blog explores the benefits that data can bring to your sales enablement program. In addition to the technology and having the right teams involved, data – where and how it is sourced, stored, stewarded, refreshed, and enriched – is critical. Here are the key data-oriented success criteria considerations: Data Acquisition/Sourcing.

Data 322

Data Analysis Tools Management 322

Payments Dive

SEPTEMBER 10, 2024

American Express eschews preset spending limits and instead relies on credit scores and spending history to manage risk, a company executive explained at a conference last week.

Data 243

Data Conference Management Company 243

Perficient

OCTOBER 10, 2020

In this article, I’ll highlight some of the biggest Teams management capabilities announced during Microsoft Ignite! . Luckily for you, Microsoft is bringing bulk policy assignment to the Teams Admin Center to make management a breeze! Device Management. Device Management Auto Alerting. Exporting of data.

Management 309

Management Analytics Policies Survey 309

Perficient

DECEMBER 16, 2020

Due to historically complex product data, it can be an overwhelming task for any manufacturer to understand how to evolve their B2B sales to an online format. Let’s start with understanding product data and the journey it takes in the product lifecycle. . What is Data? Importance of PIM .

Data 322

Data System Management Resources 322

Abrigo

NOVEMBER 3, 2023

Top 5 CECL best practices and their benefits Now that CECL is implemented, follow these recommendations for ongoing management to provide confidence and be more efficient. WATCH Takeaway 1 How can you ensure ongoing compliance and efficient management of the allowance for credit losses? Some tried and true practices can help.

Management 195

Management Policies Training Compliance 195

Abrigo

JUNE 28, 2024

Navigating interest rate management in today's environment As regulators focus on interest rate risk management, read about what financial institutions can do to be ready for a rate drop. You might also like this on-demand webinar, "Navigating uncertain times: Strategies for effective risk management and compliance."

Community Bank 195

Community Bank Strategy Community Management 195