Perficient

JUNE 22, 2020

Oracle’s EPM Cloud Operations Guide is a must-have document for Oracle cloud EPM customers. Managing User Accounts. Understanding Oracle’s Change Management Process. Have a question about the Operations Guide? Whether it’s performance enhancements, security settings, compatibility questions, etc.

Data 354

Data Management Operations Examples 354

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

Accenture

OCTOBER 12, 2020

Financial services (FS) firms in the Middle East face a range of well-documented challenges. The post How managed services bring flexible, scalable ‘Next-Gen efficiencies’ appeared first on Accenture Banking Blog. In responding to this challenging and changing landscape, it’s time that all players….

Management 222

Management Regional Marketing Operations 222

Perficient

JANUARY 28, 2021

These articles contain many valid ideas and data points that should all be reviewed and considered for your operation but what does it mean to you? Here some steps to finding your Procurement Best Practices : Honestly assess your current procurement operations. Where are you strong and doing well. Where are you weak and struggling.

System 322

System Operations Analysis Management 322

South State Correspondent

JUNE 15, 2023

Likely, you do not have a common management framework at your bank. However, it is doubtful you utilize a complete operating system. This article discusses using EOS in banking – the Entrepreneurial Operating Model. You need to manage multiple product lines across different customer bases and geography.

Operations 195

Operations System Tools Management 195

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

Management Lending Risk Management Community 195

South State Correspondent

JUNE 25, 2024

In a previous article [ here ] we discussed why community banks need product managers to ensure that financial products and services are effectively developed, launched, and managed to meet customers’ evolving needs and the bank’s risk and profitability goals. This makes the product easier and faster to implement.

Lending 195

Lending Management Community Bank Community 195

PYMNTS

MARCH 6, 2019

For instance, the ability to transfer data and various assets can help firms keep track of, and improve, operations. One area where elimination of such processes can be of benefit is treasury management — specifically, reconciliation of transactions and liquidity management. Real-Time Window To Treasury Management.

blockchain 189

blockchain Management Data User Experience 189

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." So how can banks help customers keep up in uncertain markets?

Risk Management 195

Risk Management Management Policies Lending 195

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

PYMNTS

OCTOBER 19, 2020

Sudheera Vanguri , product manager lead at Google, said in a b log post on Monday (Oct. In this industry, borrowers and lenders have high expectations; they want a mortgage document processing solution catered to improving operational efficiency, while ensuring speed and data accuracy.

Google 264

Google Tools Lending Industry 264

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

Abrigo

OCTOBER 9, 2024

In this blog, we explore how banks and credit unions have adapted their approach to Q factors under CECL and share insights from an Abrigo advisory webinar on managing this critical part of the ACL process. For example, "If you're an institution that operates on the coast, you probably have real seasonal risk from weather.

Risk Management 195

Risk Management Management Compliance Data 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Abrigo

AUGUST 19, 2024

This includes having control over the BSA department’s operations, making necessary adjustments to the Anti-Money Laundering (AML) system, and managing staffing levels. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer.

Resources 195

Resources Compliance Management Training 195

Perficient

NOVEMBER 20, 2020

I am just echoing Oracle’s document. To be precise more on the SDM / Close Manager side of FCC – you have new commands to clear region / copy region by profile. Business Benefit: These commands facilitate the scheduling and automation of some Tax Reporting and Financial Consolidation and Close operations.

Taxes 322

Taxes Regional Report Examples 322

PYMNTS

JANUARY 27, 2020

The solution uses automated technology to categorize and codify relevant data from these documents in real time, thereby trimming the time employees and expense managers need to sort through them. Why Deft Spend Management Is Crucial To Successful Event Planning. About The Playbook.

Management 160

Management Taxes Tools Metro 160

PYMNTS

DECEMBER 24, 2020

Care providers charge patients bill portions, and then submit claims and supporting documentation to insurance providers for the remaining amounts. Inefficiencies surrounding these processes can cause serious pains, said Arthur Schoen , vice president of insurance operations and revenue cycle management at Aspen Dental Management.

Payments 255

Payments Operations Management Tools 255

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series.

Management 195

Management Meeting Risk Management Operations 195

Cisco

OCTOBER 4, 2022

It is an update to the 2004 Operations book, and links the different processes of Architecture, Infrastructure, and Operations (AIO) into a cohesive framework for auditors to assess. In this booklet the FFIEC discusses the principles and practices for IT and operations, as well as processes for addressing risk respective to IT systems.

Operations 118

Operations Software Risk Management Management 118

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I Engaging Leadership Inspires Collaboration and Teamwork.

Technology 441

Technology Austin Leadership US 441

Abrigo

SEPTEMBER 24, 2024

DOWNLOAD Takeaway 1 A human-in-the-loop approach plays a vital role in ensuring that AI systems effectively support alert and case management for AML/CFT suspicious activity monitoring. Human-in-the-loop refers to the collaboration between AI systems and human experts, ensuring that machines do not operate in isolation.

