Bank Innovation

JUNE 14, 2019

Sally Krawcheck, co-founder and CEO of digital investment advisory company Ellevest, has built an investment product geared at a market she said many digital wealth platforms aren’t effectively reaching: women.

Marketing 218

Marketing New York Fintech Company 218

Perficient

JULY 30, 2020

” Jason Hudnall , general manager. Louis office including Marketing, Finance, Legal, HR, IT, Digital, and the St. Louis Local Business Unit who each do a tremendous job supporting their teams,” shares Jason Hudnall , general manager. Louis, the Green Team, changed to virtual events, too.

St. Louis 530

St. Louis Missouri Minnesota social media 530

Perficient

SEPTEMBER 24, 2020

As a proud inRiver partner with years of expertise in the product information management field , Perficient is proud to announce our sponsorship and involvement with inRiver’s PIMpoint Digital 2020. Here are two ways you can connect with us during this event: . Save your spot today for the virtual event of the year! .

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US Strategy Meeting Management 294

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.”. So what’s a modern, data-driven marketer to do? This is a tough one. HIPAA is serious.

Data 493

Data Marketing Community System 493

Perficient

AUGUST 14, 2020

Managing Dynamic Events. Health systems must respond in real time in order to manage the current needs of the patient. It’s a dynamic event that constantly changes with new associations. Evolving Regulations – Each state has their own guidelines for managing this health crisis.

System 519

System Analytics Strategy Guidelines 519

South State Correspondent

NOVEMBER 27, 2022

Banks can use the French Defense in deposit management. The French Deposit Management Defense. The French Deposit Defense stops a bank from executing a deposit promotion in a local market. First, it reinforces its training to its employees with a message that underscores the problem of marketing with rates.

Management 195

Management Marketing social media Strategy 195

PYMNTS

MARCH 10, 2020

There are bad days on the market — and in the wake of COVID-19, the disease caused by the coronavirus , which has spent the last month gaining more and more global ground, there have been more than a few of those of late. The market has had a crisis of confidence,” Willie Delwiche, investment strategist at Baird told the Associated Press.

Marketing 236

Marketing Fintech Bitcoin Apple 236

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

Perficient

JULY 10, 2020

Achieving these commitments will require clinical, marketing, and operations teams partnering more closely together and in a way they never have before. Revenue recovery efforts offered a necessary but insufficient first step – we urge you not to be complacent if you’re fortunate to have managed through a first wave.

US 522

US Marketing Automation Marketing System 522

Perficient

OCTOBER 26, 2020

Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. It’s critical to be aware of these market disruptions early on, so that you can act and revise financial forecasts accordingly. We’d love to have you attend our live event. Register today!

Operations 309

Operations Tools Strategy How To 309

South State Correspondent

SEPTEMBER 20, 2022

Last week, the American Banking Association (ABA) held its annual Bank Marketing Conference in Denver, receiving rave reviews. The theme was – developing your marketing superpowers. Amid the brewery networking, superhero costumes, and fun, some fantastic bank marketing lessons were had, and not just for bank marketers.

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Conference Marketing social media Data 195

South State Correspondent

JULY 24, 2023

Film quality aside, there have been few movies in the history of the World that have done a better job at marketing than Barbie. This article highlights these lessons and applies them to marketing deposits. We will also stipulate that you don’t have $100mm to spend on a marketing budget. Marketing made it so.

Marketing 195

Marketing social media Branding Apple 195

Perficient

NOVEMBER 10, 2020

OneStream is a driving force that enables financial transformation and helps organizations move to the next level of corporate performance management (CPM). Join us to learn why OneStream is a market disrupter in CPM with 100% customer success and referenceability. We’d love to have you attend our live event. Register today !

How To 309

How To Analytics Report Analysis 309

Perficient

JUNE 22, 2020

The Clinical One platform enables data to be shared across phases and the various functions involved in drug development, as data can be entered once for use in multiple areas, including: Randomization and Supplies Management. Data Management. Trial Management. Safety Case Management and more. Data entry. Validations.

Training 423

Training Video Study Data 423

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

Abrigo

FEBRUARY 1, 2023

Whatever is in store, it is completely expected that the future of interest rate management requires a more realistic approach to potential outcomes. This change in approach introduces new variables in the interest rate projections that for decades have been a non-issue as we were effectively in a 0% interest rate market.

Marketing 195

Marketing Strategy eBook Policies 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

AUGUST 18, 2022

In addition to being able to offer investment advice, a good financial advisor can offer personalized budgeting, debt management, and saving strategies to help clients achieve their financial goals. Fees are usually calculated based on how much money an advisor manages for a client, ranging from.25% Check the advisor’s credentials.

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Millennials Management Tools Strategy 473

South State Correspondent

OCTOBER 4, 2023

If you want to grab a material amount of new deposit balance, offer a 5.05% money market rate, post it all over Instagram, and sit back and watch the money roll in. In this article, we will show you 15 proven deposit marketing campaigns that will rack up deposit-gathering wins while building a high-performing bank in the process.

