Perficient

FEBRUARY 27, 2025

Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences. In 2025, banks will face a more complex regulatory environment, with new rules focused on data privacy, cybersecurity, and sustainability.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Abrigo

FEBRUARY 6, 2025

Compliance with investment accounting and reporting requirements plays a central role in ensuring operational efficiency and regulatory adherence. Investment accounting compliance not only minimizes operational risks but also reduces regulatory scrutiny. WATCH Investment accounting compliance risks U.S.

Compliance 195

Compliance Technology Operations Risk Management 195

Perficient

DECEMBER 14, 2020

Every organization manages data internally that provides support in running the operations, as well as to provide enriched content to an external audience such as buyers or distributors. Functions and formulas can be utilized in Microsoft Excel to analyze any kind of data set. Spreadsheets are Original, Effective, and Useful.

Analysis 340

Analysis Data Tools Analytics 340

Perficient

DECEMBER 21, 2020

Real-time data strategy is on every organization’s roadmap. In the past year, I have spoken to many organizations planning “real-time” data systems. The Graspers: Know they need “real-time data” for personalization, but are unable to explain or understand the “why.” Reach out below!

Strategy 322

Strategy Data Guidelines System 322

Perficient

MARCH 30, 2023

The front office is screaming down to the Settlement Office, “Operations, we need more capital!” Any operations team that has dealt with a stock loan trading desk can contest the inherent friction between providing more available securities to the desk and reliance on settlement cycles and market constraints.

Operations 275

Operations blockchain Capital Security 275

BankUnderground

DECEMBER 4, 2024

Their flexibility, low premia and underlying leverage appeal to all market participants ranging from conservative investors hedging against intraday market volatility to aggressive traders speculating for quick profit generation. The improved market conditions have encouraged both market participation and innovation.

Marketing 124

Marketing Risk Management Retail Capital 124

Perficient

MAY 5, 2022

Two-plus years later, banks and credit unions continue to feel the pressure to transform their credit and lending operations. The IDC Market Glance offers an overview of the landscape for consumer and small business digital lending. And for good. A Pathway to Improved Loss Rates and Happier Customers.

Lending 354

Lending Strategy Marketing Big Data 354

Perficient

NOVEMBER 11, 2020

Here are 8 trends we’re currently tracking into 2021: TREND 1: The evolution of healthcare will be characterized by a reengineering of clinical care and operations around digital health and pervasive real-time use of data and advanced analytics.? Business Insider Intelligence / Research and Markets.

Trends 618

Trends Strategy Digital Strategies Leadership 618

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

PYMNTS

DECEMBER 16, 2020

The digitization of payroll data has the potential to optimize existing workflows and promote the development of new ones, with the Paycheck Protection Program (PPP) just one example of the value of such data. Nor, he told PYMNTS, will SMB lending be the only use case that emerges from unlocking payroll data.

Data 291

Data Lending Innovation Fintech 291

PYMNTS

NOVEMBER 23, 2020

There’s no shortage of consulting advice and press clippings that will state the importance of actionable data for companies as a selling, operational and marketing strategy. Big data, it used to be called. It is an open banking platform on one level and it also is a data management platform for consumers on another.

Data 293

Data Innovation Big Data Marketing Strategies 293

Perficient

DECEMBER 23, 2020

Manufacturers face a common challenge when trying to respond to unplanned market events that may impact business financial forecasts as well as sales and operations planning processes: having a single view of the business plan, with the right indicators can improve timeliness of key decisions.

Marketing 309

Marketing Management US Operations 309

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

JANUARY 21, 2025

The insurance industry in 2025 is at a pivotal point, with key digital insurance trends leading the charge in transforming how carriers operate and interact with customers. Recommended Approach : To buffer these external pressures, carriers and intermediaries must focus on operational efficiency, which can be accelerated through technology.

Trends 221

Trends Customer Experience social media Innovation 221

Abrigo

OCTOBER 21, 2020

Key Takeaways Trepp's head of Commercial Real Estate Finance outlined the current CRE market and looked at the future of CRE during Abrigo's recent ThinkBIG conference. This post by Hayley Collier , Trepp's Marketing Communication Specialist, was originally published on Trepp's blog and can be found here. The pandemic's impact on CRE.

Marketing 312

Marketing Lending Risk Management Retail 312

PYMNTS

JANUARY 19, 2021

While the coronavirus crisis certainly accelerated the drive toward digital, the mid-market's commerce digitization push was well underway before the pandemic hit. With B2B eCommerce proliferating, the market is rapidly evolving to make way for new business and payment models in response to customer demand. Emerging Business Models.

Online 275

Online Marketing Payments Operations 275

Perficient

MARCH 7, 2021

Fear not, Teams admins will have the ability to control how they’d like to control external user access to data and information. Operator Connect. Looking to connect your current operator to Teams without the need to worry about managing new hardware? Operator Connect Conferencing. Image provided by Microsoft.

Meeting 508

Meeting Video Compliance Operations 508

Perficient

DECEMBER 8, 2020

We have expanded upon our success with GCP in the healthcare and life sciences markets, and are excited to announce that we have earned six additional Expertise designations: Application Development, Data Lake Modernization, Competitive Technology, Search, Financial Services, and New Business Channels Using APIs.