Software 195

Software Management Compliance Resources 195

Perficient

FEBRUARY 27, 2024

Platform Modernization: Enhancing Efficiency Across the Value Chain Organizations are actively embracing artificial intelligence (AI) and cloud technologies to streamline operations and gain insights. Leveraging cloud technology for streamlined operations and enhanced scalability.

Trends 221

Trends Industry Operations Customer Experience 221

Perficient

JUNE 5, 2020

Multiple regulatory controls are required for the custodianship of patient and customer data, creation of secure software systems, governance of development environments, and ensuring proper management of audit information. Intake, Construction, Release Management), and DevOps pipeline tooling. Operational Security.

Compliance 332

Compliance Security Software System 332

PYMNTS

JUNE 26, 2020

The pandemic has the potential to change the way any number of business verticals operate — especially industries like real estate, which typically have been based on in-person meetings and tours between property owners or real estate agents and would-be renters or homebuyers. That model may be ripe for change in the age of social distancing.

Operations 278

Operations Tools Security Management 278

Abrigo

MARCH 13, 2020

Key Takeaways In today's uncertain economic climate, community financial institutions must resolve to manage risk and drive growth. Abrigo’s 2020 Business Lending Readiness Survey identified a number of pain points that thwart business lending growth, from document gathering to lengthy loan turnaround time. Wrangling documents.

Community 195

Community Lending Analytics Management 195

Perficient

OCTOBER 29, 2020

That’s why you need a solution that helps the sales team manage the sales process and close the deal faster. CPQ is a technical platform that you can use to manage products and simplify the sales process. Document templates for creating documents and quotes. Admin app to manage cache and other services.

Management 247

Management Industry Customer Experience Examples 247

PYMNTS

NOVEMBER 6, 2020

Lilia Metodieva , managing director at Monneo , told PYMNTS that the company offers a platform and a single point of access through which online merchants can access virtual IBANs provided through a network of European banks. This gives additional advantages for day-to-day operations across borders and currencies. .

Payments 246

Payments Compliance Operations Resources 246

PYMNTS

SEPTEMBER 28, 2020

Smooth B2B operations depend on robust data gathering, but many companies rely on manual methods to collect information and complete supplier enrollment. Buyers must acquire documents , such as W-8 or W-9 tax forms and information like taxpayer identification numbers (TINs) from vendors, then validate their details to meet tax obligations.

Data 166

Data Management Taxes Meeting 166

Perficient

AUGUST 7, 2020

This reorientation to supply and demand activated access will require health systems to change how they operate, and success will be require four discrete steps of transformation. Step 1 – Expand patient access modalities. Let’s be honest, accessing healthcare historically is just a pain.

System 332

System Management Operations Resources 332

Perficient

FEBRUARY 12, 2021

Completing HR paperwork before Day 1 will give the employees an opportunity to collect all the necessary documents and they won’t face the pressure of time constraints. Create and share a sample agenda, which can include, a meeting with Hiring Manager and the immediate team familiar with one another. Keep it simple.

Conference 340

Conference Video Branding Meeting 340

Abrigo

APRIL 12, 2021

What an LOS Is, and How It Benefits CFIs A loan origination system automates and manages the lending process to address common challenges. A loan origination system automates, manages. You might also like this report on commercial loan automation systems DOWNLOAD. Here's what a loan origination system is. Definition of LOS.

System 338

System Lending Software Analysis 338

Perficient

SEPTEMBER 2, 2022

To me, the companies that did best were those who invested and used the underlying technology to enhance the customer experience and streamline operations. R.TY: Well, several years prior I was responsible for getting new legal documents required to meet a then-new federal regulation. Can you give some examples of how they did that?

blockchain 55

blockchain Customer Experience Examples Leadership 55

Perficient

FEBRUARY 15, 2024

This blog was co-authored by Perficient Risk and Regulatory CoE Member: Alicia Lawrence The announcement of significant amendments to the New York State Department of Financial Services (NYSDFS) regulations on December 1, 2023, represents a pivotal moment for entities operating within New York’s financial sector.

New York 221

New York Compliance Regulation Analysis 221

Abrigo

FEBRUARY 16, 2024

Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. It's about ensuring that every aspect of your lending operation is optimized for efficiency and effectiveness. Reduce exceptions : Too many credit exceptions can lead to confusion and inefficiency.

Training 195

Training Risk Management Analysis Policies 195

Perficient

FEBRUARY 15, 2024

The announcement of significant amendments to the DFS500 regulations on December 1, 2023, represents a pivotal moment for entities operating within New York’s financial sector. Embracing these changes enables entities to fortify their operations, safeguard stakeholders, and instill trust within the broader financial community.

Compliance 221

Compliance New York Regulation Analysis 221

PYMNTS

JANUARY 21, 2021

The platform in question, according to the release, will also help with things like simplifying IT infrastructure and lowering operating costs. HashCash's HC Corporate Payment will come with immediate reconciliation, real-time document sharing and automation via smart contacts, in order to enable quicker, more effective B2B payments.

blockchain 233

blockchain US cryptocurrency Payments 233