Marketing 195

Marketing Taxes Training Management 195

PYMNTS

OCTOBER 6, 2020

International Monetary Fund (IMF) Managing Director Kristalina Georgieva said in remarks prepared for delivery Tuesday (Oct. at an event honoring London School of Economics — her alma mater — on its 125th anniversary. “For Emerging markets and low-income and fragile states continue to face a precarious situation.

Management 173

Management United States Washington Resources 173

Abrigo

JANUARY 11, 2022

Asset/liability management basics In part 1 of this "Introduction to ALM" blog series, learn the goals of asset/liability management and how it can help financial institutions. Takeaway 1 ALM in banking means managing the cash flows of assets and liabilities to increase profitability, manage risk, and maintain safety and soundness. .

Management 195

Management Meeting Capital Strategy 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

MAY 10, 2022

Takeaway 3 Information from core deposit studies allows management to fund assets appropriately with non-maturity deposits. As noted throughout this “ Introduction to ALM ” blog series, a key aspect of asset/liability management (ALM) is managing assets and liabilities appropriately to generate and sustain margin.

Management 195

Management Study Analysis Groups 195

Perficient

DECEMBER 1, 2022

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life.

Taxes 294

Taxes Customer Experience Marketing Compliance 294

Perficient

JUNE 11, 2020

While the presented earlier is merely an example, it is based on real PV practices of a few forward-looking marketing authorization holders. A holistic pharmacovigilance system is not just adverse event cases entered into a database and endless line listings spit out for analysis. Fit-for-Purpose Pharmacovigilance Analytics.

Analytics 309

Analytics Risk Management System Analysis 309

PYMNTS

JANUARY 27, 2021

Founded in 2016 in Gothenburg, Sweden, Minna enables customers to manage subscription services via their bank’s app. While subscription management is an issue for consumers, it’s also an issue for banks because there’s a risk that extra money can be taken from the bank account as the data ties are cut between the merchant and customer. “But

Management 181

Management Technology Cards Retail 181

Perficient

AUGUST 14, 2023

To manage the complexity, multiple teams should leverage the same system, driving organized projects, while isolating testing tracks for mutually exclusive experiments. Ultimately, this culture of continuous improvement can lead to improved offerings, more efficient marketing strategies, and, most importantly, increased revenue and growth.

Google 419

Google Tools Analytics Strategy 419

Perficient

NOVEMBER 27, 2020

This past September, Perficient colleagues gathered for the month’s highly-anticipated social event: A Cultural Celebration Happy Hour. This event , planned by the Cultural and Social Committee, highlighted the rich diversity of our Perficient family. . ” Meet Our Presenters.

St. Louis 322

St. Louis Community US Leadership 322

BankUnderground

MAY 16, 2024

We both have asset managers, who want to take leveraged positions in interest rates. US asset managers had around US$650 billion of long treasury futures in June 2023. UK asset managers, in Autumn 2022, held around £200 billion in leveraged repo. Why and how do asset managers use leverage?

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Comparison US Strategy Marketing 128

South State Correspondent

JANUARY 3, 2024

To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Each book applies to any banker in a management position who faces a customer in the branch or field or any banker thinking about improving organizational performance. This book will be needed by bank CEOs in 2024.

Leadership 370

Leadership Management Strategy How To 370

Perficient

AUGUST 4, 2020

Periodic Adverse Drug Experience Report ( PADER ) is a part of post-marketing cumulative safety reports that need to be submitted to the United States Food and Drug Administration (US FDA). This report includes a Tabulation by System Organ Class (SOC) for all reported events that provide events and cases count by seriousness and listedness.

Report 309

Report Examples Data US 309

PYMNTS

DECEMBER 30, 2020

Many enjoyed huge first-day price pops, heating up the IPO market even more — and 2021 seems poised to only continue the fireworks. Popular stock-trading app Robinhood Markets reportedly recently hired Goldman Sachs to lead a possible 2021 IPO that would value the company at more than $20 billion. Then shares soared 85.8

Marketing 198

Marketing Company Online Report 198

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

South State Correspondent

JULY 29, 2024

The page can also be found on the top navigation on our website under “Live Events.” Using This Banking Calendar Application for Sales and Marketing Perhaps one of the best use cases for this Banking Calendar application is to find our best conferences for prospecting. Below are some items on our roadmap.

Conference 195

Conference Las Vegas Tools Training 195

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

PYMNTS

SEPTEMBER 21, 2020

But the calendar is so full of events this year that the “when” might be more important than the how. With so many companies giving their employees Election Day off, it could be an opportunity for a one-day sales event both online and in-store. In past years, the strategy could be more granular, such as choosing the right messaging.

Retail 169

Retail social media Marketing Branding 169

PYMNTS

OCTOBER 4, 2020

Apple has updated its website to show that Greg Joswiak has taken over for Phil Schiller as the company's new senior vice president of Worldwide Marketing, according to a Friday (Oct. He will still be in charge of the App Store and company events. 2) report from MacRumors.

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Apple Leadership Marketing Report 229