Google 493

Google Data Technology System 493

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

FEBRUARY 12, 2025

The industry faces numerous challenges, including protecting sensitive data, navigating evolving regulations, and outdated legacy systems. To harness AIs potential effectively, its essential to develop a strategy that considers payment regulations to ensure consumer protection , data privacy , and ethical use of AI.

Trends 221

Trends Payments Compliance blockchain 221

Perficient

JANUARY 26, 2021

Let’s start off with an understanding of what quantum computing is, how it’s going to reshape the world, and what the current market trends look like. Bits are used to store data in a computer. The development of quantum computers could affect data security. Encryption is used for data protection. Processing Data.

System 505

System Technology Data Marketing 505

South State Correspondent

APRIL 9, 2025

We developed an accuracy-based framework to have agents crawl various bank websites and rate the website on a scale from 0 to 100 with 100 signifying the fact that the website contained enough information to evaluate various transaction, savings and money market accounts and then the agent could successfully complete the opening of a single account.

How To 195

How To Data Security Management 195

Perficient

SEPTEMBER 8, 2021

Personalization must be genuine – inauthentic marketing attempts are met with scrutiny and amplified on social media with risk to brand reputation and customer loyalty. True personalization requires three main elements: Know Me – data that is enabled AI and ML continuously updates to provide analytics relevant to the customer.

social media 477

social media Analytics Maine Study 477

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. The evolution of electronic trading provides a valuable case study to consider.

Regulation 221

Regulation Risk Management Compliance Fraud 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. Embedded Insurance is a rapidly evolving distribution channel.

Data 275

Data Conference Analytics Industry 275

Perficient

AUGUST 10, 2020

Here’s Why digital marketing video series, Eric Enge and John Dietrich explain how SEO is different for larger brands and what the keys to success are. ? ? ?. John is a marketing consultant from the SEO team here at Perficient, and he specializes in technical SEO. Large brands usually have a great offline presence. award-winning?Here’s

Video 517

Video Branding Tools Google 517

South State Correspondent

OCTOBER 16, 2024

The product generates significant fees and helps drive deposit balances, yet debit cards rarely get a mention in strategy, marketing, or customer profitability circles. 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.),

Cards 195

Cards How To Fraud ATM 195

Perficient

DECEMBER 14, 2020

The COVID-19 pandemic has challenged the economic and labor markets, impacting all businesses regardless of their size. The Public Cloud Market Will Surge. For example, software-as-a-service (SaaS) enables applications to run on the provider’s servers over the internet, and it will likely remain the largest segment of the cloud market.

Technology 348

Technology Trends Software Resources 348

Perficient

JULY 21, 2023

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve decision-making, and drive revenue growth.

Industry 221

Industry Data Training Technology 221

Perficient

SEPTEMBER 29, 2020

In August, we surveyed 154 marketing executives to find out what they think is likely to happen this holiday season and how they’re preparing for it. I’m the Principal for the Digital Marketing Solutions Business Unit here at Perficient. What will be different this holiday season and how to adjust your strategy accordingly.

Marketing 294

Marketing Branding Data Industry 294

South State Correspondent

JUNE 15, 2023

However, it is doubtful you utilize a complete operating system. This article discusses using EOS in banking – the Entrepreneurial Operating Model. Its six key components—Vision, People, Data, Issues, Process, and Traction—can inject life into a tiered organizational structure and restore a bank’s effectiveness.

Operations 195

Operations System Tools Management 195

Abrigo

FEBRUARY 6, 2025

Cannabis-related businesses (CRBs)spanning everything from cultivation to retailrepresent a market in need of lending services, from working capital to real estate and equipment loans. With this regulatory risk and associated operational complexities, there is plenty for financial institutions to consider before diving into cannabis lending.

Lending 195

Lending Compliance Community Software 195

Abrigo

JANUARY 17, 2025

These reliable customers provide a stable, low-cost funding source that is critical for financial institutions operations. Higher interest rates reflect a higher cost of borrowing from the market relative to the cost of maintaining cheaper deposits, which can make the value of deposit relationships soar.

Strategy 195

Strategy Guidelines Management Operations 195

Perficient

JUNE 17, 2020

trillion (USD) in 2023 with outsourcing contributing to 60% of market growth. In the same way, Perficient leverages our more than 1,000 full-time employees in our fully owned and operated global and domestic delivery centers to deliver quality with every client engagement.

Software 617

Software User Experience Meeting Resources 617

Perficient

DECEMBER 30, 2020

According to the ACSI data, Amazon had troubles with site performance, merchandise variety, inventory, customer support, and shipping. There could be lots of reasons, such as some stores being closed, most operated with restricted hours or restricted number of guests, or other COVID-19 restrictions that didn’t affect the online channel.

Online 421

Online Study Branding Customer Experience 421

Perficient

JULY 27, 2023

CRA remains essential today because many businesses are struggling to operate post-pandemic and have shut down. Data integration is significant in gaining insights into this updated clientele in the post-pandemic era. Data integration is significant in gaining insights into this updated clientele in the post-pandemic era.

Data 221

Data Compliance Community Lending 221